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
MA
Mastercard Inc

Financial Services
-37
- 6.88%
$429.6 - $500.99 $15.9K - $18.5K
501 $247K
GNRC
Generac Holdings Inc.

Industrials
-38
- 6.1%
$133.16 - $159.78 $5.06K - $6.07K
585 $92K
VHT
Vanguard Health Care ETF

ETFs
-23
- 2.2%
$261.88 - $288.1 $6.02K - $6.63K
1.02K $288K
RACE
Ferrari N.V.

Consumer Cyclical
-6
- 2.71%
$405.92 - $496.79 $2.44K - $2.98K
215 $101K
IEFA
Ishares Tr

ETFs
-7
- 0.33%
$70.09 - $78.74 $491 - $551
2.12K $165K
CMS
Cms Energy Corp

Utilities
-40
- 2.79%
$58.7 - $70.62 $2.35K - $2.82K
1.39K $98K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-731
- 8.56%
$44.07 - $50.57 $32.2K - $37K
7.81K $394K
IYR
Ishares Tr

ETFs
-35
- 2.56%
$86.93 - $103.61 $3.04K - $3.63K
1.33K $135K
IWM
Ishares Russell 2000 ETF

ETFs
-113
- 5.17%
$200.87 - $224.6 $22.7K - $25.4K
2.07K $458K
FBT
First Trust Nyse Arca Biotechn

ETFs
-2
- 0.21%
$152.39 - $172.91 $305 - $346
934 $160K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-7
- 0.17%
$43.25 - $48.57 $303 - $340
4.02K $193K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19
- 2.88%
$72.18 - $107.33 $1.37K - $2.04K
640 $67K
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.55%
$99.55 - $123.34 $597 - $740
1.08K $130K
GLW
Corning Inc

Technology
-148
- 2.93%
$37.76 - $46.2 $5.59K - $6.84K
4.91K $221K
SBUX
Starbucks Corp

Consumer Cyclical
-8
- 0.6%
$72.51 - $98.6 $580 - $789
1.32K $128K
MET
Metlife Inc

Financial Services
-2
- 0.1%
$67.96 - $82.48 $136 - $165
2.1K $173K
VOE
Vanguard Mid Cap Value Index F

ETFs
-6
- 0.36%
$149.02 - $167.67 $894 - $1.01K
1.66K $277K
SPMD
Spdr Portfolio

ETFs
-407
- 2.73%
$50.29 - $54.92 $20.5K - $22.4K
14.5K $794K
FDL
First Tr Morningstar Dividend

ETFs
-110
- 1.32%
$37.66 - $42.06 $4.14K - $4.63K
8.24K $345K
GLD
Spdr Gold Trust

ETFs
-565
- 9.46%
$215.56 - $246.98 $122K - $140K
5.41K $1.31M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-229
- 5.51%
$125.95 - $142.04 $28.8K - $32.5K
3.93K $558K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-136
- 7.76%
$531.86 - $624.21 $72.3K - $84.9K
1.62K $1M
IWS
Ishares Russell Midcap Value E

ETFs
-20
- 0.65%
$119.52 - $132.25 $2.39K - $2.65K
3.05K $403K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35
- 0.96%
$105.53 - $118.34 $3.69K - $4.14K
3.63K $424K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-60
- 0.44%
$42.22 - $48.62 $2.53K - $2.92K
13.6K $631K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.16%
$182.15 - $182.15 $729 - $729
2.52K $499K
XLV
Select Sector Spdr Fund Health

ETFs
-718
- 3.96%
$143.3 - $157.24 $103K - $113K
17.4K $2.68M
URI
United Rentals, Inc.

Industrials
-74
- 12.25%
$627.41 - $814.1 $46.4K - $60.2K
530 $429K
OEF
Ishares S&P 100 ETF

ETFs
-150
- 2.2%
$266.03 - $266.03 $39.9K - $39.9K
6.66K $1.84M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-326
- 1.37%
$37.33 - $40.63 $12.2K - $13.2K
23.5K $956K
FIX
Comfort Systems Usa Inc

Industrials
-44
- 5.33%
$292.14 - $396.82 $12.9K - $17.5K
782 $305K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-56
- 0.42%
$58.03 - $65.37 $3.25K - $3.66K
13.2K $854K
FIW
First Trust Water ETF

ETFs
-67
- 0.96%
$98.0 - $109.33 $6.57K - $7.33K
6.93K $757K
ABT
Abbott Laboratories

Healthcare
-343
- 2.98%
$100.07 - $118.13 $34.3K - $40.5K
11.2K $1.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.17K
- 4.65%
$83.76 - $91.82 $98.2K - $108K
24K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-247
- 7.66%
$245.82 - $304.51 $60.7K - $75.2K
2.98K $907K
HD
Home Depot, Inc.

Consumer Cyclical
-148
- 5.27%
$333.64 - $405.2 $49.4K - $60K
2.66K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
-286
- 0.62%
$84.77 - $97.13 $24.2K - $27.8K
45.5K $4.36M
AFL
Aflac Inc

Financial Services
-152
- 2.2%
$88.52 - $111.8 $13.5K - $17K
6.77K $757K
TSLA
Tesla, Inc.

Consumer Cyclical
-812
- 14.19%
$191.76 - $263.26 $156K - $214K
4.91K $1.28M
Digitalbridge Group
-3.86K
- 0.76%
N/A
502K $7.09M
WMT
Walmart Inc.

Consumer Defensive
-465
- 3.01%
$66.91 - $81.4 $31.1K - $37.9K
15K $1.21M
ABBV
Abb Vie Inc.

Healthcare
-181
- 1.71%
$163.84 - $199.33 $29.7K - $36.1K
10.4K $2.05M
Ftai Aviation
-10
- 0.12%
N/A
8.6K $1.14M
AAPL
Apple Inc.

Technology
-2.21K
- 3.9%
$207.23 - $234.82 $458K - $519K
54.5K $12.7M
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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