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Feltz Wealth PLAN Inc. Buys Invesco S&P SmallCap Low Volatility, Invesco S&P 500 High Dividend Low Volatility, Constellation Brands Inc, Sells SPDR Bloomberg Barclays High Yield Bond, BlackRock Inc, Healthcare Trust of America Inc

Investment company Feltz Wealth PLAN Inc. buys Invesco S&P SmallCap Low Volatility, Invesco S&P 500 High Dividend Low Volatility, Constellation Brands Inc, Switch Inc, Vanguard Mortgage-Backed Securities ETF, Dow Inc, Schwab U.S. Large-Cap Growth, First Trust Amex Biotech Index Fund, PulteGroup Inc, Prudential Financial Inc, NVR Inc, The Walt Disney Co, Eaton Corp PLC, Six Flags Entertainment Corp, iShares Core MSCI EAFE, Danaher Corp, Vanguard Total Bond Market ETF, Encana Corp, Aberdeen Global Premier Properties Fund, General Electric Co, BlackRock Capital Investment Corp, sells SPDR Bloomberg Barclays High Yield Bond, BlackRock Inc, Healthcare Trust of America Inc, SRC Energy Inc, American Water Works Co Inc, Walgreens Boots Alliance Inc, Royal Bank of Canada, Iron Mountain Inc, Intuitive Surgical Inc, Comerica Inc, iShares Trust Residential Real Estate, F N B Corp, US Foods Holding Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Feltz Wealth PLAN Inc.. As of 2019Q1, Feltz Wealth PLAN Inc. owns 236 stocks with a total value of $571 million. These are the details of the buys and sells.

For the details of Feltz Wealth PLAN Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/feltz+wealth+plan+inc./current-portfolio/portfolio

These are the top 5 holdings of Feltz Wealth PLAN Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 267,997 shares, 9.52% of the total portfolio. Shares reduced by 0.78%
  2. Apple Inc (AAPL) - 154,541 shares, 5.16% of the total portfolio. Shares added by 1.03%
  3. iShares Core Dividend Growth (DGRO) - 724,986 shares, 4.71% of the total portfolio. Shares reduced by 1.86%
  4. iShares Edge MSCI Min Vol USA (USMV) - 446,104 shares, 4.63% of the total portfolio. Shares reduced by 0.59%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 181,978 shares, 3.24% of the total portfolio. Shares reduced by 8.17%
New Purchase: Invesco S&P SmallCap Low Volatility (XSLV)

Feltz Wealth PLAN Inc. initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $42.32 and $48.73, with an estimated average price of $46.38. The stock is now traded at around $47.96. The impact to a portfolio due to this purchase was 0.19%. The holding were 23,109 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)

Feltz Wealth PLAN Inc. initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $37.85 and $42.55, with an estimated average price of $41.18. The stock is now traded at around $42.17. The impact to a portfolio due to this purchase was 0.18%. The holding were 24,822 shares as of .

New Purchase: Constellation Brands Inc (STZ)

Feltz Wealth PLAN Inc. initiated holding in Constellation Brands Inc. The purchase prices were between $150.94 and $175.33, with an estimated average price of $168.34. The stock is now traded at around $206.80. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,219 shares as of .

New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS)

Feltz Wealth PLAN Inc. initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $51.44 and $52.39, with an estimated average price of $51.76. The stock is now traded at around $52.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,568 shares as of .

New Purchase: Dow Inc (DOW)

Feltz Wealth PLAN Inc. initiated holding in Dow Inc. The purchase prices were between $0 and $51.63, with an estimated average price of $31.32. The stock is now traded at around $52.98. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,295 shares as of .

New Purchase: First Trust Amex Biotech Index Fund (FBT)

Feltz Wealth PLAN Inc. initiated holding in First Trust Amex Biotech Index Fund. The purchase prices were between $123.09 and $151.46, with an estimated average price of $143.91. The stock is now traded at around $133.33. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,553 shares as of .

Added: Switch Inc (SWCH)

Feltz Wealth PLAN Inc. added to a holding in Switch Inc by 321.78%. The purchase prices were between $6.82 and $10.68, with an estimated average price of $8.65. The stock is now traded at around $12.38. The impact to a portfolio due to this purchase was 0.08%. The holding were 52,048 shares as of .

Added: The Walt Disney Co (DIS)

Feltz Wealth PLAN Inc. added to a holding in The Walt Disney Co by 21.59%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $135.50. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,040 shares as of .

Added: Eaton Corp PLC (ETN)

Feltz Wealth PLAN Inc. added to a holding in Eaton Corp PLC by 40.18%. The purchase prices were between $66.63 and $82.22, with an estimated average price of $76.1. The stock is now traded at around $80.01. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,325 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Feltz Wealth PLAN Inc. added to a holding in iShares Core MSCI EAFE by 47.71%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $59.03. The stock is now traded at around $61.01. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,663 shares as of .

Added: Danaher Corp (DHR)

Feltz Wealth PLAN Inc. added to a holding in Danaher Corp by 34.48%. The purchase prices were between $97.62 and $132.29, with an estimated average price of $115.24. The stock is now traded at around $132.27. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,946 shares as of .

Added: Six Flags Entertainment Corp (SIX)

Feltz Wealth PLAN Inc. added to a holding in Six Flags Entertainment Corp by 47.13%. The purchase prices were between $46.75 and $63.87, with an estimated average price of $56.55. The stock is now traded at around $53.85. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,271 shares as of .

Sold Out: Iron Mountain Inc (IRM)

Feltz Wealth PLAN Inc. sold out a holding in Iron Mountain Inc. The sale prices were between $32.1 and $37.2, with an estimated average price of $35.28.

Sold Out: Royal Bank of Canada (RY)

Feltz Wealth PLAN Inc. sold out a holding in Royal Bank of Canada. The sale prices were between $68.52 and $78.47, with an estimated average price of $75.52.

Sold Out: BlackRock Inc (BLK)

Feltz Wealth PLAN Inc. sold out a holding in BlackRock Inc. The sale prices were between $377.98 and $443.77, with an estimated average price of $419.31.

Sold Out: Healthcare Trust of America Inc (HTA)

Feltz Wealth PLAN Inc. sold out a holding in Healthcare Trust of America Inc. The sale prices were between $24.73 and $28.88, with an estimated average price of $27.77.

Sold Out: Intuitive Surgical Inc (ISRG)

Feltz Wealth PLAN Inc. sold out a holding in Intuitive Surgical Inc. The sale prices were between $450.24 and $577.98, with an estimated average price of $532.72.

Sold Out: iShares Trust Residential Real Estate (REZ)

Feltz Wealth PLAN Inc. sold out a holding in iShares Trust Residential Real Estate. The sale prices were between $60.51 and $71.01, with an estimated average price of $67.73.



Here is the complete portfolio of Feltz Wealth PLAN Inc.. Also check out:

1. Feltz Wealth PLAN Inc.'s Undervalued Stocks
2. Feltz Wealth PLAN Inc.'s Top Growth Companies, and
3. Feltz Wealth PLAN Inc.'s High Yield stocks
4. Stocks that Feltz Wealth PLAN Inc. keeps buying

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