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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
FTHIFirst Trust
Recent Activity
Decreased -10.53%
0.59%
$788,000
33,901 shares@ $23.25 avg price
SPYSpdr S&p
Recent Activity
Decreased -85.41%
0.54%
$715,000
1,220 shares@ $586.07 avg price
AFLAflac Inc
Recent Activity
Decreased -9.36%
0.48%
$634,000
6,137 shares@ $103.31 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -51.8%
0.46%
$608,000
5,375 shares@ $113.12 avg price
VVisa Inc
Recent Activity
Decreased -64.9%
0.45%
$598,000
1,895 shares@ $315.57 avg price
OPIOffice Properties
Recent Activity
Decreased -1.51%
0.41%
$547,000
547,941 shares@ $1.0 avg price
PEPPepsico Inc
Recent Activity
Decreased -67.89%
0.41%
$546,000
3,594 shares@ $151.92 avg price
XLUSelect Utilities
Recent Activity
Decreased -9.14%
0.41%
$542,000
7,167 shares@ $75.63 avg price
PLTRPalantir Technologies
Recent Activity
Decreased -76.45%
0.41%
$539,000
7,139 shares@ $75.51 avg price
XOMExxon Mobil
Recent Activity
Decreased -61.51%
0.4%
$524,000
4,879 shares@ $107.4 avg price