Householder Group Estate & Retirement Specialist, LLC Purchases in Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
114
+ 3.35%
$164.89 - $177.66 $18.8K - $20.3K
3.51K $580K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
128
New
$37.33 - $40.39 $4.78K - $5.17K
128 $4K
AVSC
American Centy ETF Tr Avantis
81
New
$52.7 - $59.57 $4.27K - $4.83K
81 $4K
DIHP
Dimensional ETF Tr Dimensional

ETFs
184
New
$25.15 - $27.57 $4.63K - $5.07K
184 $4K
FLR
Fluor Corp

Industrials
80
New
$46.92 - $58.93 $3.75K - $4.71K
80 $3K
AUR
Aurora Innovation, Inc.

Technology
525
New
$4.99 - $8.06 $2.62K - $4.23K
525 $3K
FTSL
First Trust Senior Ln Fund

ETFs
34
+ 1.67%
$45.9 - $46.48 $1.56K - $1.58K
2.06K $95K
LMNR
Limoneira CO

Consumer Defensive
100
New
$23.92 - $28.91 $2.39K - $2.89K
100 $2K
AVEM
American Centy ETF Tr Avantis

ETFs
51
New
$58.59 - $66.14 $2.99K - $3.37K
51 $2K
PHM
Pultegroup Inc

Consumer Cyclical
51
+ 52.04%
$108.86 - $149.04 $5.55K - $7.6K
149 $16K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
2
+ 0.88%
$249.14 - $273.15 $498 - $546
229 $59K
BRSP
Bright Spire Capital, Inc.

Real Estate
55
+ 2.88%
$5.25 - $6.43 $289 - $354
1.96K $11K
SPTS
Spdr Portfolio Short Term Trea

ETFs
26
+ 10.04%
$28.88 - $29.33 $751 - $763
285 $8K
VDE
Vanguard Energy ETF

ETFs
9
+ 1.06%
$116.67 - $136.78 $1.05K - $1.23K
857 $104K
QUBT
Quantum Computing Inc.

Technology
100
New
$0.64 - $21.61 $64 - $2.16K
100 $1K
Super Micro
10
New
N/A
10 $0
Momentus Inc
1
New
N/A
1 $0
FSIG
First Tr ETF Iv LTD Duration I
4
+ 0.83%
$18.8 - $19.23 $75.2 - $76.9
488 $9K
LVHD
Franklin U.S. Low Volatility H

ETFs
2
+ 0.75%
$38.29 - $41.26 $76.6 - $82.5
269 $10K
FNF
Fidelity National Financial, Inc.

Financial Services
2
+ 1.41%
$55.19 - $63.83 $110 - $128
144 $8K
Everus Construction
14
New
N/A
14 $0
ENS
Ener Sys

Industrials
6
+ 5.88%
$91.53 - $104.0 $549 - $624
108 $10K
HYLS
First Tr Tactical High Yield L

ETFs
14
+ 0.79%
$41.29 - $42.03 $578 - $588
1.8K $74K
PXI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.52%
$42.73 - $51.69 $42.7 - $51.7
194 $8K
SONY
Sony Group Corp

Technology
2.25K
+ 345.62%
$17.53 - $96.8 $39.4K - $218K
2.9K $61K
HYD
Vaneck High Yield Muni ETF

ETFs
5
+ 1.26%
$51.09 - $53.06 $255 - $265
403 $20K
DFIV
Dimensional ETF Tr

ETFs
132
+ 6.35%
$34.86 - $37.97 $4.6K - $5.01K
2.21K $78K
FAF
First American Financial Corp

Financial Services
1
+ 0.93%
$61.55 - $70.63 $61.6 - $70.6
108 $6K
FPE
First Tr Pfd Secs & Income ETF

ETFs
285
+ 1.88%
$17.65 - $18.18 $5.03K - $5.18K
15.5K $273K
Amplify Tr
4
+ 1.06%
N/A
383 $0
ONEV
Spdr Russell 1000 Low Volatili

ETFs
2
+ 0.62%
$125.4 - $135.42 $251 - $271
327 $41K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.39%
$86.43 - $99.56 $86.4 - $99.6
255 $22K
WDIV
Spdr S&P Global Dividend ETF

ETFs
4
+ 1.15%
$61.96 - $66.71 $248 - $267
352 $21K
SHW
Sherwin Williams CO

Basic Materials
5
+ 4.1%
$338.75 - $399.71 $1.69K - $2K
127 $43K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
41
+ 1.17%
$28.56 - $30.02 $1.17K - $1.23K
3.56K $101K
TOL
Toll Brothers, Inc.

Consumer Cyclical
43
+ 7.43%
$123.8 - $167.8 $5.32K - $7.22K
622 $78K
Activity Summary
Buys All Purchases 87 New Holdings 28 Increased Positions 59 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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