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Householder Group Estate & Retirement Specialist L |
City: |
Scottsdale |
State: |
AZ |
Zip: |
85260 |
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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 |
|
WWD |
Woodward Inc |
|
- |
$176.45 |
$4,715,000 |
30,593 |
% |
551,000 |
0 |
0 |
N/A |
|
FBGX |
Ubs Ag Fi Enhanced Large Ca... |
|
- |
$0.00 |
$721,000 |
855 |
% |
127,000 |
0 |
0 |
N/A |
|
YUM |
YUM! Brands Inc |
|
- |
$134.34 |
$638,000 |
4,602 |
% |
37,000 |
0 |
0 |
N/A |
|
AFL |
AFLAC Inc |
|
- |
$84.68 |
$612,000 |
7,123 |
% |
25,000 |
0 |
0 |
N/A |
|
AMAT |
Applied Materials Inc |
|
- |
$207.32 |
$566,000 |
2,744 |
% |
122,000 |
0 |
0 |
N/A |
|
IDXX |
Idexx Laboratories Inc |
|
- |
$483.68 |
$484,000 |
897 |
% |
-13,000 |
0 |
0 |
N/A |
|
URI |
United Rentals Inc |
|
- |
$674.27 |
$349,000 |
484 |
% |
72,000 |
0 |
0 |
N/A |
|
SRE |
Sempra Energy |
|
- |
$71.98 |
$341,000 |
4,751 |
% |
-14,000 |
0 |
0 |
N/A |
|
FDL |
First Trust Morningstar Div... |
|
- |
$37.91 |
$325,000 |
8,448 |
% |
22,000 |
0 |
0 |
N/A |
|
FEX |
First Trust Large Cap Core ... |
|
- |
$96.57 |
$285,000 |
2,876 |
% |
26,000 |
0 |
0 |
N/A |
|
IEF |
iShares Lehman 7-10 Year Tr... |
|
- |
$92.78 |
$283,000 |
2,986 |
% |
-4,000 |
0 |
0 |
N/A |
|
CHE |
Chemed Corp |
|
- |
$580.36 |
$268,000 |
418 |
% |
24,000 |
0 |
0 |
N/A |
|
DFAC |
Dimensional U S Core Equity... |
|
- |
$31.38 |
$266,000 |
8,328 |
% |
23,000 |
0 |
0 |
N/A |
|
CGUS |
Capital Group Core Equity Etf |
|
- |
$0.00 |
$264,000 |
8,469 |
% |
25,000 |
0 |
0 |
N/A |
|
TREX |
Trex Co Inc |
|
- |
$92.51 |
$251,000 |
2,512 |
% |
44,000 |
0 |
0 |
N/A |
|
GS |
Goldman Sachs Group Inc |
|
- |
$443.80 |
$171,000 |
408 |
% |
14,000 |
0 |
0 |
N/A |
|
SCHR |
Schwab Intermediate-Term U.... |
|
- |
$48.36 |
$171,000 |
3,490 |
% |
-2,000 |
0 |
0 |
N/A |
|
ITW |
Illinois Tool Works Inc |
|
- |
$247.14 |
$158,000 |
589 |
% |
4,000 |
0 |
0 |
N/A |
|
YUMC |
Yum China Holdings, Inc. |
|
- |
$37.30 |
$158,000 |
3,972 |
% |
-10,000 |
0 |
0 |
N/A |
|
BOH |
Bank Of Hawaii Corp |
|
- |
$58.91 |
$145,000 |
2,327 |
% |
-23,000 |
0 |
0 |
N/A |
|
THC |
Tenet Healthcare Corp |
|
- |
$124.07 |
$142,000 |
1,350 |
% |
40,000 |
0 |
0 |
N/A |
|
LRCX |
Lam Research Corp |
|
- |
$914.91 |
$139,000 |
143 |
% |
27,000 |
0 |
0 |
N/A |
|
DES |
WisdomTree SmallCap Dividend |
|
- |
$31.81 |
$138,000 |
4,222 |
% |
3,000 |
0 |
0 |
N/A |
|
BX |
Blackstone Group LP |
|
- |
$120.62 |
$132,000 |
1,002 |
% |
1,000 |
0 |
0 |
N/A |
|
FRI |
First Trust S&P Reit Index ... |
|
- |
$24.94 |
$131,000 |
5,046 |
% |
-1,000 |
0 |
0 |
N/A |
|
VNLA |
Janus Short Duration Income... |
|
- |
$48.35 |
$131,000 |
2,699 |
% |
1,000 |
0 |
0 |
N/A |
|
ITOT |
iShares Core S&P Total US |
|
- |
$113.81 |
$117,000 |
1,017 |
% |
10,000 |
0 |
0 |
N/A |
|
IVE |
iShares S&P 500/BARRA Value |
|
- |
$181.96 |
$113,000 |
607 |
% |
8,000 |
0 |
0 |
N/A |
|
BAR |
Graniteshares Gold Trust |
|
- |
$0.00 |
$112,000 |
5,092 |
% |
9,000 |
0 |
0 |
N/A |
|
MRNA |
Moderna, Inc. |
|
- |
$0.00 |
$105,000 |
987 |
% |
7,000 |
0 |
0 |
N/A |
|
SECT |
Main Sector Rotation Etf |
|
- |
$0.00 |
$105,000 |
2,080 |
% |
9,000 |
0 |
0 |
N/A |
|
EIS |
iShares MSCI Israel Cap Inv... |
|
- |
$60.73 |
$105,000 |
1,650 |
% |
9,000 |
0 |
0 |
N/A |
|
ETR |
Entergy Corp |
|
- |
$110.58 |
$100,000 |
950 |
% |
4,000 |
0 |
0 |
N/A |
|
PXLG |
Invesco Russell Top 200 Pur... |
|
- |
$102.53 |
$98,000 |
922 |
% |
8,000 |
0 |
0 |
N/A |
|
IP |
International Paper Co |
|
- |
$38.84 |
$94,000 |
2,399 |
% |
8,000 |
0 |
0 |
N/A |
|
AIZ |
Assurant Inc |
|
- |
$178.58 |
$93,000 |
493 |
% |
10,000 |
0 |
0 |
N/A |
|
DOCN |
Digitalocean Holdings, Inc. |
|
- |
$0.00 |
$92,000 |
2,399 |
% |
4,000 |
0 |
0 |
N/A |
|
CMS |
CMS Energy Corp |
|
- |
$62.22 |
$84,000 |
1,400 |
% |
3,000 |
0 |
0 |
N/A |
|
VOOG |
Vanguard S&P 500 Growth Etf |
|
- |
$304.92 |
$84,000 |
276 |
% |
10,000 |
0 |
0 |
N/A |
|
EQWM |
Invesco Russell Midcap Equa... |
|
- |
$106.93 |
$83,000 |
753 |
% |
17,000 |
0 |
0 |
N/A |
|
TEL |
Te Connectivity Ltd |
|
- |
$144.94 |
$83,000 |
571 |
% |
3,000 |
0 |
0 |
Diversified Electronics |
|
PTNQ |
Pacer Trendpilot 100 Etf |
|
- |
$0.00 |
$82,000 |
1,200 |
% |
4,000 |
0 |
0 |
N/A |
|
RCL |
Royal Caribbean Cruises Ltd |
|
- |
$141.59 |
$82,000 |
592 |
% |
6,000 |
0 |
0 |
N/A |
|
PFFA |
Virtus Infracap Us Preferre... |
|
- |
$0.00 |
$81,000 |
3,847 |
% |
2,000 |
0 |
0 |
N/A |
|
VFH |
Vanguard Financial VIPERS |
|
- |
$100.09 |
$80,000 |
780 |
% |
9,000 |
0 |
0 |
N/A |
|
IJS |
iShares S&P SmCp 600/BRR Vl |
|
- |
$99.68 |
$78,000 |
755 |
% |
1,000 |
0 |
0 |
N/A |
|
RY |
Royal Bank of Canada (USA) |
|
- |
$101.02 |
$76,000 |
753 |
% |
0 |
0 |
0 |
N/A |
|
DHR |
Danaher Corp |
|
- |
$248.76 |
$76,000 |
303 |
% |
6,000 |
0 |
0 |
N/A |
|
SAP |
SAP AG (ADR) |
|
- |
$187.54 |
$76,000 |
389 |
% |
16,000 |
0 |
0 |
N/A |
|
FLNG |
Flex Lng Ord Shs |
|
- |
$0.00 |
$74,000 |
2,915 |
% |
-10,000 |
0 |
0 |
N/A |
|
WBIY |
Wbi Power Factor High Divid... |
|
- |
$0.00 |
$73,000 |
2,400 |
% |
5,000 |
0 |
0 |
N/A |
|
USFR |
Wisdomtree Bloomberg Floati... |
|
- |
$50.39 |
$72,000 |
1,424 |
% |
1,000 |
0 |
0 |
N/A |
|
IYJ |
iShares Dow Jones US Indust... |
|
- |
$0.00 |
$72,000 |
576 |
% |
7,000 |
0 |
0 |
N/A |
|
BIP |
Brookfield Infrastructure P... |
|
- |
$29.95 |
$70,000 |
2,238 |
% |
0 |
0 |
0 |
N/A |
|
RHRX |
Rh Tactical Rotation Etf |
|
- |
$0.00 |
$69,000 |
4,724 |
% |
9,000 |
0 |
0 |
N/A |
|
IBB |
iShares Tr Nasdaq Biotech |
|
- |
$133.28 |
$68,000 |
492 |
% |
2,000 |
0 |
0 |
N/A |
|
SPHB |
Invesco S&P 500 High Beta ETF |
|
- |
$83.14 |
$62,000 |
706 |
% |
4,000 |
0 |
0 |
N/A |
|
GSK |
GlaxoSmithKline Plc (ADR) |
|
- |
$40.41 |
$62,000 |
1,438 |
% |
9,000 |
0 |
0 |
N/A |
|
DGRW |
Wisdomtree Us Dividend Grow... |
|
- |
$74.75 |
$61,000 |
795 |
% |
6,000 |
0 |
0 |
N/A |
|
NXPI |
NXP Semiconductors NV |
|
- |
$258.65 |
$61,000 |
244 |
% |
5,000 |
0 |
0 |
N/A |
|
IAU |
iShares COMEX Gold Trust |
|
- |
$43.76 |
$61,000 |
1,444 |
% |
5,000 |
0 |
0 |
N/A |
|
ETB |
Eaton Vance Tax-Managed Buy... |
|
- |
$13.53 |
$60,000 |
4,387 |
% |
4,000 |
0 |
0 |
N/A |
|
TOT |
TOTAL S.A. (ADR) |
|
- |
$71.94 |
$59,000 |
852 |
% |
2,000 |
0 |
0 |
N/A |
|
JMOM |
Jpmorgan Us Momentum Factor... |
|
- |
$0.00 |
$58,000 |
1,103 |
% |
8,000 |
0 |
0 |
N/A |
|
EVRG |
Energy Inc |
|
- |
$54.45 |
$57,000 |
1,070 |
% |
2,000 |
0 |
0 |
N/A |
|
MMTM |
Spdr S |
|
- |
$0.00 |
$55,000 |
241 |
% |
7,000 |
0 |
0 |
N/A |
|
APD |
Air Products & Chemicals Inc |
|
- |
$248.65 |
$53,000 |
219 |
% |
-7,000 |
0 |
0 |
N/A |
|
EMN |
Eastman Chemical Co |
|
- |
$100.63 |
$53,000 |
530 |
% |
6,000 |
0 |
0 |
N/A |
|
HYMB |
Spdr Nuveen S&p High Yi... |
|
- |
$25.49 |
$52,000 |
2,008 |
% |
2,000 |
0 |
0 |
N/A |
|
GL |
Globe Life Inc |
|
- |
$85.16 |
$52,000 |
446 |
% |
-2,000 |
0 |
0 |
N/A |
|
GEO |
GEO Group Inc |
|
- |
$13.63 |
$52,000 |
3,650 |
% |
13,000 |
0 |
0 |
N/A |
|
AAL |
American Airlines Group Inc |
|
- |
$14.25 |
$50,000 |
3,255 |
% |
6,000 |
0 |
0 |
N/A |
|
ARCC |
Ares Capital Corp |
|
- |
$20.80 |
$49,000 |
2,351 |
% |
2,000 |
0 |
0 |
N/A |
|
EMR |
Emerson Electric Co |
|
- |
$107.40 |
$48,000 |
427 |
% |
7,000 |
0 |
0 |
N/A |
|
TDY |
Teledyne Technologies Inc |
|
- |
$393.03 |
$48,000 |
111 |
% |
-1,000 |
0 |
0 |
N/A |
|
J |
Jacobs Solutions Inc |
|
- |
$141.64 |
$47,000 |
308 |
% |
8,000 |
0 |
0 |
N/A |
|
IDEV |
Ishares Core Msci Internati... |
|
- |
$66.96 |
$47,000 |
701 |
% |
3,000 |
0 |
0 |
N/A |
|
KMPR |
Kemper Corporation |
|
- |
$60.37 |
$46,000 |
741 |
% |
10,000 |
0 |
0 |
N/A |
|
RYE |
Invesco S&P 500 Equal Weigh... |
|
- |
$81.51 |
$46,000 |
553 |
% |
6,000 |
0 |
0 |
N/A |
|
MLM |
Martin Marietta Materials Inc |
|
- |
$598.81 |
$45,000 |
73 |
% |
9,000 |
0 |
0 |
N/A |
|
PHEC |
Phillips Edison & Company, Inc |
|
- |
$36.00 |
$45,000 |
1,263 |
% |
-1,000 |
0 |
0 |
N/A |
|
MILN |
Global X Millennials Thematic |
|
- |
$0.00 |
$44,000 |
1,116 |
% |
5,000 |
0 |
0 |
N/A |
|
NUE |
Nucor Corp |
|
- |
$171.79 |
$44,000 |
220 |
% |
6,000 |
0 |
0 |
N/A |
|
FIVG |
Defiance Next Gen Connectiv... |
|
- |
$37.44 |
$43,000 |
1,090 |
% |
4,000 |
0 |
0 |
N/A |
|
VOX |
Vanguard Telecom Services ETF |
|
- |
$132.59 |
$43,000 |
329 |
% |
5,000 |
0 |
0 |
N/A |
|
WEC |
WEC Energy Group Inc |
|
- |
$83.83 |
$43,000 |
527 |
% |
-1,000 |
0 |
0 |
N/A |
|
VIS |
Vanguard Industrials ETF |
|
- |
$240.36 |
$43,000 |
174 |
% |
5,000 |
0 |
0 |
N/A |
|
VCSH |
Vanguard Scottsdale Funds |
|
- |
$76.94 |
$42,000 |
548 |
% |
0 |
0 |
0 |
N/A |
|
LH |
Laboratory Corp of America |
|
- |
$201.50 |
$42,000 |
194 |
% |
-2,000 |
0 |
0 |
N/A |
|
DB |
Deutsche Bank AG (USA) |
|
- |
$17.29 |
$42,000 |
2,675 |
% |
6,000 |
0 |
0 |
N/A |
|
AGGY |
Wisdomtree Trust |
|
- |
$0.00 |
$41,000 |
954 |
% |
-1,000 |
0 |
0 |
N/A |
|
SMMU |
Pimco Short Term Municipal ... |
|
- |
$49.75 |
$41,000 |
828 |
% |
0 |
0 |
0 |
N/A |
|
MGC |
Vanguard Mega Cap 300 Index... |
|
- |
$185.36 |
$41,000 |
220 |
% |
4,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
VAW |
Vanguard Materials VIPERS |
|
- |
$200.65 |
$40,000 |
195 |
% |
3,000 |
0 |
0 |
N/A |
|
SIVR |
Aberdeen Standard Physical ... |
|
- |
$26.07 |
$40,000 |
1,666 |
% |
3,000 |
0 |
0 |
N/A |
|
EFX |
Equifax Inc |
|
- |
$236.74 |
$40,000 |
150 |
% |
3,000 |
0 |
0 |
N/A |
|
HYFI |
Ab High Yield Etf |
|
- |
$0.00 |
$40,000 |
1,087 |
% |
1,000 |
0 |
0 |
N/A |
|
JMEE |
Jpmorgan Market Expansion E... |
|
- |
$0.00 |
$40,000 |
676 |
% |
4,000 |
0 |
0 |
N/A |
|
VCR |
Vanguard Cnsmr Discre VIPERs |
|
- |
$308.60 |
$38,000 |
120 |
% |
2,000 |
0 |
0 |
N/A |
|
DBEF |
Xtrackers MSCI EAFE Hedged ... |
|
- |
$41.26 |
$38,000 |
930 |
% |
4,000 |
0 |
0 |
N/A |
|