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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
SKYYFirst Trust
Recent Activity
Increased 1%
0.56%
$746,000
6,269 shares@ $119.0 avg price
LGLVSpdr Ssga
Recent Activity
Increased 3.36%
0.44%
$580,000
3,514 shares@ $165.06 avg price
QDPLPacer Metaurus
Recent Activity
Increased 29.05%
0.37%
$491,000
12,795 shares@ $38.38 avg price
FIXComfort Systems Usa Inc
Recent Activity
Increased 15.99%
0.29%
$384,000
907 shares@ $423.38 avg price
NFTYFirst Trust
Recent Activity
Increased 15380.96%
0.28%
$364,000
6,502 shares@ $55.99 avg price
ROSCLattice Hartford
Recent Activity
Increased 80.2%
0.27%
$355,000
8,152 shares@ $43.55 avg price
BKNGBooking Holdings
Recent Activity
Increased 3.08%
0.25%
$332,000
67 shares@ $4955.23 avg price
BONDPimco Active
Recent Activity
Increased 732.05%
0.24%
$312,000
3,453 shares@ $90.36 avg price
RCLRoyal Caribbean
Recent Activity
Increased 85.92%
0.23%
$304,000
1,320 shares@ $230.31 avg price
FTLSFirst Trust
Recent Activity
Increased 2.3%
0.23%
$301,000
4,587 shares@ $65.63 avg price