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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
MPCMarathon Petroleum
Recent Activity
Decreased -44.88%
0.24%
$312,000
2,243 shares@ $139.1 avg price
BONDPimco Active
Recent Activity
Increased 732.05%
0.24%
$312,000
3,453 shares@ $90.36 avg price
VGTVanguard Information
Recent Activity
Decreased -68.44%
0.23%
$305,000
491 shares@ $621.19 avg price
RCLRoyal Caribbean
Recent Activity
Increased 85.92%
0.23%
$304,000
1,320 shares@ $230.31 avg price
FTLSFirst Trust
Recent Activity
Increased 2.3%
0.23%
$301,000
4,587 shares@ $65.63 avg price
VBRVanguard Small
Recent Activity
Decreased -4.68%
0.23%
$298,000
1,507 shares@ $197.75 avg price
JGROJp Morgan
Recent Activity
Decreased -46.82%
0.23%
$297,000
3,677 shares@ $80.78 avg price
DECKDeckers Outdoor
Recent Activity
Decreased -1.08%
0.23%
$296,000
1,458 shares@ $203.02 avg price
NVONovo Nordisk
Recent Activity
Decreased -15.71%
0.22%
$287,000
3,341 shares@ $85.91 avg price
WMWaste Management
Recent Activity
Decreased -66.16%
0.21%
$276,000
1,370 shares@ $201.46 avg price