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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Duke Energy CORP

DUK|26441C204

Shares:2.5K

Value:$304.9K

% of Portfolio:0.1% ($304.9K/$212.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.4K

Value:$300.9K

% of Portfolio:0.1% ($300.9K/$212.9M)

46138B103

Shares:12.9K

Value:$289.7K

% of Portfolio:0.1% ($289.7K/$212.9M)

Parker-Hannifin Corp

PH|701094104

Shares:473

Value:$287.7K

% of Portfolio:0.1% ($287.7K/$212.9M)

464287580

Shares:3.3K

Value:$287.6K

% of Portfolio:0.1% ($287.6K/$212.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:990

Value:$285.3K

% of Portfolio:0.1% ($285.3K/$212.9M)

46137V241

Shares:4.3K

Value:$283.2K

% of Portfolio:0.1% ($283.2K/$212.9M)

Blackstone Inc.

BX|09260D107

Shares:2.0K

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$212.9M)

33740F722

Shares:5.5K

Value:$275.6K

% of Portfolio:0.1% ($275.6K/$212.9M)

81369Y308

Shares:3.3K

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$212.9M)

MICROSOFT CORP

MSFT|594918104

Shares:706

Value:$264.9K

% of Portfolio:0.1% ($264.9K/$212.9M)

74347B235

Shares:9.5K

Value:$256.3K

% of Portfolio:0.1% ($256.3K/$212.9M)

33734H106

Shares:5.6K

Value:$250.4K

% of Portfolio:0.1% ($250.4K/$212.9M)

74349Y837

Shares:6.1K

Value:$247.7K

% of Portfolio:0.1% ($247.7K/$212.9M)

LINDE PLC

LIN|G54950103

Shares:529

Value:$246.2K

% of Portfolio:0.1% ($246.2K/$212.9M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:564

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$212.9M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:18.0K

Value:$235.9K

% of Portfolio:0.1% ($235.9K/$212.9M)

922908363

VOO|922908363

Shares:459

Value:$235.8K

% of Portfolio:0.1% ($235.8K/$212.9M)

922908744

VTV|922908744

Shares:1.3K

Value:$229.4K

% of Portfolio:0.1% ($229.4K/$212.9M)

AT&T INC.

T|00206R102

Shares:8.1K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$212.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Duke Energy CORP(DUKcusip26441C204)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$304.9K	0.1% ($304.9K/$212.9M)	QoQ NEW(+$304.9K) YoY NEW(+$304.9K)
AbbVie Inc.(ABBVcusip00287Y109)	1.4K	QoQ -0.89% (-13) YoY -10.08% (-161)	All Managers (Combined)	$300.9K	0.1% ($300.9K/$212.9M)	QoQ +16.84% (-$43.4K) YoY +3.41% (-$9.9K)
(cusip46138B103)✕	12.9K	QoQ -89.59% (-110.8K) YoY -88.65% (-100.6K)	All Managers (Combined)	$289.7K	0.1% ($289.7K/$212.9M)	QoQ -89.04% (-$2.4M) YoY -88.88% (-$2.3M)
Parker-Hannifin Corp(PHcusip701094104)	473	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$287.7K	0.1% ($287.7K/$212.9M)	QoQ -4.43% (-$13.3K) YoY +9.36% (+$24.6K)
(cusip464287580)✕	3.3K	QoQ +0.12% (-4) YoY +0.40% (+13)	All Managers (Combined)	$287.6K	0.1% ($287.6K/$212.9M)	QoQ -8.01% (-$25.1K) YoY +8.19% (+$21.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	990	QoQ 0.00% (+0) YoY -8.83% (-96)	All Managers (Combined)	$285.3K	0.1% ($285.3K/$212.9M)	QoQ +19.00% (+$45.5K) YoY +27.68% (-$61.8K)
(cusip46137V241)✕	4.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$283.2K	0.1% ($283.2K/$212.9M)	QoQ -1.02% (-$2.9K) YoY +9.79% (+$25.3K)
Blackstone Inc.(BXcusip09260D107)	2.0K	QoQ +0.30% (-6) YoY -15.53% (-366)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$212.9M)	QoQ -18.67% (-$63.9K) YoY -10.12% (-$31.3K)
(cusip33740F722)✕	5.5K	QoQ 0.00% (-0) YoY -67.95% (-11.7K)	All Managers (Combined)	$275.6K	0.1% ($275.6K/$212.9M)	QoQ -2.90% (-$8.2K) YoY -66.00% (-$535.0K)
(cusip81369Y308)✕	3.3K	QoQ +2.00% (+65) YoY +10.48% (+314)	All Managers (Combined)	$270.2K	0.1% ($270.2K/$212.9M)	QoQ +5.96% (+$15.2K) YoY +18.15% (+$41.5K)
MICROSOFT CORP(MSFTcusip594918104)	706	QoQ -8.43% (-65) YoY -11.75% (-94)	All Managers (Combined)	$264.9K	0.1% ($264.9K/$212.9M)	QoQ -18.48% (-$60.1K) YoY -21.30% (-$71.7K)
(cusip74347B235)✕	9.5K	QoQ 0.00% (+0) YoY NEW(+9.5K)	All Managers (Combined)	$256.3K	0.1% ($256.3K/$212.9M)	QoQ +1.77% (+$4.5K) YoY NEW(+$256.3K)
(cusip33734H106)✕	5.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$250.4K	0.1% ($250.4K/$212.9M)	QoQ +2.17% (+$5.3K) YoY +5.58% (+$13.3K)
(cusip74349Y837)✕	6.1K	QoQ -7.78% (-515) YoY NEW(+6.1K)	All Managers (Combined)	$247.7K	0.1% ($247.7K/$212.9M)	QoQ +0.16% (-$420) YoY NEW(+$247.7K)
LINDE PLC(LINcusipG54950103)	529	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$246.2K	0.1% ($246.2K/$212.9M)	QoQ +11.21% (+$24.8K) YoY +0.28% (+$698)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	564	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$212.9M)	QoQ -1.31% (-$3.1K) YoY +5.59% (+$12.5K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	18.0K	QoQ 0.00% (-0) YoY -2.46% (-455)	All Managers (Combined)	$235.9K	0.1% ($235.9K/$212.9M)	QoQ -6.21% (-$15.6K) YoY -3.28% (-$8.0K)
(VOOcusip922908363)	459	QoQ +6.49% (+28) YoY NEW(+459)	All Managers (Combined)	$235.8K	0.1% ($235.8K/$212.9M)	QoQ +1.53% (+$3.6K) YoY NEW(+$235.8K)
(VTVcusip922908744)	1.3K	QoQ +0.15% (+2) YoY NEW(+1.3K)	All Managers (Combined)	$229.4K	0.1% ($229.4K/$212.9M)	QoQ +2.21% (+$5.0K) YoY NEW(+$229.4K)
AT&T INC.(Tcusip00206R102)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$212.9M)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)