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Home > Institutional Investor > Feltz Wealth Plan Inc. > Profile

Instuitional Investor - Feltz Wealth Plan Inc.

Fund Profile
Filing Period:
Fund Name: Feltz Wealth Plan Inc.
Portfolio Value $972,807,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 336,697 $64,824,214 6.66%
2.
Berkshire Hathaway Inc
 BRK.A 97,571 $34,799,762 3.57%
3.
Vanguard Index Fds
 139,606 $33,117,359 3.4%
4.
Pacer Fds Tr
 426,371 $22,167,022 2.27%
5.
Schwab Strategic Trust
 FNDF 480,004 $17,740,955 1.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)