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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 $304,146
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fs Kkr Capital Corp
 FSK 698,088 $13,940 4.58%
2.
Alps Etf Trust
 299,321 $12,727 4.18%
3.
Costco Wholesale Corp W
 COST 16,553 $10,926 3.59%
4.
Invesco Exchange
 169,575 $10,625 3.49%
5.
Apple Inc.
 AAPL 54,166 $10,428 3.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)