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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 $543,856,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 134,222 $44,698,481 8.22%
2.
Ishares Trust
 IEF 45,420 $34,784,756 6.4%
3.
Berkshire Hathaway Inc
 BRK-B 61,941 $30,843,437 5.67%
4.
Invesco Qqq Tr
 19,847 $14,681,946 2.7%
5.
Ishares Tr
 191,864 $14,464,623 2.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.