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
MPC
Marathon Petroleum Corp

Energy
-1.83K
- 44.89%
$131.65 - $174.84 $241K - $319K
2.24K $312K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.44K
- 95.31%
$130.37 - $146.09 $318K - $356K
120 $15K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.77K
- 86.68%
$47.77 - $51.75 $323K - $350K
1.04K $50K
FVD
First Tr Value Line Divid Inde

ETFs
-6.22K
- 17.85%
$43.4 - $46.7 $270K - $290K
28.6K $1.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.29K
- 95.67%
$96.64 - $101.23 $318K - $333K
149 $14K
SRE
Sempra Energy

Utilities
-3.96K
- 81.03%
$80.81 - $94.77 $320K - $375K
926 $81K
BA
Boeing CO

Industrials
-2.21K
- 79.0%
$138.14 - $180.72 $306K - $400K
588 $104K
DIS
Walt Disney CO

Communication Services
-3.37K
- 86.8%
$92.39 - $117.6 $312K - $397K
513 $57K
AMAT
Applied Materials Inc

Technology
-1.05K
- 34.77%
$161.44 - $213.89 $170K - $225K
1.97K $320K
XLI
Industrial Sector Spdr

ETFs
-2.13K
- 92.49%
$131.76 - $143.99 $281K - $307K
173 $22K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.41K
- 66.52%
$113.92 - $127.38 $275K - $307K
1.22K $139K
AMD
Advanced Micro Devices Inc

Technology
-1.67K
- 89.73%
$118.88 - $172.8 $198K - $288K
191 $23K
XLF
Financial Sector Spdr

ETFs
-6.16K
- 88.02%
$44.89 - $51.34 $276K - $316K
838 $40K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.35K
- 92.32%
$77.02 - $78.58 $258K - $263K
279 $21K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-1.19K
- 61.32%
$213.99 - $238.91 $255K - $285K
752 $168K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.97K
- 96.68%
$80.13 - $83.77 $238K - $249K
102 $8K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-4.6K
- 44.62%
$58.39 - $67.04 $268K - $308K
5.71K $361K
BNDX
Vanguard Total International B

ETFs
-4.89K
- 95.51%
$48.91 - $50.61 $239K - $247K
230 $11K
BMY
Bristol Myers Squibb CO

Healthcare
-4.74K
- 97.67%
$51.92 - $59.94 $246K - $284K
113 $6K
BAC
Bank Of America Corp

Financial Services
-6.1K
- 93.63%
$39.22 - $47.77 $239K - $291K
415 $18K
ETN
Eaton Corp PLC

Industrials
-709
- 88.74%
$326.96 - $377.52 $232K - $268K
90 $29K
JGRO
J P Morgan Exchange Traded Fd
-3.24K
- 46.83%
N/A
3.68K $297K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.61K
- 92.5%
$38.37 - $42.82 $215K - $240K
455 $17K
DG
Dollar General Corp

Consumer Defensive
-2.65K
- 99.77%
$73.27 - $84.47 $194K - $224K
6 $0
ORCL
Oracle Corp

Technology
-1.28K
- 66.13%
$165.41 - $192.43 $212K - $246K
655 $109K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.65K
- 94.99%
$129.96 - $144.97 $214K - $239K
87 $12K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.9K
- 95.95%
$106.56 - $113.11 $202K - $215K
80 $8K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.84K
- 50.01%
$113.79 - $124.5 $210K - $229K
1.84K $211K
AXP
American Express CO

Financial Services
-863
- 39.95%
$267.35 - $305.57 $231K - $264K
1.3K $384K
HLI
Houlihan Lokey, Inc.

Financial Services
-1.27K
- 98.91%
$158.81 - $190.49 $201K - $242K
14 $2K
VLO
Valero Energy Corp

Energy
-1.44K
- 99.1%
$118.59 - $144.02 $171K - $207K
13 $1K
T
At&T Inc.

Communication Services
-8.98K
- 60.95%
$21.22 - $23.88 $191K - $214K
5.75K $131K
MA
Mastercard Inc

Financial Services
-396
- 79.04%
$491.3 - $536.15 $195K - $212K
105 $55K
NVO
Novo Nordisk A S

Healthcare
-623
- 15.72%
$85.0 - $120.04 $53K - $74.8K
3.34K $287K
Capital Group
-5.83K
- 32.87%
N/A
11.9K $372K
COP
Conocophillips

Energy
-1.67K
- 96.87%
$95.12 - $114.72 $159K - $192K
54 $5K
CMCSA
Comcast Corp

Communication Services
-4.01K
- 70.49%
$37.39 - $45.14 $150K - $181K
1.68K $62K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.88K
- 95.37%
$89.66 - $102.16 $168K - $192K
91 $8K
VB
Vanguard Small Cap ETF

ETFs
-708
- 95.29%
$233.76 - $261.58 $166K - $185K
35 $8K
LOW
Lowes Companies Inc

Consumer Cyclical
-484
- 30.31%
$244.52 - $284.07 $118K - $137K
1.11K $274K
LPG
Dorian Lpg Ltd.

Energy
-4.29K
- 91.69%
$22.69 - $36.35 $97.4K - $156K
389 $9K
AZN
Astrazeneca PLC

Healthcare
-1.94K
- 99.08%
$63.2 - $79.58 $122K - $154K
18 $1K
MU
Micron Technology Inc

Technology
-1.31K
- 66.01%
$84.16 - $113.41 $110K - $148K
673 $56K
PLW
Invesco 1 30 Laddered Treasury

ETFs
-5.08K
- 99.3%
N/A
36 $0
VIG
Vanguard Dividend Appreciation

ETFs
-706
- 28.0%
N/A
1.82K $355K
IEF
Ishares Barclays

ETFs
-1.33K
- 38.03%
$92.08 - $98.18 $123K - $131K
2.17K $200K
EPD
Enterprise Products Partners L.P.

Energy
-4.94K
- 90.4%
$28.66 - $34.43 $142K - $170K
525 $16K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-11.1K
- 85.76%
$11.42 - $12.5 $126K - $138K
1.84K $21K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.21K
- 58.79%
$105.45 - $117.99 $127K - $142K
846 $89K
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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