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Jean Elzayek

@Householder Group Estate & Retirement Specialist, Llc

Latest period2024 - Q4ReportedManaged Assets$133.818MTotal holdings601
Assets growth rate-61.02%Assets growth rate (2-Q avg)-32.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Householder Group Estate & Retirement Specialist, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 601 positions.

Assets under management

The assets under management (AUM) of Householder Group Estate & Retirement Specialist, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 133.818M in assets, with a quarterly growth rate of -61.02% and a 2-quarter average growth rate of -32.31%. The portfolio is managed by Jean Elzayek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FSKFs Kkr
Recent Activity
Increased 0.07%
11.7%
$15.644M
720,277 shares@ $21.72 avg price
AMLPAlps Alerian
Recent Activity
Decreased -1.85%
10.58%
$14.152M
293,861 shares@ $48.16 avg price
AAPLApple Inc
Recent Activity
Decreased -47.64%
5.35%
$7.15M
28,553 shares@ $250.42 avg price
COSTCostco Wholesale
Recent Activity
Decreased -39.48%
4.22%
$5.644M
6,160 shares@ $916.24 avg price
DBRGDigitalbridge Group
Recent Activity
Decreased -1.41%
4.17%
$5.58M
494,697 shares@ $11.28 avg price
AMZNAmazon Com
Recent Activity
Decreased -51.56%
2.87%
$3.831M
17,463 shares@ $219.38 avg price
NVDANvidia Corp
Recent Activity
Decreased -55.34%
2.82%
$3.769M
28,071 shares@ $134.27 avg price
SPTMSpdr Portfolio
Recent Activity
Decreased -1.9%
2.22%
$2.965M
41,519 shares@ $71.42 avg price
COWZPacer Us
Recent Activity
Increased 8.14%
1.98%
$2.647M
46,871 shares@ $56.48 avg price
SPYGSpdr Portfolio
Recent Activity
Decreased -44.26%
1.97%
$2.636M
29,995 shares@ $87.89 avg price