Maltin Wealth Management, Inc. Portfolio Holdings

Maltin Wealth Management, Inc.

  • $183 Million
  • Q3 2024

Maltin Wealth Management, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $183 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Vi with a value of $18.3M, Janus Detroit Str Tr Janus Hen with a value of $7.96M, Ishares Gold Trust with a value of $6.26M, Invesco Exchange Traded Fd Tr with a value of $6.15M, and Vanguard Intl Eqty Ftse All Wo with a value of $6.05M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $165M to 183M.

Below you can find more details about Maltin Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $138 Million
Financial Services: $7.51 Million
Technology: $4.2 Million
Industrials: $3.85 Million
Real Estate: $1.17 Million
Communication Services: $1.02 Million
Healthcare: $934,000
Consumer Cyclical: $464,000
Other: $207,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04B
$2.71 Million 1.48% of portfolio
391,439
Q2 2024 Reduced 0.54%
$1.65B
$114,000 0.06% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $183 Million
  • Prior Value $165 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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