Householder Group Estate & Retirement Specialist, LLC - Portfolio overview

Householder Group Estate & Retirement Specialist, LLC has 531 reported holdings in this dataset, with the latest filing dated 2025-01-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FSK - FS KKR, 11.69%
2. AMLP - ALPS ALERIAN, 10.58%
3. AAPL - APPLE INC, 5.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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