Householder Group Estate & Retirement Specialist, LLC 13F Holdings

CIK 0001881590 · Scottsdale, AZ

As of Dec 31, 2024, Householder Group Estate & Retirement Specialist, LLC reported 601 positions worth 29.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FS KKR CAPITAL CORPFSKFinancial Services720,277 5.6K12.13%
ALERIAN MLP ETFAMLP—293,861 4.2K10.97%
APPLE INCAAPLTechnology28,553$7.2K5.54%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,160$5.6K4.38%
DIGITALBRIDGE GROUP INCDBRGReal Estate494,697$5.6K4.33%
AMAZON.COM INCAMZNEquity17,463$3.8K2.97%
NVIDIA CORPNVDATechnology28,071$3.8K2.92%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETFSPTM—41,519$3.0K2.30%
PACER US CASH COWS 100 ETFCOWZ—46,871$2.6K2.05%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETFSPYG—29,995$2.6K2.04%
INVESCO QQQ TRUST SERIES 1QQQ—5,070$2.6K2.01%
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS—47,220$2.3K1.78%
MICROSOFT CORPMSFTTechnology5,019$2.1K1.64%
INDUSTRIAL LOGISTICS PROPERTIES TRUSTILPTReal Estate530,284 .9K1.50%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity12,400 .7K1.32%
WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI—74,896 .6K1.28%
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDFTC—10,049 .4K1.08%
FTAI AVIATION LTDFTAIIndustrials9,067 .3K1.01%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDFVD—28,630 .2K0.97%
FT VEST LADDERED BUFFER ETFBUFR—40,501 .2K0.96%
FIRST TRUST SMITH UNCONSTRAINED BOND ETFUCON—47,424 .2K0.91%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETFJEPQ—19,882 .1K0.87%
ABBVIE INCABBVEquity6,169 .1K0.85%
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG—21,742 .1K0.85%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—4,526 .1K0.82%