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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
VDEVanguard Energy
Recent Activity
Increased 1.07%
0.08%
$104,000
857 shares@ $121.36 avg price
SPBOSpdr Corp
Recent Activity
Increased 1.17%
0.08%
$101,000
3,559 shares@ $28.38 avg price
LYVLive Nation
Recent Activity
Increased 6.11%
0.08%
$99,000
765 shares@ $129.42 avg price
FTSLFirst Trust
Recent Activity
Increased 1.68%
0.08%
$95,000
2,064 shares@ $46.03 avg price
TOLToll Brothers
Recent Activity
Increased 7.43%
0.06%
$78,000
622 shares@ $125.41 avg price
DFIVDimensional Intl
Recent Activity
Increased 6.35%
0.06%
$78,000
2,212 shares@ $35.27 avg price
HYLSFirst Trust
Recent Activity
Increased 0.79%
0.06%
$74,000
1,795 shares@ $41.23 avg price
SONYSony Group
Recent Activity
Increased 345.63%
0.05%
$61,000
2,901 shares@ $21.03 avg price
MMTMSpdr S&p
Recent Activity
Increased 0.89%
0.05%
$59,000
229 shares@ $257.65 avg price
RITMRithm Capital
Recent Activity
Increased 86.75%
0.04%
$48,000
4,439 shares@ $10.82 avg price