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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
JUNPPgim Rock Etf Tr
Recent Activity
Decreased -4.34%
2.29%
$4.653M
171,783 shares@ $27.09 avg price
VISVanguard World Fd
Recent Activity
Decreased -0.94%
1.98%
$4.013M
15,776 shares@ $254.4 avg price
RSJNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.82%
1.93%
$3.909M
122,774 shares@ $31.84 avg price
BJANInnovator Etfs Trust
Recent Activity
Decreased -8.46%
1.81%
$3.683M
76,815 shares@ $47.95 avg price
FNCLFidelity Covington Trust
Recent Activity
Decreased -4.75%
1.78%
$3.604M
52,475 shares@ $68.69 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.16%
1.66%
$3.36M
19,172 shares@ $175.24 avg price
FCOMFidelity Covington Trust
Recent Activity
Decreased -0.02%
1.57%
$3.189M
54,331 shares@ $58.7 avg price
FDISFidelity Covington Trust
Recent Activity
Decreased -0.29%
1.5%
$3.04M
31,193 shares@ $97.46 avg price