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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
VFHVanguard World Fd
Recent Activity
Increased 1.07%
0.2%
$390,907
3,311 shares@ $118.07 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 30.98%
0.18%
$349,053
4,017 shares@ $86.9 avg price
IAPRInnovator Etfs Trust
Recent Activity
Increased 28.51%
0.17%
$345,445
12,939 shares@ $26.7 avg price
GOOGAlphabet Inc
Recent Activity
Increased 19.93%
0.17%
$345,151
1,812 shares@ $190.49 avg price
BXBlackstone Inc
Recent Activity
Increased 0.21%
0.17%
$342,053
1,984 shares@ $172.41 avg price
BACBank America Corp
Recent Activity
Increased 0.37%
0.16%
$322,198
7,331 shares@ $43.96 avg price
IYCIshares Tr
Recent Activity
Increased 0.07%
0.16%
$312,663
3,252 shares@ $96.15 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 12.62%
0.16%
$311,697
7,078 shares@ $44.04 avg price
DISDisney Walt Co
Recent Activity
Increased 7.9%
0.14%
$275,640
2,475 shares@ $111.37 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.36%
0.14%
$272,204
1,979 shares@ $137.55 avg price