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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
XESSpdr Series
Recent Activity
New Position
0.28%
$368,000
4,675 shares@ $78.72 avg price
ANETArista Networks
Recent Activity
New Position
0.11%
$139,000
1,258 shares@ $110.5 avg price
FLNCFluence Energy
Recent Activity
New Position
0.06%
$79,000
4,990 shares@ $15.84 avg price
LRCXLam Research
Recent Activity
New Position
0.03%
$36,000
500 shares@ $72.0 avg price
COHRCoherent Corp
Recent Activity
New Position
0.02%
$18,000
196 shares@ $91.84 avg price
AXONAxon Enterprise
Recent Activity
New Position
0.02%
$17,000
29 shares@ $586.21 avg price
CCJCameco Corp
Recent Activity
New Position
0.02%
$14,000
286 shares@ $48.96 avg price
IMOImperial Oil
Recent Activity
New Position
0.01%
$12,000
200 shares@ $60.0 avg price
DUHPDimensional Us
Recent Activity
New Position
0.01%
$11,000
349 shares@ $31.52 avg price
NUNu Holdings
Recent Activity
New Position
0.01%
$11,000
1,100 shares@ $10.0 avg price