13F Filings History of Wechter Feldman Wealth Management, Inc.

Latest 13F report
Q2 2021 - 05 Aug 2021
Value $
$142,895,000
Signature - Title
David M Feldman - President & Chief Compliance Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by Wechter Feldman Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wechter Feldman Wealth Management, Inc. reported 23 stock holdings with total value $142,895,000 as of Q2 2021. Top holdings included SPY, VHT, VIG, BSV, and STIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2021 23 $142,895,000 +$21,757,082 -$21,560,943 +$196,139 SPY, VHT, VIG, BSV, STIP 13F-HR 05 Aug 2021, 14:07
Q1 2021 25 $135,623,000 +$6,106,576 -$9,693,475 -$3,586,899 SPY, VHT, VIG, USMV, STIP 13F-HR 04 May 2021, 11:46
Q4 2020 26 $135,172,000 +$850,701 -$3,116,218 -$2,265,517 SPY, VHT, VIG, USMV, XLP 13F-HR 08 Feb 2021, 11:29
Q3 2020 23 $127,436,000 +$13,985,392 -$2,554,479 +$11,430,913 VHT, SPY, VIG, USMV, XLP 13F-HR 05 Nov 2020, 11:24
Q2 2020 25 $110,310,000 +$67,337,159 -$1,399,192 +$65,937,967 VHT, SPY, VIG, USMV, STIP 13F-HR 05 Aug 2020, 11:57
Q1 2020 18 $40,954,000 +$1,614,981 -$95,832,520 -$94,217,539 STIP, SPAB, XLP, VHT, VIG 13F-HR 06 May 2020, 10:17
Q4 2019 29 $149,999,000 +$1,295,480 -$16,609,439 -$15,313,959 XLU, IWV, XLP, IVV, VIG 13F-HR 06 Feb 2020, 14:07
Q3 2019 30 $158,488,000 +$5,812,670 -$1,905,201 +$3,907,469 XLU, IWV, XLP, IVV, XLV 13F-HR 05 Nov 2019, 10:31
Q2 2019 31 $150,948,000 +$129,171 -$6,534,606 -$6,405,435 XLU, IWV, XLP, IVV, XLV 13F-HR 07 Aug 2019, 10:18
Q1 2019 31 $153,158,000 +$43,452,359 -$4,448,688 +$39,003,671 XLU, IWV, XLP, IVV, XLV 13F-HR 06 May 2019, 10:42
Q4 2018 28 $103,921,000 +$18,615,088 -$65,978,417 -$47,363,329 IWV, IVV, XLP, STIP, VIG 13F-HR 04 Feb 2019, 11:45
Q3 2018 37 $163,635,000 +$25,161,546 -$15,050,210 +$10,111,336 IWV, IVV, VBK, XLY, VIG 13F-HR 07 Nov 2018, 10:46
Q2 2018 33 $145,322,000 +$18,143,845 -$18,821,829 -$677,984 IWV, IVV, IWB, VBK, AGG 13F-HR 06 Aug 2018, 11:47
Q1 2018 32 $141,469,000 +$28,988,690 -$28,774,637 +$214,053 IWV, IVV, IWB, VBK, AGG 13F-HR 07 May 2018, 11:08
Q4 2017 31 $142,980,000 +$12,912,123 -$5,738,981 +$7,173,142 IWV, IVV, IWB, AGG, VIG 13F-HR 09 Feb 2018, 13:35
Q3 2017 26 $130,369,000 +$6,049,616 -$3,493,443 +$2,556,173 IWV, IVV, AGG, IWB, VIG 13F-HR 06 Nov 2017, 17:03
Q2 2017 28 $124,786,000 +$16,246,286 -$39,606,887 -$23,360,601 IWV, IVV, AGG, IWB, VIG 13F-HR 07 Aug 2017, 15:31
Q1 2017 34 $145,608,000 +$6,159,424 -$18,513,715 -$12,354,291 IWV, IVV, AGG, IWB, IJH 13F-HR 02 May 2017, 14:24
Q4 2016 30 $152,695,000 $0 $0 $0 IWV, AGG, IVV, IWB, VB 13F-HR 30 Jan 2017, 15:39