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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
CGGOCapital Group
Recent Activity
Exited
0%
$403,000
13,385 shares@ $30.11 avg price
BSCQInvesco Bulletshares
Recent Activity
Exited
0%
$399,000
20,439 shares@ $19.53 avg price
FERGFerguson Enterprises
Recent Activity
Exited
0%
$387,000
1,950 shares@ $198.47 avg price
SMMUPimco Short
Recent Activity
Exited
0%
$380,000
7,532 shares@ $50.46 avg price
DFACDimensional Us
Recent Activity
Exited
0%
$361,000
10,540 shares@ $34.26 avg price
XMLVInvesco Exchange
Recent Activity
Exited
0%
$349,000
5,726 shares@ $60.96 avg price
PMPhilip Morris
Recent Activity
Exited
0%
$345,000
2,843 shares@ $121.36 avg price
TROWPrice T
Recent Activity
Exited
0%
$321,000
2,947 shares@ $108.93 avg price
IDXXIdexx Labs Inc
Recent Activity
Exited
0%
$320,000
635 shares@ $503.94 avg price
BIVVanguard Intermediate
Recent Activity
Exited
0%
$316,000
4,042 shares@ $78.18 avg price