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Name: |
Feltz Wealth PLAN Inc. |
City: |
OMAHA |
State: |
NE |
Zip: |
68154 |
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Holdings
Found :
22 |
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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 |
|
IWF |
iShares Russell 1000 Growth |
152 |
- |
$335.19 |
$1,027,000 |
3,387 |
0.11% |
126,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
LLY |
Eli Lilly & Co |
158 |
- |
$775.00 |
$917,000 |
1,573 |
0.09% |
72,000 |
0 |
0 |
Drug Manufacturers - ... |
|
WERN |
Werner Enterprises Inc |
177 |
- |
$36.86 |
$707,000 |
16,677 |
0.07% |
57,000 |
0 |
0.024 |
Trucking |
|
IPG |
Interpublic Group of Companies |
184 |
- |
$30.97 |
$651,000 |
19,933 |
0.07% |
80,000 |
0 |
0.005 |
Advertising Agencies |
|
CROX |
Crocs Inc |
195 |
- |
$135.42 |
$608,000 |
6,512 |
0.06% |
33,000 |
0 |
0.01 |
Textile - Apparel Foo... |
|
IWP |
iShares Tr Russell MidCap Gr |
209 |
- |
$109.22 |
$550,000 |
5,266 |
0.06% |
69,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
WMS |
Advanced Drainage Systems, ... |
213 |
- |
$168.20 |
$527,000 |
3,750 |
0.05% |
100,000 |
0 |
0.005 |
N/A |
|
SFLR |
Innovator Equity Managed Fl... |
216 |
- |
$0.00 |
$505,000 |
18,477 |
0.05% |
31,000 |
0 |
0 |
N/A |
|
IWB |
ishares trust Russell 1000 |
227 |
- |
$284.23 |
$437,000 |
1,668 |
0.04% |
45,000 |
0 |
0 |
Closed - End Fund - E... |
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NFLX |
Netflix Inc |
226 |
- |
$609.47 |
$437,000 |
897 |
0.04% |
98,000 |
0 |
0.001 |
Music & Video Stores |
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MDLZ |
Mondelez International Inc |
231 |
- |
$70.43 |
$429,000 |
5,919 |
0.04% |
18,000 |
0 |
0.017 |
Food - Major Diversified |
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ROK |
Rockwell Automation Inc |
245 |
- |
$273.59 |
$364,000 |
1,173 |
0.04% |
29,000 |
0 |
0.002 |
Conglomerates |
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BABA |
Alibaba Group Holding Limited |
258 |
- |
$78.46 |
$315,000 |
4,059 |
0.03% |
-37,000 |
0 |
0 |
N/A |
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PEG |
Public Service Enterprise G... |
264 |
- |
$72.56 |
$287,000 |
4,687 |
0.03% |
20,000 |
0 |
0 |
Multi Utilities |
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BUFF |
Innovator Laddered Fd Of Us... |
273 |
- |
$0.00 |
$264,000 |
6,583 |
0.03% |
17,000 |
0 |
0 |
N/A |
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ISRG |
Intuitive Surgical Inc |
272 |
- |
$372.63 |
$264,000 |
783 |
0.03% |
35,000 |
0 |
0 |
Medical Appliances & ... |
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VGT |
Vanguard I T VIPERS |
286 |
- |
$515.42 |
$242,000 |
499 |
0.02% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
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SO |
Southern Co |
291 |
- |
$77.63 |
$228,000 |
3,247 |
0.02% |
18,000 |
0 |
0 |
Electric Utilities |
|
DSL |
Doubleline Income Solutions... |
304 |
- |
$12.60 |
$133,000 |
10,899 |
0.01% |
5,000 |
0 |
0.011 |
N/A |
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AGNC |
AGNC Investment Corp |
305 |
- |
$9.53 |
$126,000 |
12,800 |
0.01% |
5,000 |
0 |
0.002 |
REIT - Housing/Apartm... |
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USA |
Liberty All Star Equity Fund |
307 |
- |
$6.79 |
$68,000 |
10,605 |
0.01% |
5,000 |
0 |
0.006 |
Closed - End Fund - E... |
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PSEC |
Prospect Capital Corp |
308 |
- |
$5.22 |
$62,000 |
10,330 |
0.01% |
0 |
0 |
0.003 |
Asset Management |
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