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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
63
13
12
3
5
1
35
9
6
FELTZ WEALTH PLAN INC

Time Period2018-03-31

Total Holdings266

Total Value ($x1000)455,712
Activities
New70

Increased155

Unchanged11

Decreased30

Sold Out25

Top 10 Stock Holdingstotal 33.7%
BRK.B11.74

AAPL5.2

DGRO5.11

LAG2.22

XOM2.09

 
JPM1.91

FTSM1.61

INTC1.31

THRK1.28

IVV1.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
11.74%
CL B NEW
AAPL
5.2%
COM
DGRO
5.11%
CORE DIV GRWTH
LAG
2.22%
BRCLYS AGG ETF
XOM
2.09%
COM
JPM
1.91%
COM
FTSM
1.61%
FIRST TR ENH NEW
INTC
1.31%
COM
THRK
1.28%
RUSSELL 3000 ETF
IVV
1.23%
CORE S&P500 ETF
XLK
1.23%
TECHNOLOGY
FB
1.22%
CL A
LOW
1.16%
COM
AGGY
1.09%
BRCLYS US AGGR
COST
1.09%
COM
IVW
1.09%
S&P 500 GRWT ETF
GMM
1.09%
EMERG MKTS ETF
IJH
1.08%
CORE S&P MCP ETF
GOOG
1.08%
CAP STK CL C
FSIC
1.07%
COM
T
1.06%
COM
GWL
1.02%
S&P WRLD EX US
ABT
1%
COM
TGT
0.99%
COM
GPC
0.94%
COM
SPYV
0.93%
S&P 500 VALUE
JNJ
0.9%
COM
SCHD
0.86%
US DIVIDEND EQ
EMR
0.82%
COM
BRK.A
0.79%
CL A
VTI
0.78%
TOTAL STK MKT
UNP
0.78%
COM
QQQ
0.78%
UNIT SER 1
GOLF
0.77%
COM
WPC
0.77%
COM
MDT
0.74%
SHS
NUE
0.73%
COM
XLE
0.72%
SBI INT-ENERGY
SPYD
0.69%
SP500 HIGH DIV
CLNC
0.69%
CL A
DISCA
0.67%
COM SER A
NEAR
0.66%
SHT MAT BD ETF
IJR
0.65%
CORE S&P SCP ETF
PFE
0.61%
COM
WMT
0.57%
COM
FEX
0.56%
COM SHS
BA
0.55%
COM
CINF
0.55%
COM
XLF
0.55%
SBI INT-FINL
SRCI
0.54%
COM
VMI
0.53%
COM
PEP
0.53%
COM
AGN
0.52%
SHS
MSFT
0.51%
COM
DEM
0.51%
EMERG MKTS ETF
EEM
0.49%
MSCI EMG MKT ETF
WFC
0.48%
COM
MMM
0.48%
COM
UA/C
0.48%
CL C
AMZN
0.47%
COM
DOV
0.47%
COM
DTH
0.47%
DEFA EQT INC ETF
VEU
0.47%
ALLWRLD EX US
CFR
0.46%
COM
LDOS
0.45%
COM
BDX
0.45%
COM
SHW
0.43%
COM
TXN
0.42%
COM
FLOT
0.42%
FLTG RATE BD ETF
EFG
0.41%
EAFE GRWTH ETF
FXH
0.41%
HLTH CARE ALPH
VWO
0.4%
FTSE EMR MKT ETF
VCSH
0.4%
SHRT TRM CORP BD
CASY
0.39%
COM
CCT
0.38%
COM
DEO
0.36%
SPON ADR NEW
ALB
0.35%
COM
GOOGL
0.35%
CAP STK CL A
SYY
0.34%
COM
VTV
0.34%
VALUE ETF
EFV
0.32%
EAFE VALUE ETF
ARCC
0.32%
COM
VEA
0.31%
FTSE DEV MKT ETF
SAIC
0.31%
COM
MO
0.3%
COM
IDV
0.29%
INTL SEL DIV ETF
AZN
0.29%
SPONSORED ADR
BMY
0.28%
COM
VER
0.26%
COM
BP
0.24%
SPONSORED ADR
DVY
0.24%
SELECT DIVID ETF
PGX
0.23%
AGG PFD PORT
VZ
0.23%
COM
XBI
0.22%
S&P BIOTECH
JPHY
0.22%
DCPLND HG YLD
IJT
0.21%
SP SMCP600GR ETF
HD
0.21%
COM
STON
0.21%
COM UNITS
VRP
0.2%
VAR RATE PFD POR
GM
0.2%
COM
MCD
0.2%
COM
DUK
0.19%
COM NEW
AMGN
0.18%
COM
DYLS
0.18%
DYNAMIC LNG EQ
AEP
0.18%
COM
RDS/A
0.18%
SPONS ADR A
CHI
0.17%
SH BEN INT
UNH
0.17%
COM
DWDP
0.17%
COM
CVX
0.17%
COM
BAC
0.17%
COM
KO
0.16%
COM
SPY
0.16%
TR UNIT
AGG
0.15%
CORE TOTUSBD ETF
MA
0.15%
CL A
AGGP
0.15%
IQ ENCH COR PL
REET
0.15%
GLOBAL REIT ETF
PM
0.15%
COM
CSCO
0.14%
COM
USB
0.14%
COM NEW
REM
0.14%
MTG REL ETF NEW
DIS
0.14%
COM DISNEY
USFD
0.13%
COM
DES
0.13%
SMALLCAP DIVID
AOR
0.13%
GRWT ALLOCAT ETF
PG
0.13%
COM
LMT
0.13%
COM
SPHD
0.13%
PWRSH S&P500HI
CMCSA
0.13%
CL A
PRF
0.12%
FTSE RAFI 1000
PNC
0.12%
COM
PSEC
0.12%
COM
V
0.12%
COM CL A
IPG
0.12%
COM
WIW
0.12%
COM
AMAT
0.12%
COM
HYG
0.12%
IBOXX HI YD ETF
ADBE
0.11%
COM
BLK
0.11%
COM
NVDA
0.11%
COM
CMA
0.11%
COM
SBUX
0.11%
COM
DE
0.1%
COM
GE
0.1%
COM
TMO
0.1%
COM
IEFA
0.1%
CORE MSCI EAFE
STT
0.1%
COM
JNK
0.1%
BRC HGH YLD BD
BCI
0.1%
BBG COMMD K 1
EW
0.1%
COM
HON
0.1%
COM
MRK
0.1%
COM
LEAD
0.09%
DIVCN LDRS ETF
ONEK
0.09%
RUSSELL 1000 ETF
SJNK
0.09%
SHT TRM HGH YLD
PCEF
0.09%
CEF INC COMPST
AGR
0.09%
COM
FCX
0.09%
COM
MKL
0.09%
COM
D
0.09%
COM
ABBV
0.09%
COM
PAYX
0.09%
COM
AAXN
0.09%
COM
TSS
0.08%
COM
WYNN
0.08%
COM
VGR
0.08%
COM
NNN
0.08%
COM
MCO
0.08%
COM
URI
0.08%
COM
XEL
0.08%
COM
UL
0.08%
SPON ADR NEW
EL
0.08%
CL A
MS
0.08%
COM NEW
LAMR
0.08%
CL A
LRY
0.08%
SH BEN INT
ES
0.08%
COM
BX
0.08%
COM UNIT LTD
MAA
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
IEMG
0.08%
CORE MSCI EMKT
PYPL
0.08%
COM
MDY
0.08%
UTSER1 S&PDCRP
KORS
0.08%
SHS
HRL
0.08%
COM
HP
0.08%
COM
AVGO
0.08%
SHS
ALGN
0.08%
COM
CXO
0.08%
COM
NTAP
0.08%
COM
MTUM
0.08%
MSCI USAMOMFCT
ISRG
0.07%
COM NEW
VLO
0.07%
COM
IP
0.07%
COM
UAA
0.07%
CL A
SIX
0.07%
COM
BAX
0.07%
COM
MSI
0.07%
COM NEW
CPB
0.07%
COM
NEE
0.07%
COM
FE
0.07%
COM
FV
0.07%
DORSEY WRT 5 ETF
ANDV
0.07%
COM
BND
0.07%
TOTAL BND MRKT
LW
0.07%
COM
K
0.07%
COM
RTN
0.07%
COM NEW
VYM
0.07%
HIGH DIV YLD
COP
0.07%
COM
AVY
0.07%
COM
HCN
0.07%
COM
RDIV
0.07%
ULTRA DIVID REV
NSC
0.06%
COM
XYL
0.06%
COM
CAT
0.06%
COM
EPR
0.06%
COM SH BEN INT
BKE
0.06%
COM
GS
0.06%
COM
ADP
0.06%
COM
DHR
0.06%
COM
PTLA
0.06%
COM
STZ
0.06%
CL A
DLTR
0.06%
COM
F
0.06%
COM PAR $0.01
IBM
0.06%
COM
LRCX
0.06%
COM
ADM
0.06%
COM
CME
0.06%
COM
VO
0.06%
MID CAP ETF
FNCL
0.06%
MSCI FINLS IDX
ITA
0.06%
U.S. AER&DEF ETF
AGNC
0.06%
COM
PSP
0.05%
GBL LSTD PVT EQT
CAG
0.05%
COM
RDVY
0.05%
FIRST TR NASDAQ
PXLG
0.05%
LARGE GROWTH
VAW
0.05%
MATERIALS ETF
HTA
0.05%
CL A NEW
ENB
0.05%
COM
CCI
0.05%
COM
SCHF
0.05%
INTL EQTY ETF
MDLZ
0.05%
CL A
IWM
0.05%
RUSSELL 2000 ETF
WM
0.05%
COM
TAP
0.05%
CL B
IRM
0.05%
COM
ZTS
0.05%
CL A
EIX
0.05%
COM
WERN
0.05%
COM
ZMH
0.05%
COM
IYW
0.04%
U.S. TECH ETF
BIP
0.04%
LP INT UNIT
DHS
0.04%
EQTY INC ETF
GPP
0.04%
COM REP PTR IN
KMI
0.04%
COM
FNB
0.04%
COM
JPS
0.04%
COM
LOR
0.04%
COM
BKCC
0.02%
COM
(NOTE)
0.02%
PRN
MCC
0.01%
COM
CLNS
0.01%
COM
WFC
0.01%
PUT
(NOTE)
0.01%
PRN
(NOTE)
0.01%
PRN
SUNPOWER...
< 0.01%
PRN
UNP
< 0.01%
PUT
STIP
0.75%
0-5 YR TIPS ETF
NUV
0.43%
COM
EMB
0.33%
JP MOR EM MK ETF
SRLN
0.3%
BLKSTN GSOSRLN
CSJ
0.29%
1-3 YR CR BD ETF
PDBC
0.28%
DB OPT YLD DIV
JPHF
0.27%
DIVERSIFIED ET
AOM
0.14%
MODERT ALLOC ETF
MLPA
0.14%
GLBL X MLP ETF
STOR
0.14%
COM
HYMB
0.11%
NUV HGHYLD MUN
IFGL
0.1%
INTL DEV RE ETF
WBA
0.08%
COM
MKC
0.08%
COM NON VTG
SYT
0.06%
SPONSORED ADR
HUM
0.06%
COM
VOD
0.06%
SPNSR ADR NO PAR
EFAV
0.05%
EAFE MIN VOL ETF
GIS
0.05%
COM
SCHG
0.05%
US LCAP GR ETF
IWN
0.05%
RUS 2000 VAL ETF
ICVT
0.05%
CONV BD ETF
PTLA
< 0.01%
CALL
FNB
< 0.01%
PUT
USFD
< 0.01%
PUT