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Home > Institutional Investor > Householder Group Estate & Retirement Specialist, Llc > Profile

Instuitional Investor - Householder Group Estate & Retirement Specialist, Llc

Fund Profile
Filing Period:
Fund Name: Householder Group Estate & Retirement Specialist, Llc
Portfolio Value $133,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fs Kkr Capital Corp
 FSK 720,277 $15,644 11.69%
2.
Alps Etf Trust
 293,861 $14,152 10.57%
3.
Apple Inc.
 AAPL 28,553 $7,150 5.34%
4.
Costco Wholesale Corp W
 COST 6,160 $5,644 4.21%
5.
Digitalbridge Group Inc.
 DBRG 494,697 $5,580 4.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)