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CIK: 0001764260
Total reported value
$299.0M
$299.0M
129 檔
14.3%
At the close of Q4 2024, Maltin Wealth Management, Inc. disclosed equity holdings valued at approximately $299.0M, spread across 129 reported holdings.
Maltin Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 4 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YJUN | Ft Vest Int Eq Modt Etf-june | ETF-Other | 8.43% | -0.19% | -0.64% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.83% | — | -1.64% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.08% | -0.80% | +0.57% | |
| 4 | PIE | Invesco Dorsey Wright Emergi | ETF-Other | 2.87% | +0.21% | +2.01% | |
| 5 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.83% | — | +2.99% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.78% | -0.09% | +2.73% | |
| 7 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.69% | -0.30% | +8.25% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.51% | -0.11% | +4.34% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.29% | +0.55% | +91.26% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.29% | -0.09% | +7.66% | |
| 11 | JUNP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 2.29% | — | -4.34% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 1.97% | -0.03% | -0.95% | |
| 13 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | ETF-Other | 1.92% | -0.01% | -3.82% | |
| 14 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 1.90% | -0.10% | +1.08% | |
| 15 | RSSE | Ft Vest US Equi Eq W ETF - S | ETF-Other | 1.86% | -0.31% | — | |
| 16 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.81% | -0.06% | -8.46% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.77% | -0.03% | -4.75% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.65% | -0.13% | -3.16% | |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.62% | -0.04% | +0.73% | |
| 20 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.58% | +0.08% | +0.50% | |
| 21 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.57% | -0.10% | -0.02% | |
| 22 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.49% | -0.05% | -0.29% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.38% | +0.06% | +0.16% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.34% | +0.09% | +8.77% | |
| 25 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 1.30% | -0.02% | +4.57% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.29% | -0.08% | -1.23% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | +0.07% | +8.36% | |
| 28 | YEXT | Yext Inc | Stock-Other | 1.22% | +0.03% | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.22% | +0.01% | +9.58% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.14% | -0.02% | -2.64% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | -0.02% | -24.81% | |
| 32 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.02% | -0.19% | +52.87% | |
| 33 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.02% | -0.50% | +1.82% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.00% | -0.07% | — | |
| 35 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.00% | -0.21% | +0.80% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.95% | -0.02% | +104.91% | |
| 37 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | +0.12% | -0.06% | |
| 38 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.92% | -0.03% | — | |
| 39 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.89% | — | +33.32% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.79% | +0.14% | -1.97% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.01% | +27.49% | |
| 42 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.77% | — | -14.62% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.16% | +0.91% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.13% | +3.58% | |
| 45 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.66% | -0.02% | -1.17% | |
| 46 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.65% | -0.04% | -0.01% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.63% | — | -39.11% | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.01% | +1.23% | |
| 49 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.61% | -0.03% | +3.47% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.03% | -9.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSSE | Ft Vest US Equi Eq W ETF - S | +1.9% | NEW | New buy |
| 2 | IMAR | Innovator Intdevpow Buf-mar | +0.5% | NEW | New buy |
| 3 | BTT | Blackrock 2030 Muni Trgt Trm | +0.3% | +52.87% | Add |
| 4 | JBBB | Janus Henderson B-bbb Clo Et | +0.2% | +33.32% | Add |
| 5 | KDEC | Inn US Sml Cap P B ETF - Dec | +0.2% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.2% | +27.49% | Add |
| 7 | YMAR | Ft Vt Int Equ M B- Mar-us I | +0.2% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.1% | +36.07% | Add |
| 9 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | -0.29% | Trim |
| 10 | KJUL | Innovator U.s. Small Cap Pow | +0.1% | +2.99% | Add |
| 11 | DOG | Proshares Short Dow30 | +0.1% | NEW | New buy |
| 12 | ✓ | Pimco New York Mun Income Fd | +0.1% | +123.20% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 14 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 15 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +9.58% | Add |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | +0.1% | -0.02% | Trim |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +8.77% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +7.66% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +8.36% | Add |
| 21 | GDX | Vaneck Gold Miners ETF | +0.1% | +106.75% | Add |
| 22 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +0.16% | Add |
| 23 | BAB | Invesco Taxable Municipal Bo | +0.1% | +8.25% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +42.54% | Add |
| 25 | KAPR | Innovator U.s. Small Cap Pow | +0.1% | +23.72% | Add |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -1.64% | Trim |
| 27 | VIS | Vanguard Industrials ETF | -0.1% | -0.95% | Trim |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | -9.15% | Trim |
| 29 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | -0.1% | -3.82% | Trim |
| 30 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -3.16% | Trim |
| 31 | BJAN | Innovator U.s. Equity Buffer | -0.1% | -8.46% | Trim |
| 32 | YEXT | Yext Inc | -0.1% | — | Unchanged |
| 33 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 34 | KJAN | Innovator U.s. Small Cap Pow | -0.1% | -22.49% | Trim |
| 35 | LMT | Lockheed Martin CORP | -0.1% | EXIT | Sold out |
| 36 | PAPR | Innovator U.s. Equity Power | -0.1% | -14.62% | Trim |
| 37 | PIE | Invesco Dorsey Wright Emergi | -0.1% | +2.01% | Add |
| 38 | SCHO | Schwab Short-term US Treas | -0.1% | +91.26% | Add |
| 39 | PSA | Public Storage | -0.1% | -5.68% | Trim |
| 40 | UPS | United Parcel Service-cl B | -0.1% | -2.64% | Trim |
| 41 | RSPM | Invesco S&p 500 Equal Weight | -0.1% | -0.06% | Trim |
| 42 | KLIPUSD | Krnshrs Ch Int And Cov Call | -0.1% | EXIT | Sold out |
| 43 | FHLC | Fidelity Msci Health Care | -0.2% | +0.50% | Add |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | +2.73% | Add |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | -0.2% | -61.70% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -39.11% | Trim |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.5% | -24.81% | Trim |
| 48 | YJUN | Ft Vest Int Eq Modt Etf-june | -0.5% | -0.64% | Trim |
| 49 | IWN | Ishares Russell 2000 Value E | -0.8% | -74.47% | Trim |
| 50 | DECP | Pgim S&p 500 Buffer 12 ETF - | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Maltin Wealth Management, Inc. reported a total U.S. public equity portfolio value of $299.0M across 129 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including YJUN, JAAA, IAU) accounted for 14.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
RSSE
市值: $3.8M
Top Position Liquidated / Trimmed
DECP
前期市值: $3.4M
During Q4 2024, Maltin Wealth Management, Inc.'s top holdings by market value included YJUN (8.4%)、JAAA (3.8%)、IAU (3.1%). The largest single position, YJUN, represented 8.4% of total portfolio value.
In Q4 2024, Maltin Wealth Management, Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 18 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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