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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
WWDWoodward Inc
Recent Activity
Exited
0%
$5.247M
30,593 shares@ $171.51 avg price
QPFFAmerican Century
Recent Activity
Exited
0%
$1.873M
49,164 shares@ $38.1 avg price
OEFIshares S&p
Recent Activity
Exited
0%
$1.842M
6,656 shares@ $276.75 avg price
RECSColumbia Research
Recent Activity
Exited
0%
$1.51M
44,545 shares@ $33.9 avg price
CGDVCapital Group
Recent Activity
Exited
0%
$1.38M
37,895 shares@ $36.42 avg price
MUSTColumbia Multi
Recent Activity
Exited
0%
$1.372M
66,060 shares@ $20.77 avg price
QUSSpdr Msci
Recent Activity
Exited
0%
$1.067M
6,777 shares@ $157.45 avg price
XLGInvesco S&p
Recent Activity
Exited
0%
$982,000
20,681 shares@ $47.49 avg price
IBMIntl Business
Recent Activity
Exited
0%
$928,000
4,199 shares@ $221.01 avg price
VXUSVanguard Total
Recent Activity
Exited
0%
$854,000
13,204 shares@ $64.68 avg price