Householder-Group-Estate--Retirement-Specialist

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PKST",
  null,
  "PINS",
  "JOBY",
  "HOOD",
  "GTX",
  "RNG",
  "ARGX",
  "JAZZ",
  "QRVO",
  "KTOS",
  "FTAI",
  "AAL",
  "IMO",
  "MP",
  null,
  null,
  "AVAV",
  "SMCI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "MPLX",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "BABA",
  "PAA",
  "ATI",
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "AXP",
  null,
  "CUK",
  "ASML",
  "T",
  "BLK",
  "GLTR",
  null,
  "AM",
  "AVGO",
  null,
  "LOW",
  null,
  "AVEM",
  "CP.TO",
  "ARCC",
  "BOH",
  "FLNC",
  "HNST",
  "BSX",
  null,
  "UTF",
  null,
  null,
  null,
  null,
  "COF",
  null,
  "DUK",
  "D",
  null,
  "DT",
  null,
  "QS",
  "PLL",
  "ECG",
  "FG",
  "EOG",
  null,
  null,
  "LPG",
  "MMYT",
  null,
  null,
  "ADNT",
  "BIRK",
  "FCX",
  null,
  "RMR",
  "VIK",
  null,
  null,
  "GD",
  null,
  "GILD",
  null,
  "ATHA",
  null,
  "MUC",
  "HON",
  "HD",
  "CVM",
  "BRSP",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "GEO",
  "FSCO",
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "HLI",
  "HWM",
  null,
  "AMAT",
  "RIVN",
  "BKNG",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LMNR",
  "LUNR",
  "OPI",
  "IVW",
  null,
  null,
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  "SSYS",
  null,
  null,
  "TLS",
  "TDW",
  "TGS",
  null,
  null,
  null,
  null,
  null,
  "VUZI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  null,
  "SYM",
  "MRVL",
  "SILA",
  null,
  "MA",
  "GIGM",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DXC",
  "ELF",
  "ETSY",
  null,
  null,
  "GE",
  null,
  "HEI",
  "NVS",
  "NU",
  "FMC",
  "OXY",
  null,
  "ORLY",
  "SMR",
  "DLN",
  "DIBS",
  "BX",
  "FPF",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "NNN",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "PNC",
  null,
  "IJK",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  null,
  null,
  "REGN",
  "SLVM",
  null,
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STLD",
  "SBUX",
  "SNPS",
  "TPR",
  "TKO",
  "TGT",
  "TM",
  "TMO",
  null,
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "AGNC",
  "SOUN",
  "RCL",
  "MRNA",
  "SBLK",
  "MDU",
  "ALC",
  "SCS",
  null,
  "HR",
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VCIT",
  null,
  "EXP",
  "EME",
  "APLE",
  "VIG",
  null,
  "NVTS",
  "TTE",
  null,
  "AGO",
  null,
  null,
  "TSCO",
  null,
  "ULTA",
  "PATH",
  "IEF",
  "TSM",
  "SMG",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VTR",
  "VYM",
  "AHR",
  null,
  null,
  "VRT",
  "UGI",
  "GM",
  "ACGL",
  "TOL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "EL",
  "SDY",
  "WAB",
  "TAP",
  "F",
  "GNRC",
  "DECK",
  "WM",
  "FTNT",
  "IWP",
  "NCLH",
  null,
  null,
  "AEP",
  "BKR",
  null,
  "ILPT",
  "JBLU",
  "INO",
  "KNF",
  "KMPR",
  "RACE",
  "NVO",
  "AMZN",
  null,
  null,
  null,
  "TTWO",
  "LCID",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "RMBS",
  "SQM",
  "HIMS",
  "AMTM",
  null,
  "FAF",
  null,
  null,
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  null,
  "VONE",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VST",
  null,
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WMB",
  null,
  "WYNN",
  "XEL",
  "YUM",
  "Z",
  "IUSG",
  "ENS",
  "SOLV",
  null,
  "DTE",
  "AVNS",
  "OPRX",
  "FNF",
  "AEM",
  "FLR",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "JD",
  "JCI",
  "NXPI",
  "MOH",
  "MFC",
  "NUS",
  "MGM",
  null,
  "TER",
  "SO",
  "TAK",
  null,
  "TTD",
  "HQH",
  "ONL",
  "PSX",
  "CRM",
  "SWKS",
  "PENN",
  null,
  "TDY",
  "SYY",
  null,
  "SPOT",
  "LYV",
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "CHWY",
  "PEGA",
  null,
  "SPCE",
  "SPYV",
  null,
  null,
  "NTAP",
  "PSA",
  "NUE",
  null,
  "FDX",
  "ALLY",
  "STLA",
  null,
  "KMB",
  "LULU",
  "AUR",
  "BAC",
  "BNS",
  "BRK-B",
  "BAX",
  "BYND",
  "BA",
  null,
  "BCX",
  "BMY",
  "BKD",
  "CZR",
  "CCJ",
  "CDNS",
  "CARR",
  "CCL",
  "CAVA",
  "CELH",
  "CVX",
  "CMG",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "KO",
  "COHR",
  "FIX",
  "CMCSA",
  "COP",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CRWD",
  "CCK",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  "DFAX",
  "DDS",
  "DLR",
  "DOCU",
  "DBRG",
  null,
  "IJJ",
  "J",
  "VMC",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

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
CIK: householder-group-estate--retirement-specialist
Manager Name: Householder-Group-Estate--Retirement-Specialist

Data Enrichment

69% identified

412 identified189 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

601 positions • $133.8K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y886

Shares:7.2K

Value:$542.0K

% of Portfolio:405.0% ($542.0K/$133.8K)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.1K

Value:$539.0K

% of Portfolio:402.8% ($539.0K/$133.8K)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.9K

Value:$524.0K

% of Portfolio:391.6% ($524.0K/$133.8K)

81369Y506

Shares:5.8K

Value:$494.0K

% of Portfolio:369.2% ($494.0K/$133.8K)

69374H436

Shares:12.8K

Value:$491.0K

% of Portfolio:366.9% ($491.0K/$133.8K)

81369Y860

Shares:11.2K

Value:$456.0K

% of Portfolio:340.8% ($456.0K/$133.8K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:998

Value:$452.0K

% of Portfolio:337.8% ($452.0K/$133.8K)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$412.0K

% of Portfolio:307.9% ($412.0K/$133.8K)

Alphabet Inc.

GOOGL|02079K305

Shares:2.2K

Value:$410.0K

% of Portfolio:306.4% ($410.0K/$133.8K)

922908769

VTI|922908769

Shares:1.3K

Value:$387.0K

% of Portfolio:289.2% ($387.0K/$133.8K)

464287473

IWS|464287473

Shares:3.0K

Value:$384.0K

% of Portfolio:287.0% ($384.0K/$133.8K)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.3K

Value:$384.0K

% of Portfolio:287.0% ($384.0K/$133.8K)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:907

Value:$384.0K

% of Portfolio:287.0% ($384.0K/$133.8K)

HOME DEPOT, INC.

HD|437076102

Shares:984

Value:$382.0K

% of Portfolio:285.5% ($382.0K/$133.8K)

Tesla, Inc.

TSLA|88160R101

Shares:940

Value:$379.0K

% of Portfolio:283.2% ($379.0K/$133.8K)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$373.0K

% of Portfolio:278.7% ($373.0K/$133.8K)

14021D107

Shares:11.9K

Value:$372.0K

% of Portfolio:278.0% ($372.0K/$133.8K)

78468R549

Shares:4.7K

Value:$368.0K

% of Portfolio:275.0% ($368.0K/$133.8K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$365.0K

% of Portfolio:272.8% ($365.0K/$133.8K)

33737J802

Shares:6.5K

Value:$364.0K

% of Portfolio:272.0% ($364.0K/$133.8K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y886)✕	7.2K	QoQ -9.14% (-721) YoY-	All Managers (Combined)	$542.0K	405.0% ($542.0K/$133.8K)	QoQ -14.91% (-$0) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	7.1K	QoQ -76.45% (-23.2K) YoY-	All Managers (Combined)	$539.0K	402.8% ($539.0K/$133.8K)	QoQ -52.17% (-$1) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.9K	QoQ -61.51% (-7.8K) YoY-	All Managers (Combined)	$524.0K	391.6% ($524.0K/$133.8K)	QoQ -64.73% (-$1) YoY-
(cusip81369Y506)✕	5.8K	QoQ -44.57% (-4.6K) YoY-	All Managers (Combined)	$494.0K	369.2% ($494.0K/$133.8K)	QoQ -45.89% (-$0) YoY-
(cusip69374H436)✕	12.8K	QoQ +29.04% (+2.9K) YoY-	All Managers (Combined)	$491.0K	366.9% ($491.0K/$133.8K)	QoQ +30.58% (+$0) YoY-
(cusip81369Y860)✕	11.2K	QoQ -3.22% (-374) YoY-	All Managers (Combined)	$456.0K	340.8% ($456.0K/$133.8K)	QoQ -11.79% (-$0) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	998	QoQ -77.21% (-3.4K) YoY-	All Managers (Combined)	$452.0K	337.8% ($452.0K/$133.8K)	QoQ -77.56% (-$2) YoY-
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ -46.03% (-1.4K) YoY-	All Managers (Combined)	$412.0K	307.9% ($412.0K/$133.8K)	QoQ -56.40% (-$1) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.2K	QoQ -78.22% (-7.8K) YoY-	All Managers (Combined)	$410.0K	306.4% ($410.0K/$133.8K)	QoQ -75.15% (-$1) YoY-
(VTIcusip922908769)	1.3K	QoQ -85.82% (-8.1K) YoY-	All Managers (Combined)	$387.0K	289.2% ($387.0K/$133.8K)	QoQ -85.49% (-$2) YoY-
(IWScusip464287473)	3.0K	QoQ -2.46% (-75) YoY-	All Managers (Combined)	$384.0K	287.0% ($384.0K/$133.8K)	QoQ -4.71% (-$0) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	1.3K	QoQ -39.95% (-863) YoY-	All Managers (Combined)	$384.0K	287.0% ($384.0K/$133.8K)	QoQ -34.47% (-$0) YoY-
COMFORT SYSTEMS USA INC(FIXcusip199908104)	907	QoQ +15.98% (+125) YoY-	All Managers (Combined)	$384.0K	287.0% ($384.0K/$133.8K)	QoQ +25.90% (+$0) YoY-
HOME DEPOT, INC.(HDcusip437076102)	984	QoQ -63.00% (-1.7K) YoY-	All Managers (Combined)	$382.0K	285.5% ($382.0K/$133.8K)	QoQ -64.56% (-$1) YoY-
Tesla, Inc.(TSLAcusip88160R101)	940	QoQ -80.85% (-4.0K) YoY-	All Managers (Combined)	$379.0K	283.2% ($379.0K/$133.8K)	QoQ -70.48% (-$1) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ -79.23% (-6.1K) YoY-	All Managers (Combined)	$373.0K	278.7% ($373.0K/$133.8K)	QoQ -72.08% (-$1) YoY-
(cusip14021D107)✕	11.9K	QoQ -32.86% (-5.8K) YoY-	All Managers (Combined)	$372.0K	278.0% ($372.0K/$133.8K)	QoQ -32.36% (-$0) YoY-
(cusip78468R549)✕	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$368.0K	275.0% ($368.0K/$133.8K)	QoQ NEW(+$0) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ -79.83% (-6.0K) YoY-	All Managers (Combined)	$365.0K	272.8% ($365.0K/$133.8K)	QoQ -77.10% (-$1) YoY-
(cusip33737J802)✕	6.5K	QoQ +15380.95% (+6.5K) YoY-	All Managers (Combined)	$364.0K	272.0% ($364.0K/$133.8K)	QoQ +18100.00% (+$0) YoY-