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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 $704,949,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 214,695 $53,764,014 7.62%
2.
Berkshire Hathaway Inc
 BRK.A 75,223 $34,096,968 4.83%
3.
Pacer Fds Tr
 310,107 $17,514,833 2.48%
4.
First Tr Exchng Traded Fd Vi
 558,777 $17,025,920 2.41%
5.
Ishares Tr
 273,507 $16,776,923 2.37%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)