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
RTHVaneck Retail
Recent Activity
Decreased -61.31%
0.13%
$168,000
752 shares@ $223.41 avg price
SPABSpdr Portfolio
Recent Activity
Decreased -0.84%
0.13%
$167,000
6,683 shares@ $24.99 avg price
BOHBank Hawaii
Recent Activity
0.13%
$165,000
2,327 shares@ $70.91 avg price
GCOWPacer Global
Recent Activity
Increased 99.6%
0.13%
$164,000
4,890 shares@ $33.54 avg price
NETCloudflare Inc
Recent Activity
Decreased -56.95%
0.13%
$163,000
1,520 shares@ $107.24 avg price
PSKSpdr Ice
Recent Activity
Decreased -19.44%
0.12%
$160,000
4,864 shares@ $32.9 avg price
HEIHeico Corp
Recent Activity
Increased 476.32%
0.12%
$156,000
657 shares@ $237.45 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -82.26%
0.12%
$153,000
528 shares@ $289.78 avg price
GEGe Aerospace
Recent Activity
Decreased -23.25%
0.12%
$152,000
914 shares@ $166.31 avg price
CSCOCisco Systems
Recent Activity
Decreased -52.03%
0.12%
$152,000
2,573 shares@ $59.08 avg price