Maltin Wealth Management, Inc.
Top Portfolio Positions
39 positions ·
$31,797,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
100,929 | $8,897,900 | 27.98% | |
| AAPL |
Apple Inc.
Technology
|
11,392 | $2,891,175 | 9.09% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
124,238 | $2,820,202 | 8.87% | |
| UPS |
United Parcel Service Inc
Industrials
|
15,764 | $1,550,862 | 4.88% | |
| YEXT |
Yext, Inc.
Technology
|
393,439 | $1,510,805 | 4.75% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,897 | $1,169,993 | 3.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,609 | $1,037,804 | 3.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,408 | $1,002,497 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
5,047 | $880,196 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,046 | $842,660 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PNI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,179 | 21,924 | Shares | Sole | 2026-04-21 | |
| 2020-03-31 | $263,223 | 26,942 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||