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
CSCO
Cisco Systems, Inc.

Technology
-2.79K
- 52.03%
$52.45 - $60.02 $146K - $168K
2.57K $152K
VEEV
Veeva Systems Inc

Healthcare
-632
- 52.71%
$201.81 - $250.45 $128K - $158K
567 $119K
PFE
Pfizer Inc

Healthcare
-4.28K
- 58.66%
$24.8 - $30.19 $106K - $129K
3.02K $80K
NKE
Nike, Inc.

Consumer Cyclical
-1.43K
- 91.25%
$73.36 - $89.13 $105K - $127K
137 $10K
DFAX
Dimensional ETF Tr
-4.47K
- 67.75%
$24.76 - $27.04 $111K - $121K
2.13K $52K
F
Ford Motor CO

Consumer Cyclical
-11K
- 42.0%
$9.69 - $11.4 $106K - $125K
15.2K $150K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-3.92K
- 91.51%
$25.66 - $34.91 $101K - $137K
364 $9K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.01K
- 42.13%
$99.04 - $109.59 $100K - $111K
1.39K $138K
AFL
Aflac Inc

Financial Services
-634
- 9.36%
$100.37 - $115.27 $63.6K - $73.1K
6.14K $634K
ETR
Entergy Corp

Utilities
-926
- 96.96%
$73.19 - $156.4 $67.8K - $145K
29 $2K
NET
Cloudflare, Inc.

Technology
-2.01K
- 56.95%
$78.11 - $117.56 $157K - $236K
1.52K $163K
AEP
American Electric Power CO Inc

Utilities
-1.14K
- 72.88%
$90.91 - $102.21 $103K - $116K
423 $39K
KLAC
Kla Corp

Technology
-148
- 83.15%
$614.46 - $829.55 $90.9K - $123K
30 $18K
SWKS
Skyworks Solutions, Inc.

Technology
-1.18K
- 94.93%
$83.18 - $99.15 $98.1K - $117K
63 $5K
ED
Consolidated Edison Inc

Utilities
-900
- 40.0%
$88.87 - $107.38 $80K - $96.6K
1.35K $120K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1K
- 99.9%
$109.14 - $121.63 $109K - $122K
1 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2K
- 59.67%
$55.73 - $66.16 $111K - $132K
1.35K $81K
DUK
Duke Energy Corp

Utilities
-873
- 47.27%
$105.76 - $120.76 $92.3K - $105K
974 $104K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.16K
- 28.88%
$116.4 - $138.52 $135K - $161K
2.85K $361K
MS
Morgan Stanley

Financial Services
-1.04K
- 95.76%
$104.42 - $134.99 $109K - $140K
46 $5K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-830
- 67.15%
$126.68 - $134.74 $105K - $112K
406 $51K
RTX
Raytheon Technologies Corp

Industrials
-843
- 78.06%
$114.45 - $127.21 $96.5K - $107K
237 $27K
QCOM
Qualcomm Inc

Technology
-572
- 71.77%
$150.4 - $178.04 $86K - $102K
225 $34K
VO
Vanguard Mid Cap ETF

ETFs
-379
- 55.9%
$261.5 - $284.63 $99.1K - $108K
299 $78K
SOUN
Soundhound Ai, Inc.

Technology
-21.6K
- 99.75%
$4.51 - $24.23 $97.3K - $523K
53 $1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-620
- 59.05%
$172.07 - $207.36 $107K - $129K
430 $85K
Healthcare Realty
-5.15K
- 74.34%
N/A
1.78K $30K
XLU
Utilities Sector Spdr

ETFs
-721
- 9.14%
$74.89 - $82.93 $54K - $59.8K
7.17K $542K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-4.26K
- 54.68%
$19.47 - $20.95 $82.9K - $89.2K
3.53K $68K
IXUS
Ishares Tr

ETFs
-1.22K
- 72.78%
$65.95 - $72.56 $80.6K - $88.7K
457 $30K
PSX
Phillips 66

Energy
-661
- 84.1%
$110.35 - $138.93 $72.9K - $91.8K
125 $14K
NEE
Nextera Energy Inc

Utilities
-890
- 46.57%
$69.77 - $85.43 $62.1K - $76K
1.02K $73K
PANW
Palo Alto Networks Inc

Technology
-1
- 0.19%
$181.96 - $405.9 $182 - $406
536 $97K
CRM
Salesforce, Inc.

Technology
-338
- 74.12%
$270.87 - $367.87 $91.6K - $124K
118 $39K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.42K
- 29.83%
$58.65 - $64.37 $83.1K - $91.2K
3.33K $197K
Peakstone Realty
-5.9K
- 77.43%
N/A
1.72K $19K
PSA
Public Storage

Real Estate
-176
- 36.82%
$289.33 - $360.21 $50.9K - $63.4K
302 $90K
FTHI
First Trust Exchange Traded Fd

ETFs
-3.99K
- 10.53%
$22.89 - $24.02 $91.4K - $95.9K
33.9K $788K
FDX
Fedex Corp

Industrials
-289
- 78.11%
$260.5 - $305.15 $75.3K - $88.2K
81 $22K
TER
Teradyne, Inc

Technology
-586
- 93.76%
$102.58 - $133.62 $60.1K - $78.3K
39 $4K
INTC
Intel Corp

Technology
-3.27K
- 87.68%
$19.07 - $26.23 $62.4K - $85.9K
460 $9K
VHT
Vanguard Health Care ETF

ETFs
-176
- 17.24%
$250.81 - $283.3 $44.1K - $49.9K
845 $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-590
- 89.94%
$121.89 - $135.52 $71.9K - $80K
66 $8K
SO
Southern CO

Utilities
-725
- 45.45%
$81.5 - $94.15 $59.1K - $68.3K
870 $71K
WFC
Wells Fargo & Company

Financial Services
-1.46K
- 66.24%
$54.98 - $77.35 $80.1K - $113K
742 $52K
GE
General Electric CO

Industrials
-277
- 23.26%
$159.95 - $194.23 $44.3K - $53.8K
914 $152K
SBUX
Starbucks Corp

Consumer Cyclical
-681
- 51.47%
$87.44 - $102.5 $59.5K - $69.8K
642 $58K
XEL
Xcel Energy Inc

Utilities
-1.06K
- 93.25%
$62.16 - $72.92 $66.1K - $77.6K
77 $5K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-2.31K
- 72.22%
$28.23 - $30.73 $65.1K - $70.9K
887 $25K
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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