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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
48
7
11
1
5
0
27
3
2
FELTZ WEALTH PLAN INC

Time Period2017-09-30

Total Holdings198

Total Value ($x1000)356,453
Activities
New31

Increased99

Unchanged18

Decreased50

Sold Out12

Top 10 Stock Holdingstotal 41.65%
BRK.B12.7

AAPL5.55

DGRO5.55

IVW5.14

XOM2.45

 
VEU2.43

VTI2.39

BND2.02

JPM1.83

FB1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
12.7%
CL B NEW
AAPL
5.55%
COM
DGRO
5.55%
CORE DIV GRWTH
IVW
5.14%
S&P 500 GRWT ETF
XOM
2.45%
COM
VEU
2.43%
ALLWRLD EX US
VTI
2.39%
TOTAL STK MKT
BND
2.02%
TOTAL BND MRKT
JPM
1.83%
COM
FB
1.59%
CL A
IVV
1.45%
CORE S&P500 ETF
IJH
1.37%
CORE S&P MCP ETF
CVS
1.35%
COM
XLK
1.32%
TECHNOLOGY
CSJ
1.24%
1-3 YR CR BD ETF
XLE
1.24%
SBI INT-ENERGY
GOOG
1.21%
CAP STK CL C
INTC
1.15%
COM
VWO
1.15%
FTSE EMR MKT ETF
T
1.15%
COM
FSIC
1.14%
COM
VCSH
1.07%
SHRT TRM CORP BD
LOW
1.01%
COM
GPC
1%
COM
ABT
0.99%
COM
VTV
0.94%
VALUE ETF
BRK.A
0.92%
CL A
QQQ
0.91%
UNIT SER 1
IJR
0.88%
CORE S&P SCP ETF
DISCA
0.88%
COM SER A
TGT
0.84%
COM
UNP
0.82%
COM
AGN
0.82%
SHS
JNJ
0.8%
COM
EMR
0.75%
COM
VMI
0.73%
COM
GOLF
0.69%
COM
EFV
0.69%
EAFE VALUE ETF
WPC
0.67%
COM
XLF
0.65%
SBI INT-FINL
WFC
0.63%
COM
MDT
0.58%
SHS
JNK
0.57%
BRC HGH YLD BD
TIP
0.55%
TIPS BD ETF
FEX
0.53%
COM SHS
LDOS
0.53%
COM
PCY
0.52%
SOVEREIGN DEBT
UA/C
0.51%
CL C
NUV
0.49%
COM
CAH
0.49%
COM
VYM
0.47%
HIGH DIV YLD
MSFT
0.46%
COM
WMT
0.44%
COM
FXH
0.44%
HLTH CARE ALPH
PEP
0.42%
COM
IDV
0.42%
INTL SEL DIV ETF
GOOGL
0.41%
CAP STK CL A
CINF
0.41%
COM
BA
0.41%
COM
MMM
0.39%
COM
DOV
0.38%
COM
VRP
0.36%
VAR RATE PFD POR
AMZN
0.35%
COM
BSV
0.34%
SHORT TRM BOND
DWDP
0.34%
COM
SAIC
0.34%
COM
DEO
0.33%
SPON ADR NEW
TXN
0.32%
COM
BP
0.32%
SPONSORED ADR
SHW
0.31%
COM
PCEF
0.31%
CEF INC COMPST
EEM
0.3%
MSCI EMG MKT ETF
BARCLAYS...
0.29%
PRN
OEF
0.29%
S&P 100 ETF
BDX
0.28%
COM
XBI
0.27%
S&P BIOTECH
DJP
0.26%
DJUBS CMDT ETN36
COST
0.26%
COM
ARCC
0.25%
COM
VEA
0.25%
FTSE DEV MKT ETF
VZ
0.25%
COM
HYG
0.24%
IBOXX HI YD ETF
DVY
0.23%
SELECT DIVID ETF
FLOT
0.23%
FLTG RATE BD ETF
AGG
0.23%
CORE TOTUSBD ETF
FVD
0.22%
SHS
MO
0.21%
COM
AOR
0.21%
GRWT ALLOCAT ETF
GM
0.21%
COM
SYY
0.21%
COM
USB
0.2%
COM NEW
PGX
0.2%
AGG PFD PORT
PFE
0.2%
COM
USFD
0.19%
COM
SPHD
0.19%
PWRSH S&P500HI
SPY
0.19%
TR UNIT
BIV
0.18%
INTERMED TERM
NUE
0.18%
COM
SCHE
0.17%
EMRG MKTEQ ETF
EFAV
0.17%
EAFE MIN VOL ETF
ICVT
0.17%
CONV BD ETF
AMGN
0.17%
COM
DUK
0.17%
COM NEW
PPG
0.17%
COM
MA
0.16%
CL A
AEP
0.16%
COM
CMCSA
0.16%
CL A
V
0.16%
COM CL A
PG
0.15%
COM
AOM
0.14%
MODERT ALLOC ETF
BAC
0.14%
COM
CVX
0.14%
COM
PSP
0.14%
GBL LSTD PVT EQT
IPG
0.14%
COM
SRCI
0.14%
COM
TIER
0.13%
COM NEW
MLPA
0.13%
GLBL X MLP ETF
MCD
0.13%
COM
IEFA
0.13%
CORE MSCI EAFE
EFG
0.13%
EAFE GRWTH ETF
KO
0.12%
COM
MDY
0.12%
UTSER1 S&PDCRP
CSCO
0.12%
COM
DIS
0.12%
COM DISNEY
HON
0.12%
COM
MKL
0.11%
COM
BMY
0.11%
COM
EWRM
0.11%
GUG RUSS MCP EQL
PM
0.11%
COM
MUB
0.11%
NAT AMT FREE BD
HD
0.1%
COM
MRK
0.1%
COM
CHI
0.1%
SH BEN INT
SBUX
0.1%
COM
WBA
0.1%
COM
DE
0.1%
COM
KMI
0.1%
COM
HRL
0.09%
COM
BLK
0.09%
COM
CASY
0.09%
COM
NVDA
0.09%
COM
IYW
0.09%
U.S. TECH ETF
MKC
0.09%
COM NON VTG
IFGL
0.09%
INTL DEV RE ETF
XYL
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
GE
0.08%
COM
BX
0.08%
COM UNIT LTD
PFF
0.08%
U.S. PFD STK ETF
ADP
0.08%
COM
FV
0.08%
DORSEY WRT 5 ETF
AGNC
0.08%
COM
IJT
0.08%
SP SMCP600GR ETF
COP
0.08%
COM
SJNK
0.07%
SHT TRM HGH YLD
PXLG
0.07%
LARGE GROWTH
LMT
0.07%
COM
UNH
0.07%
COM
EW
0.07%
COM
F
0.07%
COM PAR $0.01
PTLA
0.07%
COM
ADM
0.07%
COM
PYPL
0.07%
COM
VAW
0.07%
MATERIALS ETF
IEMG
0.07%
CORE MSCI EMKT
CAT
0.07%
COM
NEE
0.06%
COM
ZMH
0.06%
COM
AAXN
0.06%
COM
GPP
0.06%
COM REP PTR IN
LW
0.06%
COM
EPR
0.06%
COM SH BEN INT
SYT
0.06%
SPONSORED ADR
IBM
0.06%
COM
BKE
0.06%
COM
ADBE
0.06%
COM
CAG
0.06%
COM
HCP
0.06%
COM
WERN
0.06%
COM
NNN
0.06%
COM
MDLZ
0.06%
CL A
ABBV
0.06%
COM
AGR
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
LAMR
0.06%
CL A
IRM
0.06%
COM
CELG
0.06%
COM
FNB
0.05%
COM
VER
0.05%
COM
NYRT
0.04%
COM
PTLA
0.03%
CALL
(NOTE)
0.03%
PRN
GGN
0.02%
COM SH BEN INT
(NOTE)
0.01%
PRN
PSEC
0.01%
PRN
SUNPOWER...
< 0.01%
PRN
FNB
< 0.01%
PUT
USFD
< 0.01%
PUT
EEMV
2.89%
EM MK MINVOL ETF
XLV
1.2%
SBI HEALTHCARE
CAB
0.6%
COM
DOW
0.2%
COM
MORE
0.16%
COM
DD
0.11%
COM
BOND
0.1%
TOTL RETN ETF
IWV
0.09%
RUSSELL 3000 ETF
SCHB
0.06%
US BRD MKT ETF
CTL
0.06%
COM
JCP
0.02%
COM
PSEC
0.01%
PRN