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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
NULVNuveen Esg
Recent Activity
Exited
0%
$294,000
7,054 shares@ $41.68 avg price
THCTenet Healthcare
Recent Activity
Exited
0%
$282,000
1,700 shares@ $165.89 avg price
NULGNuveen Esg
Recent Activity
Exited
0%
$278,000
3,376 shares@ $82.35 avg price
VOEVanguard Mid
Recent Activity
Exited
0%
$277,000
1,655 shares@ $167.38 avg price
SHYIshares 1-3yr
Recent Activity
Exited
0%
$258,000
3,110 shares@ $82.96 avg price
FLMBFranklin Municipal
Recent Activity
Exited
0%
$258,000
10,580 shares@ $24.39 avg price
SCHVSchwab Us
Recent Activity
Exited
0%
$253,000
3,160 shares@ $80.07 avg price
ITOTIshares Core
Recent Activity
Exited
0%
$248,000
1,979 shares@ $125.32 avg price
WCNWaste Connections
Recent Activity
Exited
0%
$247,000
1,386 shares@ $178.22 avg price
FMHIFirst Trust
Recent Activity
Exited
0%
$235,000
4,772 shares@ $49.25 avg price