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  Name: Maltin Wealth Management Inc.
  City: PARAMUS
  State: NJ
  Zip: 07652
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,776,000
  Total Value Change : $20,734,000
  Securities Held Change : 3
   
All Securities Held : 120
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 74
  Unchanged Positions : 17
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 121 Closed $260.44 $0 0 0% -410,000 -1,729 0    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 127 Closed $305.85 $0 0 0% -1,055,000 -3,663 0    Biotechnology
   (CRGE)1 Year Chart         CRGE Charge Enterprises, Inc. 126 Closed $0.01 $0 0 0% -11,000 -92,218 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 125 Closed $41.15 $0 0 0% -212,000 -5,623 0    Telecom Services - Do...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 124 Closed $106.70 $0 0 0% -270,000 -2,512 0    Closed - End Fund - E...
   (UAUG)1 Year Chart         UAUG Innovator S&p 500 Ultra Buf... 123 Closed $0.00 $0 0 0% -2,197,000 -71,483 0    N/A
   (LDP)1 Year Chart         LDP Cohen & Steers Ltd Duration... 122 Closed $19.94 $0 0 0% -1,373,000 -74,508 0    N/A

      7 Records Found
  1    
Page 1 of 1
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