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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
VXFVanguard Extended
Recent Activity
Exited
0%
$126,000
696 shares@ $181.04 avg price
SCHASchwab Us
Recent Activity
Exited
0%
$123,000
2,400 shares@ $51.25 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$122,000
246 shares@ $495.94 avg price
EISIshares Msci
Recent Activity
Exited
0%
$122,000
1,810 shares@ $67.41 avg price
SOXXIshares Semiconductor
Recent Activity
Exited
0%
$121,000
529 shares@ $228.74 avg price
FVCFirst Trust
Recent Activity
Exited
0%
$119,000
3,330 shares@ $35.74 avg price
SPYIShp Neos
Recent Activity
Exited
0%
$117,000
2,302 shares@ $50.83 avg price
TPLTexas Pacific
Recent Activity
Exited
0%
$114,000
129 shares@ $883.73 avg price
NDSNNordson Corp
Recent Activity
Exited
0%
$111,000
423 shares@ $262.42 avg price
GOVTIshares U S
Recent Activity
Exited
0%
$107,000
4,565 shares@ $23.44 avg price