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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DOW INC.
Shares:125
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
Baker Hughes Co
Shares:128
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
BAXTER INTERNATIONAL INC
Shares:200
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
WYNN RESORTS LTD
Shares:64
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
UiPath, Inc.
Shares:421
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
ADOBE INC.
Shares:13
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
MORGAN STANLEY
Shares:46
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
SKYWORKS SOLUTIONS, INC.
Shares:63
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
Organon & Co.
Shares:337
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
STEELCASE INC
Shares:500
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
Spotify Technology S.A.
Shares:12
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
XCEL ENERGY INC
Shares:77
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
CONOCOPHILLIPS
Shares:54
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
ASML HOLDING NV
Shares:8
Value:$5.0K
% of Portfolio:3.7% ($5.0K/$133.8K)
NU SKIN ENTERPRISES, INC.
Shares:600
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)
AMPHENOL CORP /DE/
Shares:66
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)
025072323
Shares:81
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:100
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)
464287879
Shares:38
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)
25434V765
Shares:184
Value:$4.0K
% of Portfolio:3.0% ($4.0K/$133.8K)