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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
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
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
JEPQJp Morgan
Recent Activity
Decreased -72.79%
0.84%
$1.12M
19,882 shares@ $56.34 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -40.64%
0.82%
$1.096M
6,169 shares@ $177.67 avg price
KNGFirst Trust
Recent Activity
Decreased -78.41%
0.82%
$1.091M
21,742 shares@ $50.18 avg price
XLKSector Technology
Recent Activity
Decreased -62.21%
0.79%
$1.052M
4,526 shares@ $232.44 avg price
GLDSpdr Gold
Recent Activity
Decreased -35.88%
0.63%
$839,000
3,466 shares@ $242.07 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -46.87%
0.61%
$813,000
4,271 shares@ $190.36 avg price