Householder-Group-Estate--Retirement-Specialist

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-01-15
Total Holdings
601
Total Value
133818
Accession Number
0001881590-25-000001
Form Type
13F-HR
Manager Name
Householder-Group-Estate--Retirement-Specialist
Data Enrichment
69% identified
412 identified189 unidentified

Holdings

601 positions • $133.8K total value
Manager:
Search and click to pin securities to the top
Page 18 of 31
Dell Technologies Inc.
Shares:113
Value:$13.0K
% of Portfolio:9.7% ($13.0K/$133.8K)
IMPERIAL OIL LTD
Shares:200
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
ARM HOLDINGS PLC /UK
Shares:100
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
464288695
Shares:167
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
DOMINION ENERGY, INC
Shares:232
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
464287168
Shares:95
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
NUCOR CORP
Shares:106
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
Medtronic plc
Shares:159
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
NOVARTIS AG
Shares:128
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:166
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
464287671
Shares:87
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:70
Value:$12.0K
% of Portfolio:9.0% ($12.0K/$133.8K)
25434V831
Shares:349
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
ARGENX SE
Shares:18
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
Nu Holdings Ltd.
Shares:1.1K
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
FS Credit Opportunities Corp.
Shares:1.7K
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
BrightSpire Capital, Inc.
Shares:2.0K
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
NetApp, Inc.
Shares:102
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
92203J407
Shares:230
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)
81369Y308
Shares:150
Value:$11.0K
% of Portfolio:8.2% ($11.0K/$133.8K)