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Filers›Pension Fund›Householder Group Estate & Retirement Specialist, LLC
DOSSIER · 13F-HR · Q4 2024

Householder Group Estate & Retirement Specialist, LLC

Householder Estate & Retirement Specialist's pension fund based in Omaha, NE — $133,818 in tracked AUM across 601 positions as of Q4 2024.

HE
Householder Estate & Retirement Specialist·Omaha, NE·Pension Fund
CIK 0001881590 · last filed Dec 31, 2024
Total AUM
$133,818
▼ 9.9%
vs prior
Holdings
601
—
positions
Whale Score
24
24
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

Householder Group Estate & Retirement Specialist, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…
AI Agent · grounded in Householder
haiku-4-5 · 601 positions indexed
Sector mix
  • Financials16%
  • Health Care8%
  • Cons. Disc.5%
  • Communications22%
  • Industrials38%
  • Other11%
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