Maltin Wealth Management, Inc.

Q4 2024 13F Holdings

  • Location
    ridgewood, NJ
  • Num holdings

    129

  • Value ($000)

    $203,538

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001764260
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
YJUN
YJUN

FIRST TR EXCHNG TRADED FD VI

FT VEST INT JUNE
$17.15M
8 %

794,552

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$7.80M
4 %

153,838

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$6.27M
3 %

126,631

PIE
PIE

INVESCO EXCH TRADED FD TR II

DORSEY WRGT EMRG
$5.85M
3 %

304,240

KJUL
KJUL

INNOVATOR ETFS TRUST

US SML CP PWR B
$5.76M
3 %

195,835

VSS
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
$5.65M
3 %

49,360

BAB
BAB

INVESCO EXCH TRADED FD TR II

TAXABLE MUN BD
$5.48M
3 %

209,518

HDV
HDV

ISHARES TR

CORE HIGH DV ETF
$5.12M
3 %

45,595

SCHO
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
$4.66M
2 %

193,621

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
$4.66M
2 %

28,797

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