Householder Group Estate & Retirement Specialist, LLC Purchases in Q3 2024

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Net Lease
20
New
N/A
20 $0
HCA
Hca Healthcare, Inc.

Healthcare
1
New
$315.12 - $406.43 $315 - $406
1 $0
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
400
+ 44.44%
$6.82 - $12.49 $2.73K - $5K
1.3K $9K
Momentus Inc
21
New
N/A
21 $0
MITK
Mitek Systems Inc

Technology
16
New
$8.05 - $13.45 $129 - $215
16 $0
HTGC
Hercules Capital, Inc.

Financial Services
34
New
$17.71 - $21.67 $602 - $737
34 $0
MPW
Medical Properties Trust Inc

Real Estate
75
New
$4.03 - $6.38 $302 - $479
75 $0
Inseego Corp
6
New
N/A
6 $0
KIM
Kimco Realty Corp

Real Estate
12
New
$19.24 - $24.06 $231 - $289
12 $0
K
Kellogg CO

Consumer Defensive
6
New
$56.19 - $80.81 $337 - $485
6 $0
CUT
Invesco ETF Tr Ii Msci Global

ETFs
25
New
$32.06 - $35.77 $802 - $894
25 $0
AOA
Ishares Tr Core Aggressive All

ETFs
8
New
$72.11 - $79.05 $577 - $632
8 $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14
+ 0.35%
$20.69 - $21.17 $290 - $296
4.07K $85K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
30
New
$26.14 - $27.97 $784 - $839
30 $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
14
New
$63.82 - $70.54 $893 - $988
14 $0
IRBT
Irobot Corp

Consumer Cyclical
100
New
$5.97 - $12.85 $597 - $1.29K
100 $0
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1
+ 1.33%
$46.5 - $49.42 $46.5 - $49.4
76 $3K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
24
New
$32.04 - $37.11 $769 - $891
24 $0
IXN
Ishares Global Information Tec

ETFs
6
New
$73.0 - $87.81 $438 - $527
6 $0
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
6
+ 1.35%
$25.04 - $25.21 $150 - $151
451 $11K
BSCU
Invesco Exc Self Ind Tr

ETFs
3
+ 1.4%
$16.19 - $17.05 $48.6 - $51.2
217 $3K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3
New
$100.57 - $116.37 $302 - $349
3 $0
SHV
Ishares Tr

ETFs
5
New
$110.05 - $110.63 $550 - $553
5 $0
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6
+ 1.81%
$23.08 - $23.52 $138 - $141
338 $7K
PCEF
Invesco Cef Income Composite E

ETFs
10
New
$18.24 - $19.71 $182 - $197
10 $0
SIZE
Ishares Msci Usa Size Factor E

ETFs
3
New
$135.03 - $149.22 $405 - $448
3 $0
PTH
Invesco Exchange Traded Fd Tr

ETFs
5
New
$42.08 - $47.87 $210 - $239
5 $0
EEMV
Ishares Msci Emerging Markets

ETFs
1
New
$56.77 - $63.31 $56.8 - $63.3
1 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9
New
$41.95 - $43.42 $378 - $391
9 $0
DXC
Dxc Technology CO

Technology
5
New
$17.93 - $21.46 $89.7 - $107
5 $0
FOXA
Fox Corp

Communication Services
17
New
$34.12 - $42.33 $580 - $720
17 $0
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
59
New
$14.38 - $16.69 $848 - $985
59 $0
SJM
J M Smucker CO

Consumer Defensive
1
New
$109.12 - $122.4 $109 - $122
1 $0
Put 12 Spdr S&P 500 ETF
2
New
N/A
2 $0
FDT
First Trust Developed Markets

ETFs
7
New
$51.36 - $58.76 $360 - $411
7 $0
QUIK
Quicklogic Corp

Technology
22
New
$7.07 - $12.79 $156 - $281
22 $0
FHN
First Horizon Corp

Financial Services
4
New
$14.63 - $17.45 $58.5 - $69.8
4 $0
RNG
Ring Central, Inc.

Technology
31
New
$27.72 - $35.26 $859 - $1.09K
31 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
New
$402.52 - $505.35 $403 - $505
1 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
26
New
$19.78 - $23.53 $514 - $612
26 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
New
$136.06 - $155.24 $136 - $155
1 $0
F&G Annuities
8
New
N/A
8 $0
DFLI
Dragonfly Energy Hldgs Corp (D
15
New
N/A
15 $0
RGLD
Royal Gold Inc

Basic Materials
2
New
$125.01 - $146.5 $250 - $293
2 $0
ENB
Enbridge Inc

Energy
8
New
$35.27 - $41.18 $282 - $329
8 $0
DT
Dynatrace, Inc.

Technology
3
New
$40.49 - $53.47 $121 - $160
3 $0
FNV
Franco Nevada Corp

Basic Materials
1
New
$116.95 - $131.12 $117 - $131
1 $0
PETS
Petmed Express Inc

Healthcare
21
New
$2.94 - $4.04 $61.7 - $84.8
21 $0
DFAR
Dimensional ETF Tr Dimensional

ETFs
13
New
$21.91 - $26.03 $285 - $338
13 $0
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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