Householder Group Estate & Retirement Specialist, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$343M
Signature - Title
Jean Elzayek - CCO
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Householder Group Estate & Retirement Specialist, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Householder Group Estate & Retirement Specialist, LLC reported 1139 stock holdings with total value $343M as of Q3 2024. Top holdings included FSK, AMLP, AAPL, SPLV, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,139 $343M +$15.6M -$43.6M -$27.9M FSK, AMLP, AAPL, SPLV, SCHD 13F-HR 10/18/2024, 12:10 PM
Q2 2024 1,177 $356M +$40.5M -$17.9M +$22.6M AMLP, FSK, COST, NVDA, AAPL 13F-HR 7/17/2024, 10:14 AM
Q1 2024 1,270 $336M +$29.4M -$17.8M +$11.6M AMLP, FSK, COST, SPLV, DBRG 13F-HR 5/3/2024, 01:14 PM
Q4 2023 1,102 $304M +$27M -$24.7M +$2.34M FSK, AMLP, COST, SPLV, AAPL 13F-HR 1/23/2024, 03:21 PM
Q3 2023 1,300 $277M +$51.9M -$39.3M +$12.6M FSK, AMLP, SPLV, AAPL, DBRG 13F-HR 10/10/2023, 08:10 AM
Q1 2023 1,202 $261M +$191M -$3.43M +$188M SPLV, FSK, AMLP, AAPL, COST 13F-HR 4/13/2023, 05:19 PM
Q4 2022 360 $67M +$1.69M -$177M -$175M AAPL, COST, DBRG, OPI, AMZN 13F-HR 1/19/2023, 02:27 PM
Q3 2022 1,072 $243M +$58.8M -$25.1M +$33.7M SPLV, FSK, AMLP, AAPL, COST 13F-HR 10/11/2022, 08:37 AM
Q2 2022 190 $224M +$36.9M -$26M +$10.9M SPLV, FSK, AAPL, AMLP, DBRG 13F-HR 7/18/2022, 02:42 PM
Q1 2022 191 $248M +$22.2M -$37.9M -$15.7M SPLV, FSK, AMLP, AAPL, COST 13F-HR 4/18/2022, 04:32 PM
Q4 2021 194 $268M $0 $0 SPLV, DBRG, FSK, AAPL, COST 13F-HR 4/12/2022, 02:50 PM