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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 10.02% of portfolio
799,654
Q3 2024 Reduced 0.36%
$0
$7.96 Million 4.36% of portfolio
156,405
Q3 2024 Added 2.33%
$43.5B
$6.26 Million 3.43% of portfolio
125,917
Q3 2024 Added 2.01%
$0
$6.15 Million 3.37% of portfolio
298,237
Q3 2024 Added 8.54%
$0
$6.05 Million 3.31% of portfolio
48,049
Q3 2024 Added 1.67%
$0
$5.54 Million 3.03% of portfolio
190,144
Q3 2024 Added 0.23%
$0
$5.34 Million 2.92% of portfolio
193,553
Q3 2024 Added 47.41%
$0
$5.14 Million 2.81% of portfolio
43,699
Q3 2024 Added 6.39%
$0
$4.96 Million 2.71% of portfolio
101,236
Q3 2024 Reduced 3.33%
$0
$4.48 Million 2.45% of portfolio
26,748
Q3 2024 Added 7.22%
$0
$4.14 Million 2.27% of portfolio
15,927
Q3 2024 Added 2.37%
$0
$3.91 Million 2.14% of portfolio
83,918
Q3 2024 Reduced 1.09%
$0
$3.57 Million 1.96% of portfolio
49,067
Q3 2024 Added 2.82%
$0
$3.55 Million 1.94% of portfolio
19,798
Q3 2024 Added 3.76%
$0
$3.52 Million 1.93% of portfolio
55,093
Q3 2024 Added 2.05%
$0
$3.33 Million 1.82% of portfolio
79,227
Q3 2024 Added 6.26%
$0
$2.99 Million 1.64% of portfolio
54,343
Q3 2024 Added 1.35%
$0
$2.77 Million 1.51% of portfolio
31,285
Q3 2024 Added 2.28%
$868M
$2.71 Million 1.48% of portfolio
391,439
Q2 2024 Reduced 0.54%
$0
$2.65 Million 1.45% of portfolio
15,178
Q3 2024 Reduced 0.28%
$3.54B
$2.63 Million 1.44% of portfolio
118,300
Q3 2024 Added 1.48%
$0
$2.6 Million 1.42% of portfolio
20,694
Q3 2024 Reduced 0.35%
$94.2B
$2.58 Million 1.41% of portfolio
18,952
Q3 2024 Added 1.84%
$0
$2.53 Million 1.39% of portfolio
27,572
Q3 2024 Added 8.6%
$0
$2.32 Million 1.27% of portfolio
13,900
Q3 2024 Added 6.34%
$0
$2.3 Million 1.26% of portfolio
8,703
Q3 2024 Added 7.9%
$0
$2.29 Million 1.25% of portfolio
22,555
Q3 2024 Added 4.75%
$0
$2.13 Million 1.17% of portfolio
23,208
Q3 2024 Added 28.38%
$0
$2.14 Million 1.17% of portfolio
41,247
Q3 2024 Added 6.63%
$414B
$2.07 Million 1.13% of portfolio
3
Q2 2023 New
$0
$2.07 Million 1.13% of portfolio
85,756
Q3 2024 Added 6.28%
$0
$1.96 Million 1.07% of portfolio
36,533
Q3 2024 Added 13.28%
$0
$1.83 Million 1.0% of portfolio
42,208
Q3 2024 Reduced 18.67%
$0
$1.8 Million 0.99% of portfolio
50,088
Q3 2024 Reduced 7.93%
$0
$1.56 Million 0.85% of portfolio
10,293
Q3 2024 Added 0.07%
$0
$1.43 Million 0.78% of portfolio
66,196
Q3 2024 Added 77.82%
$0
$1.38 Million 0.76% of portfolio
15,760
Q3 2024 Added 1.26%
$0
$1.35 Million 0.74% of portfolio
5,967
Q3 2024 Added 0.08%
$0
$1.36 Million 0.74% of portfolio
27,782
Q3 2024 New
$0
$1.34 Million 0.73% of portfolio
11,463
Q3 2024 Added 1.67%
$0
$1.28 Million 0.7% of portfolio
36,069
Q3 2024 Added 0.27%
$0
$1.24 Million 0.68% of portfolio
31,770
Q3 2024 Reduced 0.02%
$0
$1.22 Million 0.67% of portfolio
49,739
Q3 2024 Added 86.53%
$56.8B
$1.17 Million 0.64% of portfolio
3,220
Q3 2024 Added 0.56%
$3.96T
$1.16 Million 0.63% of portfolio
4,965
Q3 2024 Added 0.08%
$0
$1.16 Million 0.63% of portfolio
8,805
Q3 2024 Reduced 6.21%
$0
$1.15 Million 0.63% of portfolio
23,273
Q3 2024 Added 0.77%
$0
$1.12 Million 0.61% of portfolio
26,482
Q2 2024 Reduced 10.51%
$0
$1.11 Million 0.61% of portfolio
1,944
Q3 2024 Added 0.31%

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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