SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / AAPL

Householder Group Estate & Retirement Specialist, LLC’s Apple Inc Position

Does Householder Group Estate & Retirement Specialist, LLC own Apple Inc (AAPL)? Yes — 28.6K shares worth $7M (+5.34% of its 13F portfolio) as of Q4 2024, down from 54.5K shares the prior filed quarter.

Position Value
$7M
Q4 2024
Shares
28.6K
% of Portfolio
+5.34%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ3 ’22Q4 ’22: $8MQ1 ’23: $9MQ1 ’23Q3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $9MQ2 ’24: $12MQ2 ’24Q3 ’24: $13MQ4 ’24: $7MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202428.6K$7M+5.34%
Q3 202454.5K$13M+3.70%
Q2 202456.7K$12M+3.36%
Q1 202455.3K$9M+2.82%
Q4 202354.2K$10M+3.43%
Q3 202355.3K$9M+3.41%
Q1 202356.2K$9M+3.56%
Q4 202261.2K$8M+11.86%
Q3 202264.8K$9M+3.69%
Q2 202274.0K$10M+4.52%
Q1 202261.2K$11M+4.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of AAPL.