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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
VTVVanguard Value
Recent Activity
Decreased -84.36%
0.19%
$243,000
1,437 shares@ $169.11 avg price
CRWDCrowdstrike Holdings
Recent Activity
Decreased -69.04%
0.18%
$238,000
697 shares@ $341.47 avg price
METAMeta Platforms
Recent Activity
Decreased -80.34%
0.18%
$232,000
397 shares@ $584.39 avg price
WMTWalmart Inc
Recent Activity
Decreased -83.34%
0.17%
$225,000
2,499 shares@ $90.04 avg price
MTUMIshares Msci
Recent Activity
Increased 5.76%
0.17%
$224,000
1,084 shares@ $206.65 avg price
VHTVanguard Health
Recent Activity
Decreased -17.23%
0.16%
$214,000
845 shares@ $253.26 avg price
NOBLProshares Trust
Recent Activity
Increased 757.2%
0.16%
$213,000
2,143 shares@ $99.4 avg price
PPAInvesco Aerospace
Recent Activity
Decreased -50.01%
0.16%
$211,000
1,842 shares@ $114.55 avg price
SPYDSpdr Portfolio
Recent Activity
Decreased -69.54%
0.16%
$208,000
4,822 shares@ $43.14 avg price
GLWCorning Inc
Recent Activity
Decreased -11.66%
0.16%
$205,000
4,333 shares@ $47.32 avg price