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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
FHLCFidelity Covington Trust
Recent Activity
Increased 0.5%
1.59%
$3.223M
49,312 shares@ $65.36 avg price
FTECFidelity Covington Trust
Recent Activity
Increased 0.16%
1.39%
$2.811M
15,202 shares@ $184.89 avg price
IJKIshares Tr
Recent Activity
Increased 8.78%
1.34%
$2.727M
29,991 shares@ $90.93 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Increased 4.58%
1.3%
$2.645M
123,712 shares@ $21.38 avg price
VOVanguard Index Fds
Recent Activity
Increased 8.37%
1.23%
$2.491M
9,431 shares@ $264.14 avg price
STIPIshares Tr
Recent Activity
Increased 9.59%
1.23%
$2.486M
24,716 shares@ $100.61 avg price
BTTBlackrock Mun Target Term Tr
Recent Activity
Increased 52.87%
1.03%
$2.084M
101,191 shares@ $20.6 avg price
FENYFidelity Covington Trust
Recent Activity
Increased 1.83%
1.03%
$2.082M
87,319 shares@ $23.85 avg price
FUTYFidelity Covington Trust
Recent Activity
Increased 0.81%
1%
$2.028M
41,578 shares@ $48.77 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 104.92%
0.96%
$1.934M
74,860 shares@ $25.83 avg price