HolderBook

Householder Group Estate & Retirement Specialist, LLC

Reported holdings as of Q4 2024, from 12 quarterly filings.

This filer last reported in Q4 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1881590
Reported value
$133.8K
Positions
531
Top 10 weight
47.8%
Filed
2025-01-15
Days after quarter end
15

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
FS KKR CAP CORPFSK$15.6K720,27711.69%+7.55pp7qHELD
ALPS ETF TRAMLP$14.2K293,86110.58%+6.47pp7q-1.9%
APPLE INCAAPL$7.2K28,5535.34%+1.64pp12q-47.6%-$6.5K
COSTCO WHOLESALE CORPORATIONCOST$5.6K6,1604.22%+1.59pp12q-39.5%-$3.7K
DIGITALBRIDGE GROUP INCDBRG$5.6K494,6974.17%+2.10pp9q-1.4%
AMAZON COM INCAMZN$3.8K17,4632.86%+0.91pp12q-51.6%-$4.1K
NVIDIA CORPORATIONNVDA$3.8K28,0712.82%+0.59pp12q-55.3%-$4.7K
SPDR SERIES TRUSTSPTM$3.0K41,5192.22%+1.35pp7q-1.9%
PACER FDS TRCOWZ$2.6K46,8711.98%+1.25pp7q+8.1%
SPDR SERIES TRUSTSPYG$2.6K29,9951.97%+0.67pp7q-44.3%-$2.1K
INVESCO QQQ TRQQQ$2.6K5,0701.94%+0.53pp7q-48.9%-$2.5K
FIRST TR EXCHANGE-TRADED FDLMBS$2.3K47,2201.72%+1.22pp7q+35.5%
MICROSOFT CORPMSFT$2.1K5,0191.58%+0.28pp7q-51.5%-$2.2K
INDUSTRIAL LOGISTICS PPTYS TILPT$1.9K530,2841.45%+0.70pp7q-1.4%
SELECT SECTOR SPDR TRXLV$1.7K12,4001.27%+0.49pp7q-28.8%
WISDOMTREE TRWTAI$1.6K74,8961.23%+0.88pp6q+22.6%
FIRST TR EXCHANGE-TRADED ALPFTC$1.4K10,0491.04%+0.66pp7q+2.4%
FTAI AVIATION LTDFTAI$1.3K9,0670.98%+0.64pp6q+5.4%
FIRST TR EXCHANGE-TRADED FDFVD$1.2K28,6300.93%+0.47pp7q-17.8%
FIRST TR EXCHNG TRADED FD VIBUFR$1.2K40,5010.92%+0.13pp6q-55.4%-$1.5K
FIRST TR EXCHNG TRADED FD VIUCON$1.2K47,4240.87%+0.87pp4q+23851.5%+$1.2K
J P MORGAN EXCHANGE TRADED FJEPQ$1.1K19,8820.84%-0.33pp6q-72.8%-$3.0K
ABBVIE INCABBV$1.1K6,1690.82%+0.22pp12q-40.6%
FIRST TR EXCHANGE-TRADED FDKNG$1.1K21,7420.82%-0.78pp5q-78.4%-$4.0K
SELECT SECTOR SPDR TRXLK$1.1K4,5260.79%flat7q-62.2%-$1.7K
J P MORGAN EXCHANGE TRADED FJVAL$98522,8200.74%+0.45pp6q+2.4%
INVESCO EXCHANGE TRADED FD TPRF$94923,5370.71%+0.43pp7qHELD
PACER FDS TRCALF$90120,4800.67%+0.49pp5q+50.8%
SPDR GOLD TRGLD$8393,4660.63%+0.24pp12q-35.9%
ALPHABET INCGOOG$8134,2710.61%+0.22pp12q-46.9%
FIRST TR EXCHANGE TRADED FDFPX$7896,6030.59%+0.38pp7q+1.5%
FIRST TR EXCHANGE-TRADED FDFTHI$78833,9010.59%+0.33pp6q-10.5%
FIRST TR EXCHANGE TRADED FDSKYY$7466,2690.56%+0.37pp7q+1.0%
STATE STR SPDR S&P 500 ETF TSPY$7151,2200.53%-0.86pp7q-85.4%-$4.2K
AFLAC INCAFL$6346,1370.47%+0.25pp12q-9.4%
ABBOTT LABORATORIESABT$6085,3750.45%+0.08pp12q-51.8%
VISA INCV$5981,8950.45%+0.01pp12q-64.9%-$1.1K
SPDR SERIES TRUSTLGLV$5803,5140.43%+0.27pp7q+3.4%
OFFICE PPTYS INCOME TROPITQ$547547,9410.41%+0.06pp12q-1.5%
PEPSICO INCPEP$5463,5940.41%-0.15pp7q-67.9%-$1.2K
SELECT SECTOR SPDR TRXLU$5427,1670.41%+0.22pp7q-9.1%
PALANTIR TECHNOLOGIES INCPLTR$5397,1390.40%+0.07pp9q-76.5%-$1.8K
EXXON MOBIL CORPXOMXXXX$5244,8790.39%-0.04pp12q-61.5%
SELECT SECTOR SPDR TRXLE$4945,7690.37%+0.10pp7q-44.6%
PACER FDS TRQDPL$49112,7950.37%+0.26pp5q+29.0%
SELECT SECTOR SPDR TRXLRE$45611,2150.34%+0.19pp7q-3.2%
BERKSHIRE HATHAWAY INC DELBRKB$4529980.34%-0.25pp12q-77.2%-$1.5K
AMGEN INCAMGN$4121,5840.31%+0.03pp12q-46.0%
ALPHABET INCGOOGL$4102,1670.31%-0.17pp12q-78.2%-$1.5K
VANGUARD INDEX FDSVTI$3871,3360.29%-0.49pp7q-85.8%-$2.3K
AMERICAN EXPRESS COAXP$3841,2970.29%+0.12pp12q-40.0%
COMFORT SYS USA INCFIX$3849070.29%+0.20pp5q+16.0%
ISHARES TRIWS$3842,9730.29%+0.17pp7q-2.5%
HOME DEPOT INCHD$3829840.29%-0.03pp7q-63.0%
TESLA INCTSLA$3799400.28%-0.09pp12q-80.9%-$1.6K
BROADCOM INCAVGO$3731,6090.28%-0.11pp9q-79.2%-$1.4K
CAPITAL GROUP CORE BALANCEDCGBL$37211,8990.28%+0.12pp3q-32.9%
SPDR SERIES TRUSTXES$3684,6750.28%-newNEW
JPMORGAN CHASE & COJPM$3651,5250.27%-0.19pp12q-79.8%-$1.4K
FIRST TR EXCH TRD ALPHDX FDNFTY$3646,5020.27%+0.27pp2q+15381.0%
FIRST TR EXCHANGE TRADED FDCIBR$3615,7050.27%+0.09pp7q-44.6%
ISHARES TRIWP$3612,8540.27%+0.13pp7q-28.9%
MERCK & CO INCMRK$3613,6360.27%flat12q-55.9%
LATTICE STRATEGIES TRROSC$3558,1520.27%+0.21pp7q+80.2%
VANGUARD SPECIALIZED FUNDSVIG$3551,8150.27%+0.12pp7q-28.0%
BOOKING HOLDINGS INCBKNG$332670.25%+0.17pp9q+3.1%
HONEYWELL INTL INCHONZZZZ$3291,4600.25%-0.05pp7q-69.9%
FIRST TR EXCHANGE-TRADED FDFDL$3217,9880.24%+0.14pp7q-3.0%
APPLIED MATLS INCAMAT$3201,9720.24%+0.06pp12q-34.8%
FIRST TR EXCHANGE-TRADED ALPFEX$3143,0180.23%+0.14pp7qHELD
MARATHON PETE CORPMPC$3122,2430.23%+0.04pp12q-44.9%
PIMCO ETF TRBOND$3123,4530.23%+0.22pp7q+732.0%
VANGUARD WORLD FDVGT$3054910.23%-0.04pp7q-68.4%
ROYAL CARIBBEAN GROUPRCL$3041,3200.23%+0.19pp9q+85.9%
FIRST TR EXCH TRADED FD IIIFTLS$3014,5870.22%+0.14pp7q+2.3%
VANGUARD INDEX FDSVBR$2981,5070.22%+0.13pp7q-4.7%
J P MORGAN EXCHANGE TRADED FJGRO$2973,6770.22%+0.07pp5q-46.8%
DECKERS OUTDOOR CORPDECK$2961,4580.22%+0.15pp7q-1.1%
NOVO-NORDISK A SNVO$2873,3410.21%+0.08pp7q-15.7%
WASTE MGMT INC DELWM$2761,3700.21%-0.04pp10q-66.2%
LOWES COS INCLOW$2741,1130.20%+0.08pp7q-30.3%
FIRST TR EXCH TRADED FD IIIFPE$27315,4700.20%+0.12pp6q+1.9%
LOCKHEED MARTIN CORPLMT$2735630.20%-0.15pp7q-73.3%
SSGA ACTIVE TRHYBL$2669,3950.20%+0.12pp6q+3.5%
FIRST TR EXCHANGE-TRADED FDLGOV$25712,3720.19%+0.18pp2q+565.2%
ISHARES TRIVV$2574380.19%-0.19pp7q-80.8%-$1.1K
ISHARES TRIWF$2556350.19%-0.44pp7q-89.1%-$2.1K
ELI LILLY & COLLY$2543300.19%-0.99pp7q-92.8%-$3.3K
ISHARES TRUSMV$2462,7790.18%-0.46pp7q-88.4%-$1.9K
JOHNSON CONTROLS INTERNATIONJCI$2453,1150.18%+0.11pp9qHELD
VANGUARD INDEX FDSVTV$2431,4370.18%-0.29pp7q-84.4%-$1.3K
CROWDSTRIKE HLDGS INCCRWD$2386970.18%-0.01pp9q-69.0%
META PLATFORMS INCMETA$2323970.17%-0.16pp9q-80.3%
WALMART INCWMT$2252,4990.17%-0.18pp7q-83.3%-$1.1K
ISHARES TRMTUM$2241,0840.17%+0.11pp6q+5.8%
VANGUARD WORLD FDVHT$2148450.16%+0.08pp7q-17.2%
PROSHARES TRNOBL$2132,1430.16%+0.15pp7q+757.2%
INVESCO EXCHANGE TRADED FD TPPA$2111,8420.16%+0.03pp7q-50.0%
SPDR SERIES TRUSTSPYD$2084,8220.16%-0.05pp7q-69.5%
CORNING INCGLW$2054,3330.15%+0.09pp7q-11.7%
GOLDMAN SACHS GROUP INCGS$2023530.15%+0.09pp9q-13.5%
ISHARES TRTLT$2012,3070.15%+0.08pp7q-5.6%
ISHARES TRIEF$2002,1690.15%+0.05pp7q-38.0%
FIRST TR EXCHANGE-TRADED FDRDVY$1973,3330.15%+0.07pp7q-29.8%
YUM BRANDS INCYUM$1961,4630.15%-0.04pp7q-68.5%
FIRST TR EXCHANGE-TRADED FDROBT$1944,3280.14%+0.08pp7q-13.9%
SPDR SERIES TRUSTSPTI$1776,3590.13%-0.20pp7q-83.9%
SERVICENOW INCNOW$1751660.13%+0.07pp9q-24.2%
COCA COLA COKO$1732,7830.13%-0.06pp7q-68.9%
DIMENSIONAL ETF TRUSTDFUV$1704,1720.13%+0.08pp2q+7.1%
VANECK ETF TRUSTRTH$1687520.13%flat6q-61.3%
SPDR SERIES TRUSTSPAB$1676,6830.12%+0.07pp7q-0.8%
BANK HAWAII CORPBOH$1652,3270.12%+0.08pp9qHELD
PACER FDS TRGCOW$1644,8900.12%+0.10pp7q+99.6%
CLOUDFLARE INCNET$1631,5200.12%+0.04pp12q-57.0%
SPDR SERIES TRUSTPSK$1604,8640.12%+0.06pp7q-19.4%
HEICO CORP NEWHEI$1566570.12%+0.11pp2q+476.3%
MCDONALDS CORPMCD$1535280.11%-0.15pp7q-82.3%
CISCO SYS INCCSCO$1522,5730.11%+0.03pp12q-52.0%
GE AEROSPACEGE$1529140.11%+0.05pp7q-23.3%
FORD MTR COF$15015,1560.11%+0.03pp7q-42.0%
FIRST TR EXCHANGE-TRADED FDFRI$1485,4100.11%+0.06pp7qHELD
ISHARES TRIEI$1471,2730.11%+0.07pp3qHELD
REALTY INCOME CORPO$1452,7230.11%-0.07pp7q-71.3%
OREILLY AUTOMOTIVE INCORLY$1421200.11%+0.07pp9q+2.6%
ARISTA NETWORKS INCANET$1391,2580.10%-newNEW
ISHARES TRIJR$1391,2150.10%-0.02pp7q-66.5%
INVESCO EXCHANGE TRADED FD TPSI$1382,3940.10%+0.03pp7q-47.4%
ISHARES TRTLH$1381,3890.10%+0.03pp7q-42.1%
SPDR SERIES TRUSTSPMB$1366,3270.10%-0.15pp7q-83.6%
STRATEGY SHSHNDL$1366,4220.10%+0.05pp7q-22.8%
FIRST TR EXCHANGE-TRADED FDFBT$1358150.10%+0.05pp7q-12.7%
AT&T INCT$1315,7530.10%flat12q-61.0%
FIRST TR EXCHANGE TRADED FDFIW$1311,2910.10%-0.12pp7q-81.4%
BLACKSTONE INCBX$1287450.10%+0.04pp9q-35.2%
DEERE & CODE$1252960.09%-0.08pp7q-79.5%
FIRST TR EXCHANGE-TRADED FDFTSM$1232,0620.09%+0.04pp7q-31.6%
NETFLIX INCNFLX$1231390.09%+0.04pp9q-46.9%
CONSOLIDATED EDISON INCED$1201,3500.09%+0.02pp7q-40.0%
AMERICAN HEALTHCARE REIT INCAHR$1194,2070.09%+0.04pp2q-35.0%
VEEVA SYS INCVEEV$1195670.09%+0.02pp7q-52.7%
SPDR SERIES TRUSTSPMD$1142,0950.09%-0.15pp7q-85.6%
FIRST TR EXCHANGE-TRADED FDSDVY$1133,1690.08%+0.06pp7q+19.4%
SPDR SERIES TRUSTSDY$1108350.08%-0.08pp7q-78.7%
ORACLE CORPORCL$1096550.08%-0.01pp9q-66.1%
BOEING COBA$1045880.08%-0.05pp9q-79.0%
DUKE ENERGY CORP NEWDUK$1049740.08%+0.02pp9q-47.3%
VANGUARD WORLD FDVDE$1048570.08%+0.05pp7q+1.1%
ENERGY TRANSFER L PET$1035,2710.08%+0.04pp9q-32.2%
SPDR SERIES TRUSTSPBO$1013,5590.08%+0.04pp7q+1.2%
SPDR SERIES TRUSTSPYV$1011,9940.08%-0.38pp7q-93.2%-$1.4K
LIVE NATION ENTERTAINMENT INLYV$997650.07%+0.05pp6q+6.1%
SSGA ACTIVE ETF TRTOTL$992,5280.07%+0.04pp7q-20.0%
PALO ALTO NETWORKS INCPANW$975360.07%+0.02pp6qHELD
LINDE PLCLIN$972320.07%+0.03pp7q-28.2%
HIMS & HERS HEALTH INCHIMS$964,0060.07%+0.05pp2qHELD
FIRST TR EXCHANGE-TRADED FDFTSL$952,0640.07%+0.04pp4q+1.7%
SAP SESAP$953890.07%+0.05pp7qHELD
GLOBAL X FDSBOTZ$932,9210.07%+0.04pp5qHELD
TARGET CORPTGT$936940.07%-0.10pp9q-80.9%
FERRARI N VRACE$912150.07%+0.04pp6qHELD
PUBLIC STORAGEPSA$903020.07%+0.02pp12q-36.8%
VANGUARD ADMIRAL FDS INCVIOO$898460.07%flat7q-58.8%
JOHNSON & JOHNSONJNJ$886120.07%-0.22pp7q-89.9%
SPDR SERIES TRUSTSPIB$862,6320.06%-0.09pp7q-83.4%
VANGUARD BD INDEX FDSBND$861,2020.06%-0.10pp7q-84.3%
TAIWAN SEMICONDUCTOR MANUFACTSM$854300.06%+0.01pp7q-59.0%
INVESCO EXCH TRADED FD TR IIBKLN$843,9990.06%+0.04pp7q-1.7%
GEO GROUP INCGEO$833,0000.06%+0.05pp9q-17.8%
CHEVRON CORPORATIONCVX$815630.06%-0.14pp7q-87.9%
CHIPOTLE MEXICAN GRILL INCCMG$811,3520.06%flat7q-59.7%
SPDR SERIES TRUSTSPIP$813,2390.06%+0.04pp7qHELD
SEMPRASRE$819260.06%-0.06pp7q-81.0%
PFIZER INCPFE$803,0150.06%flat7q-58.7%
SPDR INDEX SHS FDSSPDW$802,3470.06%-0.20pp7q-90.2%
UNITEDHEALTH GROUP INCUNH$801590.06%-0.32pp12q-92.8%-$1.0K
FLUENCE ENERGY INCFLNC$794,9900.06%-newNEW
GENERAL MTRS COGM$791,4840.06%+0.03pp9q-32.4%
DIMENSIONAL ETF TRUSTDFIV$782,2120.06%+0.04pp2q+6.3%
TOLL BROTHERS INCTOL$786220.06%+0.03pp6q+7.4%
VANGUARD INDEX FDSVO$782990.06%+0.01pp7q-55.9%
FIRST TR EXCHANGE-TRADED FDHYLS$741,7950.06%+0.03pp4q+0.8%
GE VERNOVA INCGEV$742250.06%+0.03pp3q-22.9%
SSGA ACTIVE ETF TRSRLN$741,7880.06%+0.03pp7q-6.1%
ISHARES TREEM$731,7610.05%+0.03pp7q-9.6%
NEXTERA ENERGY INCNEE$731,0210.05%+0.01pp9q-46.6%
ISHARES TRPFF$722,2900.05%+0.03pp7q-22.3%
SOUTHERN COSO$718700.05%+0.01pp7q-45.5%
AEROVIRONMENT INCAVAV$704590.05%+0.03pp5qHELD
GILEAD SCIENCES INCGILD$687420.05%+0.02pp7q-30.3%
GLOBAL X FDSPFFD$683,5270.05%flat7q-54.7%
INVESCO EXCHANGE TRADED FD TSPGP$686490.05%+0.02pp7q-42.8%
COMCAST CORP NEWCMCSA$621,6780.05%-0.02pp12q-70.5%
GLOBAL X FDSMILN$621,3830.05%+0.03pp7qHELD
SONY GROUP CORPSONY$612,9010.05%+0.03pp7q+345.6%
CAVA GROUP INCCAVA$605340.04%+0.03pp6qHELD
RAMBUS INC DELRMBS$601,1490.04%+0.03pp7qHELD
SPDR SERIES TRUSTSPSM$601,3380.04%-0.20pp7q-92.9%
CVR PARTNERS LP/CVR NITROGENUAN$597850.04%+0.02pp7q-29.5%
FIRST TR EXCHANGE-TRADED ALPFYX$595860.04%+0.03pp7qHELD
SPDR SERIES TRUSTMMTM$592290.04%+0.03pp7q+0.9%
UNION PAC CORPUNP$592590.04%-0.08pp7q-85.6%
STARBUCKS CORPSBUX$586420.04%+0.01pp7q-51.5%
DISNEY WALT CODIS$575130.04%-0.07pp7q-86.8%
MICRON TECHNOLOGY INCMU$566730.04%-0.02pp7q-66.0%
MASTERCARD INCORPORATEDMA$551050.04%-0.03pp12q-79.0%
VANGUARD INDEX FDSVOO$541010.04%-0.53pp7q-97.3%-$1.9K
WILLIAMS COS INCWMB$541,0000.04%+0.01pp7q-48.2%
DIMENSIONAL ETF TRUSTDFAX$522,1270.04%-0.01pp7q-67.8%
WELLS FARGO & COWFC$527420.04%flat7q-66.2%
TELEDYNE TECHNOLOGIES INCTDY$511110.04%+0.02pp7qHELD
VANGUARD WHITEHALL FDSVYM$514060.04%-0.01pp7q-67.2%
INVESCO EXCH TRADED FD TR IISPHD$501,0400.04%-0.08pp7q-86.7%
PEGASYSTEMS INCPEGA$495320.04%+0.03pp3q-1.8%
RITHM CAPITAL CORPRITM$484,4390.04%+0.03pp9q+86.7%
SOUTHWEST AIRLS COLUV$471,4120.04%+0.02pp7q-37.4%
THERMO FISHER SCIENTIFIC INCTMO$47900.04%-0.26pp7q-94.4%
INVESCO EXCH TRADED FD TR IISPLV$466590.03%-2.77pp7q-99.5%-$9.3K
ISHARES TRIYJ$453420.03%+0.02pp7qHELD
GENERAC HLDGS INCGNRC$442900.03%+0.01pp7q-50.4%
SPDR SERIES TRUSTSPHY$441,9090.03%+0.01pp7q-26.3%
INTUITIVE SURGICAL INCISRG$43840.03%+0.02pp9q-18.4%
SHERWIN WILLIAMS COSHW$431270.03%+0.02pp7q+4.1%
CITIGROUP INCC$426060.03%+0.01pp7q-45.3%
FIRST TR EXCHANGE TRADED FDFXZ$417260.03%+0.02pp7qHELD
PROCTER & GAMBLE COPG$412470.03%-0.21pp7q-94.8%
SPDR SERIES TRUSTONEV$413270.03%+0.02pp7q+0.6%
SYNOPSYS INCSNPS$41860.03%+0.02pp6q-14.0%
DIMENSIONAL ETF TRUSTDFAE$401,5790.03%+0.01pp6q-46.6%
KRATOS DEFENSE & SEC SOLUTIOKTOS$401,5280.03%+0.02pp6q+4.9%
SELECT SECTOR SPDR TRXLF$408380.03%-0.06pp7q-88.0%
AMERICAN ELEC PWR CO INCAEP$394230.03%-0.02pp9q-72.9%
SALESFORCE INCCRM$391180.03%-0.01pp9q-74.1%
TRANSPORTADORA DE GAS DEL SUTGS$381,3170.03%+0.02pp3qHELD
ANTERO MIDSTREAM CORPAM$372,5000.03%+0.02pp9qHELD
LAM RESEARCH CORPLRCX$365000.03%-newNEW
VANGUARD WORLD FDMGV$362900.03%+0.01pp7q-42.2%
MOLINA HEALTHCARE INCMOH$341180.03%+0.01pp7qHELD
QUALCOMM INCQCOM$342250.03%-0.01pp7q-71.8%
SPDR SERIES TRUSTXAR$342100.03%flat7q-61.6%
CENCORA INCCOR$331500.02%+0.02pp9q+85.2%
SCHWAB STRATEGIC TRSCHD$331,2350.02%-2.66pp7q-98.9%-$2.9K
ASSURED GUARANTY LTDAGO$333750.02%+0.02pp5qHELD
RMR GROUP INCRMR$321,5570.02%+0.01pp9q-0.6%
MPLX LPMPLX$316500.02%+0.01pp9q-27.8%
HEALTHCARE RLTY TRHR$301,7790.02%-0.01pp9q-74.3%
ISHARES TRIXUS$304570.02%-0.01pp7q-72.8%
ARCH CAP GROUP LTDACGL$303270.02%+0.01pp5qHELD
FIDELITY MERRIMACK STR TRFBND$296660.02%flat6q-53.6%
FIRST TR INTER DURATN PFD &FPF$291,6470.02%+0.01pp7q-28.2%
SLB LIMITEDSLB$297620.02%+0.01pp7q-13.1%
VISTRA CORPVST$292130.02%+0.01pp9qHELD
EATON CORP PLCETN$29900.02%-0.06pp9q-88.7%
CAPITAL ONE FINL CORPCOF$281620.02%+0.01pp9q-23.2%
COHEN & STEERS INFRASTRUCTURUTF$281,2000.02%+0.01pp7qHELD
DIGITAL RLTY TR INCDLR$281600.02%+0.01pp6q-16.7%
GENERAL DYNAMICS CORPGD$271060.02%+0.01pp7q-12.4%
J P MORGAN EXCHANGE TRADED FJBND$275320.02%+0.01pp3qHELD
RTX CORPORATIONRTX$272370.02%-0.02pp9q-78.1%
SHELL PLCSHEL$274460.02%+0.01pp7q-28.2%
ALTRIA GROUP INCMO$265130.02%-0.17pp9q-96.0%
INNOVATOR ETFS TRUSTNOCT$265120.02%+0.01pp5qHELD
KEMPER CORPKMPR$264000.02%+0.01pp7qHELD
PNC FINL SVCS GROUP INCPNC$261400.02%+0.01pp7q-43.8%
ABSOLUTE SHS TRWBIF$258870.02%-0.01pp7q-72.2%
DIAMONDBACK ENERGY INCFANG$251550.02%+0.01pp9qHELD
VULCAN MATLS COVMC$251010.02%+0.01pp7q-25.2%
STAR BULK CARRIERS CORP.SBLK$251,6980.02%+0.01pp3qHELD
CARNIVAL CORPCCL$249980.02%flat7q-74.4%
FLEXSHARES TRGUNR$246760.02%+0.01pp7qHELD
FLEXSHARES TRQDF$243500.02%+0.01pp7q-13.4%
WISDOMTREE TRDLN$243180.02%+0.01pp7qHELD
ADVANCED MICRO DEVICES INCAMD$231910.02%-0.07pp9q-89.7%
FIRST TR EXCHANGE TRADED FDFXH$232280.02%+0.01pp7q-23.5%
GE HEALTHCARE TECHNOLOGIES IGEHC$233030.02%+0.01pp7q-24.1%
SYMBOTIC INCSYM$231,0040.02%+0.01pp2qHELD
SYSCO CORPSYY$233110.02%+0.01pp7q-21.3%
UBER TECHNOLOGIES INCUBER$233970.02%+0.01pp9qHELD
FEDEX CORPFDX$22810.02%-0.01pp9q-78.1%
INVESCO EXCHANGE TRADED FD TPYZ$222550.02%+0.01pp7qHELD
SELECT SECTOR SPDR TRXLI$221730.02%-0.07pp7q-92.5%
ULTA BEAUTY INCULTA$22520.02%flat9q-54.4%
INVESCO EXCHANGE TRADED FD TSPHQ$213220.02%-0.34pp7q-98.2%-$1.2K
INVESCO EXCH TRADED FD TR IIPGX$211,8390.02%-0.03pp7q-85.8%
SPDR INDEX SHS FDSWDIV$213520.02%+0.01pp7q+1.1%
VANGUARD BD INDEX FDSBSV$212790.02%-0.07pp7q-92.3%
J P MORGAN EXCHANGE TRADED FJQUA$203570.01%flat3q-53.8%
VANECK ETF TRUSTHYD$204030.01%+0.01pp7q+1.3%
NXP SEMICONDUCTORS N VNXPI$201000.01%flat9q-63.5%
ARES CAPITAL CORPARCC$199000.01%+0.01pp7qHELD
PEAKSTONE REALTY TRUSTPKST$191,7190.01%-0.02pp6q-77.4%
INNOVATOR ETFS TRUSTBOCT$194580.01%+0.01pp5qHELD
ISHARES TRIVW$191900.01%-1.26pp7q-99.6%-$4.5K
ISHARES TRIWD$191060.01%-0.11pp7q-95.3%
KINDER MORGAN INC DELKMI$197010.01%flat9q-71.6%
SPDR SERIES TRUSTXOP$191500.01%+0.01pp7qHELD
TOYOTA MOTOR CORPTM$191000.01%+0.01pp7q-21.3%
VERTIV HOLDINGS COVRT$191700.01%+0.01pp3q+95.4%
BANK OF AMER CORPBAC$184150.01%-0.06pp9q-93.6%
COHERENT CORPCOHR$181960.01%-newNEW
FIRST TR EXCHANGE TRADED FDNXTG$182220.01%+0.01pp7q-28.4%
J P MORGAN EXCHANGE TRADED FJAVA$183000.01%+0.01pp3qHELD
KLA CORPKLAC$18300.01%-0.03pp7q-83.1%
PACER FDS TRSZNE$185100.01%+0.01pp7qHELD
AXON ENTERPRISE INCAXON$17290.01%-newNEW
SILA REALTY TRUST INCSILA$177300.01%flat3q-47.5%
SPDR INDEX SHS FDSSPEM$174550.01%-0.06pp7q-92.5%
EMCOR GROUP INCEME$16370.01%+0.01pp3q+146.7%
ENTERPRISE PRODS PARTNERS LEPD$165250.01%-0.03pp7q-90.4%
J P MORGAN EXCHANGE TRADED FJTEK$162130.01%-0.34pp3q-98.8%-$1.3K
PULTE GROUP INCPHM$161490.01%+0.01pp6q+52.0%
VANGUARD WORLD FDMGK$16460.01%-0.01pp7q-79.0%
VERIZON COMMUNICATIONS INCVZ$164150.01%-0.14pp12q-96.5%
VICTORY PORTFOLIOS IIVFLO$164740.01%+0.01pp3qHELD
WISDOMTREE TRWTV$161940.01%+0.01pp7qHELD
AGNICO EAGLE MINES LTDAEM$152000.01%+0.01pp9qHELD
ATI INCATI$152820.01%+0.01pp7qHELD
ELEVANCE HEALTH INC FORMERLYELV$15410.01%flat9q-14.6%
J P MORGAN EXCHANGE TRADED FJPST$153120.01%-1.23pp7q-99.6%-$4.0K
JACOBS SOLUTIONS INCJ$151130.01%flat9q-71.9%
KIMBERLY-CLARK CORPKMB$151200.01%-0.09pp7q-95.3%
RBB FD INCTBIL$153150.01%-1.28pp7q-99.6%-$4.2K
SPDR SERIES TRUSTSPSB$155180.01%-0.01pp7q-74.5%
ALLY FINL INCALLY$144120.01%flat9q-37.7%
CAMECO CORPCCJ$142860.01%-newNEW
CROWN HLDGS INCCCK$141730.01%+0.01pp5qHELD
DILLARDS INCDDS$14340.01%+0.01pp7q-12.8%
DRAFTKINGS INC NEWDKNG$144020.01%-0.01pp9q-80.0%
HOWMET AEROSPACE INCHWM$141360.01%flat7q-31.3%
ISHARES TRAGG$141490.01%-0.09pp7q-95.7%
PHILLIPS 66PSX$141250.01%-0.02pp7q-84.1%
QUANTUMSCAPE CORPQS$142,7470.01%flat9q-36.9%
SYLVAMO CORPSLVM$141820.01%+0.01pp7q-14.2%
UNITED PARCEL SVCS INCUPS$141110.01%-0.01pp7q-77.3%
BANK NOVA SCOTIA B CBNS$132450.01%+0.01pp9qHELD
BLACKROCK MUNIHLDNGS CALIMUC$131,3000.01%+0.01pp7qHELD
DELL TECHNOLOGIES INCDELL$131130.01%flat3q-25.7%
E L F BEAUTY INCELF$131100.01%flat6q-62.3%
PARKER-HANNIFIN CORPPH$13220.01%flat6q-21.4%
PIMCO ETF TRCORP$131370.01%flat5q-54.3%
VANECK ETF TRUSTOIH$13500.01%+0.01pp7qHELD
ARM HOLDINGS PLCARM$121000.01%flat3qHELD
CANADIAN PACIFIC KANSAS CITYCP$121660.01%flat6q-31.1%
DOMINION ENERGY INCD$122320.01%flat9q-64.9%
IMPERIAL OIL LTDIMO$122000.01%-newNEW
ISHARES TRDVY$12950.01%-0.44pp7q-99.2%-$1.4K
ISHARES TRIUSG$12870.01%-0.06pp7q-95.0%
ISHARES TRMXI$121670.01%flat7qHELD
NOVARTIS AGNVS$121280.01%-0.01pp9q-73.4%
NUCOR CORPNUE$121060.01%flat7q-49.5%
TAKE-TWO INTERACTIVE SOFTWARTTWO$12700.01%flat7q-37.5%
MEDTRONIC PLCMDT$121590.01%flat12q-39.3%
ARGENX SEARGX$11180.01%+0.01pp5qHELD
BRIGHTSPIRE CAPITAL INCBRSP$111,9630.01%+0.01pp9q+2.9%
DIMENSIONAL ETF TRUSTDUHP$113490.01%-newNEW
FS CREDIT OPPORTUNITIES CORPFSCO$111,6970.01%-0.01pp7q-83.2%
NETAPP INCNTAP$111020.01%flat9qHELD
SELECT SECTOR SPDR TRXLP$111500.01%-0.01pp7q-82.6%
VANGUARD CHARLOTTE FDSBNDX$112300.01%-0.07pp7q-95.5%
NU HLDGS LTDNU$111,1000.01%-newNEW
APA CORPORATIONAPA$104400.01%-newNEW
ENERSYSENS$101080.01%flat2q+5.9%
KKR & CO INCKKR$10700.01%flat3q-62.2%
LEGG MASON ETF INVTLVHD$102690.01%flat7q+0.7%
NIKE INCNKE$101370.01%-0.03pp7q-91.3%
SIMON PPTY GROUP INC NEWSPG$10610.01%-0.01pp7q-80.3%
AMERICAN AIRLINES GROUP INCAAL$95600.01%flat9q-81.6%
APPLE HOSPITALITY REIT INCAPLE$96260.01%-newNEW
CELSIUS HLDGS INCCELH$93640.01%-0.03pp5q-91.5%
FIRST TR EXCHANGE-TRADED FDFSIG$94880.01%flat4q+0.8%
INTEL CORPINTC$94600.01%-0.02pp7q-87.7%
ISHARES TRIYG$91250.01%-newNEW
ISHARES TRIFRA$92000.01%flat7q-34.9%
LITMAN GREGORY FDS TRDBMF$93650.01%flat7q-69.4%
SOFI TECHNOLOGIES INCSOFI$96000.01%-0.12pp8q-98.9%
WARNER BROS DISCOVERY INCWBD$99050.01%flat7q-53.5%
WORLD GOLD TRGLDM$91820.01%-0.01pp7q-86.9%
DORIAN LPG LTDLPG$93890.01%-0.04pp8q-91.7%
AMERICA MOVIL SAB DE CVAMX$86000.01%-newNEW
BOSTON SCIENTIFIC CORPBSX$81000.01%flat7q-76.5%
DELTA AIR LINES INCDAL$81330.01%flat7q-80.8%
EOG RES INCEOG$8720.01%-0.13pp12q-98.1%
FIDELITY NATL FINL INCFNF$81440.01%flat9q+1.4%
FIRST TR EXCHANGE TRADED FDGRID$8710.01%flat7q-70.3%
INVESCO EXCHANGE TRADED FD TPXI$81940.01%flat7q+0.5%
ISHARES TRLQD$8800.01%-0.06pp7q-96.0%
ISHARES TRIJK$8940.01%flat7qHELD
ISHARES TRIJJ$8660.01%-0.02pp7q-89.9%
JANUS DETROIT STR TRJAAA$81590.01%-0.01pp6q-88.4%
NNN REIT INCNNN$82000.01%flat7qHELD
NAVITAS SEMICONDUCTOR CORPNVTS$82,3180.01%flat5q-34.1%
SPDR SERIES TRUSTSPTS$82850.01%flat7q+10.0%
SELECT SECTOR SPDR TRXLC$8910.01%-0.05pp5q-95.4%
BLOCK INCXYZ$8950.01%flat7q-81.0%
TIDAL TRUST IICHAT$82000.01%flat2qHELD
VANGUARD SCOTTSDALE FDSVCIT$81020.01%-0.07pp7q-96.7%
VANGUARD INDEX FDSVB$8350.01%-0.05pp7q-95.3%
NORWEGIAN CRUISE LINE HLDGSNCLH$83150.01%flat9q-65.6%
SEAGATE TECHNOLOGY HLDNGS PLSTX$8930.01%flat9qHELD
CADENCE DESIGN SYSTEM INCCDNS$7240.01%flat6qHELD

Showing the largest 400 of 531 positions.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2024$133.8K531275634963547.8%15
Q3 2024$343.3K1,139602573189827.9%18
Q2 2024$356.2K1,17711336227620829.6%17
Q1 2024$336.1M1,2722132912534329.2%33
Q4 2023$304.1K1,1026128731225929.9%23
Q3 2023$277.5M1,30023230038813430.4%10
Q1 2023$260.6K1,202869110782729.8%13
Q4 2022$67.0K36026858173855.2%19
Q3 2022$242.7M1,0728868280431.6%11
Q2 2022$223.9M1902265672337.6%18
Q1 2022$248.1M1911463761734.3%18
Q4 2021$268.4M194000034.5%102

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.