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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
VWOVanguard Fste
Recent Activity
Exited
0%
$213,000
4,458 shares@ $47.78 avg price
RBRKRubrik Inc
Recent Activity
Exited
0%
$212,000
6,610 shares@ $32.08 avg price
BSCOInvesco Bulletshares
Recent Activity
Exited
0%
$211,000
10,006 shares@ $21.09 avg price
IYHIshares U S
Recent Activity
Exited
0%
$202,000
3,118 shares@ $64.79 avg price
USTBVictoryshares Short
Recent Activity
Exited
0%
$200,000
3,944 shares@ $50.71 avg price
TXNTexas Instruments
Recent Activity
Exited
0%
$194,000
940 shares@ $206.39 avg price
IBDQIshares Ibonds
Recent Activity
Exited
0%
$193,000
7,710 shares@ $25.04 avg price
XSLVInvesco S&p
Recent Activity
Exited
0%
$193,000
4,016 shares@ $48.06 avg price
SGOLAberdeen Standard
Recent Activity
Exited
0%
$188,000
7,517 shares@ $25.01 avg price
PGYPagaya Technologies
Recent Activity
Exited
0%
$180,000
17,116 shares@ $10.52 avg price