The Analysis of Maltin Wealth Management, Inc.'s Holdings


Currently, Maltin Wealth Management, Inc. holds 132 types of securities in its portfolio with a total value $251.4M. In the most recent quarter, they have increased their positions in SDCI (+105.4K shares, valued at $2.3M), XLK (+6.1K shares, valued at $884.2K), BAB (+26.7K shares, valued at $726.4K); decreased their positions in VBIL (-31.0K shares, valued at $2.3M), N/A (-24.5K shares, valued at $2.0M), GDX (-3.8K shares, valued at $325.3K); initiated new positions in IEF (+6.1K shares, valued at $590.9K), DSEP (+6.8K shares, valued at $306.8K), RSDE (+12.1K shares, valued at $265.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RSJN FIRST TR EXCHNG TRADED FD VI363.6K shares0.51%2025-12-312026-01-15history
YJUN FIRST TR EXCHNG TRADED FD VI391.2K shares-0.41%2025-12-312026-01-15history
SDCI USCF ETF TR411.5K shares34.46%2025-12-312026-01-15history
ISHARES GOLD TR ISHARES GOLD TR105.6K shares-18.84%2025-12-312026-01-15history
VSS VANGUARD INTL EQUITY INDEX F56.8K shares5.07%2025-12-312026-01-15history
BAB INVESCO EXCH TRADED FD TR II280.3K shares10.53%2025-12-312026-01-15history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II111.0K shares8.67%2025-12-312026-01-15history
HDV ISHARES TR57.6K shares7.79%2025-12-312026-01-15history
Sponsored
KMAY INNOVATOR ETFS TRUST240.3K shares-0.03%2025-12-312026-01-15history
VOE VANGUARD INDEX FDS32.1K shares2.38%2025-12-312026-01-15history
GMOI GMO ETF TRUST159.9K shares9.47%2025-12-312026-01-15history
VIS VANGUARD WORLD FD17.1K shares1.50%2025-12-312026-01-15history
SCHO SCHWAB STRATEGIC TR207.9K shares1.75%2025-12-312026-01-15history
VWO VANGUARD INTL EQUITY INDEX F93.8K shares6.19%2025-12-312026-01-15history
BJAN INNOVATOR ETFS TRUST83.3K shares-0.36%2025-12-312026-01-15history
DBEF DBX ETF TR92.7K shares5.50%2025-12-312026-01-15history
Sponsored
FNCL FIDELITY COVINGTON TRUST56.6K shares0.52%2025-12-312026-01-15history
FHLC FIDELITY COVINGTON TRUST58.9K shares2.47%2025-12-312026-01-15history
BUFP PGIM ROCK ETF TR143.7K shares6.51%2025-12-312026-01-15history
FCOM FIDELITY COVINGTON TRUST58.4K shares-0.15%2025-12-312026-01-15history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.4K shares1.52%2025-12-312026-01-15history
PIE INVESCO EXCH TRADED FD TR II166.5K shares3.31%2025-12-312026-01-15history
FTEC FIDELITY COVINGTON TRUST16.5K shares-1.29%2025-12-312026-01-15history
FDIS FIDELITY COVINGTON TRUST34.9K shares1.50%2025-12-312026-01-15history
Sponsored
IJK ISHARES TR36.4K shares5.61%2025-12-312026-01-15history
VO VANGUARD INDEX FDS11.7K shares4.29%2025-12-312026-01-15history
VEA VANGUARD TAX-MANAGED FDS52.2K shares3.24%2025-12-312026-01-15history
YEXT YEXT INC391.4K shares0.00%2025-12-312026-01-15history
FUTY FIDELITY COVINGTON TRUST56.7K shares16.35%2025-12-312026-01-15history
STIP ISHARES TR30.5K shares3.97%2025-12-312026-01-15history
IEI ISHARES TR26.0K shares0.10%2025-12-312026-01-15history
AAPL APPLE INC11.4K shares0.32%2025-12-312026-01-15history
Sponsored
ITOT ISHARES TR20.4K shares2.57%2025-12-312026-01-15history
BTT BLACKROCK MUN TARGET TERM TR131.0K shares1.18%2025-12-312026-01-15history
VBIL VANGUARD INSTL INDEX FD37.8K shares-45.06%2025-12-312026-01-15history
FENY FIDELITY COVINGTON TRUST111.4K shares3.06%2025-12-312026-01-15history
SCHP SCHWAB STRATEGIC TR103.4K shares14.04%2025-12-312026-01-15history
AIRR FIRST TR EXCHANGE TRADED FD26.5K shares6.48%2025-12-312026-01-15history
RSPM INVESCO EXCHANGE TRADED FD T69.7K shares3.39%2025-12-312026-01-15history
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-01-15history
Sponsored
IYW ISHARES TR9.8K shares-1.32%2025-12-312026-01-15history
GDX VANECK ETF TRUST22.5K shares-14.43%2025-12-312026-01-15history
BAPR INNOVATOR ETFS TRUST39.9K shares-4.96%2025-12-312026-01-15history
XLK SELECT SECTOR SPDR TR12.3K shares100.15%2025-12-312026-01-15history
HEFA ISHARES TR42.7K shares6.12%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC5.0K shares0.08%2025-12-312026-01-15history
UPS UNITED PARCEL SERVICE INC15.1K shares2.73%2025-12-312026-01-15history
BJUN INNOVATOR ETFS TRUST31.7K shares0.00%2025-12-312026-01-15history
Sponsored
XLE SELECT SECTOR SPDR TR32.6K shares92.84%2025-12-312026-01-15history
FFEB FIRST TR EXCHNG TRADED FD VI24.6K shares-1.43%2025-12-312026-01-15history
VTIP VANGUARD MALVERN FDS26.4K shares9.79%2025-12-312026-01-15history
IJR ISHARES TR10.3K shares2.15%2025-12-312026-01-15history
BSEP INNOVATOR ETFS TRUST23.8K shares-9.33%2025-12-312026-01-15history
BMAY INNOVATOR ETFS TRUST26.2K shares0.00%2025-12-312026-01-15history
BOCT INNOVATOR ETFS TRUST23.5K shares0.00%2025-12-312026-01-15history
MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares0.26%2025-12-312026-01-15history
Sponsored
JPM JPMORGAN CHASE & CO.3.5K shares0.23%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC3.6K shares0.33%2025-12-312026-01-15history
INOV INNOVATOR ETFS TRUST30.7K shares17.40%2025-12-312026-01-15history
EQL ALPS ETF TR20.7K shares0.45%2025-12-312026-01-15history
SPDN DIREXION SHS ETF TR99.5K shares63.85%2025-12-312026-01-15history
VPU VANGUARD WORLD FD5.0K shares9.07%2025-12-312026-01-15history
IXJ ISHARES TR9.0K shares-0.15%2025-12-312026-01-15history
GS GOLDMAN SACHS GROUP INC959 shares0.63%2025-12-312026-01-15history
Sponsored
DMAR FIRST TR EXCHNG TRADED FD VI20.2K shares-4.45%2025-12-312026-01-15history
AMZN AMAZON COM INC3.6K shares0.54%2025-12-312026-01-15history
IJH ISHARES TR12.3K shares2.13%2025-12-312026-01-15history
VUG VANGUARD INDEX FDS1.7K shares-4.94%2025-12-312026-01-15history
PSL INVESCO EXCHANGE TRADED FD T7.3K shares14.21%2025-12-312026-01-15history
PSQ PROSHARES TR23.7K shares254.11%2025-12-312026-01-15history
IEFA ISHARES TR7.7K shares4.29%2025-12-312026-01-15history
RSSE FIRST TR EXCHNG TRADED FD VI31.0K shares56.73%2025-12-312026-01-15history
Sponsored
GDV GABELLI DIVID & INCOME TR23.6K shares-3.27%2025-12-312026-01-15history
UJAN INNOVATOR ETFS TRUST15.1K shares0.00%2025-12-312026-01-15history
KAPR INNOVATOR ETFS TRUST18.5K shares-0.65%2025-12-312026-01-15history
PYZ INVESCO EXCHANGE TRADED FD T5.5K shares2.63%2025-12-312026-01-15history
IEF ISHARES TR6.1K sharesnew addition2025-12-312026-01-15history
PAUG INNOVATOR ETFS TRUST13.6K shares0.00%2025-12-312026-01-15history
VOX VANGUARD WORLD FD2.7K shares0.15%2025-12-312026-01-15history
IBB ISHARES TR3.0K shares-0.20%2025-12-312026-01-15history
Sponsored
IWN ISHARES TR2.8K shares0.46%2025-12-312026-01-15history
FIDU FIDELITY COVINGTON TRUST6.0K shares-17.63%2025-12-312026-01-15history
FDN FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2025-12-312026-01-15history
VYM VANGUARD WHITEHALL FDS3.3K shares0.48%2025-12-312026-01-15history
LLY ELI LILLY & CO442 shares0.45%2025-12-312026-01-15history
BAC BANK AMERICA CORP8.3K shares0.68%2025-12-312026-01-15history
MSFT MICROSOFT CORP921 shares2.33%2025-12-312026-01-15history
DHS WISDOMTREE TR4.4K shares0.99%2025-12-312026-01-15history
Sponsored
VFH VANGUARD WORLD FD3.2K shares0.81%2025-12-312026-01-15history
PH PARKER-HANNIFIN CORP473 shares0.00%2025-12-312026-01-15history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL801 shares0.25%2025-12-312026-01-15history
SPY SPDR S&P 500 ETF TR586 shares-28.88%2025-12-312026-01-15history
GLD SPDR GOLD TR992 shares-2.27%2025-12-312026-01-15history
META META PLATFORMS INC582 shares0.00%2025-12-312026-01-15history
MDYG SPDR SERIES TRUST4.1K shares0.22%2025-12-312026-01-15history
IVV ISHARES TR554 shares-1.77%2025-12-312026-01-15history
Sponsored
MA MASTERCARD INCORPORATED590 shares0.51%2025-12-312026-01-15history
IYC ISHARES TR3.3K shares0.06%2025-12-312026-01-15history
ABBV ABBVIE INC1.4K shares-0.14%2025-12-312026-01-15history
VANGUARD INDEX FDS VANGUARD INDEX FDS514 shares-3.38%2025-12-312026-01-15history
SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2025-12-312026-01-15history
FJUN FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2025-12-312026-01-15history
MS MORGAN STANLEY1.8K shares0.92%2025-12-312026-01-15history
SPYG SPDR SERIES TRUST2.9K shares0.14%2025-12-312026-01-15history
Sponsored
BLACKSTONE INC BLACKSTONE INC2.0K shares0.35%2025-12-312026-01-15history
DSEP FIRST TR EXCHNG TRADED FD VI6.8K sharesnew addition2025-12-312026-01-15history
VIG VANGUARD SPECIALIZED FUNDS1.3K shares28.42%2025-12-312026-01-15history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares0.04%2025-12-312026-01-15history
KCCA KRANESHARES TRUST17.1K shares2.92%2025-12-312026-01-15history
BXMX NUVEEN S&P 500 BUY-WRITE INC19.2K shares3.16%2025-12-312026-01-15history
XLV SELECT SECTOR SPDR TR1.8K shares-22.51%2025-12-312026-01-15history
DBC INVESCO DB COMMDY INDX TRCK12.2K shares2.82%2025-12-312026-01-15history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE564 shares0.00%2025-12-312026-01-15history
RSDE FIRST TR EXCHNG TRADED FD VI12.1K sharesnew addition2025-12-312026-01-15history
SCZ ISHARES TR3.4K shares1.95%2025-12-312026-01-15history
INVESCO QQQ TR INVESCO QQQ TR428 shares0.23%2025-12-312026-01-15history
FVD FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2025-12-312026-01-15history
VTV VANGUARD INDEX FDS1.3K shares-4.89%2025-12-312026-01-15history
AGG ISHARES TR2.4K shares1.30%2025-12-312026-01-15history
YMAR FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2025-12-312026-01-15history
Sponsored
JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-01-15history
LINDE PLC LINDE PLC531 shares0.38%2025-12-312026-01-15history
XLP SELECT SECTOR SPDR TR2.9K shares-13.18%2025-12-312026-01-15history
V VISA INC638 shares0.95%2025-12-312026-01-15history
ITA ISHARES TR1.0K shares0.00%2025-12-312026-01-15history
BLACKROCK INC BLACKROCK INC202 shares-1.46%2025-12-312026-01-15history
ORCL ORACLE CORP1.1K shares0.09%2025-12-312026-01-15history
DIS DISNEY WALT CO1.9K shares-3.48%2025-12-312026-01-15history
Sponsored
XLI SELECT SECTOR SPDR TR1.4K shares0.29%2025-12-312026-01-15history
T AT&T INC8.3K shares1.07%2025-12-312026-01-15history
LC LENDINGCLUB CORP10.0K shares0.00%2025-12-312026-01-15history
IBRX IMMUNITYBIO INC13.2K shares0.00%2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available