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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, COST, SPLV, AAPL, and represent 19.28% of Householder Group Estate & Retirement Specialist's stock portfolio.
Added to shares of these 10 stocks: JEPQ, MSFT, XLG, XLE, OPI, BUFR, JVAL, BUFD, NVDA, CALF.
Started 90 new stock positions in XMHQ, DFUV, AVAV, KLG, GDIV, ABCL, BCX, SPRU, ECL, KNSL.
Reduced shares in these 10 stocks: SMH, PRF, BND, FBND, VIG, DFAX, SJNK, VTI, SPMD, SPLV.
Sold out of its positions in ARKQ, WBIG, Activision Blizzard, Alpha Architect Etf Tr merlyn ai bull, BBLU, Alpha Architect Etf Tr, ATEC, AMPH, ANSS, Armour Residential Reit Inc Re.
Householder Group Estate & Retirement Specialist was a net buyer of stock by $2.4M.
Householder Group Estate & Retirement Specialist has $304M in assets under management (AUM), dropping by 9.62%.
Central Index Key (CIK): 0001881590

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Portfolio Holdings for Householder Group Estate & Retirement Specialist

Householder Group Estate & Retirement Specialist holds 1274 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Householder Group Estate & Retirement Specialist has 1274 total positions. Only the first 250 positions are shown.

Sign up to view all of the Householder Group Estate & Retirement Specialist Dec. 31, 2023 positions
Download the Householder Group Estate & Retirement Specialist December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
FS KKR Common Stock (FSK)	4.6	$14M		698k	19.97	View chart
Alps Alerian MF Closed and MF Open (AMLP)	4.2	$13M		299k	42.52	View chart
Costco Wholesale Common Stock (COST)	3.6	$11M	+3%	17k	660.06	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	3.5	$11M	-5%	170k	62.66	View chart
Apple Common Stock (AAPL)	3.4	$10M		54k	192.52	View chart
Digitalbridge Group Common Stock (DBRG)	3.0	$9.1M		516k	17.54	View chart
Schwab Us MF Closed and MF Open (SCHD)	2.4	$7.3M	+3%	96k	76.13	View chart
Amazon Common Stock (AMZN)	1.9	$5.9M		39k	151.94	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.8	$5.5M		13k	409.51	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$4.5M	+26%	12k	375.98	View chart
Woodward Common Stock (WWD)	1.4	$4.2M		31k	136.11	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$4.0M	+16%	8.0k	495.19	View chart
Office Properties Common Stock (OPI)	1.2	$3.8M	+28%	517k	7.32	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.2	$3.7M	-11%	7.7k	475.21	View chart
Eli Lilly Common Stock (LLY)	1.2	$3.5M		6.0k	582.96	View chart
Sector Technology MF Closed and MF Open (XLK)	1.1	$3.3M	-4%	17k	192.44	View chart
Ishares S&p MF Closed and MF Open (IVW)	1.0	$3.1M	+4%	42k	75.08	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.0	$2.9M	-14%	45k	65.04	View chart
Rbb Us MF Closed and MF Open (TBIL)	0.9	$2.8M	+8%	55k	49.86	View chart
Ishares Select MF Closed and MF Open (DVY)	0.9	$2.7M	-6%	23k	117.20	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.9	$2.7M	+9%	54k	50.22	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.9	$2.7M		35k	78.02	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.9	$2.7M	-19%	11k	237.22	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.8	$2.5M		8.4k	303.13	View chart
Jp Morgan MF Closed and MF Open (JEPQ)	0.8	$2.5M	+150%	50k	49.91	View chart
Industrial Logistics Common Stock (ILPT)	0.8	$2.5M	+7%	526k	4.70	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.8	$2.5M	-14%	18k	136.35	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.8	$2.3M	-11%	39k	58.45	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$2.2M	+7%	6.2k	356.55	View chart
Pepsico Common Stock (PEP)	0.7	$2.1M	+34%	12k	169.77	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.7	$2.0M	-6%	17k	122.72	View chart
Exxon Mobil Common Stock (XOM)	0.6	$2.0M	-5%	20k	99.94	View chart
Honeywell Intl Common Stock (HON)	0.6	$1.9M	-5%	9.2k	209.66	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.6	$1.8M	+5%	12k	149.45	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.6	$1.8M	-2%	8.1k	223.39	View chart
First Trust MF Closed and MF Open (LMBS)	0.6	$1.7M	-2%	36k	48.30	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.6	$1.7M	+19%	33k	51.98	View chart
Abbvie Common Stock (ABBV)	0.5	$1.6M	-2%	11k	154.97	View chart
Sector Energy MF Closed and MF Open (XLE)	0.5	$1.6M	+112%	20k	83.80	View chart
Lockheed Martin Common Stock (LMT)	0.5	$1.6M	-2%	3.6k	453.12	View chart
Unitedhealth Group Common Stock (UNH)	0.5	$1.5M		2.9k	526.23	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.5M	+7%	8.9k	170.02	View chart
First Trust MF Closed and MF Open (FVD)	0.5	$1.5M		36k	40.54	View chart
First Trust MF Closed and MF Open (BUFR)	0.5	$1.4M	+116%	53k	26.56	View chart
Spdr Msci MF Closed and MF Open (QUS)	0.5	$1.4M	-7%	11k	132.11	View chart
Abbott Laboratories Common Stock (ABT)	0.5	$1.4M	-5%	13k	110.00	View chart
Spdr Gold Common Stock (GLD)	0.5	$1.4M	+11%	7.2k	191.14	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$1.3M	+2%	4.0k	310.88	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.4	$1.2M	-2%	22k	54.04	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$1.2M	+2%	2.7k	436.52	View chart
First Trust MF Closed and MF Open (FTHI)	0.4	$1.2M	+8%	56k	21.35	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.4	$1.2M		30k	39.19	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$1.2M		2.5k	477.43	View chart
American Century MF Closed and MF Open (QPFF)	0.4	$1.2M	+9%	32k	35.85	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$1.1M		3.7k	296.43	View chart
Thermo Fisher Common Stock (TMO)	0.4	$1.1M	-5%	2.0k	530.89	View chart
Visa Common Stock (V)	0.4	$1.1M	+18%	4.1k	260.25	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$983k	-8%	6.3k	156.70	View chart
Capital Group MF Closed and MF Open (CGDV)	0.3	$980k	+36%	33k	29.83	View chart
Alphabet Common Stock (GOOG)	0.3	$978k	+12%	6.9k	140.80	View chart
Columbia Multi MF Closed and MF Open (MUST)	0.3	$976k	+102%	47k	20.85	View chart
Cloudflare Common Stock (NET)	0.3	$972k	+17%	12k	83.22	View chart
First Trust MF Closed and MF Open (BUFD)	0.3	$964k	+271%	43k	22.69	View chart
Tesla Common Stock (TSLA)	0.3	$959k	+19%	3.9k	248.38	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.3	$956k	-7%	21k	46.61	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$954k	-10%	10k	95.81	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.3	$909k	NEW	24k	37.70	View chart
Devon Energy Common Stock (DVN)	0.3	$904k	-24%	20k	45.25	View chart
Merck & Company Common Stock (MRK)	0.3	$899k	+2%	8.2k	109.00	View chart
Home Depot Common Stock (HD)	0.3	$896k		2.6k	346.48	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.3	$880k	-14%	15k	57.91	View chart
Alphabet Common Stock (GOOGL)	0.3	$868k	-3%	6.2k	139.55	View chart
Invesco Exchange MF Closed and MF Open (PXF)	0.3	$853k	+22%	18k	47.37	View chart
Columbia Research MF Closed and MF Open (RECS)	0.3	$850k	+111%	31k	27.69	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.3	$842k	-60%	24k	35.17	View chart
Jpmorgan Us MF Closed and MF Open (JVAL)	0.3	$812k	+1314%	21k	38.57	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$801k		5.4k	147.00	View chart
American Express Common Stock (AXP)	0.3	$790k	-2%	4.2k	187.29	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.3	$776k	-11%	27k	28.55	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.3	$775k	-45%	16k	48.71	View chart
Amgen Common Stock (AMGN)	0.2	$753k	-2%	2.6k	287.95	View chart
Wisdomtree Tr MF Closed and MF Open (WTAI)	0.2	$745k	+260%	36k	20.68	View chart
Vaneck Retail MF Closed and MF Open (RTH)	0.2	$744k	+121%	4.0k	188.16	View chart
Prologis Common Stock (PLD)	0.2	$736k		5.5k	133.14	View chart
Broadcom Common Stock (AVGO)	0.2	$730k	+17%	654.00	1116.21	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.2	$729k	+176%	9.4k	77.92	View chart
Walmart Common Stock (WMT)	0.2	$721k	-2%	4.6k	157.46	View chart
Procter & Gamble Common Stock (PG)	0.2	$721k	-10%	4.9k	146.37	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.2	$700k	+33%	4.3k	164.09	View chart
First Trust MF Closed and MF Open (FIW)	0.2	$687k	-9%	7.3k	94.69	View chart
Marathon Petroleum Common Stock (MPC)	0.2	$686k	+23%	4.6k	148.16	View chart
First Trust MF Closed and MF Open (BUFQ)	0.2	$671k	+343%	25k	26.97	View chart
Lowes Companies Common Stock (LOW)	0.2	$669k		3.0k	222.41	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.2	$657k	+8%	13k	52.35	View chart
Eog Resources Common Stock (EOG)	0.2	$645k	-2%	5.3k	120.81	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$644k	-3%	2.6k	245.43	View chart
Vanguard Total MF Closed and MF Open (BND)	0.2	$638k	-60%	8.7k	73.54	View chart
Automatic Data Common Stock (ADP)	0.2	$631k	-4%	2.7k	232.67	View chart
Deere & Co Common Stock (DE)	0.2	$621k	-3%	1.6k	399.61	View chart
Yum Brands Common Stock (YUM)	0.2	$601k	+54%	4.6k	130.60	View chart
Ubs Preferred Stock (FBGX)	0.2	$594k		855.00	694.74	View chart
Aflac Common Stock (AFL)	0.2	$587k	-2%	7.1k	82.41	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.2	$577k	-33%	14k	42.35	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$568k	+39%	1.5k	376.41	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.2	$561k	-10%	17k	33.96	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$555k	-4%	3.4k	165.28	View chart
Pacer U S MF Closed and MF Open (CALF)	0.2	$554k	NEW	12k	47.97	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.2	$546k	-11%	25k	22.05	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.2	$543k	-13%	2.7k	200.44	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.2	$540k	+6%	26k	20.45	View chart
Waste Management Common Stock (WM)	0.2	$539k	-32%	3.0k	178.83	View chart
Invesco Exchange MF Closed and MF Open (XMLV)	0.2	$535k	-3%	10k	53.16	View chart
First Trust MF Closed and MF Open (FTC)	0.2	$530k	+226%	4.8k	109.41	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$527k	-2%	11k	47.84	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.2	$520k	+55%	5.2k	100.25	View chart
Spdr Series MF Closed and MF Open (SDY)	0.2	$518k	-3%	4.2k	124.82	View chart
First Trust MF Closed and MF Open (SKYY)	0.2	$506k		5.8k	87.65	View chart
Idexx Labs Common Stock (IDXX)	0.2	$497k	-4%	897.00	554.07	View chart
Target Corp Common Stock (TGT)	0.2	$496k	-31%	3.5k	142.41	View chart
Vanguard Consumer MF Closed and MF Open (VDC)	0.2	$496k	-19%	2.6k	190.84	View chart
Invesco Semiconductors MF Closed and MF Open (PSI)	0.2	$495k	+381%	10k	49.46	View chart
Coca Cola Company Common Stock (KO)	0.2	$492k	+7%	8.4k	58.89	View chart
Realty Income Common Stock (O)	0.2	$481k	+5%	8.4k	57.40	View chart
Verizon Communications Common Stock (VZ)	0.2	$480k	-6%	13k	37.66	View chart
Fidelity Covington MF Closed and MF Open (FSTA)	0.2	$477k	-8%	11k	44.63	View chart
Intl Business Common Stock (IBM)	0.2	$477k	+7%	2.9k	163.47	View chart
Sector Financial MF Closed and MF Open (XLF)	0.2	$467k	+36%	12k	37.53	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$465k		8.7k	53.75	View chart
Nike Common Stock (NKE)	0.2	$463k		4.3k	108.41	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.1	$449k	-7%	6.4k	70.09	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.1	$448k	-26%	11k	42.17	View chart
Applied Materials Common Stock (AMAT)	0.1	$444k	-4%	2.7k	161.81	View chart
Generac Holdings Common Stock (GNRC)	0.1	$439k	+10%	3.4k	129.12	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$430k	-67%	2.5k	170.09	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.1	$426k	+233%	4.1k	104.44	View chart
Capital Group MF Closed and MF Open (CGCP)	0.1	$426k	+99%	19k	22.65	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.1	$422k		22k	19.28	View chart
Select Sector MF Closed and MF Open (XLRE)	0.1	$420k	+5%	11k	40.05	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.1	$419k	+3%	5.4k	76.98	View chart
Boeing Company Common Stock (BA)	0.1	$418k		1.6k	260.11	View chart
Altria Group Common Stock (MO)	0.1	$414k		10k	40.26	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$411k	-5%	3.8k	108.21	View chart
Spdr Ssga MF Closed and MF Open (LGLV)	0.1	$408k	+20%	2.8k	144.73	View chart
Caterpillar Common Stock (CAT)	0.1	$408k	-2%	1.4k	295.44	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.1	$403k	NEW	11k	37.18	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.1	$403k	-18%	833.00	483.79	View chart
Bristol Myers Common Stock (BMY)	0.1	$401k	-4%	7.8k	51.22	View chart
Novo Nordisk Common Stock (NVO)	0.1	$395k	+149%	3.8k	103.46	View chart
Extra Space Common Stock (EXR)	0.1	$394k		2.5k	160.10	View chart
Kimberly Clark Common Stock (KMB)	0.1	$391k	-4%	3.2k	121.50	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.1	$389k	-5%	4.8k	81.86	View chart
Oneok Common Stock (OKE)	0.1	$384k	+8%	5.5k	70.06	View chart
Veeva Systems Common Stock (VEEV)	0.1	$383k	-10%	2.0k	192.17	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$383k	+5%	4.0k	96.01	View chart
Chevron Corp Common Stock (CVX)	0.1	$372k	+6%	2.5k	149.10	View chart
Ftai Aviation Common Stock (FTAI)	0.1	$371k	+9007%	8.0k	46.29	View chart
Ishares Ibonds MF Closed and MF Open (IBDQ)	0.1	$370k	-4%	15k	24.72	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.1	$363k		11k	33.45	View chart
Analog Devices Common Stock (ADI)	0.1	$362k		1.8k	198.46	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.1	$361k	+2121%	3.1k	116.08	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.1	$355k	+5%	4.4k	81.52	View chart
Sempra Common Stock (SRE)	0.1	$355k		4.8k	74.72	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.1	$352k	+1219%	12k	28.97	View chart
Meta Platforms Common Stock (META)	0.1	$349k	+41%	988.00	353.24	View chart
First Trust MF Closed and MF Open (GRID)	0.1	$347k	-7%	3.3k	104.58	View chart
Agilent Technologies Common Stock (A)	0.1	$345k		2.5k	139.00	View chart
Iron Mountain Common Stock (IRM)	0.1	$343k	+10%	4.9k	69.86	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$340k	-9%	3.4k	99.13	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$340k	+12%	20k	17.12	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.1	$335k	-21%	10k	32.20	View chart
Victoryshares Short MF Closed and MF Open (USTB)	0.1	$334k	+104%	6.8k	49.48	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$333k	-22%	1.2k	276.81	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.1	$331k	-12%	10k	32.74	View chart
Cubesmart Common Stock (CUBE)	0.1	$323k	+11%	7.0k	46.28	View chart
Capital Group MF Closed and MF Open (CGGR)	0.1	$322k	+15%	11k	28.22	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.1	$316k		12k	25.59	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$316k	-9%	1.3k	250.20	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$312k	+7%	4.1k	76.27	View chart
Cvr Partners Oil & Gas, Real Estate and REIT (UAN)	0.1	$312k	-12%	4.8k	65.35	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$307k	+375%	1.7k	179.43	View chart
Tractor Supply Common Stock (TSCO)	0.1	$306k	+11%	1.4k	214.89	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$303k		8.4k	35.87	View chart
Ford Motor Common Stock (F)	0.1	$303k	+4%	25k	12.16	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$302k	-10%	2.7k	110.54	View chart
Timothy Plan MF Closed and MF Open (TPSC)	0.1	$298k	+107%	8.4k	35.28	View chart
Waste Connections Common Stock (WCN)	0.1	$298k	-13%	2.0k	149.30	View chart
Mondelez International Common Stock (MDLZ)	0.1	$295k	+10%	4.1k	72.37	View chart
First Trust MF Closed and MF Open (KNG)	0.1	$291k	NEW	5.6k	51.66	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.1	$290k		5.9k	49.34	View chart
Spdr Bloomberg MF Closed and MF Open (JNK)	0.1	$289k	+251%	3.1k	94.54	View chart
Amcor Common Stock (AMCR)	0.1	$288k	+11%	30k	9.61	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.1	$287k		3.0k	96.12	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.1	$287k	-73%	11k	25.13	View chart
Block Common Stock (SQ)	0.1	$282k	+12%	3.7k	77.18	View chart
Price T Common Stock (TROW)	0.1	$282k	+11%	2.6k	107.47	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.1	$280k	+72%	14k	20.81	View chart
United Rentals Common Stock (URI)	0.1	$277k		484.00	572.31	View chart
Public Storage Common Stock (PSA)	0.1	$274k	-3%	901.00	304.11	View chart
Walt Disney Common Stock (DIS)	0.1	$273k	-14%	3.0k	90.07	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$271k	-43%	4.3k	63.29	View chart
First Trust MF Closed and MF Open (FTSM)	0.1	$268k	+30%	4.5k	59.53	View chart
Dollar Genl Common Stock (DG)	0.1	$268k	+11%	2.0k	135.56	View chart
Pfizer Common Stock (PFE)	0.1	$268k		9.3k	28.76	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$261k		6.0k	43.81	View chart
Dorian Lpg Common Stock (LPG)	0.1	$259k	+5280%	5.9k	43.76	View chart
Pioneer Natural Common Stock (PXD)	0.1	$259k	-6%	1.2k	224.83	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$259k	+93%	2.9k	90.06	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$255k	-3%	3.1k	81.26	View chart
Consolidated Edison Common Stock (ED)	0.1	$255k		2.8k	90.94	View chart
Sofi Technologies Common Stock (SOFI)	0.1	$249k	+19%	25k	9.93	View chart
Celsius Holdings Common Stock (CELH)	0.1	$246k	NEW	4.5k	54.34	View chart
Chemed Corp Common Stock (CHE)	0.1	$244k		418.00	583.73	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.1	$243k	+9%	8.3k	29.18	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$243k	-8%	1.7k	144.99	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$243k	-9%	2.3k	107.10	View chart
First Trust MF Closed and MF Open (FTGC)	0.1	$241k	NEW	11k	22.39	View chart
Capital Group MF Closed and MF Open (CGUS)	0.1	$239k	+3%	8.5k	28.22	View chart
Sector Industrial MF Closed and MF Open (XLI)	0.1	$238k	-6%	2.1k	113.82	View chart
Oracle Corp Common Stock (ORCL)	0.1	$237k		2.3k	105.24	View chart
Spotify Technology Common Stock (SPOT)	0.1	$236k	+10%	1.3k	187.90	View chart
Servicenow Common Stock (NOW)	0.1	$236k	+781%	335.00	704.48	View chart
Wisdomtree Trust MF Closed and MF Open (USDU)	0.1	$236k	NEW	9.4k	25.04	View chart
Booking Holdings Common Stock (BKNG)	0.1	$234k	+1220%	66.00	3545.45	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$231k	-54%	1.5k	156.61	View chart
Ishares U S MF Closed and MF Open (IYH)	0.1	$231k	+2%	808.00	285.89	View chart
Invesco S&p MF Closed and MF Open (XSLV)	0.1	$231k	-8%	5.2k	44.06	View chart
Cisco Systems Common Stock (CSCO)	0.1	$228k	+12%	4.5k	50.39	View chart
Ishares Ibonds MF Closed and MF Open (IBDR)	0.1	$227k	-9%	9.5k	23.80	View chart
Sba Communications Common Stock (SBAC)	0.1	$225k	-13%	887.00	253.66	View chart
Medtronic Common Stock (MDT)	0.1	$224k	-5%	2.7k	82.14	View chart
Pacer Metaurus MF Closed and MF Open (QDPL)	0.1	$224k	NEW	6.8k	33.04	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$223k	+240%	876.00	254.57	View chart
Mastercard Common Stock (MA)	0.1	$223k	+10%	524.00	425.57	View chart
At&t Common Stock (T)	0.1	$222k		13k	16.77	View chart
Keysight Technologies Common Stock (KEYS)	0.1	$210k	-7%	1.3k	158.49	View chart
Strategy Nasdaq MF Closed and MF Open (HNDL)	0.1	$208k	-18%	10k	20.63	View chart
Trex Common Stock (TREX)	0.1	$207k	-7%	2.5k	82.40	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$204k	-12%	5.0k	40.96	View chart
First Trust MF Closed and MF Open (FVC)	0.1	$201k	-33%	6.1k	32.69	View chart
Jp Morgan MF Closed and MF Open (JCPI)	0.1	$200k	-18%	4.3k	46.41	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$200k	-5%	1.8k	111.17	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$200k		2.0k	98.62	View chart
Duke Energy Common Stock (DUK)	0.1	$198k	+18%	2.0k	96.77	View chart
Peakstone Realty Common Stock (PKST)	0.1	$197k	-67%	9.9k	19.91	View chart
Ishares Broad MF Closed and MF Open (USHY)	0.1	$193k	-27%	5.3k	36.24	View chart
Invesco P MF Closed and MF Open (PGX)	0.1	$187k	-30%	16k	11.42	View chart
Dillards Common Stock (DDS)	0.1	$186k		461.00	403.47	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$184k	-12%	3.6k	51.54	View chart
Philip Morris Common Stock (PM)	0.1	$183k	+2%	2.0k	93.85	View chart
Franklin Us MF Closed and MF Open (FLGV)	0.1	$183k		8.8k	20.77	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 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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