Maltin Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$186M
Signature - Title
Peter L. Maltin - Chief Compliance Officer
Location
294 West End Avenue, Ridgewood, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 119 $186M +$26.4M -$18.1M +$8.25M YJUN, JAAA, PIE, VSS, IAU 13F-HR 7/12/2024, 03:05 PM
Q1 2024 120 $178M +$19.5M -$6.95M +$12.5M YJUN, JAAA, GJUL, PIE, VSS 13F-HR 4/15/2024, 09:18 PM
Q4 2023 117 $157M +$16.9M -$13.2M +$3.71M YJUN, GJUL, VSS, PIE, JAAA 13F-HR 1/18/2024, 09:36 AM
Q3 2023 110 $143M +$18.1M -$1.58M +$16.5M YJUN, FFEB, PIE, VSS, KJUL 13F-HR 10/10/2023, 09:30 PM
Q2 2023 106 $141M +$14.2M -$6.06M +$8.19M YJUN, FFEB, PFEB, YEXT, PIE Restatement 8/3/2023, 11:04 AM
Q1 2023 103 $138M +$14M -$7.64M +$6.34M YJUN, PFEB, VSS, PIE, IAU 13F-HR 4/19/2023, 08:26 PM
Q4 2022 103 $137M +$14.7M -$10.1M +$4.67M YJUN, DSEP, BOCT, HDV, PIE 13F-HR 2/16/2023, 08:50 PM
Q3 2022 105 $127M +$16.7M -$11.7M +$4.97M YJUN, DSEP, BOCT, HDV, VSS 13F-HR 11/14/2022, 01:51 PM
Q2 2022 111 $138M +$38.3M -$13.9M +$24.5M YJUN, BOCT, HDV, IAU, VSS 13F-HR 8/4/2022, 05:31 PM
Q1 2022 112 $151M +$19.2M -$12.9M +$6.33M BOCT, IEFA, HDV, BJAN, VSS 13F-HR 5/5/2022, 07:22 PM
Q4 2021 114 $166M +$16.3M -$5.48M +$10.8M BOCT, BJAN, IEFA, YEXT, HDV 13F-HR 2/2/2022, 03:12 PM
Q3 2021 107 $163M +$14.2M -$13.5M +$741K TSJA, BOCT, BJAN, IEFA, YEXT 13F-HR 11/8/2021, 09:18 PM
Q2 2021 107 $165M +$16.7M -$13.6M +$3.13M BOCT, BJAN, YEXT, IEFA, TSOC 13F-HR 7/23/2021, 01:02 PM
Q1 2021 105 $154M +$18.6M -$12.6M +$5.95M BOCT, BJAN, YEXT, IEFA, TSOC 13F-HR 4/29/2021, 11:08 AM
Q4 2020 93 $143M +$7.98M -$12.3M -$4.35M UJAN, BOCT, YEXT, BJAN, IEFA 13F-HR 1/19/2021, 08:23 PM
Q3 2020 86 $141M +$17.3M -$11.1M +$6.16M UJAN, BOCT, YEXT, BJAN, BJUN 13F-HR 10/19/2020, 10:29 AM
Q2 2020 81 $132M +$13.8M -$11.4M +$2.4M BOCT, UJAN, YEXT, BJAN, IEFA 13F-HR 8/5/2020, 10:42 AM
Q1 2020 78 $117M +$35.2M -$23M +$12.1M UJAN, BOCT, BJAN, YEXT, IEFA 13F-HR 5/13/2020, 03:04 PM
Q4 2019 115 $152M UJAN, ICSH, BOCT, YEXT, BJAN 13F-HR 2/25/2020, 12:24 PM