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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

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged 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
   (YEXT)1 Year Chart         YEXT Yext Inc 23 - $5.75 $2,373,000 393,554 1.33% 55,000 0 0.329    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 32 - $629,375.00 $1,903,000 3 1.07% 275,000 0 0    Property & Casualty I...
   (BSEP)1 Year Chart         BSEP Innovator S&p 500 Buffer Et... 49 - $0.00 $1,162,000 29,592 0.65% 77,000 0 0.329    N/A
   (BOCT)1 Year Chart         BOCT Boulder Capital Opportuniti... 52 - $0.00 $977,000 24,151 0.55% 48,000 0 0.268    N/A
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 56 - $93.31 $850,000 9,120 0.48% 59,000 0 0    Closed - End Fund - E...
   (UJAN)1 Year Chart         UJAN Innovator S&p 500 Ultra Buf... 63 - $0.00 $724,000 20,063 0.41% 33,000 0 0.061    N/A
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 85 - $205.85 $366,000 1,785 0.21% 33,000 0 0.003    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 88 - $770.00 $357,000 459 0.2% 89,000 0 0    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 91 - $416.94 $335,000 797 0.19% 51,000 0 0    Property & Casualty I...
   (PH)1 Year Chart         PH Parker Hannifin Corp 102 - $545.11 $263,000 473 0.15% 45,000 0 0    Industrial Equipment ...
   (LIN)1 Year Chart         LIN Linde Plc 105 - $432.52 $245,000 529 0.14% 28,000 0 0    N/A
   (JPZ)1 Year Chart         JPZ Nuveen Equity Premium Incom... 106 - $13.26 $244,000 18,436 0.14% 7,000 0 0.048    Closed - End Fund - E...
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 109 - $42.43 $237,000 5,615 0.13% 9,000 0 0.002    Closed - End Fund - Debt
   (DIA)1 Year Chart         DIA Diamonds Trust 114 - $399.95 $224,000 564 0.13% 12,000 0 0.001    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 115 - $223.66 $223,000 1,086 0.13% 15,000 0 0    Closed - End Fund - E...
   (LC)1 Year Chart         LC Lendingclub Corp 119 - $3.07 $88,000 10,000 0.05% 1,000 0 0.01    N/A
   (NKTR)1 Year Chart         NKTR Nektar Therapeutics 120 - $1.76 $12,000 13,000 0.01% 5,000 0 0.007    Drug Delivery

      17 Records Found
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