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
ELV
Elevance Health, Inc.

Healthcare
-7
- 14.58%
$365.96 - $514.62 $2.56K - $3.6K
41 $15K
GD
General Dynamics Corp

Industrials
-15
- 12.4%
$260.28 - $314.03 $3.9K - $4.71K
106 $27K
MPLX
Mplx LP

Energy
-250
- 27.78%
$43.77 - $51.66 $10.9K - $12.9K
650 $31K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-88
- 28.39%
$83.21 - $88.08 $7.32K - $7.75K
222 $18K
SNPS
Synopsys Inc

Technology
-14
- 14.0%
$485.36 - $588.0 $6.8K - $8.23K
86 $41K
ALLY
Ally Financial Inc.

Financial Services
-249
- 37.67%
$34.12 - $39.98 $8.5K - $9.96K
412 $14K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-57
- 0.85%
$24.94 - $26.14 $1.42K - $1.49K
6.68K $167K
VMC
Vulcan Materials CO

Basic Materials
-34
- 25.19%
$237.95 - $292.31 $8.09K - $9.94K
101 $25K
Canadian Pacific
-75
- 31.12%
N/A
166 $12K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 85.71%
$260.53 - $404.79 $7.82K - $12.1K
5 $1K
ISRG
Intuitive Surgical Inc

Healthcare
-19
- 18.45%
$471.27 - $550.62 $8.95K - $10.5K
84 $43K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-150
- 91.46%
$47.29 - $84.74 $7.09K - $12.7K
14 $1K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-2
- 0.27%
$56.18 - $67.64 $112 - $135
726 $41K
SHOP
Shopify Inc.

Technology
-102
- 76.12%
$78.14 - $119.49 $7.97K - $12.2K
32 $3K
FCX
Freeport Mcmoran Inc

Basic Materials
-117
- 46.8%
$38.08 - $50.82 $4.46K - $5.95K
133 $5K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-145
- 41.08%
$36.36 - $43.93 $5.27K - $6.37K
208 $7K
PINS
Pinterest, Inc.

Communication Services
-200
- 69.93%
$28.24 - $34.15 $5.65K - $6.83K
86 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.04K
- 53.52%
$7.33 - $12.37 $7.64K - $12.9K
905 $9K
RMR
Rmr Group Inc.

Real Estate
-10
- 0.64%
$20.29 - $25.78 $203 - $258
1.56K $32K
SLB
Schlumberger Limited

Energy
-115
- 13.11%
$36.83 - $45.59 $4.24K - $5.24K
762 $29K
UAL
United Airlines Holdings, Inc.

Industrials
-138
- 73.4%
$55.62 - $102.44 $7.68K - $14.1K
50 $4K
QRVO
Qorvo, Inc.

Technology
-57
- 79.17%
$65.6 - $104.58 $3.74K - $5.96K
15 $1K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-100
- 86.96%
$57.53 - $60.83 $5.75K - $6.08K
15 $0
OGN
Organon & Co.

Healthcare
-186
- 35.56%
$14.44 - $18.83 $2.69K - $3.5K
337 $5K
DELL
Dell Technologies Inc.

Technology
-39
- 25.66%
$111.96 - $144.21 $4.37K - $5.62K
113 $13K
DOCU
Docusign, Inc.

Technology
-102
- 79.69%
$61.42 - $106.99 $6.26K - $10.9K
26 $2K
SRLN
Ssga Active Trust

ETFs
-116
- 6.09%
$41.48 - $42.08 $4.81K - $4.88K
1.79K $74K
HWM
Howmet Aerospace Inc.

Industrials
-62
- 31.31%
$99.72 - $120.09 $6.18K - $7.45K
136 $14K
IFRA
Ishares Tr

ETFs
-107
- 34.85%
$45.94 - $51.71 $4.92K - $5.53K
200 $9K
ALC
Alcon Inc

Healthcare
-38
- 62.3%
$83.87 - $99.15 $3.19K - $3.77K
23 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
-42
- 37.5%
$147.66 - $190.46 $6.2K - $8K
70 $12K
PLL
Piedmont Lithium Inc.

Basic Materials
-572
- 86.4%
$8.46 - $14.46 $4.84K - $8.27K
90 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-43
- 93.48%
$125.36 - $147.37 $5.39K - $6.34K
3 $0
ECL
Ecolab Inc.

Basic Materials
-13
- 61.9%
$234.32 - $261.43 $3.05K - $3.4K
8 $1K
HOOD
Robinhood Markets, Inc.

Technology
-200
- 66.67%
$22.33 - $43.2 $4.47K - $8.64K
100 $3K
QDF
Flexshares Quality Dividend In

ETFs
-54
- 13.37%
$70.4 - $73.87 $3.8K - $3.99K
350 $24K
PH
Parker Hannifin Corp

Industrials
-6
- 21.43%
$621.74 - $709.46 $3.73K - $4.26K
22 $13K
SLVM
Sylvamo Corp

Basic Materials
-30
- 14.15%
$78.56 - $95.69 $2.36K - $2.87K
182 $14K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3
- 0.09%
$25.25 - $26.34 $75.8 - $79
3.24K $81K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-50
- 36.23%
$70.1 - $76.53 $3.5K - $3.83K
88 $6K
MMYT
Make My Trip LTD

Consumer Cyclical
-50
- 78.13%
N/A
14 $1K
SMG
Scotts Miracle Gro CO

Basic Materials
-25
- 31.65%
$65.14 - $93.47 $1.63K - $2.34K
54 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
-15
- 71.43%
$210.96 - $223.62 $3.16K - $3.35K
6 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
-25
- 80.65%
$62.74 - $97.24 $1.57K - $2.43K
6 $0
DTE
Dte Energy CO

Utilities
-23
- 27.38%
$117.04 - $129.77 $2.69K - $2.98K
61 $7K
DLR
Digital Realty Trust, Inc.

Real Estate
-32
- 16.67%
$156.46 - $195.69 $5.01K - $6.26K
160 $28K
TM
Toyota Motor Corp

Consumer Cyclical
-27
- 21.26%
$169.2 - $199.52 $4.57K - $5.39K
100 $19K
COF
Capital One Financial Corp

Financial Services
-49
- 23.22%
$145.19 - $192.01 $7.11K - $9.41K
162 $28K
VTRS
Viatris Inc

Healthcare
-151
- 79.47%
$11.32 - $13.37 $1.71K - $2.02K
39 $0
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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