- New Purchases: PIE, JPST, HEFA, DBC, TOTL, GLD, HD, IJH, TGT, GOOGL, VWO, ABBV,
- Added Positions: BXMX, IAU, TIP, DBEF, FEN, JPM, MDT, VZ, BRK.B, AMZN, IJK,
- Reduced Positions: ITOT, RSP, FTEC, SH, FHLC, SPY, XLE, T, VIS, GDV, UPS, SCHZ, VUG, VOE, IWN, VTIP, IJT, IYW, AAPL, TLT, MCD, PG, HON,
- Sold Out: GSG, MSFT, JNJ, SPYG, PNI, GIS, DIS, VFH, CSCO,
For the details of Maltin Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/maltin+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Maltin Wealth Management, Inc.- Yext Inc (YEXT) - 565,682 shares, 12.39% of the total portfolio.
- iShares Core MSCI EAFE (IEFA) - 77,345 shares, 5.83% of the total portfolio. Shares added by 0.26%
- ISHARES GOLD TRUST (IAU) - 241,260 shares, 5.41% of the total portfolio. Shares added by 15.41%
- DBX ETF TRUST (DBEF) - 116,201 shares, 4.63% of the total portfolio. Shares added by 6.02%
- Blackrock Municipal 2020 Term Trust (BKK) - 211,474 shares, 4.19% of the total portfolio. Shares added by 0.70%
Maltin Wealth Management, Inc. initiated holding in Invesco DWA Emerging Markets Momentum ETF. The purchase prices were between $14.08 and $18.03, with an estimated average price of $16.4. The stock is now traded at around $20.33. The impact to a portfolio due to this purchase was 4.13%. The holding were 174,093 shares as of .
New Purchase: JPMorgan Ultra-Short Income (JPST)Maltin Wealth Management, Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.84. The impact to a portfolio due to this purchase was 3.69%. The holding were 55,230 shares as of .
New Purchase: iShares Currency Hedged MSCI EAFE (HEFA)Maltin Wealth Management, Inc. initiated holding in iShares Currency Hedged MSCI EAFE. The purchase prices were between $22.88 and $28.35, with an estimated average price of $25.8. The stock is now traded at around $27.44. The impact to a portfolio due to this purchase was 2.11%. The holding were 57,932 shares as of .
New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)Maltin Wealth Management, Inc. initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $10.5 and $12.46, with an estimated average price of $11.55. The stock is now traded at around $13.38. The impact to a portfolio due to this purchase was 1.97%. The holding were 121,404 shares as of .
New Purchase: SSGA ACTIVE ETF TR (TOTL)Maltin Wealth Management, Inc. initiated holding in SSGA ACTIVE ETF TR. The purchase prices were between $47.65 and $49.55, with an estimated average price of $48.97. The stock is now traded at around $49.84. The impact to a portfolio due to this purchase was 0.8%. The holding were 12,228 shares as of .
New Purchase: The Home Depot Inc (HD)Maltin Wealth Management, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $267.21. The impact to a portfolio due to this purchase was 0.32%. The holding were 968 shares as of .
Added: Nuveen S&P 500 Buy-Write Income Fund (BXMX)Maltin Wealth Management, Inc. added to a holding in Nuveen S&P 500 Buy-Write Income Fund by 64.99%. The purchase prices were between $9.81 and $11.65, with an estimated average price of $10.86. The stock is now traded at around $11.48. The impact to a portfolio due to this purchase was 1.48%. The holding were 258,420 shares as of .
Added: ISHARES TRUST (TIP)Maltin Wealth Management, Inc. added to a holding in ISHARES TRUST by 175.97%. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $126.36. The impact to a portfolio due to this purchase was 0.6%. The holding were 5,776 shares as of .
Added: First Trust Energy Income & Growth Fund (FEN)Maltin Wealth Management, Inc. added to a holding in First Trust Energy Income & Growth Fund by 36.03%. The purchase prices were between $8.73 and $13.06, with an estimated average price of $11.13. The stock is now traded at around $10.35. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,557 shares as of .
Sold Out: ISHARES S&P GSCI C (GSG)Maltin Wealth Management, Inc. sold out a holding in ISHARES S&P GSCI C. The sale prices were between $7.93 and $10.48, with an estimated average price of $9.52.
Sold Out: Microsoft Corp (MSFT)Maltin Wealth Management, Inc. sold out a holding in Microsoft Corp. The sale prices were between $152.11 and $203.51, with an estimated average price of $180.95.
Sold Out: Johnson & Johnson (JNJ)Maltin Wealth Management, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $128.81 and $155.51, with an estimated average price of $145.42.
Sold Out: SPDR SERIES TRUST (SPYG)Maltin Wealth Management, Inc. sold out a holding in SPDR SERIES TRUST. The sale prices were between $34.16 and $45.45, with an estimated average price of $41.41.
Sold Out: PIMCO New York Municipal Income Fund II (PNI)Maltin Wealth Management, Inc. sold out a holding in PIMCO New York Municipal Income Fund II. The sale prices were between $9.3 and $10.5, with an estimated average price of $10.01.
Sold Out: General Mills Inc (GIS)Maltin Wealth Management, Inc. sold out a holding in General Mills Inc. The sale prices were between $52.77 and $63.56, with an estimated average price of $60.14.
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