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
GD
General Dynamics Corp

Industrials
-53
- 30.46%
$279.51 - $308.09 $14.8K - $16.3K
121 $36K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-600
- 13.26%
$33.68 - $39.31 $20.2K - $23.6K
3.92K $154K
SNPS
Synopsys Inc

Technology
-8
- 7.41%
$463.97 - $621.3 $3.71K - $4.97K
100 $50K
MCHP
Microchip Technology Inc

Technology
-143
- 58.37%
$72.0 - $95.98 $10.3K - $13.7K
102 $8K
PLL
Piedmont Lithium Inc.

Basic Materials
-1.31K
- 66.41%
$6.68 - $12.75 $8.74K - $16.7K
662 $5K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-116
- 23.63%
$104.47 - $116.17 $12.1K - $13.5K
375 $40K
ZS
Zscaler, Inc.

Technology
-20
- 4.43%
$155.9 - $204.47 $3.12K - $4.09K
431 $73K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-200
- 38.61%
$71.86 - $78.56 $14.4K - $15.7K
318 $24K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-175
- 98.31%
$66.55 - $74.93 $11.6K - $13.1K
3 $0
EMR
Emerson Electric CO

Industrials
-103
- 24.12%
$98.19 - $118.87 $10.1K - $12.2K
324 $35K
SQ
Block, Inc.

Technology
-187
- 27.18%
$57.21 - $72.07 $10.7K - $13.5K
501 $33K
PATH
Ui Path, Inc.

Technology
-903
- 68.2%
$10.75 - $13.24 $9.71K - $12K
421 $5K
ALL
Allstate Corp

Financial Services
-64
- 82.05%
$158.43 - $192.86 $10.1K - $12.3K
14 $2K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-354
- 20.79%
$39.47 - $49.4 $14K - $17.5K
1.35K $64K
CTRA
Coterra Energy Inc.

Energy
-400
- 97.8%
$22.62 - $27.37 $9.05K - $10.9K
9 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
-99
- 91.67%
$107.56 - $136.78 $10.6K - $13.5K
9 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-616
- 40.21%
$14.84 - $21.08 $9.14K - $13K
916 $18K
WFC
Wells Fargo & Company

Financial Services
-55
- 2.44%
$51.58 - $60.97 $2.84K - $3.35K
2.2K $124K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-292
- 24.77%
$27.93 - $29.14 $8.16K - $8.51K
887 $25K
STWD
Starwood Property Trust, Inc.

Real Estate
-500
- 97.85%
$18.75 - $21.11 $9.38K - $10.6K
11 $0
ADP
Automatic Data Processing Inc

Industrials
-333
- 14.99%
$233.44 - $279.45 $77.7K - $93.1K
1.89K $522K
Birkenstock Holding
-147
- 86.47%
N/A
23 $1K
DFAX
Dimensional ETF Tr
-738
- 10.06%
$24.29 - $27.25 $17.9K - $20.1K
6.6K $178K
OII
Oceaneering International Inc

Energy
-515
- 11.46%
$22.41 - $30.02 $11.5K - $15.5K
3.98K $98K
AI
C3.Ai, Inc.

Technology
-175
- 18.92%
$21.12 - $30.58 $3.7K - $5.35K
750 $18K
SLVM
Sylvamo Corp

Basic Materials
-177
- 45.5%
$65.73 - $87.18 $11.6K - $15.4K
212 $18K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-286
- 8.0%
$44.9 - $47.55 $12.8K - $13.6K
3.29K $155K
TJX
Tjx Companies Inc

Consumer Cyclical
-75
- 30.99%
$107.93 - $120.23 $8.09K - $9.02K
167 $19K
NVS
Novartis Ag

Healthcare
-110
- 18.61%
$106.13 - $120.89 $11.7K - $13.3K
481 $55K
BSCV
Invesco ETF Self Indexed Fd Tr
-503
- 57.82%
$15.89 - $16.79 $7.99K - $8.45K
367 $6K
BNDX
Vanguard Total International B

ETFs
-290
- 5.36%
$48.42 - $50.35 $14K - $14.6K
5.12K $257K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 5.99%
$61.47 - $67.36 $71.5K - $78.3K
18.3K $1.23M
ADBE
Adobe Inc.

Technology
-7
- 12.5%
$508.13 - $586.55 $3.56K - $4.11K
49 $25K
MMM
3 M CO

Industrials
-102
- 43.04%
$99.69 - $139.42 $10.2K - $14.2K
135 $18K
BUG
Global X Fds Cybersecurity ETF

ETFs
-200
- 92.59%
$27.33 - $31.1 $5.47K - $6.22K
16 $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-25
- 10.25%
$285.48 - $330.24 $7.14K - $8.26K
219 $70K
Armour Residential
-307
- 64.09%
N/A
172 $3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14
- 28.57%
$233.4 - $302.36 $3.27K - $4.23K
35 $9K
DUK
Duke Energy Corp

Utilities
-329
- 15.12%
$99.35 - $117.71 $32.7K - $38.7K
1.85K $213K
LIT
Global X Fds Global X Lithium

ETFs
-148
- 76.29%
$35.01 - $43.59 $5.18K - $6.45K
46 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.96K
- 83.86%
$2.64 - $4.26 $5.17K - $8.35K
377 $1K
EME
Emcor Group, Inc.

Industrials
-16
- 51.61%
$340.22 - $435.6 $5.44K - $6.97K
15 $6K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-202
- 33.84%
$22.61 - $22.79 $4.57K - $4.6K
395 $8K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-243
- 19.33%
$18.74 - $20.92 $4.55K - $5.08K
1.01K $19K
EEM
Ishares Msci Emerging Markets

ETFs
-265
- 11.97%
$40.42 - $46.7 $10.7K - $12.4K
1.95K $89K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-194
- 7.42%
$50.85 - $53.88 $9.86K - $10.5K
2.42K $129K
CARG
Car Gurus, Inc.

Communication Services
-165
- 50.0%
$22.11 - $30.58 $3.65K - $5.05K
165 $4K
XLP
Consumer Staples Sector Spdr

ETFs
-125
- 12.65%
$76.04 - $76.04 $9.51K - $9.51K
863 $71K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-259
- 6.13%
$23.75 - $23.75 $6.15K - $6.15K
3.97K $96K
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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