Jean Elzayek

@Householder Group Estate & Retirement Specialist, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$133.818M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FLRFluor Corp Recent Activity New Position	0.01%	$3,000 80 shares@ $37.5 avg price	New Position
LEGRFirst Trust Recent Activity New Position	0.01%	$2,000 63 shares@ $31.75 avg price	New Position
LMNRLimoneira Company Recent Activity New Position	0.01%	$2,000 100 shares@ $20.0 avg price	New Position
AVEMAvantis Emerging Recent Activity New Position	0.01%	$2,000 51 shares@ $39.22 avg price	New Position
QUBTQuantum Computing Recent Activity New Position	0.01%	$1,000 100 shares@ $10.0 avg price	New Position
MNTSMomentus Inc Recent Activity New Position	0%	$0 1 shares@ $0.0 avg price	New Position
SMCISuper Micro Recent Activity New Position	0%	$0 10 shares@ $0.0 avg price	New Position
ECGEverus Construction Recent Activity New Position	0%	$0 14 shares@ $0.0 avg price	New Position