Householder Group Estate & Retirement Specialist, LLC
CIK 1881590 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $134K
- المراكز
- 601
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#9389 من 9443 حسب قيمة 13F · أعلى 99.4%
- وزن أكبر 10 مقتنيات
- 47,84%
- وزن أكبر 25 مقتنية
- 65,03%
- المراكز فوق 1%
- 17
- العدد الفعلي للمراكز
- 26,9
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 601
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Financial Services
17,0%
Technology
11,7%
Retail
8,0%
Industrials
3,4%
Healthcare
2,8%
Real Estate
1,9%
Consumer Discretionary
1,7%
Communication Services
1,4%
Financials
1,1%
Energy
1,0%
Consumer Staples
0,6%
Utilities
0,4%
Communications
0,2%
Materials
0,2%
Consumer products
0,2%
Telecommunication
0,1%
Logistics & Transportation
0,0%
Packaging
0,0%
Paper & Forest
0,0%
أخرى/غير معينة
48,3%
المحفظة الكاملة 601 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| FSK FS KKR Capital Corp. Common Stock | $15644 | 11,69% | 720277 | صعود ×1 | |||
| AMLP | $14152 | 10,58% | 293861 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $7150 | 5,34% | 28553 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $5644 | 4,22% | 6160 | صعود ×1 | |||
| DBRG DigitalBridge Group, Inc. | $5580 | 4,17% | 494697 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3831 | 2,86% | 17463 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $3769 | 2,82% | 28071 | صعود ×1 | |||
| SPTM | $2965 | 2,22% | 41519 | صعود ×1 | |||
| COWZ | $2647 | 1,98% | 46871 | صعود ×1 | |||
| SPYG | $2636 | 1,97% | 29995 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2592 | 1,94% | 5070 | صعود ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $2298 | 1,72% | 47220 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2115 | 1,58% | 5019 | صعود ×1 | |||
| ILPT Industrial Logistics Properties Trust - Common Shares of Beneficial Interest | $1935 | 1,45% | 530284 | صعود ×1 | |||
| XLV XLV | $1705 | 1,27% | 12400 | صعود ×1 | |||
| WTAI | $1647 | 1,23% | 74896 | صعود ×1 | |||
| FTC First Trust Large Cap Growth AlphaDEX Fund | $1389 | 1,04% | 10049 | صعود ×1 | |||
| FTAI FTAI Aviation Ltd. - Common Stock | $1306 | 0,98% | 9067 | صعود ×1 | |||
| FVD | $1249 | 0,93% | 28630 | صعود ×1 | |||
| BUFR | $1234 | 0,92% | 40501 | صعود ×1 | |||
| UCON | $1169 | 0,87% | 47424 | صعود ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1120 | 0,84% | 19882 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1096 | 0,82% | 6169 | صعود ×1 | |||
| KNG | $1091 | 0,82% | 21742 | صعود ×1 | |||
| XLK XLK | $1052 | 0,79% | 4526 | صعود ×1 | |||
| JVAL | $985 | 0,74% | 22820 | صعود ×1 | |||
| PRF | $949 | 0,71% | 23537 | صعود ×1 | |||
| CALF | $901 | 0,67% | 20480 | صعود ×1 | |||
| GLD | $839 | 0,63% | 3466 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $813 | 0,61% | 4271 | صعود ×1 | |||
| FPX | $789 | 0,59% | 6603 | صعود ×1 | |||
| FTHI First Trust BuyWrite Income ETF | $788 | 0,59% | 33901 | صعود ×1 | |||
| SKYY First Trust Cloud Computing ETF | $746 | 0,56% | 6269 | صعود ×1 | |||
| SPY SPY | $715 | 0,53% | 1220 | صعود ×1 | |||
| AFL AFLAC Incorporated Common Stock | $634 | 0,47% | 6137 | صعود ×1 | |||
| ABT Abbott Laboratories Common Stock | $608 | 0,45% | 5375 | صعود ×1 | |||
| V Visa Inc. | $598 | 0,45% | 1895 | صعود ×1 | |||
| LGLV | $580 | 0,43% | 3514 | صعود ×1 | |||
| OPITQ | $547 | 0,41% | 547941 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $546 | 0,41% | 3594 | صعود ×1 | |||
| XLU XLU | $542 | 0,41% | 7167 | صعود ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $539 | 0,40% | 7139 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $524 | 0,39% | 4879 | صعود ×1 | |||
| XLE XLE | $494 | 0,37% | 5769 | صعود ×1 | |||
| QDPL | $491 | 0,37% | 12795 | صعود ×1 | |||
| XLRE XLRE | $456 | 0,34% | 11215 | صعود ×1 | |||
| BRKB | $452 | 0,34% | 998 | صعود ×1 | |||
| AMGN Amgen Inc. - Common Stock | $412 | 0,31% | 1584 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $410 | 0,31% | 2167 | صعود ×1 | |||
| VTI | $387 | 0,29% | 1336 | صعود ×1 | |||
| AXP American Express Company Common Stock | $384 | 0,29% | 1297 | صعود ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $384 | 0,29% | 907 | صعود ×1 | |||
| IWS | $384 | 0,29% | 2973 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $382 | 0,29% | 984 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $379 | 0,28% | 940 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $373 | 0,28% | 1609 | صعود ×1 | |||
| CGBL | $372 | 0,28% | 11899 | صعود ×1 | |||
| XES | $368 | 0,28% | 4675 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $365 | 0,27% | 1525 | صعود ×1 | |||
| NFTY First Trust India Nifty 50 Equal Weight ETF | $364 | 0,27% | 6502 | صعود ×1 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $361 | 0,27% | 5705 | صعود ×1 | |||
| IWP | $361 | 0,27% | 2854 | صعود ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $361 | 0,27% | 3636 | صعود ×1 | |||
| ROSC | $355 | 0,27% | 8152 | صعود ×1 | |||
| VIG | $355 | 0,27% | 1815 | صعود ×1 | |||
| BKNG Booking Holdings Inc. - Common Stock | $332 | 0,25% | 67 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $329 | 0,25% | 1460 | صعود ×1 | |||
| FDL | $321 | 0,24% | 7988 | صعود ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $320 | 0,24% | 1972 | صعود ×1 | |||
| FEX First Trust Large Cap Core AlphaDEX Fund | $314 | 0,23% | 3018 | صعود ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $312 | 0,23% | 2243 | صعود ×1 | |||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $312 | 0,23% | 3453 | صعود ×1 | |||
| VGT | $305 | 0,23% | 491 | صعود ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $304 | 0,23% | 1320 | صعود ×1 | |||
| FTLS | $301 | 0,22% | 4587 | صعود ×1 | |||
| VBR | $298 | 0,22% | 1507 | صعود ×1 | |||
| JGRO | $297 | 0,22% | 3677 | صعود ×1 | |||
| DECK Deckers Outdoor Corporation Common Stock | $296 | 0,22% | 1458 | صعود ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $287 | 0,21% | 3341 | صعود ×1 | |||
| WM Waste Management, Inc. Common Stock | $276 | 0,21% | 1370 | صعود ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $274 | 0,20% | 1113 | صعود ×1 | |||
| FPE | $273 | 0,20% | 15470 | صعود ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $273 | 0,20% | 563 | صعود ×1 | |||
| HYBL | $266 | 0,20% | 9395 | صعود ×1 | |||
| LGOV | $257 | 0,19% | 12372 | صعود ×1 | |||
| IVV | $257 | 0,19% | 438 | صعود ×1 | |||
| IWF | $255 | 0,19% | 635 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $254 | 0,19% | 330 | صعود ×1 | |||
| USMV | $246 | 0,18% | 2779 | صعود ×1 | |||
| JCI Johnson Controls International plc Ordinary Share | $245 | 0,18% | 3115 | صعود ×1 | |||
| VTV | $243 | 0,18% | 1437 | صعود ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $238 | 0,18% | 697 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $232 | 0,17% | 397 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $225 | 0,17% | 2499 | صعود ×1 | |||
| MTUM | $224 | 0,17% | 1084 | صعود ×1 | |||
| VHT | $214 | 0,16% | 845 | صعود ×1 | |||
| NOBL | $213 | 0,16% | 2143 | صعود ×1 | |||
| PPA | $211 | 0,16% | 1842 | صعود ×1 | |||
| SPYD | $208 | 0,16% | 4822 | صعود ×1 | |||
| GLW Corning Incorporated Common Stock | $205 | 0,15% | 4333 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| FSK | $15644 | 720277 | 11,69% |
| AMLP | $14152 | 293861 | 10,58% |
| AAPL | $7150 | 28553 | 5,34% |
| COST | $5644 | 6160 | 4,22% |
| DBRG | $5580 | 494697 | 4,17% |
| AMZN | $3831 | 17463 | 2,86% |
| NVDA | $3769 | 28071 | 2,82% |
| SPTM | $2965 | 41519 | 2,22% |
| COWZ | $2647 | 46871 | 1,98% |
| SPYG | $2636 | 29995 | 1,97% |
| QQQ | $2592 | 5070 | 1,94% |
| LMBS | $2298 | 47220 | 1,72% |
| MSFT | $2115 | 5019 | 1,58% |
| ILPT | $1935 | 530284 | 1,45% |
| XLV | $1705 | 12400 | 1,27% |