Householder Group Estate & Retirement Specialist, LLC Sells in Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-5.42K
- 89.86%
$143.34 - $165.86 $777K - $899K
612 $88K
V
Visa Inc.

Financial Services
-3.5K
- 64.9%
$273.87 - $320.91 $960K - $1.12M
1.9K $598K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-28.1K
- 99.94%
$30.04 - $32.01 $844K - $899K
16 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-21.5K
- 90.15%
$34.13 - $37.35 $733K - $803K
2.35K $80K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-17.4K
- 92.86%
$44.33 - $49.55 $771K - $862K
1.34K $60K
PG
Procter & Gamble CO

Consumer Defensive
-4.5K
- 94.79%
$161.05 - $179.7 $724K - $808K
247 $41K
VUG
Vanguard Growth ETF

ETFs
-2.01K
- 99.8%
$378.79 - $428.11 $761K - $860K
4 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.45K
- 82.27%
$288.47 - $316.54 $707K - $776K
528 $153K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-32.3K
- 83.6%
$21.43 - $22.55 $691K - $727K
6.33K $136K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.02K
- 99.7%
$176.42 - $186.91 $709K - $751K
12 $2K
SPMD
Spdr Portfolio

ETFs
-12.4K
- 85.58%
$54.13 - $59.56 $673K - $740K
2.1K $114K
HON
Honeywell International Inc

Industrials
-3.39K
- 69.9%
$202.84 - $236.0 $688K - $800K
1.46K $329K
OPI
Office Properties Income Trust

Real Estate
-8.45K
- 1.52%
$0.98 - $2.11 $8.28K - $17.8K
548K $547K
ABT
Abbott Laboratories

Healthcare
-5.78K
- 51.81%
$111.93 - $119.39 $647K - $690K
5.38K $608K
MO
Altria Group, Inc.

Consumer Defensive
-12.3K
- 95.98%
$49.06 - $57.74 $602K - $708K
513 $26K
FIW
First Trust Water ETF

ETFs
-5.64K
- 81.38%
$102.02 - $110.91 $575K - $626K
1.29K $131K
ILPT
Industrial Logistics Properties Trust

Real Estate
-7.41K
- 1.38%
$3.25 - $4.64 $24.1K - $34.4K
530K $1.94M
AVUS
American Centy ETF Tr Avantis

ETFs
-6.52K
- 99.83%
$94.36 - $102.06 $616K - $666K
11 $1K
VGT
Vanguard Information Technolog

ETFs
-1.07K
- 68.44%
$571.78 - $647.97 $609K - $690K
491 $305K
CVX
Chevron Corp

Energy
-4.1K
- 87.92%
$141.15 - $162.53 $578K - $666K
563 $81K
VEA
Vanguard Ftse Developed Market

ETFs
-11.4K
- 99.89%
$47.57 - $52.44 $541K - $596K
12 $0
PLTR
Palantir Technologies Inc.

Technology
-23.2K
- 76.46%
$36.46 - $82.38 $845K - $1.91M
7.14K $539K
MRK
Merck & Co., Inc.

Healthcare
-4.61K
- 55.92%
$96.31 - $114.76 $444K - $529K
3.64K $361K
WM
Waste Management Inc

Industrials
-2.68K
- 66.16%
$201.79 - $228.46 $541K - $612K
1.37K $276K
DVN
Devon Energy Corp

Energy
-14K
- 99.29%
$30.52 - $42.96 $427K - $601K
100 $3K
AMGN
Amgen Inc

Healthcare
-1.35K
- 46.03%
$258.78 - $328.31 $350K - $444K
1.58K $412K
GOOG
Alphabet Inc.

Communication Services
-3.77K
- 46.87%
$163.08 - $198.16 $614K - $747K
4.27K $813K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-11K
- 69.54%
$43.02 - $47.32 $474K - $521K
4.82K $208K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24.8K
- 98.82%
$20.6 - $20.71 $511K - $514K
297 $6K
VZ
Verizon Communications Inc

Communication Services
-11.3K
- 96.46%
$39.6 - $45.21 $447K - $511K
415 $16K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.47K
- 84.33%
$71.75 - $75.11 $464K - $486K
1.2K $86K
DE
Deere & CO

Industrials
-1.15K
- 79.46%
$389.45 - $466.0 $446K - $534K
296 $125K
GLD
Spdr Gold Trust

ETFs
-1.94K
- 35.89%
$236.59 - $257.5 $459K - $500K
3.47K $839K
TGT
Target Corp

Consumer Defensive
-2.94K
- 80.9%
$121.59 - $160.69 $357K - $472K
694 $93K
KO
Coca Cola CO

Consumer Defensive
-6.18K
- 68.94%
$61.74 - $71.71 $381K - $443K
2.78K $173K
EOG
Eog Resources Inc

Energy
-3.78K
- 98.13%
$118.22 - $136.54 $447K - $516K
72 $8K
O
Realty Income Corp

Real Estate
-6.76K
- 71.29%
$51.76 - $64.71 $350K - $438K
2.72K $145K
YUM
Yum Brands Inc

Consumer Cyclical
-3.18K
- 68.5%
$130.36 - $139.54 $415K - $444K
1.46K $196K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-13.2K
- 83.42%
$32.65 - $33.68 $432K - $446K
2.63K $86K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.09K
- 78.74%
$131.66 - $144.0 $407K - $445K
835 $110K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.47K
- 95.45%
$52.59 - $303.74 $77.2K - $446K
70 $3K
SOFI
So Fi Technologies, Inc.

Financial Services
-55.8K
- 98.94%
$7.63 - $16.88 $425K - $941K
600 $9K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.74K
- 99.67%
$59.25 - $72.99 $340K - $419K
19 $1K
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.34K
- 99.82%
$95.27 - $107.82 $413K - $468K
8 $0
XLE
Energy Sector Spdr

ETFs
-4.64K
- 44.58%
$83.32 - $97.27 $387K - $451K
5.77K $494K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.13K
- 95.26%
$183.23 - $199.79 $390K - $425K
106 $19K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.56K
- 69.05%
$275.15 - $388.2 $428K - $604K
697 $238K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
-10.6K
- 99.9%
$35.88 - $40.8 $381K - $433K
11 $0
UNP
Union Pacific Corp

Industrials
-1.54K
- 85.62%
$223.15 - $249.32 $344K - $384K
259 $59K
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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