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Peter L. Maltin

@Maltin Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$203.538MTotal holdings129
Assets growth rate-0.88%Assets growth rate (2-Q avg)4.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Maltin Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Maltin Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.538M in assets, with a quarterly growth rate of -0.88% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Peter L. Maltin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
YJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.63%
8.43%
$17.154M
794,552 shares@ $21.6 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -1.64%
3.84%
$7.801M
153,838 shares@ $50.72 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.57%
3.09%
$6.27M
126,631 shares@ $49.52 avg price
PIEInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.02%
2.88%
$5.848M
304,240 shares@ $19.23 avg price
KJULInnovator Etfs Trust
Recent Activity
Increased 3%
2.84%
$5.764M
195,835 shares@ $29.44 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 2.73%
2.78%
$5.651M
49,360 shares@ $114.48 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.25%
2.7%
$5.479M
209,518 shares@ $26.16 avg price
HDVIshares Tr
Recent Activity
Increased 4.34%
2.52%
$5.119M
45,595 shares@ $112.27 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 91.26%
2.29%
$4.659M
193,621 shares@ $24.06 avg price
VOEVanguard Index Fds
Recent Activity
Increased 7.67%
2.29%
$4.658M
28,797 shares@ $161.77 avg price