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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
QQQInvesco Qqq
Recent Activity
Decreased -48.86%
1.94%
$2.592M
5,070 shares@ $511.25 avg price
LMBSFirst Trust
Recent Activity
Increased 35.46%
1.72%
$2.298M
47,220 shares@ $48.67 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -51.52%
1.59%
$2.115M
5,019 shares@ $421.4 avg price
ILPTIndustrial Logistics
Recent Activity
Decreased -1.37%
1.45%
$1.935M
530,284 shares@ $3.65 avg price
XLVSector Healthcare
Recent Activity
Decreased -28.78%
1.28%
$1.705M
12,400 shares@ $137.5 avg price
WTAIWisdomtree Tr
Recent Activity
Increased 22.59%
1.24%
$1.647M
74,896 shares@ $22.0 avg price
FTCFirst Trust
Recent Activity
Increased 2.38%
1.04%
$1.389M
10,049 shares@ $138.23 avg price
FTAIFtai Aviation
Recent Activity
Increased 5.44%
0.98%
$1.306M
9,067 shares@ $144.04 avg price
FVDFirst Trust
Recent Activity
Decreased -17.84%
0.94%
$1.249M
28,630 shares@ $43.63 avg price
BUFRFirst Trust
Recent Activity
Decreased -55.4%
0.93%
$1.234M
40,501 shares@ $30.47 avg price