Householder Group Estate & Retirement Specialist, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$134M
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 $134M as of Q4 2024. Top holdings included FSK, AMLP, AAPL, COST, and DBRG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 531 $134M +$5.45M -$209M -$203M FSK, AMLP, AAPL, COST, DBRG 13F-HR 1/15/2025, 09:17 AM
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 -$17.7M +$22.9M AMLP, FSK, COST, NVDA, AAPL 13F-HR 7/17/2024, 10:14 AM
Q1 2024 1,259 $336M +$29.4M -$17.8M +$11.7M AMLP, FSK, COST, SPLV, DBRG 13F-HR 5/3/2024, 01:14 PM
Q4 2023 1,022 $304M +$27M -$24.7M +$2.34M FSK, AMLP, COST, SPLV, AAPL 13F-HR 1/23/2024, 03:21 PM
Q3 2023 1,293 $277M +$51.9M -$33.6M +$18.3M FSK, AMLP, SPLV, AAPL, DBRG 13F-HR 10/10/2023, 08:10 AM
Q1 2023 1,143 $261M +$192M -$3.08M +$188M SPLV, FSK, AMLP, AAPL, COST 13F-HR 4/13/2023, 05:19 PM
Q4 2022 329 $67M +$1.7M -$7.27M -$5.56M AAPL, COST, DBRG, OPI, AMZN 13F-HR 1/19/2023, 01:27 PM
Q3 2022 983 $242M +$58.6M -$14.4M +$44.3M SPLV, FSK, AMLP, AAPL, COST 13F-HR 10/11/2022, 08:37 AM
Q2 2022 190 $223M +$36.9M -$12.4M +$24.5M SPLV, FSK, AAPL, AMLP, DBRG 13F-HR 7/18/2022, 02:42 PM
Q1 2022 191 $247M +$22.1M -$13.3M +$8.78M SPLV, FSK, AMLP, AAPL, COST 13F-HR 4/18/2022, 04:32 PM
Q4 2021 194 $267M SPLV, DBRG, FSK, AAPL, COST 13F-HR 4/12/2022, 02:50 PM