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  Name: Householder Group Estate & Retirement Specialist L
  City: Scottsdale
  State: AZ
  Zip: 85260
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $336,072,000
  Total Value Change : $31,926,000
  Securities Held Change : 1
   
All Securities Held : 1275
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 52     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... New $0.00 $257,000 6,626 % 257,000 6,626 0    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... New $0.00 $256,000 3,353 % 256,000 3,353 0    N/A
   (FLMB)1 Year Chart         FLMB Franklin Liberty Municipal ... New $0.00 $187,000 7,804 % 187,000 7,804 0    N/A
   (MCSE)1 Year Chart         MCSE Martin Currie Sustainable I... New $0.00 $159,000 10,117 % 159,000 10,117 0    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf New $0.00 $102,000 2,460 % 102,000 2,460 0    N/A
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... New $0.00 $93,000 3,215 % 93,000 3,215 0    N/A
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. New $112.83 $74,000 660 % 74,000 660 0    N/A
   (HYLS)1 Year Chart         HYLS First Trust Tactical High Y... New $40.85 $73,000 1,777 % 73,000 1,777 0    N/A
   (SHE)1 Year Chart         SHE Spdr Ssga Gender Diversity ... New $104.13 $60,000 567 % 60,000 567 0    N/A
   (PGY)1 Year Chart         PGY Pagaya Technologies Ltd New $10.75 $57,000 5,634 % 57,000 5,634 0    N/A
   (TDW)1 Year Chart         TDW Tidewater Inc New $108.83 $44,000 482 % 44,000 482 0    N/A
   (NUEM)1 Year Chart         NUEM Nushares Esg Emerging Marke... New $0.00 $40,000 1,446 % 40,000 1,446 0    N/A
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... New $86.30 $38,000 425 % 38,000 425 0    N/A
   (SONO)1 Year Chart         SONO Sonos Inc New $17.58 $30,000 1,592 % 30,000 1,592 0    N/A
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. New $176.47 $27,000 134 % 27,000 134 0    N/A
   (CLM)1 Year Chart         CLM Cornerstone Strategic Value... New $7.53 $23,000 3,040 % 23,000 3,040 0    N/A
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc New $4.74 $22,000 5,047 % 22,000 5,047 0    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc New $1,688.69 $21,000 14 % 21,000 14 0    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin New $0.00 $21,000 325 % 21,000 325 0    N/A
   (HLF)1 Year Chart         HLF Herbalife Ltd New $10.06 $18,000 1,824 % 18,000 1,824 0    N/A
   (FLQM)1 Year Chart         FLQM Franklin Libertyq Us Mid Ca... New $0.00 $16,000 290 % 16,000 290 0    N/A
   (WHF)1 Year Chart         WHF Whitehorse Finance, Inc. New $12.75 $15,000 1,229 % 15,000 1,229 0    N/A
   (NARI)1 Year Chart         NARI Inari Medical, Inc. New $0.00 $14,000 298 % 14,000 298 0    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor New $0.00 $12,000 115 % 12,000 115 0    N/A
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... New $0.00 $11,000 545 % 11,000 545 0    N/A
   (JPME)1 Year Chart         JPME Jpmorgan Diversified Return... New $0.00 $10,000 98 % 10,000 98 0    N/A
   (FSIG)1 Year Chart         FSIG First Trust Limited Duratio... New $0.00 $9,000 454 % 9,000 454 0    N/A
   (ISCF)1 Year Chart         ISCF Ishares Edge Msci Multifact... New $0.00 $6,000 177 % 6,000 177 0    N/A
   (WINN)1 Year Chart         WINN Harbor Long Term Growers Etf New $0.00 $6,000 250 % 6,000 250 0    N/A
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. New $17.99 $6,000 300 % 6,000 300 0    N/A
   (SNN)1 Year Chart         SNN Smith & Nephew Plc (ADR) New $24.93 $6,000 250 % 6,000 250 0    N/A
   (PCG)1 Year Chart         PCG PG&E Corp New $17.73 $5,000 277 % 5,000 277 0    N/A
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... New $0.00 $5,000 198 % 5,000 198 0    N/A
   (ALB)1 Year Chart         ALB Albemarle Corp New $131.55 $3,000 21 % 3,000 21 0    N/A
   (PCH)1 Year Chart         PCH Potlatch Corp New $42.35 $3,000 59 % 3,000 59 0    N/A
   (SGMT)1 Year Chart         SGMT Sagimet Biosciences Inc. New $4.33 $3,000 477 % 3,000 477 0    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. New $23.73 $2,000 100 % 2,000 100 0    N/A
   (FRO)1 Year Chart         FRO Frontline Ltd (USA) New $12.14 $2,000 97 % 2,000 97 0    N/A
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond New $46.09 $1,000 12 % 1,000 12 0    N/A
   (SQSP)1 Year Chart         SQSP Squarespace, Inc. New $36.88 $1,000 33 % 1,000 33 0    N/A
   (QYLG)1 Year Chart         QYLG Global X Nasdaq 100 Covered... New $0.00 $1,000 24 % 1,000 24 0    N/A
   (XYLG)1 Year Chart         XYLG Global X S&p 500 Covered Ca... New $0.00 $1,000 24 % 1,000 24 0    N/A
   (LUNR)1 Year Chart         LUNR Intuitive Machines Ord Shs ... New $0.00 $1,000 200 % 1,000 200 0    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... New $0.00 $1,000 54 % 1,000 54 0    N/A
   (IYE)1 Year Chart         IYE iShares Tr Enrgy Sector Indx New $48.80 $1,000 16 % 1,000 16 0    N/A
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... New $0.00 $1,000 18 % 1,000 18 0    N/A
   (SWBI)1 Year Chart         SWBI Smith Wesson Brands Inc New $10.56 $1,000 77 % 1,000 77 0    N/A
   (SKOR)1 Year Chart         SKOR Flexshares Credit Scored Us... New $0.00 $0 0 % 0 0 0    N/A
   (EWC)1 Year Chart         EWC iShares MSCI-Canada New $38.01 $0 12 % 0 12 0    N/A
   (AA)1 Year Chart         AA Alcoa Upstream Corp New $37.57 $0 11 % 0 11 0    N/A
   (JBT)1 Year Chart         JBT John Bean Technologies Corp New $93.00 $0 0 % 0 0 0    N/A
   (USVM)1 Year Chart         USVM Victoryshares Usaa Msci Usa... New $0.00 $0 0 % 0 0 0    N/A

      52 Records Found
  1    
Page 1 of 1
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