Peter L. Maltin

@Maltin Wealth Management, Inc.

Latest period2024 - Q4

Reported3d 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
IEFAIshares Tr Recent Activity Increased 1.72%	0.25%	$505,465 7,192 shares@ $70.29 avg price	Increased 1.72%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 42.55%	0.25%	$492,880 841 shares@ $586.07 avg price	Increased 42.55%
FIDUFidelity Covington Trust Recent Activity Increased 0.28%	0.24%	$486,064 6,913 shares@ $70.32 avg price	Increased 0.28%
PYNPimco New York Mun Income Fd Recent Activity Increased 123.2%	0.23%	$460,272 81,177 shares@ $5.67 avg price	Increased 123.2%
PYZInvesco Exchange Traded Fd T Recent Activity Increased 0.27%	0.23%	$457,836 5,277 shares@ $86.77 avg price	Increased 0.27%
GDXVaneck Etf Trust Recent Activity Increased 106.76%	0.22%	$433,972 12,798 shares@ $33.91 avg price	Increased 106.76%
VYMVanguard Whitehall Fds Recent Activity Increased 0.57%	0.22%	$433,407 3,397 shares@ $127.59 avg price	Increased 0.57%
VOXVanguard World Fd Recent Activity Increased 0.68%	0.21%	$418,950 2,704 shares@ $154.94 avg price	Increased 0.68%
DHSWisdomtree Tr Recent Activity Increased 1%	0.21%	$408,161 4,372 shares@ $93.36 avg price	Increased 1%
IBBIshares Tr Recent Activity Increased 0.04%	0.2%	$402,557 3,045 shares@ $132.21 avg price	Increased 0.04%