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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
IEFAIshares Core
Recent Activity
Exited
0%
$165,000
2,121 shares@ $77.8 avg price
SCHGSchwab Us
Recent Activity
Exited
0%
$164,000
1,580 shares@ $103.8 avg price
MCSEFranklin Templeton
Recent Activity
Exited
0%
$162,000
10,540 shares@ $15.38 avg price
SMHVaneck Semiconductor
Recent Activity
Exited
0%
$160,000
654 shares@ $244.65 avg price
LRCXLam Research Corporation
Recent Activity
Exited
0%
$157,000
193 shares@ $813.48 avg price
VMBSVanguard Mortgage
Recent Activity
Exited
0%
$155,000
3,289 shares@ $47.13 avg price
ITWIllinois Tool
Recent Activity
Exited
0%
$154,000
588 shares@ $261.91 avg price
RPGInvesco S&p
Recent Activity
Exited
0%
$154,000
3,924 shares@ $39.25 avg price
NOCNorthrop Grumman
Recent Activity
Exited
0%
$145,000
274 shares@ $529.2 avg price
SLYGSpdr Series
Recent Activity
Exited
0%
$143,000
1,538 shares@ $92.98 avg price