Householder Group Estate & Retirement Specialist, LLC
CIK 1881590 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $134K
- ポジション
- 601
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #9,389 位 · 99.4% トップ
- 上位10銘柄のウェイト
- 47.84%
- 上位25銘柄のウェイト
- 65.03%
- 1%超のポジション
- 17
- 実効ポジション数
- 26.9
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 601
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
48.3%
ポートフォリオ全体 601 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| FSK FS KKR Capital Corp. Common Stock | $15,644 | 11.69% | 720,277 | 上昇 ×1 | |||
| AMLP | $14,152 | 10.58% | 293,861 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $7,150 | 5.34% | 28,553 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $5,644 | 4.22% | 6,160 | 上昇 ×1 | |||
| DBRG DigitalBridge Group, Inc. | $5,580 | 4.17% | 494,697 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3,831 | 2.86% | 17,463 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $3,769 | 2.82% | 28,071 | 上昇 ×1 | |||
| SPTM | $2,965 | 2.22% | 41,519 | 上昇 ×1 | |||
| COWZ | $2,647 | 1.98% | 46,871 | 上昇 ×1 | |||
| SPYG | $2,636 | 1.97% | 29,995 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2,592 | 1.94% | 5,070 | 上昇 ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $2,298 | 1.72% | 47,220 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2,115 | 1.58% | 5,019 | 上昇 ×1 | |||
| ILPT Industrial Logistics Properties Trust - Common Shares of Beneficial Interest | $1,935 | 1.45% | 530,284 | 上昇 ×1 | |||
| XLV XLV | $1,705 | 1.27% | 12,400 | 上昇 ×1 | |||
| WTAI | $1,647 | 1.23% | 74,896 | 上昇 ×1 | |||
| FTC First Trust Large Cap Growth AlphaDEX Fund | $1,389 | 1.04% | 10,049 | 上昇 ×1 | |||
| FTAI FTAI Aviation Ltd. - Common Stock | $1,306 | 0.98% | 9,067 | 上昇 ×1 | |||
| FVD | $1,249 | 0.93% | 28,630 | 上昇 ×1 | |||
| BUFR | $1,234 | 0.92% | 40,501 | 上昇 ×1 | |||
| UCON | $1,169 | 0.87% | 47,424 | 上昇 ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1,120 | 0.84% | 19,882 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1,096 | 0.82% | 6,169 | 上昇 ×1 | |||
| KNG | $1,091 | 0.82% | 21,742 | 上昇 ×1 | |||
| XLK XLK | $1,052 | 0.79% | 4,526 | 上昇 ×1 | |||
| JVAL | $985 | 0.74% | 22,820 | 上昇 ×1 | |||
| PRF | $949 | 0.71% | 23,537 | 上昇 ×1 | |||
| CALF | $901 | 0.67% | 20,480 | 上昇 ×1 | |||
| GLD | $839 | 0.63% | 3,466 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $813 | 0.61% | 4,271 | 上昇 ×1 | |||
| FPX | $789 | 0.59% | 6,603 | 上昇 ×1 | |||
| FTHI First Trust BuyWrite Income ETF | $788 | 0.59% | 33,901 | 上昇 ×1 | |||
| SKYY First Trust Cloud Computing ETF | $746 | 0.56% | 6,269 | 上昇 ×1 | |||
| SPY SPY | $715 | 0.53% | 1,220 | 上昇 ×1 | |||
| AFL AFLAC Incorporated Common Stock | $634 | 0.47% | 6,137 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $608 | 0.45% | 5,375 | 上昇 ×1 | |||
| V Visa Inc. | $598 | 0.45% | 1,895 | 上昇 ×1 | |||
| LGLV | $580 | 0.43% | 3,514 | 上昇 ×1 | |||
| OPITQ | $547 | 0.41% | 547,941 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $546 | 0.41% | 3,594 | 上昇 ×1 | |||
| XLU XLU | $542 | 0.41% | 7,167 | 上昇 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $539 | 0.40% | 7,139 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $524 | 0.39% | 4,879 | 上昇 ×1 | |||
| XLE XLE | $494 | 0.37% | 5,769 | 上昇 ×1 | |||
| QDPL | $491 | 0.37% | 12,795 | 上昇 ×1 | |||
| XLRE XLRE | $456 | 0.34% | 11,215 | 上昇 ×1 | |||
| BRKB | $452 | 0.34% | 998 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $412 | 0.31% | 1,584 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $410 | 0.31% | 2,167 | 上昇 ×1 | |||
| VTI | $387 | 0.29% | 1,336 | 上昇 ×1 | |||
| AXP American Express Company Common Stock | $384 | 0.29% | 1,297 | 上昇 ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $384 | 0.29% | 907 | 上昇 ×1 | |||
| IWS | $384 | 0.29% | 2,973 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $382 | 0.29% | 984 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $379 | 0.28% | 940 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $373 | 0.28% | 1,609 | 上昇 ×1 | |||
| CGBL | $372 | 0.28% | 11,899 | 上昇 ×1 | |||
| XES | $368 | 0.28% | 4,675 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $365 | 0.27% | 1,525 | 上昇 ×1 | |||
| NFTY First Trust India Nifty 50 Equal Weight ETF | $364 | 0.27% | 6,502 | 上昇 ×1 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $361 | 0.27% | 5,705 | 上昇 ×1 | |||
| IWP | $361 | 0.27% | 2,854 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $361 | 0.27% | 3,636 | 上昇 ×1 | |||
| ROSC | $355 | 0.27% | 8,152 | 上昇 ×1 | |||
| VIG | $355 | 0.27% | 1,815 | 上昇 ×1 | |||
| BKNG Booking Holdings Inc. - Common Stock | $332 | 0.25% | 67 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $329 | 0.25% | 1,460 | 上昇 ×1 | |||
| FDL | $321 | 0.24% | 7,988 | 上昇 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $320 | 0.24% | 1,972 | 上昇 ×1 | |||
| FEX First Trust Large Cap Core AlphaDEX Fund | $314 | 0.23% | 3,018 | 上昇 ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $312 | 0.23% | 2,243 | 上昇 ×1 | |||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $312 | 0.23% | 3,453 | 上昇 ×1 | |||
| VGT | $305 | 0.23% | 491 | 上昇 ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $304 | 0.23% | 1,320 | 上昇 ×1 | |||
| FTLS | $301 | 0.22% | 4,587 | 上昇 ×1 | |||
| VBR | $298 | 0.22% | 1,507 | 上昇 ×1 | |||
| JGRO | $297 | 0.22% | 3,677 | 上昇 ×1 | |||
| DECK Deckers Outdoor Corporation Common Stock | $296 | 0.22% | 1,458 | 上昇 ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $287 | 0.21% | 3,341 | 上昇 ×1 | |||
| WM Waste Management, Inc. Common Stock | $276 | 0.21% | 1,370 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $274 | 0.20% | 1,113 | 上昇 ×1 | |||
| FPE | $273 | 0.20% | 15,470 | 上昇 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $273 | 0.20% | 563 | 上昇 ×1 | |||
| HYBL | $266 | 0.20% | 9,395 | 上昇 ×1 | |||
| LGOV | $257 | 0.19% | 12,372 | 上昇 ×1 | |||
| IVV | $257 | 0.19% | 438 | 上昇 ×1 | |||
| IWF | $255 | 0.19% | 635 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $254 | 0.19% | 330 | 上昇 ×1 | |||
| USMV | $246 | 0.18% | 2,779 | 上昇 ×1 | |||
| JCI Johnson Controls International plc Ordinary Share | $245 | 0.18% | 3,115 | 上昇 ×1 | |||
| VTV | $243 | 0.18% | 1,437 | 上昇 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $238 | 0.18% | 697 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $232 | 0.17% | 397 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $225 | 0.17% | 2,499 | 上昇 ×1 | |||
| MTUM | $224 | 0.17% | 1,084 | 上昇 ×1 | |||
| VHT | $214 | 0.16% | 845 | 上昇 ×1 | |||
| NOBL | $213 | 0.16% | 2,143 | 上昇 ×1 | |||
| PPA | $211 | 0.16% | 1,842 | 上昇 ×1 | |||
| SPYD | $208 | 0.16% | 4,822 | 上昇 ×1 | |||
| GLW Corning Incorporated Common Stock | $205 | 0.15% | 4,333 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| FSK | $15,644 | 720,277 | 11.69% |
| AMLP | $14,152 | 293,861 | 10.58% |
| AAPL | $7,150 | 28,553 | 5.34% |
| COST | $5,644 | 6,160 | 4.22% |
| DBRG | $5,580 | 494,697 | 4.17% |
| AMZN | $3,831 | 17,463 | 2.86% |
| NVDA | $3,769 | 28,071 | 2.82% |
| SPTM | $2,965 | 41,519 | 2.22% |
| COWZ | $2,647 | 46,871 | 1.98% |
| SPYG | $2,636 | 29,995 | 1.97% |
| QQQ | $2,592 | 5,070 | 1.94% |
| LMBS | $2,298 | 47,220 | 1.72% |
| MSFT | $2,115 | 5,019 | 1.58% |
| ILPT | $1,935 | 530,284 | 1.45% |
| XLV | $1,705 | 12,400 | 1.27% |