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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
FLGVFranklin Us
Recent Activity
Exited
0%
$178,000
8,472 shares@ $21.02 avg price
SCHRSchwab Intermediate
Recent Activity
Exited
0%
$176,000
3,490 shares@ $50.43 avg price
JCPIJp Morgan
Recent Activity
Exited
0%
$174,000
3,642 shares@ $47.78 avg price
TIPIshares Tips
Recent Activity
Exited
0%
$174,000
1,581 shares@ $110.06 avg price
METMetlife Inc
Recent Activity
Exited
0%
$173,000
2,097 shares@ $82.5 avg price
FDVVFidelity Covington
Recent Activity
Exited
0%
$171,000
3,385 shares@ $50.52 avg price
YUMCYum China
Recent Activity
Exited
0%
$169,000
3,763 shares@ $44.92 avg price
VOTVanguard Mid
Recent Activity
Exited
0%
$168,000
691 shares@ $243.13 avg price
DESWisdomtree U S
Recent Activity
Exited
0%
$167,000
4,856 shares@ $34.4 avg price
TREXTrex Co
Recent Activity
Exited
0%
$167,000
2,512 shares@ $66.49 avg price