Maltin Wealth Management, Inc. Portfolio Holdings by Sector
Maltin Wealth Management, Inc.
- $180 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JAAA IAU PIE VSS BAB HDV SCHO VOE 82 stocks |
$134,032
86.17% of portfolio
|
  49  
|
  25  
|
  3  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BTT GDV PYN BX BXMX 5 stocks |
$4,379
2.82% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
YEXT MSFT 2 stocks |
$2,813
1.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,403
1.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,326
1.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,585
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,229
0.79% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IXJ IYC 2 stocks |
$1,084
0.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1,004
0.65% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$909
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS MS 2 stocks |
$762
0.49% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$744
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$704
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$612
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PH 1 stocks |
$300
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$275
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$212
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
LC 1 stocks |
$161
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NKTR 1 stocks |
$12
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|