Maltin Wealth Management, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $180 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Vi with a value of $17.2M, Janus Detroit Str Tr Janus Hen with a value of $7.8M, Ishares Gold Trust with a value of $6.27M, Invesco Exchange Traded Fd Tr with a value of $5.85M, and Innovator U.S. Small Cap Power with a value of $5.77M.

Examining the 13F form we can see an decrease of $2.64M in the current position value, from $183M to 180M.

Below you can find more details about Maltin Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
ETFs: $135 Million
Financial Services: $8.93 Million
Technology: $4.4 Million
Industrials: $3.33 Million
Communication Services: $1.28 Million
Real Estate: $909,000
Consumer Cyclical: $744,000
Healthcare: $624,000
Other: $212,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $180 Million
  • Prior Value $183 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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