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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
55
13
11
2
6
1
33
3
5
FELTZ WEALTH PLAN INC

Time Period2018-09-30

Total Holdings253

Total Value ($x1000)547,818
Activities
New37

Increased127

Unchanged13

Decreased76

Sold Out45

Top 10 Stock Holdingstotal 37.5%
BRK.B10.65

AAPL4.72

DGRO4.56

RODM3.84

MINT3.46

 
MNA3.39

XOM1.98

LAG1.85

JPM1.57

THRK1.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
10.65%
CL B NEW
AAPL
4.72%
COM
DGRO
4.56%
CORE DIV GRWTH
RODM
3.84%
DEV MK X US ST
MINT
3.46%
ENHAN SHRT MAT
MNA
3.39%
IQ MRGR ARB ETF
XOM
1.98%
COM
LAG
1.85%
BRCLYS AGG ETF
JPM
1.57%
COM
THRK
1.48%
RUSSELL 3000 ETF
IVW
1.25%
S&P 500 GRWT ETF
WPC
1.18%
COM
LOW
1.16%
COM
GPC
1.16%
COM
XLK
1.16%
TECHNOLOGY
ABT
1.13%
COM
GWL
1.13%
S&P WRLD EX US
IVV
1.1%
CORE S&P500 ETF
JNJ
1.06%
COM
T
1.05%
COM
PEP
1.05%
COM
INTC
1.02%
COM
GMM
1.01%
EMERG MKTS ETF
ALB
0.97%
COM
GOOG
0.93%
CAP STK CL C
IJH
0.91%
CORE S&P MCP ETF
FSIC
0.91%
COM
AGGY
0.89%
BRCLYS US AGGR
NUE
0.88%
COM
EMR
0.87%
COM
PGX
0.85%
PFD ETF
FB
0.83%
CL A
SPYV
0.82%
S&P 500 VALUE
SCHD
0.8%
US DIVIDEND EQ
COST
0.8%
COM
TGT
0.78%
COM
UNP
0.73%
COM
CINF
0.71%
COM
SLYV
0.71%
S&P 600 SMCP VAL
BRK.A
0.69%
CL A
WMT
0.68%
COM
FTSM
0.68%
FIRST TR ENH NEW
PFE
0.65%
COM
CASY
0.62%
COM
CLNC
0.59%
CL A
NEAR
0.58%
SHT MAT BD ETF
SPYD
0.58%
SP500 HIGH DIV
VMI
0.58%
COM
VTI
0.57%
TOTAL STK MKT
MDT
0.56%
SHS
MMM
0.55%
COM
IJR
0.55%
CORE S&P SCP ETF
DOV
0.55%
COM
GOLF
0.54%
COM
VRIG
0.52%
VAR RATE INVT
MSFT
0.52%
COM
DISCA
0.5%
COM SER A
CFR
0.49%
COM
AMZN
0.48%
COM
UA/C
0.48%
CL C
BDX
0.47%
COM
BKH
0.47%
COM
AGN
0.46%
SHS
EEM
0.45%
MSCI EMG MKT ETF
XLF
0.44%
SBI INT-FINL
BA
0.43%
COM
SWK
0.43%
COM
BX
0.41%
COM UNIT LTD
WFC
0.4%
COM
VZ
0.39%
COM
TXN
0.39%
COM
DTH
0.38%
DEFA EQT INC ETF
LDOS
0.36%
COM
DEM
0.31%
EMERG MKTS ETF
IDV
0.31%
INTL SEL DIV ETF
ARCC
0.31%
COM
GOOGL
0.29%
CAP STK CL A
EFG
0.29%
EAFE GRWTH ETF
FXH
0.29%
HLTH CARE ALPH
VTV
0.26%
VALUE ETF
BMY
0.26%
COM
AZN
0.25%
SPONSORED ADR
FEX
0.25%
COM SHS
VEU
0.23%
ALLWRLD EX US
SAIC
0.22%
COM
MO
0.22%
COM
AMGN
0.21%
COM
UNH
0.21%
COM
FTLS
0.21%
LNG/SHT EQUITY
DUK
0.2%
COM NEW
DYLS
0.19%
DYNAMIC LNG EQ
MCD
0.19%
COM
CCT
0.19%
COM
DVY
0.19%
SELECT DIVID ETF
BP
0.18%
SPONSORED ADR
SPY
0.18%
TR UNIT
JPHY
0.17%
DCPLND HG YLD
AEP
0.17%
COM
XBI
0.17%
S&P BIOTECH
VER
0.17%
COM
IJT
0.17%
SP SMCP600GR ETF
DES
0.16%
SMALLCAP DIVID
PTLA
0.16%
COM
CVX
0.16%
COM
FLOT
0.16%
FLTG RATE BD ETF
HD
0.16%
COM
KO
0.16%
COM
PG
0.15%
COM
AGG
0.15%
CORE TOTUSBD ETF
VEA
0.14%
FTSE DEV MKT ETF
DWDP
0.14%
COM
BAC
0.14%
COM
CMCSA
0.14%
CL A
VWO
0.13%
FTSE EMR MKT ETF
GM
0.13%
COM
CSCO
0.13%
COM
LMT
0.13%
COM
REET
0.13%
GLOBAL REIT ETF
USB
0.13%
COM NEW
DIS
0.12%
COM DISNEY
BIL
0.12%
SPDR BLOOMBERG
SHV
0.12%
SHRT TRS BD ETF
ONEK
0.12%
RUSSELL 1000 ETF
MA
0.12%
CL A
RDS/A
0.12%
SPONS ADR A
STON
0.12%
COM UNITS
SPHD
0.12%
S&P500 HDL VOL
MRK
0.11%
COM
HEFA
0.11%
HDG MSCI EAFE
IPG
0.11%
COM
ADBE
0.11%
COM
USFD
0.11%
COM
V
0.11%
COM CL A
TMO
0.11%
COM
PRF
0.1%
FTSE RAFI 1000
NNN
0.1%
COM
XEL
0.1%
COM
TSN
0.1%
CL A
EW
0.1%
COM
SCHX
0.09%
US LRG CAP ETF
ABBV
0.09%
COM
DEO
0.09%
SPON ADR NEW
LAMR
0.09%
CL A
AGR
0.09%
COM
D
0.09%
COM
ES
0.09%
COM
HON
0.09%
COM
REM
0.09%
MTG REL ETF NEW
MAA
0.09%
COM
PM
0.09%
COM
HRL
0.08%
COM
LRY
0.08%
SH BEN INT
UAA
0.08%
CL A
PAYX
0.08%
COM
AAXN
0.08%
COM
UL
0.08%
SPON ADR NEW
DE
0.08%
COM
ETN
0.08%
SHS
HCN
0.08%
COM
SBUX
0.08%
COM
IBM
0.08%
COM
CAG
0.07%
COM
PCEF
0.07%
CEF INM COMPSI
SECT
0.07%
MAIN SECTR ROTN
SCHF
0.07%
INTL EQTY ETF
SRLN
0.07%
BLKSTN GSOSRLN
BLK
0.07%
COM
LW
0.07%
COM
MKL
0.07%
COM
SIX
0.07%
COM
CME
0.07%
COM
WIW
0.07%
COM
NEE
0.07%
COM
MDY
0.06%
UTSER1 S&PDCRP
BGS
0.06%
COM
PSEC
0.06%
COM
DHR
0.06%
COM
VYM
0.06%
HIGH DIV YLD
LEAD
0.06%
DIVCN LDRS ETF
NVDA
0.06%
COM
ADP
0.06%
COM
COP
0.06%
COM
ZTS
0.06%
CL A
IP
0.06%
COM
PYPL
0.06%
COM
NFLX
0.06%
COM
PNC
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
SCHA
0.05%
US SML CAP ETF
CPB
0.05%
COM
HYLB
0.05%
DEUTSCHE USD ETF
ITR
0.05%
INTR TRM CORP BD
CCI
0.05%
COM
EPR
0.05%
COM SH BEN INT
SCHP
0.05%
US TIPS ETF
RTN
0.05%
COM NEW
VLO
0.05%
COM
SCHE
0.05%
EMRG MKTEQ ETF
STI
0.05%
COM
CVS
0.05%
COM
AGGP
0.05%
IQ ENCH COR PL
BKE
0.05%
COM
XLE
0.05%
SBI INT-ENERGY
XYL
0.05%
COM
CMA
0.05%
COM
RSCO
0.05%
SM CAP COMPLETE
BCI
0.05%
BBG COMMD K 1
VO
0.04%
MID CAP ETF
SYK
0.04%
COM
RDVY
0.04%
FIRST TR NASDAQ
WBA
0.04%
COM
GE
0.04%
COM
MKC
0.04%
COM NON VTG
PBND
0.04%
PURBETA US AGG
MDLZ
0.04%
CL A
BIP
0.04%
LP INT UNIT
EFA
0.04%
MSCI EAFE ETF
AGNC
0.04%
COM
IVE
0.04%
S&P 500 VAL ETF
VRP
0.04%
VAR RATE PFD
JPST
0.04%
ULTRA SHRT INC
O
0.04%
COM
VAW
0.04%
MATERIALS ETF
BND
0.04%
TOTAL BND MRKT
ITOT
0.04%
CORE S&P TTL STK
OKE
0.04%
COM
AWK
0.04%
COM
FV
0.04%
DORSEY WRT 5 ETF
HTA
0.04%
CL A NEW
ISRG
0.04%
COM NEW
ZMH
0.04%
COM
EFV
0.04%
EAFE VALUE ETF
IHF
0.04%
US HLTHCR PR ETF
PSP
0.04%
GBL LISTED PVT
CTAS
0.04%
COM
CHI
0.04%
SH BEN INT
IGV
0.04%
NA TEC-SFTWR ETF
SO
0.04%
COM
CAT
0.04%
COM
KMI
0.04%
COM
FNB
0.03%
COM
GPP
0.03%
COM REP PTR IN
F
0.03%
COM PAR $0.01
LOR
0.03%
COM
(NOTE)
0.02%
PRN
JPS
0.02%
COM
MCC
0.01%
COM
BKCC
0.01%
COM
USFD
0.01%
PUT
WFC
< 0.01%
PUT
(NOTE)
< 0.01%
PRN
FGP
< 0.01%
UNIT LTD PART
UNP
< 0.01%
PUT
SYY
0.43%
COM
VCSH
0.35%
SHRT TRM CORP BD
HYG
0.1%
IBOXX HI YD ETF
IEFA
0.09%
CORE MSCI EAFE
JNK
0.09%
BRC HGH YLD BD
SJNK
0.09%
SHT TRM HGH YLD
RDIV
0.08%
ULTRA DIVID REV
VGR
0.07%
COM
AMAT
0.07%
COM
STT
0.07%
COM
IEMG
0.06%
CORE MSCI EMKT
ALGN
0.06%
COM
ADM
0.06%
COM
ENB
0.06%
COM
SHW
0.05%
COM
NTAP
0.05%
COM
KORS
0.05%
SHS
PXLG
0.05%
RUSSEL 200 GWT
GS
0.05%
COM
FNCL
0.05%
MSCI FINLS IDX
ANDV
0.05%
COM
STZ
0.05%
CL A
MCO
0.05%
COM
FCX
0.05%
COM
IRM
0.05%
COM
TSS
0.05%
COM
BAX
0.05%
COM
NVR
0.05%
COM
IYW
0.04%
U.S. TECH ETF
WERN
0.04%
COM
MSI
0.04%
COM NEW
WM
0.04%
COM
URI
0.04%
COM
K
0.04%
COM
AVGO
0.04%
COM
BSX
0.04%
COM
MS
0.04%
COM NEW
EL
0.04%
CL A
WYNN
0.04%
COM
ICVT
0.04%
CONV BD ETF
OXY
0.04%
COM
XHE
0.04%
HLTH CR EQUIP
NSC
0.04%
COM
CXO
0.04%
COM
(NOTE)
0.01%
PRN