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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
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
XLESector Energy
Recent Activity
Decreased -44.57%
0.37%
$494,000
5,769 shares@ $85.64 avg price
QDPLPacer Metaurus
Recent Activity
Increased 29.05%
0.37%
$491,000
12,795 shares@ $38.38 avg price
XLRESelect Sector
Recent Activity
Decreased -3.22%
0.35%
$456,000
11,215 shares@ $40.66 avg price
BRK.BBerkshire Hathaway
Recent Activity
Decreased -77.21%
0.34%
$452,000
998 shares@ $452.91 avg price
AMGNAmgen Inc
Recent Activity
Decreased -46.03%
0.31%
$412,000
1,584 shares@ $260.11 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -78.22%
0.31%
$410,000
2,167 shares@ $189.21 avg price
VTIVanguard Total
Recent Activity
Decreased -85.82%
0.29%
$387,000
1,336 shares@ $289.68 avg price