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

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-28
- 3.59%
$26.69 - $29.87 $747 - $836
751 $21K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-300
- 23.08%
$1.28 - $2.37 $384 - $711
1K $1K
NEE
Nextera Energy Inc

Utilities
-364
- 16.0%
$69.9 - $84.97 $25.4K - $30.9K
1.91K $161K
JBLU
Jetblue Airways Corp

Industrials
-50
- 12.5%
$4.57 - $6.66 $229 - $333
350 $2K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-70
- 4.65%
$44.65 - $47.21 $3.13K - $3.3K
1.44K $67K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-15
- 30.61%
$41.77 - $67.84 $627 - $1.02K
34 $2K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-114
- 5.45%
$106.11 - $113.72 $12.1K - $13K
1.98K $223K
Kenvue Inc
-81
- 25.0%
N/A
243 $5K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-53
- 15.63%
N/A
286 $19K
CTVA
Corteva, Inc.

Basic Materials
-15
- 2.79%
$50.72 - $58.78 $761 - $882
523 $30K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-91
- 3.82%
$17.34 - $19.53 $1.58K - $1.78K
2.29K $44K
MP
Mp Materials Corp.

Basic Materials
-30
- 9.09%
$10.49 - $18.39 $315 - $552
300 $5K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-26
- 3.3%
$42.76 - $45.16 $1.11K - $1.17K
762 $34K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-175
- 8.25%
$6.71 - $8.78 $1.17K - $1.54K
1.95K $16K
ASIX
Advan Six Inc.

Basic Materials
-5
- 6.02%
$20.9 - $30.57 $105 - $153
78 $2K
FYX
First Tr Small Cap Core Alphad

ETFs
-39
- 6.24%
$89.32 - $100.62 $3.48K - $3.92K
586 $58K
UL
Unilever PLC

Consumer Defensive
-60
- 11.79%
$54.7 - $65.59 $3.28K - $3.94K
449 $29K
SPOT
Spotify Technology S.A.

Communication Services
-9
- 8.82%
$290.16 - $384.01 $2.61K - $3.46K
93 $34K
HYLS
First Tr Tactical High Yield L

ETFs
-9
- 0.5%
$40.54 - $42.23 $365 - $380
1.78K $74K
CMI
Cummins Inc

Industrials
-1
- 2.0%
$266.63 - $326.4 $267 - $326
49 $15K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-29
- 1.8%
$92.63 - $105.69 $2.69K - $3.07K
1.58K $164K
VB
Vanguard Small Cap ETF

ETFs
-52
- 6.54%
$214.77 - $237.72 $11.2K - $12.4K
743 $176K
CAT
Caterpillar Inc

Industrials
-227
- 14.27%
$316.8 - $391.12 $71.9K - $88.8K
1.36K $533K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-29
- 1.78%
$26.13 - $31.72 $758 - $920
1.6K $49K
VGT
Vanguard Information Technolog

ETFs
-22
- 1.39%
$514.43 - $606.85 $11.3K - $13.4K
1.56K $912K
Gsk PLC
-7
- 0.48%
N/A
1.46K $59K
SG
Sweetgreen, Inc.

Consumer Cyclical
-150
- 8.66%
$23.87 - $37.65 $3.58K - $5.65K
1.58K $56K
Cava Group
-140
- 20.77%
N/A
534 $66K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-90
- 3.54%
$33.88 - $36.77 $3.05K - $3.31K
2.45K $89K
KMI
Kinder Morgan, Inc.

Energy
-71
- 2.8%
$19.72 - $22.22 $1.4K - $1.58K
2.47K $54K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-112
- 3.15%
$96.25 - $101.98 $10.8K - $11.4K
3.44K $348K
CEG
Constellation Energy Corp

Utilities
-4
- 4.76%
$167.08 - $262.86 $668 - $1.05K
80 $20K
SBAC
Sba Communications Corp

Real Estate
-103
- 15.58%
$189.0 - $245.01 $19.5K - $25.2K
558 $134K
NKE
Nike, Inc.

Consumer Cyclical
-200
- 11.33%
$71.09 - $89.44 $14.2K - $17.9K
1.57K $138K
CLX
Clorox CO

Consumer Defensive
-11
- 4.7%
$131.73 - $166.97 $1.45K - $1.84K
223 $36K
FLMB
Franklin Muni Green Bd ETF

ETFs
-45
- 0.42%
$23.77 - $24.46 $1.07K - $1.1K
10.6K $258K
VBR
Vanguard Small Cap Value ETF

ETFs
-123
- 7.22%
$179.99 - $201.6 $22.1K - $24.8K
1.58K $317K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-70
- 1.03%
$24.86 - $26.33 $1.74K - $1.84K
6.74K $176K
MCSE
Franklin Templeton ETF Tr Mart
-40
- 0.38%
N/A
10.5K $162K
RDFN
Redfin Corp

Real Estate
-5.78K
- 47.62%
$5.64 - $14.45 $32.6K - $83.5K
6.36K $79K
CMCSA
Comcast Corp

Communication Services
-199
- 3.38%
$37.33 - $41.78 $7.43K - $8.31K
5.69K $237K
Peakstone Realty
-1.45K
- 15.98%
N/A
7.62K $103K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-21
- 0.86%
$38.89 - $42.97 $817 - $902
2.42K $103K
Healthcare Realty
-263
- 3.66%
N/A
6.93K $125K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-281
- 2.13%
$11.52 - $12.52 $3.24K - $3.52K
12.9K $159K
ED
Consolidated Edison Inc

Utilities
-282
- 11.14%
$88.42 - $104.97 $24.9K - $29.6K
2.25K $234K
ITA
Ishares Tr

ETFs
-4
- 0.8%
$131.58 - $149.64 $526 - $599
498 $74K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-238
- 5.07%
$41.9 - $48.26 $9.97K - $11.5K
4.46K $213K
ITW
Illinois Tool Works Inc

Industrials
-26
- 4.23%
$233.14 - $263.97 $6.06K - $6.86K
588 $154K
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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