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Showing Q4 2024 data
Householder Group Estate & Retirement Specialist, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Householder Group Estate & Retirement Specialist, LLC
•CIK: 1881590•Filing: Q4 2024
**Householder Group Estate & Retirement Specialist, LLC** manages $134M across a diversified portfolio of 531 positions. The firm maintains significant exposure to key sectors, highlighted by top holdings including FSK at $15.6M and AMLP at $14.2M. Further allocations include substantial positions in AAPL ($7.2M) and COST ($5.6M). This structure suggests a focus on stable, established assets within the estate and retirement planning mandate.
Total AUM
$133.8M
QoQ Performance
-61.0%
Positions
443
Top 10 Concentration
49.6%
Latest Filing
Q4 2024
Top Holdings Allocation
FSK
AMLP
AAPL
FSK11.7%
AMLP10.6%
AAPL5.3%
COST4.2%
DBRG4.2%
AMZN2.9%
NVDA2.8%
SPTM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.7%
Technology11.7%
Consumer9.0%
Healthcare2.4%
Financial1.6%
Industrial1.0%
ETF0.8%
Energy0.6%
🚪 Exited Positionssold since Q3 2024
+937 more exited positions
Changes from Q3 2024
NEW3 new positions
↑38 increased
↓146 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023