Householder Group Estate & Retirement Specialist, LLC

CIK 1881590 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$134K
13F मूल्य के अनुसार 9443 में से #9389 · शीर्ष 99.4%
पोजीशन
601
तिथि अनुसार
31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
47.84%
शीर्ष 25 होल्डिंग्स का भार
65.03%
1% से ऊपर की स्थितियाँ
17
स्थितियों की प्रभावी संख्या
26.9

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
601
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

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%
अन्य/अनमैप्ड
48.3%

पूर्ण पोर्टफोलियो 601 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
FSK FS KKR Capital Corp. Common Stock $15644 11.69% 720277 ऊपर ×1
AMLP $14152 10.58% 293861 ऊपर ×1
AAPL Apple Inc. - Common Stock $7150 5.34% 28553 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $5644 4.22% 6160 ऊपर ×1
DBRG DigitalBridge Group, Inc. $5580 4.17% 494697 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $3831 2.86% 17463 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $3769 2.82% 28071 ऊपर ×1
SPTM $2965 2.22% 41519 ऊपर ×1
COWZ $2647 1.98% 46871 ऊपर ×1
SPYG $2636 1.97% 29995 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $2592 1.94% 5070 ऊपर ×1
LMBS First Trust Low Duration Opportunities ETF $2298 1.72% 47220 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $2115 1.58% 5019 ऊपर ×1
ILPT Industrial Logistics Properties Trust - Common Shares of Beneficial Interest $1935 1.45% 530284 ऊपर ×1
XLV XLV $1705 1.27% 12400 ऊपर ×1
WTAI $1647 1.23% 74896 ऊपर ×1
FTC First Trust Large Cap Growth AlphaDEX Fund $1389 1.04% 10049 ऊपर ×1
FTAI FTAI Aviation Ltd. - Common Stock $1306 0.98% 9067 ऊपर ×1
FVD $1249 0.93% 28630 ऊपर ×1
BUFR $1234 0.92% 40501 ऊपर ×1
UCON $1169 0.87% 47424 ऊपर ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $1120 0.84% 19882 ऊपर ×1
ABBV AbbVie Inc. Common Stock $1096 0.82% 6169 ऊपर ×1
KNG $1091 0.82% 21742 ऊपर ×1
XLK XLK $1052 0.79% 4526 ऊपर ×1
JVAL $985 0.74% 22820 ऊपर ×1
PRF $949 0.71% 23537 ऊपर ×1
CALF $901 0.67% 20480 ऊपर ×1
GLD $839 0.63% 3466 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $813 0.61% 4271 ऊपर ×1
FPX $789 0.59% 6603 ऊपर ×1
FTHI First Trust BuyWrite Income ETF $788 0.59% 33901 ऊपर ×1
SKYY First Trust Cloud Computing ETF $746 0.56% 6269 ऊपर ×1
SPY SPY $715 0.53% 1220 ऊपर ×1
AFL AFLAC Incorporated Common Stock $634 0.47% 6137 ऊपर ×1
ABT Abbott Laboratories Common Stock $608 0.45% 5375 ऊपर ×1
V Visa Inc. $598 0.45% 1895 ऊपर ×1
LGLV $580 0.43% 3514 ऊपर ×1
OPITQ $547 0.41% 547941 ऊपर ×1
PEP PepsiCo, Inc. - Common Stock $546 0.41% 3594 ऊपर ×1
XLU XLU $542 0.41% 7167 ऊपर ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $539 0.40% 7139 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $524 0.39% 4879 ऊपर ×1
XLE XLE $494 0.37% 5769 ऊपर ×1
QDPL $491 0.37% 12795 ऊपर ×1
XLRE XLRE $456 0.34% 11215 ऊपर ×1
BRKB $452 0.34% 998 ऊपर ×1
AMGN Amgen Inc. - Common Stock $412 0.31% 1584 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $410 0.31% 2167 ऊपर ×1
VTI $387 0.29% 1336 ऊपर ×1
AXP American Express Company Common Stock $384 0.29% 1297 ऊपर ×1
FIX Comfort Systems USA, Inc. Common Stock $384 0.29% 907 ऊपर ×1
IWS $384 0.29% 2973 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $382 0.29% 984 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $379 0.28% 940 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $373 0.28% 1609 ऊपर ×1
CGBL $372 0.28% 11899 ऊपर ×1
XES $368 0.28% 4675 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $365 0.27% 1525 ऊपर ×1
NFTY First Trust India Nifty 50 Equal Weight ETF $364 0.27% 6502 ऊपर ×1
CIBR First Trust NASDAQ Cybersecurity ETF $361 0.27% 5705 ऊपर ×1
IWP $361 0.27% 2854 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $361 0.27% 3636 ऊपर ×1
ROSC $355 0.27% 8152 ऊपर ×1
VIG $355 0.27% 1815 ऊपर ×1
BKNG Booking Holdings Inc. - Common Stock $332 0.25% 67 ऊपर ×1
HON Honeywell International Inc. - Common Stock $329 0.25% 1460 ऊपर ×1
FDL $321 0.24% 7988 ऊपर ×1
AMAT Applied Materials, Inc. - Common Stock $320 0.24% 1972 ऊपर ×1
FEX First Trust Large Cap Core AlphaDEX Fund $314 0.23% 3018 ऊपर ×1
MPC Marathon Petroleum Corporation Common Stock $312 0.23% 2243 ऊपर ×1
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $312 0.23% 3453 ऊपर ×1
VGT $305 0.23% 491 ऊपर ×1
RCL Royal Caribbean Cruises Ltd. Common Stock $304 0.23% 1320 ऊपर ×1
FTLS $301 0.22% 4587 ऊपर ×1
VBR $298 0.22% 1507 ऊपर ×1
JGRO $297 0.22% 3677 ऊपर ×1
DECK Deckers Outdoor Corporation Common Stock $296 0.22% 1458 ऊपर ×1
NVO Novo Nordisk A/S Common Stock $287 0.21% 3341 ऊपर ×1
WM Waste Management, Inc. Common Stock $276 0.21% 1370 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $274 0.20% 1113 ऊपर ×1
FPE $273 0.20% 15470 ऊपर ×1
LMT Lockheed Martin Corporation Common Stock $273 0.20% 563 ऊपर ×1
HYBL $266 0.20% 9395 ऊपर ×1
LGOV $257 0.19% 12372 ऊपर ×1
IVV $257 0.19% 438 ऊपर ×1
IWF $255 0.19% 635 ऊपर ×1
LLY Eli Lilly and Company Common Stock $254 0.19% 330 ऊपर ×1
USMV $246 0.18% 2779 ऊपर ×1
JCI Johnson Controls International plc Ordinary Share $245 0.18% 3115 ऊपर ×1
VTV $243 0.18% 1437 ऊपर ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $238 0.18% 697 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $232 0.17% 397 ऊपर ×1
WMT Walmart Inc. - Common Stock $225 0.17% 2499 ऊपर ×1
MTUM $224 0.17% 1084 ऊपर ×1
VHT $214 0.16% 845 ऊपर ×1
NOBL $213 0.16% 2143 ऊपर ×1
PPA $211 0.16% 1842 ऊपर ×1
SPYD $208 0.16% 4822 ऊपर ×1
GLW Corning Incorporated Common Stock $205 0.15% 4333 ऊपर ×1

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इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
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%