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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
PLDPrologis Inc
Recent Activity
Exited
0%
$710,000
5,627 shares@ $126.18 avg price
CGUSCapital Group
Recent Activity
Exited
0%
$700,000
20,428 shares@ $34.27 avg price
XMPTVaneck Cef
Recent Activity
Exited
0%
$656,000
28,343 shares@ $23.15 avg price
BUFFInnovator Etfs
Recent Activity
Exited
0%
$630,000
14,301 shares@ $44.06 avg price
CGCPCapital Group
Recent Activity
Exited
0%
$610,000
26,403 shares@ $23.11 avg price
REVSColumbia Research
Recent Activity
Exited
0%
$548,000
21,622 shares@ $25.35 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$533,000
1,364 shares@ $390.77 avg price
TPSCTimothy Plan
Recent Activity
Exited
0%
$530,000
13,644 shares@ $38.85 avg price
ADPAutomatic Data
Recent Activity
Exited
0%
$522,000
1,888 shares@ $276.49 avg price
SPLGSpdr Portfolio
Recent Activity
Exited
0%
$512,000
7,588 shares@ $67.48 avg price