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:
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Page 21 of 31
DTE ENERGY CO
Shares:61
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
46141D203
Shares:243
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
464287515
Shares:75
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
Shares:55
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
CADENCE DESIGN SYSTEMS INC
Shares:24
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:37
Value:$7.0K
% of Portfolio:5.2% ($7.0K/$133.8K)
BRISTOL MYERS SQUIBB CO
Shares:113
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
46138J825
Shares:297
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
Joby Aviation, Inc.
Shares:804
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
78464A664
Shares:265
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
BlackRock, Inc.
Shares:6
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
Viking Holdings Ltd
Shares:151
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
00110G408
Shares:340
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
46138G615
Shares:165
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
78463X202
Shares:142
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
First American Financial Corp
Shares:108
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
46429B689
Shares:88
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
78464A516
Shares:314
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
46436E544
Shares:150
Value:$6.0K
% of Portfolio:4.5% ($6.0K/$133.8K)
FREEPORT-MCMORAN INC
Shares:133
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)