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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 $669,355,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 193,701 $52,659,632 7.87%
2.
Berkshire Hathaway Inc
 BRK.A 70,692 $35,533,208 5.31%
3.
Pgim Etf Tr - AAA CLO ETF
 353,275 $18,108,900 2.71%
4.
Nvidia Corp
 NVDA 96,158 $17,933,517 2.68%
5.
Ishares Trust
 IEF 23,573 $16,145,773 2.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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