test

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
APAApa Corp
Recent Activity
New Position
0.01%
$10,000
440 shares@ $22.73 avg price
IYGIshares U S
Recent Activity
New Position
0.01%
$9,000
125 shares@ $72.0 avg price
APLEApple Hospitality
Recent Activity
New Position
0.01%
$9,000
626 shares@ $14.38 avg price
AMXAmerica Movil
Recent Activity
New Position
0.01%
$8,000
600 shares@ $13.34 avg price
IGVIshares Expanded
Recent Activity
New Position
0.01%
$7,000
75 shares@ $93.34 avg price
BLKBlackrock Fdg
Recent Activity
New Position
0.01%
$6,000
6 shares@ $1000.0 avg price
IMTMIshares Msci
Recent Activity
New Position
0.01%
$4,000
128 shares@ $31.25 avg price
AVSCAmerican Century
Recent Activity
New Position
0.01%
$4,000
81 shares@ $49.39 avg price
DIHPDimensional Intl
Recent Activity
New Position
0.01%
$4,000
184 shares@ $21.74 avg price
AURAurora Innovation
Recent Activity
New Position
0.01%
$3,000
525 shares@ $5.72 avg price