Maltin Wealth Management, Inc. Portfolio Holdings

Maltin Wealth Management, Inc.

  • $184 Million
  • Q1 2025

Maltin Wealth Management, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 130 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 $18.3M, Ishares Gold Trust with a value of $7.7M, Janus Detroit Str Tr Janus Hen with a value of $7.43M, Invesco ETF Tr Ii Taxable Mun with a value of $6.25M, and Vanguard Intl Eqty Ftse All Wo with a value of $5.98M.

Examining the 13F form we can see an increase of $4.38M in the current position value, from $180M to 184M.

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

Portfolio value $184 Million
ETFs: $140 Million
Financial Services: $9.21 Million
Technology: $4.07 Million
Industrials: $2.05 Million
Communication Services: $1.72 Million
Real Estate: $905,000
Healthcare: $688,000
Consumer Cyclical: $602,000
Other: $514,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 9.92% of portfolio
800,312
Q1 2025 Added 0.72%
$50B
$7.7 Million 4.18% of portfolio
130,615
Q1 2025 Added 3.15%
$0
$7.43 Million 4.03% of portfolio
146,680
Q1 2025 Reduced 4.65%
$0
$6.25 Million 3.39% of portfolio
235,439
Q1 2025 Added 12.37%
$0
$5.98 Million 3.24% of portfolio
51,367
Q1 2025 Added 4.07%
$0
$5.45 Million 2.96% of portfolio
45,637
Q1 2025 Added 0.09%
$0
$5.32 Million 2.89% of portfolio
189,823
Q1 2025 Reduced 3.07%
$0
$4.91 Million 2.66% of portfolio
201,696
Q1 2025 Added 4.17%
$0
$4.72 Million 2.56% of portfolio
29,690
Q1 2025 Added 3.1%
$0
$4.18 Million 2.27% of portfolio
45,562
Q1 2025 Added 222.43%
$0
$4.03 Million 2.18% of portfolio
16,365
Q1 2025 Added 3.73%
$0
$3.76 Million 2.04% of portfolio
54,654
Q1 2025 Added 4.15%
$0
$3.67 Million 1.99% of portfolio
54,149
Q1 2025 Added 9.81%
$0
$3.57 Million 1.94% of portfolio
81,890
Q1 2025 Added 2.62%
$0
$3.46 Million 1.87% of portfolio
74,415
Q1 2025 Reduced 3.12%
$0
$3.45 Million 1.87% of portfolio
76,080
Q1 2025 Added 974.88%
$0
$3.19 Million 1.73% of portfolio
56,907
Q1 2025 Added 4.74%
$0
$2.87 Million 1.55% of portfolio
156,010
Q1 2025 Reduced 48.72%
$0
$2.81 Million 1.52% of portfolio
33,182
Q1 2025 Added 6.38%
$0
$2.68 Million 1.45% of portfolio
25,920
Q1 2025 Added 4.87%
$0
$2.61 Million 1.42% of portfolio
16,185
Q1 2025 Added 6.47%
$0
$2.6 Million 1.41% of portfolio
31,287
Q1 2025 Added 4.32%
$0
$2.57 Million 1.39% of portfolio
10,007
Q1 2025 Added 6.11%
$0
$2.5 Million 1.36% of portfolio
98,925
Q1 2025 Added 13.29%
$0
$2.46 Million 1.33% of portfolio
47,947
Q1 2025 Added 7.66%
$763M
$2.42 Million 1.31% of portfolio
391,439
Q2 2024 Reduced 0.54%
$0
$2.4 Million 1.3% of portfolio
113,410
Q1 2025 Added 12.08%
$479B
$2.4 Million 1.3% of portfolio
3
Q2 2023 New
$0
$2.34 Million 1.27% of portfolio
19,317
Q1 2025 Reduced 5.49%
$0
$2.3 Million 1.24% of portfolio
85,725
Q1 2025 Added 14.51%
$0
$2.25 Million 1.22% of portfolio
44,591
Q1 2025 Added 7.25%
$0
$2.14 Million 1.16% of portfolio
18,124
Q1 2025 New
$0
$1.94 Million 1.05% of portfolio
39,795
Q1 2025 Added 7.44%
$0
$1.77 Million 0.96% of portfolio
41,978
Q1 2025 Reduced 0.54%
$80.2B
$1.76 Million 0.96% of portfolio
16,029
Q1 2025 Reduced 13.13%
$0
$1.56 Million 0.85% of portfolio
16,868
Q1 2025 Added 3.33%
$0
$1.4 Million 0.76% of portfolio
9,956
Q1 2025 Reduced 1.33%
$3.57T
$1.39 Million 0.75% of portfolio
6,245
Q1 2025 Reduced 1.34%
$0
$1.33 Million 0.72% of portfolio
36,453
Q1 2025 Reduced 0.16%
$0
$1.24 Million 0.67% of portfolio
6,026
Q1 2025 Added 0.08%
$0
$1.24 Million 0.67% of portfolio
31,717
Q1 2025 Reduced 0.16%
$0
$1.23 Million 0.66% of portfolio
24,602
Q1 2025 Added 1.2%
$0
$1.09 Million 0.59% of portfolio
26,287
Q4 2024 Reduced 0.74%
$0
$1.09 Million 0.59% of portfolio
2,034
Q1 2025 Added 4.41%
$0
$1.06 Million 0.57% of portfolio
10,173
Q1 2025 Reduced 2.31%
$0
$999,000 0.54% of portfolio
23,849
Q3 2024 Reduced 1.25%
$720B
$973,000 0.53% of portfolio
3,969
Q1 2025 Added 4.89%
$0
$928,000 0.5% of portfolio
4,191
Q1 2025 New
$52.5B
$905,000 0.49% of portfolio
3,026
Q1 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $184 Million
  • Prior Value $180 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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