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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
AXPAmerican Express
Recent Activity
Decreased -39.95%
0.29%
$384,000
1,297 shares@ $296.07 avg price
IWSIshares Russ
Recent Activity
Decreased -2.46%
0.29%
$384,000
2,973 shares@ $129.17 avg price
FIXComfort Systems Usa Inc
Recent Activity
Increased 15.99%
0.29%
$384,000
907 shares@ $423.38 avg price
HDHome Depot
Recent Activity
Decreased -63%
0.29%
$382,000
984 shares@ $388.22 avg price
TSLATesla Inc
Recent Activity
Decreased -80.85%
0.29%
$379,000
940 shares@ $403.2 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -79.23%
0.28%
$373,000
1,609 shares@ $231.83 avg price
CGBLCapital Group
Recent Activity
Decreased -32.86%
0.28%
$372,000
11,899 shares@ $31.27 avg price
XESSpdr Series
Recent Activity
New Position
0.28%
$368,000
4,675 shares@ $78.72 avg price
JPMJpmorgan Chase
Recent Activity
Decreased -79.83%
0.28%
$365,000
1,525 shares@ $239.35 avg price
NFTYFirst Trust
Recent Activity
Increased 15380.96%
0.28%
$364,000
6,502 shares@ $55.99 avg price