Householder Group Estate & Retirement Specialist, LLC Reduced Holdings in Q3 2024

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-6.12K
- 37.53%
$801.83 - $917.05 $4.9M - $5.61M
10.2K $9.02M
NVDA
Nvidia Corp

Technology
-35.4K
- 36.0%
$98.91 - $134.91 $3.5M - $4.77M
62.9K $7.63M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.24K
- 91.72%
$211.47 - $281.27 $1.53M - $2.04M
654 $160K
MSFT
Microsoft Corp

Technology
-3.07K
- 22.85%
$395.15 - $467.56 $1.21M - $1.43M
10.4K $4.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.75K
- 13.76%
$161.02 - $200.0 $927K - $1.15M
36.1K $6.72M
XOM
Exxon Mobil Corp

Energy
-10.9K
- 46.27%
$109.72 - $119.0 $1.2M - $1.3M
12.7K $1.49M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-19.6K
- 21.13%
$49.7 - $56.11 $973K - $1.1M
73.1K $4.01M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-3.83K
- 66.35%
$196.3 - $218.19 $752K - $836K
1.94K $424K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-7.87K
- 68.11%
$102.05 - $114.97 $803K - $905K
3.69K $423K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-15.7K
- 76.73%
$48.27 - $49.43 $760K - $778K
4.77K $235K
NET
Cloudflare, Inc.

Technology
-8.78K
- 71.33%
$74.4 - $86.96 $653K - $764K
3.53K $285K
LLY
Eli Lilly & CO

Healthcare
-697
- 13.26%
$772.14 - $960.02 $538K - $669K
4.56K $4.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-11.9K
- 53.69%
$52.1 - $59.66 $622K - $713K
10.3K $610K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.94K
- 25.03%
$332.02 - $382.76 $643K - $741K
5.8K $2.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-23.2K
- 20.31%
$28.1 - $29.89 $651K - $692K
90.8K $2.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.21K
- 58.83%
$85.48 - $98.39 $531K - $611K
4.35K $419K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.61K
- 26.83%
$405.19 - $478.57 $651K - $769K
4.38K $2.02M
FTHI
First Trust Exchange Traded Fd

ETFs
-18.5K
- 32.85%
$21.47 - $23.16 $398K - $429K
37.9K $872K
XLE
Energy Sector Spdr

ETFs
-3.77K
- 26.57%
$84.35 - $93.39 $318K - $352K
10.4K $913K
DVY
Ishares Tr

ETFs
-4.23K
- 27.13%
$119.99 - $135.74 $508K - $574K
11.4K $1.54M
AXP
American Express CO

Financial Services
-1.87K
- 46.42%
$225.92 - $271.17 $423K - $507K
2.16K $586K
JGRO
J P Morgan Exchange Traded Fd
-4.5K
- 39.44%
N/A
6.92K $531K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.06K
- 78.18%
$104.5 - $114.97 $319K - $351K
853 $97K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.16K
- 9.01%
$133.16 - $158.73 $288K - $343K
21.9K $3.31M
VUG
Vanguard Growth ETF

ETFs
-785
- 28.06%
$341.08 - $391.94 $268K - $308K
2.01K $773K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-359
- 0.12%
$44.66 - $49.15 $16K - $17.6K
299K $14.1M
HON
Honeywell International Inc

Industrials
-1.02K
- 17.33%
$196.73 - $220.21 $200K - $224K
4.85K $1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.51K
- 16.61%
$194.9 - $224.8 $294K - $339K
7.56K $1.59M
A
Agilent Technologies, Inc.

Healthcare
-1.92K
- 74.01%
$125.42 - $148.48 $241K - $285K
675 $100K
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.22%
$217.89 - $392.15 $1.09K - $1.96K
2.25K $631K
MPC
Marathon Petroleum Corp

Energy
-967
- 19.2%
$158.61 - $180.75 $153K - $175K
4.07K $663K
V
Visa Inc.

Financial Services
-1K
- 15.68%
$253.74 - $291.56 $255K - $293K
5.4K $1.48M
SFLR
Innovator Etfs Tr Equity Manag
-7.16K
- 13.55%
N/A
45.7K $1.45M
UNP
Union Pacific Corp

Industrials
-930
- 34.05%
$221.78 - $256.09 $206K - $238K
1.8K $443K
VTI
Vanguard Total Stock Market Et

ETFs
-1.18K
- 11.09%
$255.18 - $283.2 $300K - $333K
9.43K $2.67M
KEYS
Keysight Technologies, Inc.

Technology
-1.18K
- 85.24%
$119.86 - $158.87 $141K - $187K
204 $32K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 31.32%
$49.13 - $66.72 $102K - $138K
4.55K $261K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.05K
- 39.67%
$213.3 - $270.78 $224K - $284K
1.6K $432K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-446
- 29.69%
$386.81 - $423.12 $173K - $189K
1.06K $446K
XLU
Utilities Sector Spdr

ETFs
-3.53K
- 30.9%
$67.67 - $80.78 $239K - $285K
7.89K $637K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.54K
- 25.93%
$39.95 - $45.86 $221K - $254K
15.8K $722K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.36K
- 16.72%
$144.27 - $157.55 $196K - $214K
6.78K $1.07M
BA
Boeing CO

Industrials
-256
- 8.38%
$152.04 - $190.6 $38.9K - $48.8K
2.8K $425K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.15K
- 82.73%
$110.06 - $128.44 $126K - $147K
239 $30K
NFLX
Netflix Inc

Communication Services
-203
- 43.66%
$598.55 - $722.26 $122K - $147K
262 $185K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-306
- 6.66%
$31.02 - $58.9 $9.49K - $18K
4.29K $134K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.75K
- 34.27%
$49.83 - $62.75 $87.1K - $110K
3.35K $193K
FPX
First Trust Us Equity Opportun

ETFs
-1.95K
- 23.07%
$92.33 - $110.55 $180K - $216K
6.51K $717K
DDS
Dillard'S, Inc.

Consumer Cyclical
-276
- 87.62%
$332.23 - $468.58 $91.7K - $129K
39 $15K
Activity Summary
Buys All Purchases 484 New Holdings 187 Increased Positions 297 Sells All Sells 346 Reductions 346 Sold out 0 Options Calls 0 Puts 0
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