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CIK: 0001764260
Total reported value
$299.0M
$299.0M
125 檔
15.0%
As reported in its official Q3 2024 Form 13F filing, Maltin Wealth Management, Inc.'s tracked investment portfolio stood at $299.0M with 125 total positions.
In Q3 2024, Maltin Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 8.91% | -0.19% | -0.36% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.88% | — | +2.33% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.05% | -0.80% | +2.01% | |
| 4 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 2.99% | +0.21% | +8.54% | |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.95% | -0.09% | +1.67% | |
| 6 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.70% | — | +0.23% | |
| 7 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.60% | -0.30% | +47.41% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.50% | -0.11% | +6.39% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.41% | +0.55% | -3.33% | |
| 10 | JUNP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 2.32% | — | -0.79% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.18% | -0.09% | +7.21% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.02% | -0.03% | +2.37% | |
| 13 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 2.00% | -0.01% | +251.26% | |
| 14 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.90% | -0.06% | -1.09% | |
| 15 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.82% | -0.10% | +1.72% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.74% | +0.08% | +2.82% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.73% | -0.13% | +3.76% | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.71% | -0.03% | +2.05% | |
| 19 | DECP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 1.65% | — | +0.25% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.62% | -0.04% | +6.26% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.52% | -0.02% | +0.11% | |
| 22 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.46% | -0.10% | +1.35% | |
| 23 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.35% | -0.05% | +2.28% | |
| 24 | YEXT | Yext Inc | Stock-Other | 1.32% | +0.03% | — | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.29% | +0.06% | -0.28% | |
| 26 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 1.28% | -0.02% | +1.48% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.27% | -0.08% | -0.35% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.26% | -0.02% | +1.84% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.23% | +0.09% | +8.60% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.13% | +0.03% | +6.34% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.12% | +0.07% | +7.90% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.11% | +0.01% | +4.75% | |
| 33 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.07% | +0.12% | +2.90% | |
| 34 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.04% | -0.21% | +6.63% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.04% | — | +28.38% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.01% | -0.07% | — | |
| 37 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.01% | -0.50% | +6.28% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.95% | -0.02% | +13.28% | |
| 39 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.89% | -0.03% | -18.67% | |
| 40 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.88% | — | -7.93% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.76% | +0.14% | +0.07% | |
| 42 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.70% | -0.19% | +77.82% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | -0.13% | +1.26% | |
| 44 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.66% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.66% | +0.16% | +0.08% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.03% | +1.67% | |
| 47 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.64% | -0.02% | -10.69% | |
| 48 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.63% | -0.04% | -0.02% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.01% | +0.27% | |
| 50 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.59% | -0.03% | +86.53% |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 125 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including YJUN, JAAA, IAU) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
JBBB
市值: $1.4M
Top Position Liquidated / Trimmed
OCTP
前期市值: $1.1M
During Q3 2024, Maltin Wealth Management, Inc.'s top holdings by market value included YJUN (8.9%)、JAAA (3.9%)、IAU (3.0%). The largest single position, YJUN, represented 8.9% of total portfolio value.
In Q3 2024, Maltin Wealth Management, Inc. made 48 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 4 holdings, and fully liquidating 4 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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