HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIRST TR EXCHNG TRADED FD VI (YJUN) |
823,916 | +111,105 | $18,258 |
| YJUN | 823,916 | +111,105 | $18,258 |
| JANUS DETROIT STR TR |
149,184 | +57,607 | $7,570 |
| JAAA | 149,184 | +57,607 | $7,570 |
| FIRST TR EXCHNG TRADED FD VI (GJUL) |
185,059 | -288 | $6,267 |
| GJUL | 185,059 | -288 | $6,267 |
| INVESCO EXCH TRADED FD TR II (PIE) |
257,005 | +20,467 | $5,353 |
| PIE | 257,005 | +20,467 | $5,353 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
44,016 | +2,627 | $5,143 |
| VSS | 44,016 | +2,627 | $5,143 |
| INNOVATOR ETFS TRUST (KJUL) |
182,981 | +16,731 | $5,138 |
| KJUL | 182,981 | +16,731 | $5,138 |
| ISHARES GOLD TR (IAU) |
121,284 | +5,522 | $5,095 |
| IAU | 121,284 | +5,522 | $5,095 |
| ISHARES TR (HDV) |
38,360 | +1,245 | $4,228 |
| HDV | 38,360 | +1,245 | $4,228 |
| VANGUARD WORLD FD (VIS) |
15,417 | +508 | $3,764 |
| VIS | 15,417 | +508 | $3,764 |
| INNOVATOR ETFS TRUST (BJAN) |
85,686 | +9,777 | $3,731 |
| BJAN | 85,686 | +9,777 | $3,731 |
| VANGUARD INDEX FDS (VOE) |
23,816 | +3,253 | $3,713 |
| VOE | 23,816 | +3,253 | $3,713 |
| SCHWAB STRATEGIC TR |
72,257 | +1,486 | $3,483 |
| SCHO | 72,257 | +1,486 | $3,483 |
| FIDELITY COVINGTON TRUST |
47,477 | +2,442 | $3,312 |
| FHLC | 47,477 | +2,442 | $3,312 |
| FIDELITY COVINGTON TRUST |
52,701 | +1,909 | $3,130 |
| FNCL | 52,701 | +1,909 | $3,130 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
16,890 | +2,580 | $2,861 |
| RSP | 16,890 | +2,580 | $2,861 |
| DBX ETF TR (DBEF) |
69,556 | -1,518 | $2,847 |
| DBEF | 69,556 | -1,518 | $2,847 |
| UNITED PARCEL SERVICE INC |
18,608 | +142 | $2,766 |
| UPS | 18,608 | +142 | $2,766 |
| INNOVATOR ETFS TRUST (XUSP) |
77,461 | +16,049 | $2,727 |
| XUSP | 77,461 | +16,049 | $2,727 |
| FIDELITY COVINGTON TRUST |
53,060 | +2,136 | $2,630 |
| FCOM | 53,060 | +2,136 | $2,630 |
| INVESCO DB COMMDY INDX TRCK |
113,482 | +788 | $2,607 |
| DBC | 113,482 | +788 | $2,607 |
| FIDELITY COVINGTON TRUST |
29,806 | +997 | $2,458 |
| FDIS | 29,806 | +997 | $2,458 |
| FIDELITY COVINGTON TRUST |
15,338 | +112 | $2,390 |
| FTEC | 15,338 | +112 | $2,390 |
| YEXT INC |
393,554 | UNCH | $2,373 |
| YEXT | 393,554 | UNCH | $2,373 |
| VANGUARD TAX MANAGED FDS (VEA) |
46,865 | +67 | $2,351 |
| VEA | 46,865 | +67 | $2,351 |
| ISHARES TR (ITOT) |
19,976 | +332 | $2,303 |
| ITOT | 19,976 | +332 | $2,303 |
 BERKSHIRE HATHAWAY INC DEL |
$2,238 | ||
| BRK.A | 3 | UNCH | $1,903 |
| BRK.B | 797 | UNCH | $335 |
| ISHARES TR (IJK) |
23,374 | +2,980 | $2,133 |
| IJK | 23,374 | +2,980 | $2,133 |
| INNOVATOR ETFS TRUST (BAPR) |
51,899 | -3,184 | $2,078 |
| BAPR | 51,899 | -3,184 | $2,078 |
| ISHARES TR (IWN) |
12,878 | +411 | $2,045 |
| IWN | 12,878 | +411 | $2,045 |
| FIDELITY COVINGTON TRUST |
76,758 | +6,405 | $1,986 |
| FENY | 76,758 | +6,405 | $1,986 |
| FIRST TR EXCHNG TRADED FD VI (FAUG) |
46,031 | -3,298 | $1,974 |
| FAUG | 46,031 | -3,298 | $1,974 |
| INVESCO EXCHANGE TRADED FD T (RSPM) |
52,420 | +5,068 | $1,904 |
| RSPM | 52,420 | +5,068 | $1,904 |
| VANGUARD INDEX FDS (VO) |
7,286 | +1,248 | $1,820 |
| VO | 7,286 | +1,248 | $1,820 |
| ISHARES TR (STIP) |
18,253 | +5,083 | $1,815 |
| STIP | 18,253 | +5,083 | $1,815 |
| INNOVATOR ETFS TRUST (BJUN) |
45,834 | -604 | $1,723 |
| BJUN | 45,834 | -604 | $1,723 |
| FIDELITY COVINGTON TRUST |
37,177 | +2,618 | $1,577 |
| FUTY | 37,177 | +2,618 | $1,577 |
| SCHWAB STRATEGIC TR |
30,123 | +7,882 | $1,571 |
| SCHP | 30,123 | +7,882 | $1,571 |
| INVESCO EXCH TRADED FD TR II (BAB) |
56,940 | +34,064 | $1,512 |
| BAB | 56,940 | +34,064 | $1,512 |
| SELECT SECTOR SPDR TR (XLE) |
15,409 | +247 | $1,455 |
| XLE | 15,409 | +247 | $1,455 |
| ISHARES TR (IYW) |
10,351 | -34 | $1,398 |
| IYW | 10,351 | -34 | $1,398 |
| SPDR SER TR (XOP) |
8,971 | +533 | $1,390 |
| XOP | 8,971 | +533 | $1,390 |
| INNOVATOR ETFS TRUST (PAUG) |
37,720 | +2,941 | $1,335 |
| PAUG | 37,720 | +2,941 | $1,335 |
| FIRST TR EXCHNG TRADED FD VI (FFEB) |
29,368 | +728 | $1,330 |
| FFEB | 29,368 | +728 | $1,330 |
| SELECT SECTOR SPDR TR (XLK) |
6,197 | +4 | $1,291 |
| XLK | 6,197 | +4 | $1,291 |
| PEPSICO INC |
7,319 | +103 | $1,281 |
| PEP | 7,319 | +103 | $1,281 |
| ISHARES TR (IJR) |
11,325 | +932 | $1,252 |
| IJR | 11,325 | +932 | $1,252 |
| ISHARES TR (HEFA) |
35,211 | +4,599 | $1,228 |
| HEFA | 35,211 | +4,599 | $1,228 |
| SPDR SER TR (BIL) |
12,758 | +2,294 | $1,171 |
| BIL | 12,758 | +2,294 | $1,171 |
| INNOVATOR ETFS TRUST (BSEP) |
29,592 | UNCH | $1,162 |
| BSEP | 29,592 | UNCH | $1,162 |
| VANGUARD MALVERN FDS (VTIP) |
23,297 | +500 | $1,116 |
| VTIP | 23,297 | +500 | $1,116 |
See Full List: All Stocks Held By Maltin Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Maltin Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $177,775 At 12/31/2023: $157,042 Maltin Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maltin Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
