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
SRLN
Ssga Active Trust

ETFs
-103
- 5.13%
$40.93 - $41.85 $4.22K - $4.31K
1.9K $79K
HSY
Hershey CO

Consumer Defensive
-20
- 86.96%
$182.45 - $203.25 $3.65K - $4.07K
3 $0
VRT
Vertiv Holdings CO

Industrials
-63
- 42.0%
$86.66 - $86.66 $5.46K - $5.46K
87 $8K
UPS
United Parcel Service Inc

Industrials
-27
- 5.24%
$123.32 - $147.38 $3.33K - $3.98K
488 $66K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-54
- 61.36%
$77.64 - $90.33 $4.19K - $4.88K
34 $3K
LUV
Southwest Airlines CO

Industrials
-213
- 8.63%
$23.7 - $29.93 $5.05K - $6.38K
2.25K $66K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-66
- 29.2%
$47.72 - $53.81 $3.15K - $3.55K
160 $8K
C
Citigroup Inc

Financial Services
-29
- 2.55%
$56.11 - $67.61 $1.63K - $1.96K
1.11K $69K
IWV
Ishares Russell 3000 ETF

ETFs
-14
- 18.42%
$294.75 - $326.73 $4.13K - $4.57K
62 $20K
QRVO
Qorvo, Inc.

Technology
-21
- 22.58%
$99.78 - $129.21 $2.1K - $2.71K
72 $7K
RHI
Robert Half International Inc.

Industrials
-53
- 63.86%
$59.34 - $68.28 $3.15K - $3.62K
30 $2K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-175
- 5.93%
$29.59 - $31.63 $5.18K - $5.54K
2.78K $87K
NUE
Nucor Corp

Basic Materials
-7
- 3.23%
$137.77 - $166.14 $964 - $1.16K
210 $31K
ACMR
Acm Research, Inc.

Technology
-53
- 56.99%
$15.01 - $25.52 $796 - $1.35K
40 $0
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-728
- 6.46%
$31.05 - $34.29 $22.6K - $25K
10.5K $361K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-158
- 2.01%
$24.78 - $25.11 $3.92K - $3.97K
7.71K $193K
AAL
American Airlines Group Inc.

Industrials
-200
- 6.15%
$11.04 - $11.04 $2.21K - $2.21K
3.05K $34K
RBLX
Roblox Corp

Communication Services
-54
- 85.71%
$36.18 - $47.64 $1.95K - $2.57K
9 $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
-54
- 17.25%
$28.75 - $29.46 $1.55K - $1.59K
259 $7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 10.2%
$460.0 - $505.78 $2.3K - $2.53K
44 $20K
STLA
Stellantis N.V.

Consumer Cyclical
-76
- 42.46%
$14.05 - $20.71 $1.07K - $1.57K
103 $1K
TTD
Trade Desk, Inc.

Technology
-12
- 26.09%
$83.08 - $110.79 $997 - $1.33K
34 $3K
AZN
Astrazeneca PLC

Healthcare
-9
- 0.46%
$76.67 - $87.62 $690 - $789
1.96K $152K
MGC
Vanguard Mega Cap ETF

ETFs
-16
- 7.27%
$185.93 - $206.64 $2.97K - $3.31K
204 $42K
BAX
Baxter International Inc

Healthcare
-55
- 21.57%
$32.85 - $40.26 $1.81K - $2.21K
200 $7K
ZIMV
Zim Vie Inc.

Healthcare
-39
- 54.17%
$15.43 - $21.95 $602 - $856
33 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-30
- 21.58%
$33.2 - $41.73 $996 - $1.25K
109 $4K
Canopy Growth
-100
- 24.1%
N/A
315 $1K
Arcadium Lithium
-248
- 18.66%
N/A
1.08K $3K
DOCU
Docusign, Inc.

Technology
-28
- 17.95%
$49.73 - $62.53 $1.39K - $1.75K
128 $7K
TDOC
Teladoc Health, Inc.

Healthcare
-28
- 11.57%
$6.79 - $10.09 $190 - $283
214 $1K
Solventum Corp
-25
- 43.86%
N/A
32 $2K
CPB
Campbell Soup CO

Consumer Defensive
-10
- 33.33%
$45.01 - $51.89 $450 - $519
20 $0
CVS
Cvs Health Corp

Healthcare
-26
- 89.66%
$55.81 - $63.18 $1.45K - $1.64K
3 $0
AMGN
Amgen Inc

Healthcare
-94
- 3.1%
$309.38 - $337.38 $29.1K - $31.7K
2.94K $945K
CHWY
Chewy, Inc.

Consumer Cyclical
-33
- 43.42%
$22.22 - $32.67 $733 - $1.08K
43 $1K
REZI
Resideo Technologies, Inc.

Industrials
-38
- 17.43%
$17.98 - $22.72 $683 - $863
180 $3K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-14
- 3.38%
$13.31 - $15.65 $186 - $219
400 $5K
KD
Kyndryl Holdings, Inc.

Technology
-4
- 1.35%
$21.78 - $27.63 $87.1 - $111
292 $6K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-17
- 1.23%
$50.52 - $50.95 $859 - $866
1.37K $69K
OGN
Organon & Co.

Healthcare
-34
- 6.1%
$18.65 - $23.03 $634 - $783
523 $10K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-21
- 50.0%
$26.74 - $30.37 $562 - $638
21 $0
MDT
Medtronic PLC

Healthcare
-43
- 14.1%
$76.84 - $91.03 $3.3K - $3.91K
262 $23K
OMFL
Invesco Exchange Traded Self I

ETFs
-25
- 4.48%
$47.65 - $52.99 $1.19K - $1.32K
533 $28K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4
- 3.74%
$178.94 - $207.0 $716 - $828
103 $20K
IBB
Ishares Biotechnology ETF

ETFs
-36
- 7.32%
$135.09 - $149.47 $4.86K - $5.38K
456 $66K
NOV
Nov Inc.

Energy
-25
- 9.62%
$15.85 - $20.82 $396 - $521
235 $3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-25
- 20.0%
$37.86 - $51.12 $947 - $1.28K
100 $5K
ALC
Alcon Inc

Healthcare
-15
- 19.74%
$88.07 - $100.79 $1.32K - $1.51K
61 $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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