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Maltin Wealth Management, Inc.13F | |
Maltin Wealth Management, Inc. | |
Last update 2025-04-11 | 130 Stocks (8 new) |
Value $213.00 Mil | Turnover 12 % |
Maltin Wealth Management, Inc.... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
YJUN |
FT Vest International Equity Moderate Buffer ETF - June
FT Vest International Equity Moderate Buffer ETF - June
| 800,312 | 18,151.1 | +0.72% | 8.520 | +0.06% | 12.800 | +7.97% | +12.92% | 169.4 | ||
IAU | iShares Gold Trust | 130,615 | 7,701.1 | +3.15% | 3.620 | +0.11% | 0.020 | +0.80% | +27.51% | 47,693.5 | ||
JAAA | Janus Henderson AAA CLO ETF | 146,680 | 7,438.2 | -4.65% | 3.490 | -0.18% | 0.030 | +2.08% | +2.58% | 22,301.2 | ||
RSJN |
FT Vest U.S. Equity Equal Weight Buffer ETF - June
FT Vest U.S. Equity Equal Weight Buffer ETF - June
| 213,450 | 6,764.9 | +73.86% | 3.180 | +1.35% | 30.490 | +8.96% | +3.82% | 28.1 | ||
BAB | Invesco Taxable Municipal Bond ETF | 235,439 | 6,281.5 | +12.37% | 2.950 | +0.32% | 0.650 | +0.79% | +2.24% | 917.0 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 51,367 | 5,938.0 | +4.07% | 2.790 | +0.11% | 0.060 | +17.47% | +19.01% | 8,878.0 | ||
HDV | iShares Core High Dividend ETF | 45,637 | 5,527.5 | +0.09% | 2.600 | 0% | 0.050 | +5.69% | +7.44% | 11,140.4 | ||
SDCI |
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
| 255,705 | 5,426.1 | New Holding | 2.550 | +2.55% | 3.460 | +7.96% | +13.85% | 184.1 | ||
KJUL |
Innovator U.S. Small Cap Power Buffer ETF - July
Innovator U.S. Small Cap Power Buffer ETF - July
| 189,823 | 5,308.5 | -3.07% | 2.490 | -0.09% | 3.950 | +9.64% | +0.51% | 159.0 | ||
RSSE |
FT Vest U.S. Equity Equal Weight Buffer ETF September
FT Vest U.S. Equity Equal Weight Buffer ETF September
| 247,934 | 4,917.0 | +30.13% | 2.310 | +0.53% | 19.070 | +8.70% | +4.27% | 24.8 |
Maltin Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Maltin Wealth Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SDCI |
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
| 2025-03-31 | New Buy New Buy | +2.55% | 19.6 ($20.57) 21.33 | $22.11 | 7.49% | New holding | 255,705 | 255,705 | |
JUNP | PGIM S&P 500 Buffer 12 ETF - June | 2025-03-31 | Sold Out Sold Out | -2.29% | 26.31 ($27.26) 27.84 | $28.95 | 6.20% | Sold Out | 0 | -171,783 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +1.47% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Add 974.88% | 76,080 | 69,002 | |
PIE |
Invesco DWA Emerging Markets Momentum ETF
Invesco DWA Emerging Markets Momentum ETF
| 2025-03-31 | Reduce Reduce | -1.40% | 18.18 ($18.87) 19.42 | $21.25 | 12.59% | Reduce -48.72% | 156,010 | -148,230 | |
RSJN |
FT Vest U.S. Equity Equal Weight Buffer ETF - June
FT Vest U.S. Equity Equal Weight Buffer ETF - June
| 2025-03-31 | Add Add | +1.35% | 31.14 ($32.29) 33.03 | $33.06 | 2.38% | Add 73.86% | 213,450 | 90,676 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.35% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Add 222.43% | 45,562 | 31,431 | |
DBC |
Invesco DB Commodity Index Tracking Fund
Invesco DB Commodity Index Tracking Fund
| 2025-03-31 | Reduce Reduce | -1.16% | 21.48 ($22.16) 22.98 | $22.53 | 1.67% | Reduce -89.59% | 12,876 | -110,836 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +1.01% | 114.57 ($116.45) 118.14 | $118.13 | 1.44% | New holding | 18,124 | 18,124 | |
PAPR |
Innovator U.S. Equity Power Buffer ETF - April
Innovator U.S. Equity Power Buffer ETF - April
| 2025-03-31 | Sold Out Sold Out | -0.77% | 35.21 ($36.83) 37.69 | $37.51 | 1.85% | Sold Out | 0 | -42,767 | |
XOP |
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
| 2025-03-31 | Sold Out Sold Out | -0.58% | 120.5 ($134.16) 145.88 | $129.41 | -3.54% | Sold Out | 0 | -8,869 |
Maltin Wealth Management, Inc. Total Holding History ($B)
Maltin Wealth Management, Inc.'s Asset Allocation
Maltin Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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Maltin Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Maltin Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Maltin Wealth Management, Inc.'s Holdings Heat Map
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Maltin Wealth Management, Inc.'s Holdings Bubble Chart
Maltin Wealth Management, Inc. News
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