13F Filings History of Householder Group Estate & Retirement Specialist, LLC

Latest 13F report
Q4 2024 - 15 Jan 2025
Value $
$133,799,000
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 531 stock holdings with total value $133,799,000 as of Q4 2024. Top holdings included FSK, AMLP, AAPL, COST, and DBRG.

Notify me when Householder Group Estate & Retirement Specialist, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 531 $133,799,000 +$5,449,191 -$208,591,973 -$203,142,782 FSK, AMLP, AAPL, COST, DBRG 13F-HR 15 Jan 2025, 09:17
Q3 2024 1,139 $343,295,000 +$15,610,021 -$43,551,820 -$27,941,799 FSK, AMLP, AAPL, SPLV, SCHD 13F-HR 18 Oct 2024, 12:10
Q2 2024 1,177 $356,053,000 +$40,534,073 -$17,893,610 +$22,640,463 AMLP, FSK, COST, NVDA, AAPL 13F-HR 17 Jul 2024, 10:14
Q1 2024 1,270 $336,080,140 +$29,436,834 -$17,815,652 +$11,621,182 AMLP, FSK, COST, SPLV, DBRG 13F-HR 03 May 2024, 13:14
Q4 2023 1,102 $304,027,000 +$27,030,938 -$24,687,130 +$2,343,808 FSK, AMLP, COST, SPLV, AAPL 13F-HR 23 Jan 2024, 15:21
Q3 2023 1,300 $277,459,340 +$51,851,234 -$39,301,141 +$12,550,093 FSK, AMLP, SPLV, AAPL, DBRG 13F-HR 10 Oct 2023, 08:10
Q1 2023 1,202 $260,523,000 +$191,411,626 -$3,429,281 +$187,982,345 SPLV, FSK, AMLP, AAPL, COST 13F-HR 13 Apr 2023, 17:19
Q4 2022 360 $66,985,000 +$1,690,737 -$176,860,252 -$175,169,515 AAPL, COST, DBRG, OPI, AMZN 13F-HR 19 Jan 2023, 14:27
Q3 2022 1,072 $242,583,000 +$58,761,949 -$25,054,370 +$33,707,579 SPLV, FSK, AMLP, AAPL, COST 13F-HR 11 Oct 2022, 08:37
Q2 2022 190 $223,885,000 +$36,883,538 -$25,973,119 +$10,910,419 SPLV, FSK, AAPL, AMLP, DBRG 13F-HR 18 Jul 2022, 14:42
Q1 2022 191 $248,080,000 +$22,208,534 -$37,937,036 -$15,728,502 SPLV, FSK, AMLP, AAPL, COST 13F-HR 18 Apr 2022, 16:32
Q4 2021 194 $268,443,000 $0 $0 $0 SPLV, DBRG, FSK, AAPL, COST 13F-HR 12 Apr 2022, 14:50