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
UNH
Unitedhealth Group Inc

Healthcare
-390
- 15.05%
$488.01 - $604.18 $190K - $236K
2.2K $1.29M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.17K
- 17.01%
$54.31 - $61.04 $63.8K - $71.7K
5.73K $349K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-512
- 41.29%
$61.2 - $67.95 $31.3K - $34.8K
728 $48K
TIP
Ishares Tr Tips Bd ETF

ETFs
-342
- 17.78%
$105.92 - $110.83 $36.2K - $37.9K
1.58K $174K
GLDM
World Gold Trust

ETFs
-857
- 38.17%
$46.2 - $53.01 $39.6K - $45.4K
1.39K $72K
ARCC
Ares Capital Corp

Financial Services
-1.45K
- 61.72%
$19.8 - $21.28 $28.7K - $30.9K
900 $18K
VRSN
Verisign Inc

Technology
-175
- 63.64%
$174.18 - $190.64 $30.5K - $33.4K
100 $18K
IAU
Ishares Gold Trust

ETFs
-764
- 52.91%
$44.06 - $50.5 $33.7K - $38.6K
680 $33K
QS
Quantum Scape Corp

Consumer Cyclical
-6.75K
- 60.78%
$4.83 - $9.14 $32.6K - $61.6K
4.35K $25K
FTNT
Fortinet, Inc.

Technology
-500
- 94.34%
$55.39 - $77.55 $27.7K - $38.8K
30 $2K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-739
- 8.79%
$71.45 - $75.64 $52.8K - $55.9K
7.67K $576K
DIS
Walt Disney CO

Communication Services
-168
- 4.14%
$85.6 - $98.61 $14.4K - $16.6K
3.89K $373K
RIO
Rio Tinto PLC

Basic Materials
-437
- 75.22%
$59.71 - $71.21 $26.1K - $31.1K
144 $10K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.12K
- 55.78%
$25.38 - $26.27 $28.4K - $29.4K
888 $23K
MGV
Vanguard Mega Cap Value

ETFs
-282
- 35.97%
$118.0 - $128.28 $33.3K - $36.2K
502 $64K
HNDL
Strategy Shs

ETFs
-1.71K
- 17.06%
$20.96 - $22.29 $35.8K - $38.1K
8.32K $185K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.1K
- 13.09%
$57.47 - $62.76 $63.1K - $68.9K
7.29K $457K
SPGI
S&P Global Inc.

Financial Services
-57
- 91.94%
$446.32 - $527.38 $25.4K - $30.1K
5 $2K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.53K
- 40.33%
$11.03 - $18.11 $16.8K - $27.6K
2.26K $25K
KMB
Kimberly Clark Corp

Consumer Defensive
-256
- 9.1%
$135.05 - $148.35 $34.6K - $38K
2.56K $363K
MO
Altria Group, Inc.

Consumer Defensive
-2.08K
- 14.02%
$45.95 - $54.71 $95.7K - $114K
12.8K $652K
VTV
Vanguard Value ETF

ETFs
-963
- 9.48%
$159.75 - $174.57 $154K - $168K
9.19K $1.6M
UAN
Cvr Partners, LP

Basic Materials
-191
- 14.65%
$64.65 - $79.88 $12.3K - $15.3K
1.11K $74K
IDXX
Idexx Laboratories Inc

Healthcare
-73
- 10.31%
$455.08 - $517.19 $33.2K - $37.8K
635 $320K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.59K
- 7.22%
$19.2 - $19.63 $30.5K - $31.2K
20.4K $399K
PG
Procter & Gamble CO

Consumer Defensive
-373
- 7.29%
$160.76 - $177.82 $60K - $66.3K
4.75K $821K
IYJ
Ishares Tr

ETFs
-234
- 40.63%
$118.32 - $133.67 $27.7K - $31.3K
342 $45K
NDSN
Nordson Corp

Industrials
-156
- 26.94%
$225.0 - $262.63 $35.1K - $41K
423 $111K
FTGC
First Trust Global Tactical CO

ETFs
-868
- 16.29%
$22.3 - $24.39 $19.4K - $21.2K
4.46K $105K
RMBS
Rambus Inc

Technology
-58
- 4.81%
$37.86 - $66.26 $2.2K - $3.84K
1.15K $48K
HYGV
Flexshares Tr High Yield Value

ETFs
-551
- 88.16%
$40.11 - $41.67 $22.1K - $23K
74 $3K
VBK
Vanguard Small Cap Growth ETF

ETFs
-89
- 61.81%
$240.48 - $267.94 $21.4K - $23.8K
55 $14K
TDW
Tidewater Inc

Energy
-117
- 22.08%
$69.32 - $106.47 $8.11K - $12.5K
413 $29K
SNY
Sanofi

Healthcare
-451
- 80.25%
$48.54 - $58.53 $21.9K - $26.4K
111 $6K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-925
- 13.28%
$33.58 - $35.96 $31.1K - $33.3K
6.04K $215K
BMY
Bristol Myers Squibb CO

Healthcare
-1.69K
- 25.84%
$39.66 - $51.75 $67.1K - $87.6K
4.86K $251K
IWP
Ishares Russell Mid Cap Growth

ETFs
-435
- 9.78%
$103.87 - $117.59 $45.2K - $51.2K
4.01K $470K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.2K
- 4.56%
$20.47 - $20.71 $24.5K - $24.8K
25.1K $518K
BP
Bp PLC

Energy
-100
- 3.1%
$30.78 - $37.05 $3.08K - $3.7K
3.12K $98K
PLUG
Plug Power Inc

Industrials
-8K
- 93.29%
$1.61 - $3.34 $12.9K - $26.7K
575 $1K
HDV
Ishares Core High Dividend ETF

ETFs
-198
- 36.53%
$107.62 - $118.76 $21.3K - $23.5K
344 $40K
FE
Firstenergy Corp

Utilities
-500
- 71.43%
$38.25 - $44.54 $19.1K - $22.3K
200 $8K
USTB
Victory Portfolios Ii Victorys

ETFs
-427
- 9.77%
$49.79 - $50.91 $21.3K - $21.7K
3.94K $200K
Jp Morgan
-95
- 0.53%
N/A
17.8K $1.22M
GIS
General Mills Inc

Consumer Defensive
-465
- 29.47%
$62.5 - $75.15 $29.1K - $34.9K
1.11K $82K
NVTS
Navitas Semiconductor Corp

Technology
-2.61K
- 42.59%
$2.18 - $4.92 $5.69K - $12.8K
3.52K $8K
IP
International Paper CO

Consumer Cyclical
-396
- 57.64%
$42.55 - $49.98 $16.8K - $19.8K
291 $14K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-427
- 26.39%
$26.82 - $30.58 $11.5K - $13.1K
1.19K $33K
STZ
Constellation Brands, Inc.

Consumer Defensive
-55
- 67.9%
$236.42 - $259.82 $13K - $14.3K
26 $6K
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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