Peter L. Maltin

@Maltin Wealth Management, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$203.538M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JBBBJanus Detroit Str Tr Recent Activity Increased 33.33%	0.9%	$1.821M 37,039 shares@ $49.17 avg price	Increased 33.33%
AAPLApple Inc Recent Activity Increased 27.5%	0.78%	$1.585M 6,330 shares@ $250.43 avg price	Increased 27.5%
XLKSelect Sector Spdr Tr Recent Activity Increased 0.91%	0.69%	$1.4M 6,021 shares@ $232.52 avg price	Increased 0.91%
XLESelect Sector Spdr Tr Recent Activity Increased 3.59%	0.69%	$1.398M 16,325 shares@ $85.67 avg price	Increased 3.59%
HEFAIshares Tr Recent Activity Increased 1.23%	0.63%	$1.269M 36,511 shares@ $34.75 avg price	Increased 1.23%
XGDVXGabelli Divid & Income Tr Recent Activity Increased 3.48%	0.62%	$1.243M 51,466 shares@ $24.15 avg price	Increased 3.48%
VTIPVanguard Malvern Fds Recent Activity Increased 4.47%	0.58%	$1.177M 24,311 shares@ $48.42 avg price	Increased 4.47%
XOPSpdr Ser Tr Recent Activity Increased 0.73%	0.58%	$1.174M 8,869 shares@ $132.38 avg price	Increased 0.73%
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity Increased 0.21%	0.55%	$1.11M 1,948 shares@ $569.6 avg price	Increased 0.21%
JPMJpmorgan Chase & Co. Recent Activity Increased 0.43%	0.45%	$907,022 3,784 shares@ $239.7 avg price	Increased 0.43%