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CIK: 0001764260
Total reported value
$299.0M
$299.0M
120 檔
14.2%
According to the latest 13F quarterly dataset, Maltin Wealth Management, Inc. managed an equity portfolio of $299.0M at the end of Q1 2024, spanning 120 distinct U.S. exchange-listed positions.
During Q1 2024, Maltin Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 10.27% | -0.19% | +15.59% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.26% | — | +62.91% | |
| 3 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 3.53% | — | -0.16% | |
| 4 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 3.01% | +0.21% | +8.65% | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.89% | -0.09% | +6.35% | |
| 6 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.89% | — | +10.06% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.87% | -0.80% | +4.77% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.38% | -0.11% | +3.35% | |
| 9 | VIS | Vanguard Industrials ETF | ETF-Other | 2.12% | -0.03% | +3.41% | |
| 10 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 2.10% | -0.06% | +12.88% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.09% | -0.09% | +15.82% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.96% | +0.55% | +2.10% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.86% | +0.08% | +5.42% | |
| 14 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.76% | -0.03% | +3.76% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.61% | -0.13% | +18.03% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.60% | -0.04% | -2.14% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.56% | -0.02% | +0.77% | |
| 18 | XUSP | Innovator Uncapped Acc US Eq | ETF-Other | 1.53% | — | +26.13% | |
| 19 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.48% | -0.10% | +4.19% | |
| 20 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 1.47% | -0.02% | +0.70% | |
| 21 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.38% | -0.05% | +3.46% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.34% | +0.06% | +0.74% | |
| 23 | YEXT | Yext Inc | Stock-Other | 1.33% | +0.03% | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.32% | -0.02% | +0.14% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.30% | -0.08% | +1.69% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.20% | +0.09% | +14.61% | |
| 27 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.17% | -0.03% | -5.78% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.15% | +0.03% | +3.30% | |
| 29 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.12% | -0.50% | +9.10% | |
| 30 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.11% | — | -6.69% | |
| 31 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.07% | +0.12% | +10.70% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.07% | -0.07% | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.02% | +0.07% | +20.67% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.02% | +0.01% | +38.60% | |
| 35 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.97% | -0.04% | -1.30% | |
| 36 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.89% | -0.21% | +7.58% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.88% | -0.02% | +35.44% | |
| 38 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.85% | -0.30% | +148.91% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.13% | +1.63% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.79% | +0.14% | -0.33% | |
| 41 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.78% | -0.08% | EXIT | |
| 42 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.05% | +8.46% | |
| 43 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.75% | -0.02% | +2.54% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.16% | +0.06% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | — | +1.43% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.03% | +8.97% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.69% | -0.01% | +15.02% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | — | +21.92% | |
| 49 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.65% | -0.02% | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.63% | -0.05% | +2.19% |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 120 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including YJUN, JAAA, GJUL) accounted for 14.2% of total reported equity market value during Q1 2024.
During Q1 2024, Maltin Wealth Management, Inc.'s top holdings by market value included YJUN (10.3%)、JAAA (4.3%)、GJUL (3.5%). The largest single position, YJUN, represented 10.3% of total portfolio value.
In Q1 2024, Maltin Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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