Householder Group Estate & Retirement Specialist, LLC Reduced Holdings in Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-134K
- 99.51%
$69.58 - $74.87 $9.29M - $10M
659 $46K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-108K
- 98.87%
$26.93 - $84.95 $2.9M - $9.14M
1.24K $33K
AAPL
Apple Inc.

Technology
-26K
- 47.64%
$221.69 - $259.02 $5.76M - $6.73M
28.6K $7.15M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-88.1K
- 99.64%
N/A
315 $15K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-79K
- 78.41%
$50.06 - $55.0 $3.95M - $4.34M
21.7K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-45.4K
- 99.58%
$94.43 - $105.47 $4.28M - $4.78M
190 $19K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-83.8K
- 99.63%
$50.37 - $50.6 $4.22M - $4.24M
312 $15K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.14K
- 85.41%
$567.81 - $607.81 $4.06M - $4.34M
1.22K $715K
NVDA
Nvidia Corp

Technology
-34.8K
- 55.34%
$117.0 - $148.88 $4.07M - $5.18M
28.1K $3.77M
LLY
Eli Lilly & CO

Healthcare
-4.23K
- 92.76%
$727.2 - $932.06 $3.07M - $3.94M
330 $254K
IYW
Ishares Dj Us Tech ETF

ETFs
-21.9K
- 99.98%
$148.14 - $166.23 $3.24M - $3.63M
4 $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-53.2K
- 72.8%
$53.94 - $58.15 $2.87M - $3.09M
19.9K $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-18.6K
- 51.57%
$180.88 - $232.93 $3.36M - $4.33M
17.5K $3.83M
MSFT
Microsoft Corp

Technology
-5.33K
- 51.52%
$406.35 - $454.46 $2.17M - $2.42M
5.02K $2.12M
VTI
Vanguard Total Stock Market Et

ETFs
-8.09K
- 85.82%
$280.04 - $302.45 $2.27M - $2.45M
1.34K $387K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.84K
- 48.86%
$481.22 - $538.17 $2.33M - $2.61M
5.07K $2.59M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-21.3K
- 88.44%
$88.59 - $94.57 $1.88M - $2.01M
2.78K $246K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.17K
- 89.05%
$370.24 - $418.94 $1.91M - $2.16M
635 $255K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.58K
- 97.26%
$521.84 - $558.82 $1.87M - $2M
101 $54K
SPYG
Spdr Portfolio

ETFs
-23.8K
- 44.26%
$81.74 - $91.38 $1.95M - $2.18M
30K $2.64M
XLK
Technology Sector Spdr

ETFs
-7.45K
- 62.21%
$220.26 - $241.44 $1.64M - $1.8M
4.53K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.38K
- 77.21%
$442.29 - $483.08 $1.5M - $1.63M
998 $452K
DVY
Ishares Tr

ETFs
-11.3K
- 99.16%
$129.55 - $143.41 $1.46M - $1.62M
95 $12K
Digitalbridge Group
-7.1K
- 1.41%
N/A
495K $5.58M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-50.3K
- 55.41%
$29.73 - $30.81 $1.5M - $1.55M
40.5K $1.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.5K
- 93.24%
$51.09 - $55.27 $1.41M - $1.52M
1.99K $101K
SFLR
Innovator Etfs Tr Equity Manag
-45.7K
- 99.96%
N/A
17 $0
VTV
Vanguard Value ETF

ETFs
-7.75K
- 84.37%
$168.32 - $181.87 $1.31M - $1.41M
1.44K $243K
PEP
Pepsico Inc

Consumer Defensive
-7.6K
- 67.9%
$151.29 - $176.1 $1.15M - $1.34M
3.59K $546K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-10.2K
- 99.74%
$104.5 - $125.64 $1.06M - $1.28M
27 $2K
GOOGL
Alphabet Inc.

Communication Services
-7.79K
- 78.23%
$161.86 - $196.66 $1.26M - $1.53M
2.17K $410K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-23.7K
- 99.66%
$47.66 - $51.84 $1.13M - $1.23M
80 $3K
JPM
Jpmorgan Chase & CO

Financial Services
-6.04K
- 79.83%
$205.18 - $250.29 $1.24M - $1.51M
1.53K $365K
UNH
Unitedhealth Group Inc

Healthcare
-2.04K
- 92.78%
$485.52 - $625.25 $991K - $1.28M
159 $80K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-17.9K
- 98.24%
$65.67 - $69.79 $1.18M - $1.25M
322 $21K
Jp Morgan
-17.6K
- 98.8%
N/A
213 $16K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-43.7K
- 99.96%
$24.94 - $25.74 $1.09M - $1.13M
19 $0
IVV
Ishares Core S&P 500 ETF

ETFs
-1.84K
- 80.79%
$570.51 - $610.59 $1.05M - $1.12M
438 $257K
Innovator Nasdaq
-37.1K
- 99.95%
N/A
18 $0
WMT
Walmart Inc.

Consumer Defensive
-12.5K
- 83.35%
$79.1 - $95.7 $989K - $1.2M
2.5K $225K
XLV
Select Sector Spdr Fund Health

ETFs
-5.01K
- 28.79%
$136.28 - $154.74 $683K - $776K
12.4K $1.71M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-33.2K
- 83.93%
$27.8 - $29.05 $923K - $964K
6.36K $177K
AVGO
Broadcom Inc.

Technology
-6.14K
- 79.23%
$159.67 - $250.0 $980K - $1.53M
1.61K $373K
XOM
Exxon Mobil Corp

Energy
-7.8K
- 61.52%
$105.51 - $125.37 $823K - $978K
4.88K $524K
LMT
Lockheed Martin Corp

Industrials
-1.55K
- 73.29%
$479.66 - $614.62 $741K - $950K
563 $273K
ABBV
Abb Vie Inc.

Healthcare
-4.22K
- 40.64%
$164.99 - $203.87 $697K - $861K
6.17K $1.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.53K
- 94.43%
$501.29 - $612.85 $765K - $936K
90 $47K
META
Meta Platforms, Inc.

Communication Services
-1.62K
- 80.35%
$554.08 - $632.68 $899K - $1.03M
397 $232K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.97K
- 80.86%
$213.65 - $479.86 $848K - $1.91M
940 $379K
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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