Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Householder Group Estate & Retirement Specialist, LLC 13F Holdings -- Portfolio & Top Positions (2024-12-31)

Name: Householder Group Estate & Retirement Specialist, LLC 13F Holdings (2024-12-31)
Creator: ko.io

Householder Group Estate & Retirement Specialist, LLC (CIK 1881590) reported $133.8M across 601 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: FSK ($15.6M, 11.69%), AMLP ($14.2M, 10.58%), AAPL ($7.2M, 5.34%), COST ($5.6M, 4.22%), DBRG ($5.6M, 4.17%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	FSK	FS KKR	$15.6M	11.69%	720,277	Added
2	AMLP	ALPS ALERIAN	$14.2M	10.58%	293,861	Trimmed
3	AAPL	APPLE INC	$7.2M	5.34%	28,553	Trimmed
4	COST	COSTCO WHOLESALE	$5.6M	4.22%	6,160	Trimmed
5	DBRG	DIGITALBRIDGE GROUP	$5.6M	4.17%	494,697	Trimmed
6	AMZN	AMAZON COM	$3.8M	2.86%	17,463	Trimmed
7	NVDA	NVIDIA CORP	$3.8M	2.82%	28,071	Trimmed
8	SPTM	SPDR PORTFOLIO	$3.0M	2.22%	41,519	Trimmed
9	COWZ	PACER US	$2.6M	1.98%	46,871	Added
10	SPYG	SPDR PORTFOLIO	$2.6M	1.97%	29,995	Trimmed
11	QQQ	INVESCO QQQ	$2.6M	1.94%	5,070	Trimmed
12	LMBS	FIRST TRUST	$2.3M	1.72%	47,220	Added
13	MSFT	MICROSOFT CORP	$2.1M	1.58%	5,019	Trimmed
14	ILPT	INDUSTRIAL LOGISTICS	$1.9M	1.45%	530,284	Trimmed
15	XLV	SECTOR HEALTHCARE	$1.7M	1.27%	12,400	Trimmed
16	WTAI	WISDOMTREE TR	$1.6M	1.23%	74,896	Added
17	FTC	FIRST TRUST	$1.4M	1.04%	10,049	Added
18	FTAI	FTAI AVIATION	$1.3M	0.98%	9,067	Added
19	FVD	FIRST TRUST	$1.2M	0.93%	28,630	Trimmed
20	BUFR	FIRST TRUST	$1.2M	0.92%	40,501	Trimmed
21	UCON	FIRST TRUST	$1.2M	0.87%	47,424	Added
22	JEPQ	JP MORGAN	$1.1M	0.84%	19,882	Trimmed
23	KNG	FIRST TRUST	$1.1M	0.82%	21,742	Trimmed
24	ABBV	ABBVIE INC	$1.1M	0.82%	6,169	Trimmed
25	XLK	SECTOR TECHNOLOGY	$1.1M	0.79%	4,526	Trimmed

Source: SEC Form 13F filings · as of 2024-12-31