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  Name: Feltz Wealth PLAN Inc.
  City: OMAHA
  State: NE
  Zip: 68154
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $972,734,000
  Total Value Change : $112,262,000
  Securities Held Change : 3
   
All Securities Held : 317
  New Positions : 15
  Closed Positions : 29
  Increased Positions : 161
  Unchanged Positions : 24
  Decreased Positions : 117

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 66 New $0.00 $4,615,000 147,723 0.47% 4,615,000 147,723 0.164    N/A
   (GNOV)1 Year Chart         GNOV Ft Vest Us Equity Moderate ... New $0.00 $2,570,000 81,059 0.26% 2,570,000 81,059 0.901    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 99 New $0.00 $2,494,000 45,018 0.26% 2,494,000 45,018 0.005    N/A
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 106 New $0.00 $2,075,000 59,129 0.21% 2,075,000 59,129 0.263    N/A
   (WIW)1 Year Chart         WIW Western Asset Claymore Us T... 123 New $8.54 $1,783,000 205,650 0.18% 1,783,000 205,650 0.336    Closed - End Fund - Debt
   (DMBS)1 Year Chart         DMBS Doubleline Mortgage Etf 127 New $0.00 $1,717,000 34,685 0.18% 1,717,000 34,685 0.385    N/A
   (DECT)1 Year Chart         DECT Allianzim Us Large Cap Buff... 133 New $0.00 $1,497,000 52,295 0.15% 1,497,000 52,295 0.581    N/A
   (MDC)1 Year Chart         MDC MDC Holdings Inc 154 New $62.98 $992,000 17,948 0.1% 992,000 17,948 0.028    Residential Construct...
   (TCAF)1 Year Chart         TCAF T Rowe Price Capital Apprec... 165 New $0.00 $833,000 30,147 0.09% 833,000 30,147 0    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 175 New $247.48 $711,000 3,183 0.07% 711,000 3,183 0.007    Closed - End Fund - E...
   (TJUL)1 Year Chart         TJUL Innovator Equity Defined Pr... 206 New $0.00 $556,000 21,678 0.06% 556,000 21,678 0.241    N/A
   (AUGT)1 Year Chart         AUGT Allianzim Us Large Cap Buff... 266 New $0.00 $280,000 10,793 0.03% 280,000 10,793 0.12    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 268 New $95.94 $277,000 3,372 0.03% 277,000 3,372 0.001    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 276 New $43.80 $260,000 6,659 0.03% 260,000 6,659 0.007    Closed - End Fund - E...
   (JHID)1 Year Chart         JHID John Hancock International ... New $0.00 $221,000 7,834 0.02% 221,000 7,834 0.087    N/A
      15 Records Found
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