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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
EQLAlps Etf Tr
Recent Activity
Increased 0.48%
0.42%
$852,661
6,808 shares@ $125.25 avg price
XMESpdr Ser Tr
Recent Activity
Increased 3.38%
0.42%
$842,985
14,854 shares@ $56.76 avg price
IXJIshares Tr
Recent Activity
Increased 0.72%
0.38%
$772,071
8,981 shares@ $85.97 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 36.08%
0.37%
$744,795
3,395 shares@ $219.38 avg price
MMM3m Co
Recent Activity
Increased 0.47%
0.35%
$704,020
5,454 shares@ $129.09 avg price
IJHIshares Tr
Recent Activity
Increased 1.97%
0.35%
$694,327
11,143 shares@ $62.32 avg price
VPUVanguard World Fd
Recent Activity
Increased 1.46%
0.35%
$694,192
4,248 shares@ $163.42 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.19%
0.33%
$659,585
3,484 shares@ $189.32 avg price
KAPRInnovator Etfs Trust
Recent Activity
Increased 23.72%
0.31%
$614,943
18,804 shares@ $32.71 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.54%
0.27%
$537,979
940 shares@ $572.32 avg price