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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
CHEChemed Corp
Recent Activity
Exited
0%
$138,000
230 shares@ $600.0 avg price
CHGXInvestment Managers
Recent Activity
Exited
0%
$135,000
3,522 shares@ $38.34 avg price
IYRIshares U S
Recent Activity
Exited
0%
$135,000
1,334 shares@ $101.2 avg price
SBACSba Communications
Recent Activity
Exited
0%
$134,000
558 shares@ $240.15 avg price
BARGraniteshares Gold
Recent Activity
Exited
0%
$133,000
5,134 shares@ $25.91 avg price
FALNIshares Fallen
Recent Activity
Exited
0%
$133,000
4,888 shares@ $27.21 avg price
XMHQInvesco S&p
Recent Activity
Exited
0%
$131,000
1,286 shares@ $101.87 avg price
IUSVIshares Core
Recent Activity
Exited
0%
$131,000
1,380 shares@ $94.93 avg price
IGIBIshares 5-10 Year
Recent Activity
Exited
0%
$129,000
2,419 shares@ $53.33 avg price
PPGPpg Industries
Recent Activity
Exited
0%
$128,000
971 shares@ $131.83 avg price