$277 Million is the total value of Householder Group Estate & Retirement Specialist, LLC's 1306 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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 | 2024-05-03 |
| 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 |
| 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.