Maltin-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NKTR",
  "GDX",
  null,
  "ABBV",
  "GOOGL",
  "T",
  "DBEF",
  "LC",
  "DUK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "BTT",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "PYN",
  null,
  null,
  "MSFT",
  "MS",
  null,
  null,
  null,
  "BX",
  "IJR",
  null,
  "IJK",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "GS",
  "PG",
  "IEFA",
  null,
  null,
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "UPS",
  "VO",
  "VOE",
  "VWO",
  "GDV",
  "VSS",
  "BXMX",
  null,
  "VIG",
  null,
  "IWN",
  null,
  "VYM",
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VEA",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  null,
  "YEXT",
  null,
  null,
  null,
  null,
  "DIA",
  null,
  null,
  "PSA",
  "BAC",
  "BRK-A",
  "BRK-B",
  "RSP",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "LLY",
  "PH",
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 130
Total Value: 212944464
Accession Number: 0001085146-25-002027
Form Type: 13F-HR
CIK: maltin-wealth-management
Manager Name: Maltin-Wealth-Management

Data Enrichment

46% identified

60 identified70 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $212.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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316092709

Shares:7.2K

Value:$491.5K

% of Portfolio:0.2% ($491.5K/$212.9M)

46137V704

Shares:5.6K

Value:$471.6K

% of Portfolio:0.2% ($471.6K/$212.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:843

Value:$471.3K

% of Portfolio:0.2% ($471.3K/$212.9M)

45784N833

Shares:19.2K

Value:$440.4K

% of Portfolio:0.2% ($440.4K/$212.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:797

Value:$424.5K

% of Portfolio:0.2% ($424.5K/$212.9M)

921946406

VYM|921946406

Shares:3.3K

Value:$423.1K

% of Portfolio:0.2% ($423.1K/$212.9M)

97717W208

Shares:4.3K

Value:$421.4K

% of Portfolio:0.2% ($421.4K/$212.9M)

92204A884

Shares:2.7K

Value:$400.1K

% of Portfolio:0.2% ($400.1K/$212.9M)

92204A405

VFH|92204A405

Shares:3.3K

Value:$397.2K

% of Portfolio:0.2% ($397.2K/$212.9M)

33733E302

Shares:1.8K

Value:$396.5K

% of Portfolio:0.2% ($396.5K/$212.9M)

464287556

Shares:3.0K

Value:$387.8K

% of Portfolio:0.2% ($387.8K/$212.9M)

ELI LILLY & Co

LLY|532457108

Shares:460

Value:$379.7K

% of Portfolio:0.2% ($379.7K/$212.9M)

45783Y699

Shares:10.0K

Value:$373.4K

% of Portfolio:0.2% ($373.4K/$212.9M)

33740F714

Shares:8.7K

Value:$365.1K

% of Portfolio:0.2% ($365.1K/$212.9M)

45782C367

Shares:12.9K

Value:$356.3K

% of Portfolio:0.2% ($356.3K/$212.9M)

33740F615

Shares:9.4K

Value:$354.3K

% of Portfolio:0.2% ($354.3K/$212.9M)

81369Y209

Shares:2.3K

Value:$332.0K

% of Portfolio:0.2% ($332.0K/$212.9M)

78464A821

Shares:4.1K

Value:$327.8K

% of Portfolio:0.2% ($327.8K/$212.9M)

464287200

IVV|464287200

Shares:571

Value:$320.9K

% of Portfolio:0.2% ($320.9K/$212.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.4K

Value:$307.6K

% of Portfolio:0.1% ($307.6K/$212.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092709)✕	7.2K	QoQ +3.84% (+266) YoY +4.46% (+307)	All Managers (Combined)	$491.5K	0.2% ($491.5K/$212.9M)	QoQ +1.12% (+$5.5K) YoY +5.47% (+$25.5K)
(cusip46137V704)✕	5.6K	QoQ +5.41% (+286) YoY +10.50% (+529)	All Managers (Combined)	$471.6K	0.2% ($471.6K/$212.9M)	QoQ +3.00% (+$13.7K) YoY +0.84% (+$4.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	843	QoQ +0.23% (-2) YoY +43.85% (+257)	All Managers (Combined)	$471.3K	0.2% ($471.3K/$212.9M)	QoQ -4.37% (-$21.6K) YoY +53.66% (+$164.6K)
(cusip45784N833)✕	19.2K	QoQ 0.00% (-0) YoY NEW(+19.2K)	All Managers (Combined)	$440.4K	0.2% ($440.4K/$212.9M)	QoQ -4.45% (-$20.5K) YoY NEW(+$440.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	797	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$424.5K	0.2% ($424.5K/$212.9M)	QoQ +17.49% (+$63.2K) YoY +26.64% (+$89.3K)
(VYMcusip921946406)	3.3K	QoQ -3.41% (-116) YoY -1.79% (-60)	All Managers (Combined)	$423.1K	0.2% ($423.1K/$212.9M)	QoQ -2.36% (-$10.3K) YoY +4.66% (-$18.9K)
(cusip97717W208)✕	4.3K	QoQ -2.79% (-122) YoY -17.50% (-902)	All Managers (Combined)	$421.4K	0.2% ($421.4K/$212.9M)	QoQ +3.24% (-$13.3K) YoY -5.61% (-$25.1K)
(cusip92204A884)✕	2.7K	QoQ -0.29% (-8) YoY -3.02% (-84)	All Managers (Combined)	$400.1K	0.2% ($400.1K/$212.9M)	QoQ -4.49% (-$18.9K) YoY +9.69% (-$35.4K)
(VFHcusip92204A405)	3.3K	QoQ +0.42% (+14) YoY +1.96% (+64)	All Managers (Combined)	$397.2K	0.2% ($397.2K/$212.9M)	QoQ +1.61% (+$6.3K) YoY +18.96% (+$63.3K)
(cusip33733E302)✕	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$396.5K	0.2% ($396.5K/$212.9M)	QoQ -8.64% (-$37.5K) YoY +8.31% (+$30.5K)
(cusip464287556)✕	3.0K	QoQ -0.42% (-13) YoY -2.82% (-88)	All Managers (Combined)	$387.8K	0.2% ($387.8K/$212.9M)	QoQ -3.66% (-$14.8K) YoY -9.41% (-$40.3K)
ELI LILLY & Co(LLYcusip532457108)	460	QoQ 0.00% (+0) YoY +0.21% (+1)	All Managers (Combined)	$379.7K	0.2% ($379.7K/$212.9M)	QoQ +6.99% (+$24.8K) YoY +6.22% (+$22.2K)
(cusip45783Y699)✕	10.0K	QoQ 0.00% (-0) YoY -87.09% (-67.5K)	All Managers (Combined)	$373.4K	0.2% ($373.4K/$212.9M)	QoQ -7.01% (-$28.2K) YoY -86.30% (-$2.4M)
(cusip33740F714)✕	8.7K	QoQ -3.24% (-292) YoY -58.03% (-12.0K)	All Managers (Combined)	$365.1K	0.2% ($365.1K/$212.9M)	QoQ -6.14% (-$23.9K) YoY -55.97% (-$464.3K)
(cusip45782C367)✕	12.9K	QoQ 0.00% (+0) YoY NEW(+12.9K)	All Managers (Combined)	$356.3K	0.2% ($356.3K/$212.9M)	QoQ +3.15% (+$10.9K) YoY NEW(+$356.3K)
(cusip33740F615)✕	9.4K	QoQ -25.59% (-3.2K) YoY +31.57% (+2.3K)	All Managers (Combined)	$354.3K	0.2% ($354.3K/$212.9M)	QoQ -26.55% (-$128.1K) YoY +42.04% (+$104.9K)
(cusip81369Y209)✕	2.3K	QoQ +14.90% (+295) YoY +16.07% (+315)	All Managers (Combined)	$332.0K	0.2% ($332.0K/$212.9M)	QoQ +21.97% (+$59.8K) YoY +14.69% (+$42.6K)
(cusip78464A821)✕	4.1K	QoQ +2.71% (-109) YoY +49.16% (+1.4K)	All Managers (Combined)	$327.8K	0.2% ($327.8K/$212.9M)	QoQ -6.08% (-$21.2K) YoY +35.75% (+$86.3K)
(IVVcusip464287200)	571	QoQ +23.32% (+108) YoY +23.59% (+109)	All Managers (Combined)	$320.9K	0.2% ($320.9K/$212.9M)	QoQ +17.65% (+$48.2K) YoY +32.26% (+$78.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.4K	QoQ +0.54% (-40) YoY +2.04% (+148)	All Managers (Combined)	$307.6K	0.1% ($307.6K/$212.9M)	QoQ -4.53% (-$14.6K) YoY +12.29% (+$33.7K)