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
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
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email