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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
GSGoldman Sachs
Recent Activity
Decreased -13.48%
0.16%
$202,000
353 shares@ $572.24 avg price
TLTIshares 20
Recent Activity
Decreased -5.6%
0.16%
$201,000
2,307 shares@ $87.13 avg price
IEFIshares 7-10yr
Recent Activity
Decreased -38.02%
0.15%
$200,000
2,169 shares@ $92.21 avg price
RDVYFirst Trust
Recent Activity
Decreased -29.83%
0.15%
$197,000
3,333 shares@ $59.11 avg price
YUMYum Brands Inc
Recent Activity
Decreased -68.5%
0.15%
$196,000
1,463 shares@ $133.98 avg price
ROBTFirst Trust
Recent Activity
Decreased -13.87%
0.15%
$194,000
4,328 shares@ $44.83 avg price
SPTISpdr Intermediate
Recent Activity
Decreased -83.92%
0.14%
$177,000
6,359 shares@ $27.84 avg price
NOWServicenow Inc
Recent Activity
Decreased -24.2%
0.14%
$175,000
166 shares@ $1054.22 avg price
KOCoca Cola Company
Recent Activity
Decreased -68.94%
0.13%
$173,000
2,783 shares@ $62.17 avg price
DFUVDimensional Us
Recent Activity
Increased 7.14%
0.13%
$170,000
4,172 shares@ $40.75 avg price