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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
DECPPgim Rock Etf Tr
Recent Activity
Exited
0%
$3.38M
128,488 shares@ $26.31 avg price
KLIPKraneshares Trust
Recent Activity
Exited
0%
$272,372
22,090 shares@ $12.34 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$233,824
400 shares@ $584.56 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$211,534
1,305 shares@ $162.1 avg price