$268 Million is the total value of Householder Group Estate & Retirement Specialist, LLC's 194 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $16,004,000 | – | 233,200 | +100.0% | 5.96% | – |
| DBRG | New | DIGITALBRIDGE GROUP INC | $14,709,000 | – | 1,765,745 | +100.0% | 5.48% | – |
| FSK | New | FS KKR CAP CORP | $11,961,000 | – | 571,226 | +100.0% | 4.46% | – |
| AAPL | New | APPLE INC | $10,756,000 | – | 60,573 | +100.0% | 4.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $9,048,000 | – | 15,937 | +100.0% | 3.37% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $9,010,000 | – | 275,189 | +100.0% | 3.36% | – |
| OPI | New | OFFICE PPTYS INCOME TR | $5,718,000 | – | 230,192 | +100.0% | 2.13% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $5,204,000 | – | 13,081 | +100.0% | 1.94% | – |
| ILPT | New | INDUSTRIAL LOGISTICS PPTYS T | $5,145,000 | – | 205,389 | +100.0% | 1.92% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $5,121,000 | – | 21,208 | +100.0% | 1.91% | – |
| USMV | New | ISHARES TRmsci usa min vol | $3,938,000 | – | 48,672 | +100.0% | 1.47% | – |
| WMT | New | WALMART INC | $3,524,000 | – | 24,357 | +100.0% | 1.31% | – |
| WWD | New | WOODWARD INC | $3,349,000 | – | 30,593 | +100.0% | 1.25% | – |
| DVY | New | ISHARES TRselect divid etf | $3,292,000 | – | 26,856 | +100.0% | 1.23% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,285,000 | – | 19,125 | +100.0% | 1.22% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,249,000 | – | 6,841 | +100.0% | 1.21% | – |
| HON | New | HONEYWELL INTL INC | $3,159,000 | – | 15,149 | +100.0% | 1.18% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $3,159,000 | – | 39,083 | +100.0% | 1.18% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $3,084,000 | – | 10,092 | +100.0% | 1.15% | – |
| QUS | New | SPDR SER TRmsci usa strtgic | $2,867,000 | – | 21,950 | +100.0% | 1.07% | – |
| AMZN | New | AMAZON COM INC | $2,704,000 | – | 811 | +100.0% | 1.01% | – |
| IYW | New | ISHARES TRu.s. tech etf | $2,641,000 | – | 23,002 | +100.0% | 0.98% | – |
| MSFT | New | MICROSOFT CORP | $2,450,000 | – | 7,284 | +100.0% | 0.91% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $2,393,000 | – | 13,378 | +100.0% | 0.89% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,211,000 | – | 10,489 | +100.0% | 0.82% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $2,189,000 | – | 26,159 | +100.0% | 0.82% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,157,000 | – | 43,156 | +100.0% | 0.80% | – |
| OEF | New | ISHARES TRs&p 100 etf | $2,088,000 | – | 9,527 | +100.0% | 0.78% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $2,010,000 | – | 43,423 | +100.0% | 0.75% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $1,979,000 | – | 45,977 | +100.0% | 0.74% | – |
| ABT | New | ABBOTT LABS | $1,926,000 | – | 13,683 | +100.0% | 0.72% | – |
| MDT | New | MEDTRONIC PLC | $1,912,000 | – | 18,485 | +100.0% | 0.71% | – |
| LLY | New | LILLY ELI & CO | $1,898,000 | – | 6,870 | +100.0% | 0.71% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,819,000 | – | 12,909 | +100.0% | 0.68% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,778,000 | – | 33,417 | +100.0% | 0.66% | – |
| PEP | New | PEPSICO INC | $1,709,000 | – | 9,839 | +100.0% | 0.64% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $1,663,000 | – | 110,893 | +100.0% | 0.62% | – |
| TSLA | New | TESLA INC | $1,654,000 | – | 1,565 | +100.0% | 0.62% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $1,625,000 | – | 11,165 | +100.0% | 0.60% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $1,605,000 | – | 2,406 | +100.0% | 0.60% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $1,606,000 | – | 18,779 | +100.0% | 0.60% | – |
| PSK | New | SPDR SER TRice pfd sec etf | $1,570,000 | – | 36,591 | +100.0% | 0.58% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,510,000 | – | 3,007 | +100.0% | 0.56% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,509,000 | – | 5,046 | +100.0% | 0.56% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,472,000 | – | 27,883 | +100.0% | 0.55% | – |
| O | New | REALTY INCOME CORP | $1,453,000 | – | 20,298 | +100.0% | 0.54% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,452,000 | – | 8,353 | +100.0% | 0.54% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,426,000 | – | 9,692 | +100.0% | 0.53% | – |
| DOCU | New | DOCUSIGN INC | $1,419,000 | – | 9,316 | +100.0% | 0.53% | – |
| DIS | New | DISNEY WALT CO | $1,405,000 | – | 9,071 | +100.0% | 0.52% | – |
| LOW | New | LOWES COS INC | $1,395,000 | – | 5,396 | +100.0% | 0.52% | – |
| ACWV | New | ISHARES INCmsci gbl min vol | $1,378,000 | – | 12,725 | +100.0% | 0.51% | – |
| FPX | New | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,338,000 | – | 10,925 | +100.0% | 0.50% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,326,000 | – | 4,395 | +100.0% | 0.49% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $1,322,000 | – | 18,248 | +100.0% | 0.49% | – |
| XOM | New | EXXON MOBIL CORP | $1,300,000 | – | 21,239 | +100.0% | 0.48% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,284,000 | – | 2,802 | +100.0% | 0.48% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $1,281,000 | – | 11,043 | +100.0% | 0.48% | – |
| GNRC | New | GENERAC HLDGS INC | $1,233,000 | – | 3,504 | +100.0% | 0.46% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,226,000 | – | 7,165 | +100.0% | 0.46% | – |
| XRT | New | SPDR SER TRs&p retail etf | $1,220,000 | – | 13,514 | +100.0% | 0.45% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $1,195,000 | – | 54,575 | +100.0% | 0.44% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $1,132,000 | – | 13,409 | +100.0% | 0.42% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,128,000 | – | 7,123 | +100.0% | 0.42% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $1,111,000 | – | 2,330 | +100.0% | 0.41% | – |
| ABBV | New | ABBVIE INC | $1,099,000 | – | 8,118 | +100.0% | 0.41% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $1,087,000 | – | 51,385 | +100.0% | 0.40% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,043,000 | – | 20,064 | +100.0% | 0.39% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,033,000 | – | 4,644 | +100.0% | 0.38% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,015,000 | – | 12,003 | +100.0% | 0.38% | – |
| AGG | New | ISHARES TRcore us aggbd et | $1,009,000 | – | 8,846 | +100.0% | 0.38% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $992,000 | – | 16,964 | +100.0% | 0.37% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $980,000 | – | 14,448 | +100.0% | 0.36% | – |
| EFA | New | ISHARES TRmsci eafe etf | $964,000 | – | 12,249 | +100.0% | 0.36% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $953,000 | – | 10,053 | +100.0% | 0.36% | – |
| USHY | New | ISHARES TRbroad usd high | $940,000 | – | 22,832 | +100.0% | 0.35% | – |
| LMT | New | LOCKHEED MARTIN CORP | $935,000 | – | 2,631 | +100.0% | 0.35% | – |
| IDXX | New | IDEXX LABS INC | $933,000 | – | 1,417 | +100.0% | 0.35% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $930,000 | – | 11,510 | +100.0% | 0.35% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $929,000 | – | 17,843 | +100.0% | 0.35% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $919,000 | – | 6,932 | +100.0% | 0.34% | – |
| GLD | New | SPDR GOLD TR | $912,000 | – | 5,332 | +100.0% | 0.34% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $909,000 | – | 3,411 | +100.0% | 0.34% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $899,000 | – | 2,801 | +100.0% | 0.34% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $874,000 | – | 302 | +100.0% | 0.33% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $869,000 | – | 32,879 | +100.0% | 0.32% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $863,000 | – | 13,846 | +100.0% | 0.32% | – |
| IBDR | New | ISHARES TRibonds dec2026 | $824,000 | – | 31,617 | +100.0% | 0.31% | – |
| MCD | New | MCDONALDS CORP | $807,000 | – | 3,010 | +100.0% | 0.30% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $803,000 | – | 8,320 | +100.0% | 0.30% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $780,000 | – | 23,644 | +100.0% | 0.29% | – |
| AXP | New | AMERICAN EXPRESS CO | $775,000 | – | 4,736 | +100.0% | 0.29% | – |
| HD | New | HOME DEPOT INC | $764,000 | – | 1,841 | +100.0% | 0.28% | – |
| NVDA | New | NVIDIA CORPORATION | $760,000 | – | 2,583 | +100.0% | 0.28% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $751,000 | – | 15,099 | +100.0% | 0.28% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $750,000 | – | 3,043 | +100.0% | 0.28% | – |
| DGRO | New | ISHARES TRcore div grwth | $750,000 | – | 13,487 | +100.0% | 0.28% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $743,000 | – | 7,125 | +100.0% | 0.28% | – |
| New | UBS AG LONDON BRANCHen lg cp grwth | $742,000 | – | 855 | +100.0% | 0.28% | – | |
| DE | New | DEERE & CO | $739,000 | – | 2,155 | +100.0% | 0.28% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $733,000 | – | 11,523 | +100.0% | 0.27% | – |
| TGT | New | TARGET CORP | $685,000 | – | 2,960 | +100.0% | 0.26% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $677,000 | – | 9,246 | +100.0% | 0.25% | – |
| PG | New | PROCTER AND GAMBLE CO | $668,000 | – | 4,085 | +100.0% | 0.25% | – |
| VEEV | New | VEEVA SYS INC | $661,000 | – | 2,586 | +100.0% | 0.25% | – |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $649,000 | – | 13,566 | +100.0% | 0.24% | – |
| VOO | New | VANGUARD INDEX FDS | $647,000 | – | 1,482 | +100.0% | 0.24% | – |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $631,000 | – | 11,707 | +100.0% | 0.24% | – |
| TIP | New | ISHARES TRtips bd etf | $627,000 | – | 4,852 | +100.0% | 0.23% | – |
| MRK | New | MERCK & CO INC | $628,000 | – | 8,197 | +100.0% | 0.23% | – |
| FPF | New | FIRST TR INTER DURATN PFD & | $608,000 | – | 24,778 | +100.0% | 0.23% | – |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $600,000 | – | 15,867 | +100.0% | 0.22% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $594,000 | – | 1,528 | +100.0% | 0.22% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $582,000 | – | 14,912 | +100.0% | 0.22% | – |
| LSI | New | LIFE STORAGE INC | $578,000 | – | 3,773 | +100.0% | 0.22% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $577,000 | – | 6,804 | +100.0% | 0.22% | – |
| V | New | VISA INC | $572,000 | – | 2,640 | +100.0% | 0.21% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $566,000 | – | 9,675 | +100.0% | 0.21% | – |
| UNP | New | UNION PAC CORP | $567,000 | – | 2,249 | +100.0% | 0.21% | – |
| AOM | New | ISHARES TRmodert alloc etf | $563,000 | – | 12,388 | +100.0% | 0.21% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $540,000 | – | 9,784 | +100.0% | 0.20% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $540,000 | – | 5,821 | +100.0% | 0.20% | – |
| KMB | New | KIMBERLY-CLARK CORP | $525,000 | – | 3,673 | +100.0% | 0.20% | – |
| PSA | New | PUBLIC STORAGE | $525,000 | – | 1,402 | +100.0% | 0.20% | – |
| EOG | New | EOG RES INC | $527,000 | – | 5,937 | +100.0% | 0.20% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $515,000 | – | 3,065 | +100.0% | 0.19% | – |
| SECT | New | NORTHERN LTS FD TR IVmain sectr rotn | $511,000 | – | 11,395 | +100.0% | 0.19% | – |
| F | New | FORD MTR CO DEL | $503,000 | – | 24,229 | +100.0% | 0.19% | – |
| PFF | New | ISHARES TRpfd and incm sec | $499,000 | – | 12,644 | +100.0% | 0.19% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $484,000 | – | 9,544 | +100.0% | 0.18% | – |
| PFE | New | PFIZER INC | $471,000 | – | 7,974 | +100.0% | 0.18% | – |
| AMGN | New | AMGEN INC | $466,000 | – | 2,072 | +100.0% | 0.17% | – |
| XMPT | New | VANECK ETF TRUST | $464,000 | – | 15,660 | +100.0% | 0.17% | – |
| HNDL | New | STRATEGY SHSns 7handl idx | $463,000 | – | 17,812 | +100.0% | 0.17% | – |
| AFL | New | AFLAC INC | $453,000 | – | 7,762 | +100.0% | 0.17% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $452,000 | – | 156 | +100.0% | 0.17% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $415,000 | – | 801 | +100.0% | 0.16% | – |
| YUM | New | YUM BRANDS INC | $414,000 | – | 2,981 | +100.0% | 0.15% | – |
| SPSB | New | SPDR SER TRportfolio short | $413,000 | – | 13,333 | +100.0% | 0.15% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $407,000 | – | 8,082 | +100.0% | 0.15% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $407,000 | – | 15,792 | +100.0% | 0.15% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $403,000 | – | 4,595 | +100.0% | 0.15% | – |
| NET | New | CLOUDFLARE INC | $390,000 | – | 2,964 | +100.0% | 0.14% | – |
| NKE | New | NIKE INCcl b | $389,000 | – | 2,333 | +100.0% | 0.14% | – |
| CHWY | New | CHEWY INCcl a | $379,000 | – | 6,431 | +100.0% | 0.14% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $374,000 | – | 3,757 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $368,000 | – | 3,132 | +100.0% | 0.14% | – |
| WCN | New | WASTE CONNECTIONS INC | $364,000 | – | 2,674 | +100.0% | 0.14% | – |
| New | LUCID GROUP INC | $351,000 | – | 9,224 | +100.0% | 0.13% | – | |
| IWN | New | ISHARES TRrus 2000 val etf | $349,000 | – | 2,102 | +100.0% | 0.13% | – |
| IP | New | INTERNATIONAL PAPER CO | $345,000 | – | 7,339 | +100.0% | 0.13% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $341,000 | – | 15,409 | +100.0% | 0.13% | – |
| TREX | New | TREX CO INC | $339,000 | – | 2,512 | +100.0% | 0.13% | – |
| URI | New | UNITED RENTALS INC | $335,000 | – | 1,007 | +100.0% | 0.12% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $333,000 | – | 1,177 | +100.0% | 0.12% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $334,000 | – | 919 | +100.0% | 0.12% | – |
| OGE | New | OGE ENERGY CORP | $332,000 | – | 8,643 | +100.0% | 0.12% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $331,000 | – | 1,053 | +100.0% | 0.12% | – |
| IYH | New | ISHARES TRus hlthcare etf | $330,000 | – | 1,098 | +100.0% | 0.12% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $327,000 | – | 909 | +100.0% | 0.12% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $313,000 | – | 6,226 | +100.0% | 0.12% | – |
| T | New | AT&T INC | $314,000 | – | 12,758 | +100.0% | 0.12% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $310,000 | – | 4,331 | +100.0% | 0.12% | – |
| INTC | New | INTEL CORP | $310,000 | – | 6,015 | +100.0% | 0.12% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $307,000 | – | 11,552 | +100.0% | 0.11% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $303,000 | – | 2,650 | +100.0% | 0.11% | – |
| IGIB | New | ISHARES TR | $303,000 | – | 5,111 | +100.0% | 0.11% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $298,000 | – | 5,832 | +100.0% | 0.11% | – |
| ED | New | CONSOLIDATED EDISON INC | $296,000 | – | 3,474 | +100.0% | 0.11% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $290,000 | – | 5,871 | +100.0% | 0.11% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $280,000 | – | 5,950 | +100.0% | 0.10% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $278,000 | – | 1,848 | +100.0% | 0.10% | – |
| HTA | New | HEALTHCARE TR AMER INCcl a new | $277,000 | – | 8,297 | +100.0% | 0.10% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $268,000 | – | 4,824 | +100.0% | 0.10% | – |
| SQ | New | BLOCK INCcl a | $263,000 | – | 1,626 | +100.0% | 0.10% | – |
| CSCO | New | CISCO SYS INC | $261,000 | – | 4,113 | +100.0% | 0.10% | – |
| SRE | New | SEMPRA | $261,000 | – | 1,974 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO | $249,000 | – | 4,205 | +100.0% | 0.09% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $240,000 | – | 2,949 | +100.0% | 0.09% | – |
| DOW | New | DOW INC | $237,000 | – | 4,173 | +100.0% | 0.09% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $235,000 | – | 1,849 | +100.0% | 0.09% | – |
| BX | New | BLACKSTONE INC | $233,000 | – | 1,798 | +100.0% | 0.09% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $232,000 | – | 1,565 | +100.0% | 0.09% | – |
| PFFA | New | ETFIS SER TR Ivirtus infrcap | $228,000 | – | 9,081 | +100.0% | 0.08% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $222,000 | – | 1,371 | +100.0% | 0.08% | – |
| CHE | New | CHEMED CORP NEW | $221,000 | – | 418 | +100.0% | 0.08% | – |
| AMAT | New | APPLIED MATLS INC | $215,000 | – | 1,368 | +100.0% | 0.08% | – |
| PXD | New | PIONEER NAT RES CO | $208,000 | – | 1,144 | +100.0% | 0.08% | – |
| IYR | New | ISHARES TRu.s. real es etf | $208,000 | – | 1,795 | +100.0% | 0.08% | – |
| XAR | New | SPDR SER TRaerospace def | $203,000 | – | 1,743 | +100.0% | 0.08% | – |
| MPC | New | MARATHON PETE CORP | $200,000 | – | 3,130 | +100.0% | 0.08% | – |
| PSTG | New | PURE STORAGE INCcl a | $200,000 | – | 6,143 | +100.0% | 0.08% | – |
| CAT | New | CATERPILLAR INC | $202,000 | – | 976 | +100.0% | 0.08% | – |
| New | MOMENTUS INC | $98,000 | – | 23,473 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q3 2023 | 11.9% |
| COSTCO WHSL CORP NEW | 7 | Q3 2023 | 11.5% |
| OFFICE PROPERTIES | 7 | Q3 2023 | 5.7% |
| AMAZON COM INC | 7 | Q3 2023 | 4.8% |
| EXXON MOBIL CORP | 7 | Q3 2023 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 2.5% |
| SPDR GOLD TR | 7 | Q3 2023 | 2.2% |
| UNITEDHEALTH GROUP INC | 7 | Q3 2023 | 2.4% |
| ABBOTT LABS | 7 | Q3 2023 | 2.3% |
| ABBVIE INC | 7 | Q3 2023 | 2.2% |
View Householder Group Estate & Retirement Specialist, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-04-12 |
View Householder Group Estate & Retirement Specialist, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.