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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
LOWLowes Companies
Recent Activity
Decreased -30.3%
0.21%
$274,000
1,113 shares@ $246.19 avg price
LMTLockheed Martin
Recent Activity
Decreased -73.29%
0.21%
$273,000
563 shares@ $484.91 avg price
FPEFirst Trust
Recent Activity
Increased 1.88%
0.21%
$273,000
15,470 shares@ $17.65 avg price
HYBLSsga Active
Recent Activity
Increased 3.47%
0.2%
$266,000
9,395 shares@ $28.32 avg price
IVVIshares Core
Recent Activity
Decreased -80.78%
0.2%
$257,000
438 shares@ $586.76 avg price
LGOVFirst Trust
Recent Activity
Increased 565.17%
0.2%
$257,000
12,372 shares@ $20.78 avg price
IWFIshares Russell
Recent Activity
Decreased -89.05%
0.2%
$255,000
635 shares@ $401.58 avg price
LLYEli Lilly
Recent Activity
Decreased -92.75%
0.19%
$254,000
330 shares@ $769.7 avg price
USMVIshares Msci
Recent Activity
Decreased -88.43%
0.19%
$246,000
2,779 shares@ $88.53 avg price
JCIJohnson Controls
Recent Activity
0.19%
$245,000
3,115 shares@ $78.66 avg price