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Householder Group Estate & Retirement Specialist

Latest statistics and disclosures from Householder Group Estate & Retirement Specialist's latest quarterly 13F-HR filing:

Top 5 stock holdings are FSK, AMLP, AAPL, SPLV, SCHD, and represent 17.43% of Householder Group Estate & Retirement Specialist's stock portfolio.
Added to shares of these 10 stocks: KNG, AVGO, QFLR, FTC, XMPT, BUFD, FERG, SMMU, REVS, CGUS.
Started 187 new stock positions in LLYVK, IAK, OPRX, JNK, DFIV, LLYVA, AMLI, CVM, DBP, TEVA.
Reduced shares in these 10 stocks: COST (-$5.4M), NVDA, SMH, MSFT, XOM, JEPQ, AMZN, SPLV, PPA, QQQ.
Sold out of its positions in HYFI, MITT, ARKG, AFRM, AEO, ARI, ADM, ACRE, AMK, BWXT.
Householder Group Estate & Retirement Specialist was a net seller of stock by $-28M.
Householder Group Estate & Retirement Specialist has $343M in assets under management (AUM), dropping by -3.60%.
Central Index Key (CIK): 0001881590

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Portfolio Holdings for Householder Group Estate & Retirement Specialist

Householder Group Estate & Retirement Specialist holds 1280 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Householder Group Estate & Retirement Specialist has 1280 total positions. Only the first 250 positions are shown.

Sign up to view all of the Householder Group Estate & Retirement Specialist Sept. 30, 2024 positions
Download the Householder Group Estate & Retirement Specialist September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
FS KKR Common Stock (FSK)	4.1	$14M		720k	19.73	View chart
Alps Alerian MF Closed and MF Open (AMLP)	4.1	$14M		299k	47.13	View chart
Apple Common Stock (AAPL)	3.7	$13M	-3%	55k	233.00	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	2.8	$9.6M	-10%	134k	71.72	View chart
Schwab Us MF Closed and MF Open (SCHD)	2.7	$9.2M	+3%	109k	84.53	View chart
Costco Wholesale Common Stock (COST)	2.6	$9.0M	-37%	10k	886.44	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$7.6M	-36%	63k	121.43	View chart
Digitalbridge Group Common Stock (DBRG)	2.1	$7.1M		502k	14.13	View chart
Amazon Common Stock (AMZN)	2.0	$6.7M	-13%	36k	186.31	View chart
First Trust MF Closed and MF Open (KNG)	1.6	$5.5M	+37%	101k	54.47	View chart
Woodward Common Stock (WWD)	1.5	$5.2M		31k	171.51	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.4	$4.8M	-14%	9.9k	488.00	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.4	$4.8M	-7%	8.4k	573.79	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.3	$4.5M		54k	82.93	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$4.5M	-22%	10k	430.31	View chart
Rbb Us MF Closed and MF Open (TBIL)	1.3	$4.4M	+4%	88k	50.04	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.3	$4.4M		46k	95.73	View chart
Jpmorgan MF Closed and MF Open (JPST)	1.2	$4.3M	+5%	84k	50.74	View chart
Eli Lilly Common Stock (LLY)	1.2	$4.0M	-13%	4.6k	885.91	View chart
Jp Morgan MF Closed and MF Open (JEPQ)	1.2	$4.0M	-21%	73k	54.92	View chart
Ishares Technology MF Closed and MF Open (IYW)	1.0	$3.3M	-9%	22k	151.59	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.9	$3.0M		42k	70.05	View chart
First Trust MF Closed and MF Open (BUFR)	0.8	$2.7M	-20%	91k	29.88	View chart
Sector Technology MF Closed and MF Open (XLK)	0.8	$2.7M	+12%	12k	225.75	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.8	$2.7M	-3%	17k	153.97	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.8	$2.7M	-11%	9.4k	283.08	View chart
Industrial Logistics Common Stock (ILPT)	0.7	$2.6M		538k	4.76	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.7	$2.5M	+2%	43k	57.82	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.6	$2.2M	-4%	24k	91.31	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.6	$2.2M	-25%	5.8k	375.28	View chart
Abbvie Common Stock (ABBV)	0.6	$2.1M		10k	197.44	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$2.0M	-26%	4.4k	460.05	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.6	$1.9M	+9%	3.7k	527.72	View chart
Pepsico Common Stock (PEP)	0.6	$1.9M	-5%	11k	169.99	View chart
American Century MF Closed and MF Open (QPFF)	0.5	$1.9M	+5%	49k	38.10	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.5	$1.8M	-2%	6.7k	276.74	View chart
First Trust MF Closed and MF Open (LMBS)	0.5	$1.7M	-5%	35k	49.40	View chart
Alphabet Common Stock (GOOGL)	0.5	$1.6M	+2%	10k	165.76	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.5	$1.6M	-9%	9.2k	174.52	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.6M	-16%	7.6k	210.82	View chart
First Trust MF Closed and MF Open (FVD)	0.5	$1.6M		35k	45.48	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.5	$1.6M	+8%	30k	52.84	View chart
Ishares Select MF Closed and MF Open (DVY)	0.4	$1.5M	-27%	11k	135.05	View chart
Columbia Research MF Closed and MF Open (RECS)	0.4	$1.5M	+8%	45k	33.90	View chart
Exxon Mobil Common Stock (XOM)	0.4	$1.5M	-46%	13k	117.20	View chart
Visa Common Stock (V)	0.4	$1.5M	-15%	5.4k	274.87	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.4	$1.5M	-13%	46k	31.79	View chart
Capital Group MF Closed and MF Open (CGDV)	0.4	$1.4M	+9%	38k	36.42	View chart
Columbia Multi MF Closed and MF Open (MUST)	0.4	$1.4M	+10%	66k	20.77	View chart
Alphabet Common Stock (GOOG)	0.4	$1.3M	+8%	8.0k	167.19	View chart
Broadcom Common Stock (AVGO)	0.4	$1.3M	+948%	7.7k	172.45	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$1.3M	-3%	2.3k	576.75	View chart
Spdr Gold Common Stock (GLD)	0.4	$1.3M	-9%	5.4k	242.88	View chart
First Trust MF Closed and MF Open (FTC)	0.4	$1.3M	+125%	9.8k	131.42	View chart
Unitedhealth Group Common Stock (UNH)	0.4	$1.3M	-15%	2.2k	584.73	View chart
Tesla Common Stock (TSLA)	0.4	$1.3M	-14%	4.9k	261.45	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$1.3M	-2%	11k	113.96	View chart
Spdr Series MF Closed and MF Open (XHB)	0.4	$1.3M	-23%	10k	124.47	View chart
Invesco Exchange MF Closed and MF Open (PXF)	0.4	$1.2M	+2%	24k	52.10	View chart
Lockheed Martin Common Stock (LMT)	0.4	$1.2M	-26%	2.1k	584.44	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.4	$1.2M	-5%	18k	67.23	View chart
Jp Morgan MF Closed and MF Open (JTEK)	0.4	$1.2M		18k	68.62	View chart
Wisdomtree Tr MF Closed and MF Open (WTAI)	0.4	$1.2M		61k	19.92	View chart
Office Properties Common Stock (OPI)	0.4	$1.2M		556k	2.18	View chart
Walmart Common Stock (WMT)	0.4	$1.2M	-3%	15k	80.71	View chart
Meta Platforms Common Stock (META)	0.3	$1.2M	-17%	2.0k	572.28	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.3	$1.1M		40k	29.04	View chart
Ftai Aviation Common Stock (FTAI)	0.3	$1.1M		8.6k	132.91	View chart
Palantir Technologies Common Stock (PLTR)	0.3	$1.1M		30k	37.17	View chart
First Trust MF Closed and MF Open (BUFD)	0.3	$1.1M	+130%	44k	25.02	View chart
Home Depot Common Stock (HD)	0.3	$1.1M	-5%	2.7k	405.26	View chart
Spdr Msci MF Closed and MF Open (QUS)	0.3	$1.1M	-16%	6.8k	157.44	View chart
Innovator Nasdaq MF Closed and MF Open (QFLR)	0.3	$1.0M	NEW	37k	27.55	View chart
Honeywell Intl Common Stock (HON)	0.3	$1.0M	-17%	4.9k	206.56	View chart
Thermo Fisher Common Stock (TMO)	0.3	$1.0M	-7%	1.6k	618.43	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.3	$982k	+8%	21k	47.48	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$977k	+2%	6.0k	161.94	View chart
Jpmorgan Us MF Closed and MF Open (JVAL)	0.3	$970k		22k	43.53	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.3	$956k		24k	40.62	View chart
Amgen Common Stock (AMGN)	0.3	$945k	-3%	2.9k	321.98	View chart
Merck & Company Common Stock (MRK)	0.3	$936k	-2%	8.2k	113.47	View chart
Intl Business Common Stock (IBM)	0.3	$928k	+6%	4.2k	221.00	View chart
Sector Energy MF Closed and MF Open (XLE)	0.3	$913k	-26%	10k	87.71	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.3	$912k		1.6k	586.12	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$907k	-7%	3.0k	304.57	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.3	$895k	+7%	24k	37.55	View chart
First Trust MF Closed and MF Open (FTHI)	0.3	$872k	-32%	38k	23.01	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.3	$869k		39k	22.52	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.2	$854k		13k	64.68	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.2	$852k	+8%	19k	45.49	View chart
First Trust MF Closed and MF Open (BUFQ)	0.2	$852k	+35%	28k	30.31	View chart
Waste Management Common Stock (WM)	0.2	$840k	-5%	4.0k	207.46	View chart
Procter & Gamble Common Stock (PG)	0.2	$821k	-7%	4.7k	173.02	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.2	$794k	-2%	15k	54.66	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$773k	-28%	2.0k	384.00	View chart
First Trust MF Closed and MF Open (FIW)	0.2	$757k		6.9k	109.20	View chart
Aflac Common Stock (AFL)	0.2	$757k	-2%	6.8k	111.80	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.2	$722k	-11%	4.0k	179.20	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.2	$722k	-25%	16k	45.60	View chart
First Trust MF Closed and MF Open (FPX)	0.2	$717k	-23%	6.5k	110.19	View chart
Prologis Common Stock (PLD)	0.2	$710k	+2%	5.6k	126.18	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$700k	+78%	20k	34.27	View chart
Chevron Corp Common Stock (CVX)	0.2	$686k	+2%	4.7k	147.18	View chart
Marathon Petroleum Common Stock (MPC)	0.2	$663k	-19%	4.1k	162.90	View chart
Vaneck Cef MF Closed and MF Open (XMPT)	0.2	$656k	NEW	28k	23.14	View chart
Altria Group Common Stock (MO)	0.2	$652k	-14%	13k	51.04	View chart
Yum Brands Common Stock (YUM)	0.2	$648k		4.6k	139.50	View chart
Coca Cola Company Common Stock (KO)	0.2	$643k	+2%	9.0k	71.76	View chart
Select Utilities MF Closed and MF Open (XLU)	0.2	$637k	-30%	7.9k	80.76	View chart
First Trust MF Closed and MF Open (SKYY)	0.2	$634k	+2%	6.2k	102.14	View chart
Pacer U S MF Closed and MF Open (CALF)	0.2	$631k		14k	46.47	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$631k		2.3k	280.20	View chart
Innovator Etfs MF Closed and MF Open (BUFF)	0.2	$630k	+64%	14k	44.05	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.2	$621k	+5%	6.5k	95.04	View chart
First Trust MF Closed and MF Open (CIBR)	0.2	$610k	-53%	10k	59.22	View chart
Applied Materials Common Stock (AMAT)	0.2	$610k	+10%	3.0k	201.79	View chart
Capital Group MF Closed and MF Open (CGCP)	0.2	$610k	+9%	26k	23.10	View chart
Deere & Co Common Stock (DE)	0.2	$601k		1.4k	417.07	View chart
Realty Income Common Stock (O)	0.2	$601k		9.5k	63.36	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$601k		11k	52.80	View chart
American Express Common Stock (AXP)	0.2	$586k	-46%	2.2k	271.30	View chart
Vanguard Total MF Closed and MF Open (BND)	0.2	$576k	-8%	7.7k	75.10	View chart
Spdr Ssga MF Closed and MF Open (LGLV)	0.2	$575k		3.4k	169.12	View chart
Target Corp Common Stock (TGT)	0.2	$566k		3.6k	155.79	View chart
Spdr Series MF Closed and MF Open (SDY)	0.2	$558k	-5%	3.9k	142.06	View chart
Devon Energy Common Stock (DVN)	0.2	$551k	+2%	14k	39.12	View chart
Capital Group MF Closed and MF Open (CGBL)	0.2	$550k	+60%	18k	31.03	View chart
Columbia Research MF Closed and MF Open (REVS)	0.2	$548k	+149%	22k	25.34	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.2	$535k	+5%	16k	33.71	View chart
Caterpillar Common Stock (CAT)	0.2	$533k	-14%	1.4k	390.76	View chart
Jp Morgan MF Closed and MF Open (JGRO)	0.2	$531k	-39%	6.9k	76.79	View chart
Timothy Plan MF Closed and MF Open (TPSC)	0.2	$530k	+17%	14k	38.84	View chart
Verizon Communications Common Stock (VZ)	0.2	$525k	+3%	12k	44.84	View chart
Automatic Data Common Stock (ADP)	0.2	$522k	-14%	1.9k	276.48	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.2	$518k	-4%	25k	20.63	View chart
Select Sector MF Closed and MF Open (XLRE)	0.2	$517k		12k	44.61	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	0.1	$512k	+75%	7.6k	67.47	View chart
Capital Group MF Closed and MF Open (CGGR)	0.1	$509k		15k	34.76	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$499k		2.5k	197.94	View chart
Oneok Common Stock (OKE)	0.1	$479k	+2%	5.3k	91.10	View chart
Eog Resources Common Stock (EOG)	0.1	$473k	-8%	3.9k	122.73	View chart
Novo Nordisk Common Stock (NVO)	0.1	$471k		4.0k	118.82	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$470k	-9%	4.0k	117.12	View chart
Iron Mountain Common Stock (IRM)	0.1	$470k	+2%	4.0k	118.81	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$458k	-5%	2.1k	220.83	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$457k	-13%	7.3k	62.67	View chart
Tractor Supply Common Stock (TSCO)	0.1	$447k	+3%	1.5k	290.64	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.1	$446k	-29%	1.1k	422.35	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$446k	+45%	7.2k	62.20	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$443k	-34%	1.8k	245.97	View chart
Sofi Technologies Common Stock (SOFI)	0.1	$442k	+2%	56k	7.84	View chart
Lowes Companies Common Stock (LOW)	0.1	$432k	-39%	1.6k	270.51	View chart
United Rentals Common Stock (URI)	0.1	$429k	-12%	530.00	809.43	View chart
Boeing Company Common Stock (BA)	0.1	$425k	-8%	2.8k	151.79	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.1	$424k	-19%	2.2k	189.71	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$424k		3.6k	116.84	View chart
Vaneck Retail MF Closed and MF Open (RTH)	0.1	$424k	-66%	1.9k	218.11	View chart
Mondelez International Common Stock (MDLZ)	0.1	$423k		5.8k	73.51	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.1	$423k	-68%	3.7k	114.79	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$419k	-58%	4.3k	96.43	View chart
Cubesmart Common Stock (CUBE)	0.1	$419k	+2%	7.8k	53.74	View chart
Extra Space Common Stock (EXR)	0.1	$409k		2.3k	180.18	View chart
Sempra Common Stock (SRE)	0.1	$408k		4.9k	83.57	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.1	$403k		3.0k	132.22	View chart
Capital Group MF Closed and MF Open (CGGO)	0.1	$403k	+53%	13k	30.11	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.1	$399k	-7%	20k	19.52	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.1	$394k	-8%	7.8k	50.47	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$387k	NEW	2.0k	198.46	View chart
Simplify Us MF Closed and MF Open (SPBC)	0.1	$386k	-24%	11k	36.35	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$380k	+809%	7.5k	50.45	View chart
Pacer Metaurus MF Closed and MF Open (QDPL)	0.1	$376k		9.9k	37.92	View chart
Walt Disney Common Stock (DIS)	0.1	$373k	-4%	3.9k	95.99	View chart
Kimberly Clark Common Stock (KMB)	0.1	$363k	-9%	2.6k	142.02	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.1	$361k	-6%	11k	34.25	View chart
Invesco Exchange MF Closed and MF Open (XMLV)	0.1	$349k	-17%	5.7k	60.95	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$348k	-3%	3.4k	101.19	View chart
Philip Morris Common Stock (PM)	0.1	$345k		2.8k	121.35	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$345k		8.2k	41.88	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$343k	+15%	3.5k	98.00	View chart
Oracle Corp Common Stock (ORCL)	0.1	$329k		1.9k	170.11	View chart
At&t Common Stock (T)	0.1	$324k	+8%	15k	21.99	View chart
Price T Common Stock (TROW)	0.1	$321k	+4%	2.9k	108.92	View chart
Idexx Labs Common Stock (IDXX)	0.1	$320k	-10%	635.00	503.94	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$317k	-7%	1.6k	200.51	View chart
Sector Financial MF Closed and MF Open (XLF)	0.1	$317k	-23%	7.0k	45.31	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$316k		4.0k	78.18	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$314k	+4%	3.0k	104.04	View chart
Industrial Select MF Closed and MF Open (XLI)	0.1	$311k		2.3k	135.04	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$305k	-5%	782.00	390.03	View chart
Advanced Micro Common Stock (AMD)	0.1	$305k	+7%	1.9k	163.98	View chart
Nuveen Esg MF Closed and MF Open (NULV)	0.1	$294k	+3%	7.1k	41.68	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$288k	-2%	1.0k	282.08	View chart
Amplify Blockchain MF Closed and MF Open (BLOK)	0.1	$286k	-25%	7.6k	37.47	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.1	$285k		3.6k	78.47	View chart
Cloudflare Common Stock (NET)	0.1	$285k	-71%	3.5k	80.71	View chart
Cisco Systems Common Stock (CSCO)	0.1	$285k	+4%	5.4k	53.13	View chart
First Trust MF Closed and MF Open (FTLS)	0.1	$284k	+4%	4.5k	63.34	View chart
Tenet Healthcare Common Stock (THC)	0.1	$282k	+28%	1.7k	165.88	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$281k	+12%	4.8k	59.16	View chart
Nuveen Esg MF Closed and MF Open (NULG)	0.1	$278k	+3%	3.4k	82.35	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$277k		1.7k	167.37	View chart
Ford Motor Common Stock (F)	0.1	$275k	+4%	26k	10.52	View chart
First Trust MF Closed and MF Open (FPE)	0.1	$274k	+2%	15k	18.04	View chart
Booking Holdings Common Stock (BKNG)	0.1	$273k	+4%	65.00	4200.00	View chart
Eaton Corp Common Stock (ETN)	0.1	$264k		799.00	330.41	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.1	$262k	+12%	2.4k	109.17	View chart
Invesco Semiconductors MF Closed and MF Open (PSI)	0.1	$261k	-31%	4.5k	57.39	View chart
Ssga Active MF Closed and MF Open (HYBL)	0.1	$260k	+3%	9.1k	28.63	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.1	$258k		3.1k	82.96	View chart
Bank America Common Stock (BAC)	0.1	$258k	+5%	6.5k	39.63	View chart
Franklin Municipal MF Closed and MF Open (FLMB)	0.1	$258k		11k	24.39	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$257k		3.1k	83.74	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.1	$257k	-5%	5.1k	50.22	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.1	$253k	-18%	3.2k	80.06	View chart
Veeva Systems Common Stock (VEEV)	0.1	$251k	-37%	1.2k	209.34	View chart
Bristol Myers Common Stock (BMY)	0.1	$251k	-25%	4.9k	51.69	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.1	$250k	+12%	6.1k	41.22	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$248k	+130%	2.0k	125.32	View chart
Waste Connections Common Stock (WCN)	0.1	$247k	-13%	1.4k	178.21	View chart
Mastercard Common Stock (MA)	0.1	$247k	-6%	501.00	493.01	View chart
Johnson Controls Common Stock (JCI)	0.1	$241k		3.1k	77.37	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$239k	+20%	2.4k	97.79	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$237k	-3%	5.7k	41.68	View chart
First Trust MF Closed and MF Open (FMHI)	0.1	$235k	-76%	4.8k	49.25	View chart
Deckers Outdoor Common Stock (DECK)	0.1	$235k	+491%	1.5k	159.43	View chart
Consolidated Edison Common Stock (ED)	0.1	$234k	-11%	2.3k	104.00	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$228k		1.7k	131.41	View chart
Dollar Genl Common Stock (DG)	0.1	$224k	+7%	2.7k	84.24	View chart
Ge Aerospace Common Stock (GE)	0.1	$224k	+2%	1.2k	188.08	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$223k	-5%	2.0k	112.80	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.1	$222k	+14%	2.1k	108.13	View chart
Corning Common Stock (GLW)	0.1	$221k	-2%	4.9k	45.06	View chart
First Trust MF Closed and MF Open (ROBT)	0.1	$220k		5.0k	43.78	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.1	$215k	-13%	6.0k	35.61	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$213k	-5%	4.5k	47.78	View chart
Duke Energy Common Stock (DUK)	0.1	$213k	-15%	1.8k	115.32	View chart
Rubrik Common Stock (RBRK)	0.1	$212k		6.6k	32.07	View chart
Pfizer Common Stock (PFE)	0.1	$211k	-19%	7.3k	28.93	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.1	$211k	-20%	10k	21.09	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$207k	-29%	1.0k	201.95	View chart
Micron Technology Common Stock (MU)	0.1	$205k		2.0k	103.54	View chart
Houlihan Lokey Common Stock (HLI)	0.1	$202k	+2%	1.3k	157.57	View chart
Goldman Sachs Common Stock (GS)	0.1	$202k		408.00	495.10	View chart
Ishares U S MF Closed and MF Open (IYH)	0.1	$202k	-21%	3.1k	64.79	View chart
Victoryshares Short MF Closed and MF Open (USTB)	0.1	$200k	-9%	3.9k	50.71	View chart
Lattice Hartford MF Closed and MF Open (ROSC)	0.1	$197k	+342%	4.5k	43.55	View chart
Valero Energy Common Stock (VLO)	0.1	$196k	-3%	1.5k	134.99	View chart
Servicenow Common Stock (NOW)	0.1	$195k	-42%	219.00	890.41	View chart
Texas Instruments Common Stock (TXN)	0.1	$194k	+43%	940.00	206.38	View chart
Invesco S&p MF Closed and MF Open (XSLV)	0.1	$193k		4.0k	48.06	View chart

Past Filings by Householder Group Estate & Retirement Specialist

SEC 13F filings are viewable for Householder Group Estate & Retirement Specialist going back to 2021

Householder Group Estate & Retirement Specialist 2024 Q3 filed Oct. 18, 2024
Householder Group Estate & Retirement Specialist 2024 Q2 filed July 17, 2024
Householder Group Estate & Retirement Specialist 2024 Q1 filed May 3, 2024
Householder Group Estate & Retirement Specialist 2023 Q4 filed Jan. 23, 2024
Householder Group Estate & Retirement Specialist 2023 Q3 filed Oct. 10, 2023
Householder Group Estate & Retirement Specialist 2023 Q1 filed April 13, 2023
Householder Group Estate & Retirement Specialist 2022 Q4 filed Jan. 19, 2023
Householder Group Estate & Retirement Specialist 2022 Q3 filed Oct. 11, 2022
Householder Group Estate & Retirement Specialist 2022 Q2 filed July 18, 2022
Householder Group Estate & Retirement Specialist 2022 Q1 filed April 18, 2022
Householder Group Estate & Retirement Specialist 2021 Q4 filed April 12, 2022

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