Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 10 | Q2 2024 | 11.9% |
COSTCO WHSL CORP NEW | 10 | Q2 2024 | 11.5% |
AMAZON COM INC | 10 | Q2 2024 | 4.8% |
OFFICE PROPERTIES | 10 | Q2 2024 | 5.7% |
EXXON MOBIL CORP | 10 | Q2 2024 | 4.1% |
NVIDIA CORPORATION | 10 | Q2 2024 | 3.4% |
BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2024 | 2.5% |
SPDR GOLD TR | 10 | Q2 2024 | 2.2% |
UNITEDHEALTH GROUP INC | 10 | Q2 2024 | 2.4% |
ABBOTT LABS | 10 | Q2 2024 | 2.3% |
View Householder Group Estate & Retirement Specialist, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-07-17 |
13F-HR | 2024-05-03 |
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 |
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.