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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
IWPIshares Russell
Recent Activity
Decreased -28.88%
0.27%
$361,000
2,854 shares@ $126.49 avg price
MRKMerck & Company
Recent Activity
Decreased -55.92%
0.27%
$361,000
3,636 shares@ $99.29 avg price
CIBRFirst Trust
Recent Activity
Decreased -44.61%
0.27%
$361,000
5,705 shares@ $63.28 avg price
VIGVanguard Dividend
Recent Activity
Decreased -28%
0.27%
$355,000
1,815 shares@ $195.6 avg price
ROSCLattice Hartford
Recent Activity
Increased 80.2%
0.27%
$355,000
8,152 shares@ $43.55 avg price
BKNGBooking Holdings
Recent Activity
Increased 3.08%
0.25%
$332,000
67 shares@ $4955.23 avg price
HONHoneywell Intl
Recent Activity
Decreased -69.9%
0.25%
$329,000
1,460 shares@ $225.35 avg price
FDLFirst Trust
Recent Activity
Decreased -3.03%
0.24%
$321,000
7,988 shares@ $40.19 avg price
AMATApplied Materials
Recent Activity
Decreased -34.76%
0.24%
$320,000
1,972 shares@ $162.28 avg price
FEXFirst Trust
Recent Activity
0.24%
$314,000
3,018 shares@ $104.05 avg price