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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
XLPSelect Sector Spdr Tr
Recent Activity
Increased 7.28%
0.13%
$254,990
3,244 shares@ $78.61 avg price
XBXMXNuveen S&p 500 Buy-write Inc
Recent Activity
Increased 3.22%
0.13%
$251,547
17,981 shares@ $13.99 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 0.19%
0.12%
$232,005
2,639 shares@ $87.92 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.93%
0.11%
$212,702
1,269 shares@ $167.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.88%
0.1%
$202,724
1,035 shares@ $195.87 avg price