Maltin Wealth Management, Inc. Portfolio Holdings by Sector
Maltin Wealth Management, Inc.
- $183 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JAAA IAU PIE VSS BAB HDV SCHO VOE 79 stocks |
$137,098
86.98% of portfolio
|
58
|
15
|
6
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BTT GDV BX BXMX PYN 5 stocks |
$3,417
2.17% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
YEXT MSFT 2 stocks |
$3,044
1.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,582
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2,437
1.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$1,171
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IXJ IYC 2 stocks |
$1,160
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,156
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,083
0.69% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$918
0.58% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$796
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$741
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$464
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$462
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH 1 stocks |
$298
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$233
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$220
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$207
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Credit Services | Financial Services
LC 1 stocks |
$114
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NKTR 1 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|