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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
RSSEFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.86%
$3.782M
190,531 shares@ $19.85 avg price
IMARInnovator Etfs Trust
Recent Activity
New Position
0.52%
$1.052M
41,866 shares@ $25.13 avg price
KDECInnovator Etfs Trust
Recent Activity
New Position
0.23%
$460,896
19,220 shares@ $23.99 avg price
YMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.21%
$423,985
18,604 shares@ $22.79 avg price
DOGProshares Tr
Recent Activity
New Position
0.13%
$251,826
9,489 shares@ $26.54 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.12%
$232,247
431 shares@ $538.86 avg price
VTVVanguard Index Fds
Recent Activity
New Position
0.12%
$224,466
1,326 shares@ $169.29 avg price
MSMorgan Stanley
Recent Activity
New Position
0.12%
$224,426
1,785 shares@ $125.73 avg price