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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 $709,395,100
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 213,870 $47,506,884 6.7%
2.
Berkshire Hathaway Inc
 BRK.A 74,819 $39,846,970 5.62%
3.
First Tr Exchng Traded Fd Vi
 638,883 $18,968,422 2.67%
4.
Pacer Fds Tr
 315,473 $17,275,305 2.44%
5.
Ishares Tr
 278,880 $17,229,183 2.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)