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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
FPEFirst Trust
Recent Activity
Increased 1.88%
0.21%
$273,000
15,470 shares@ $17.65 avg price
HYBLSsga Active
Recent Activity
Increased 3.47%
0.2%
$266,000
9,395 shares@ $28.32 avg price
LGOVFirst Trust
Recent Activity
Increased 565.17%
0.2%
$257,000
12,372 shares@ $20.78 avg price
MTUMIshares Msci
Recent Activity
Increased 5.76%
0.17%
$224,000
1,084 shares@ $206.65 avg price
NOBLProshares Trust
Recent Activity
Increased 757.2%
0.16%
$213,000
2,143 shares@ $99.4 avg price
DFUVDimensional Us
Recent Activity
Increased 7.14%
0.13%
$170,000
4,172 shares@ $40.75 avg price
GCOWPacer Global
Recent Activity
Increased 99.6%
0.13%
$164,000
4,890 shares@ $33.54 avg price
HEIHeico Corp
Recent Activity
Increased 476.32%
0.12%
$156,000
657 shares@ $237.45 avg price
ORLYO Reilly Automotive
Recent Activity
Increased 2.57%
0.11%
$142,000
120 shares@ $1183.34 avg price
SDVYFirst Trust
Recent Activity
Increased 19.45%
0.09%
$113,000
3,169 shares@ $35.66 avg price