Maltin Wealth Management, Inc.
Top Portfolio Positions
38 positions ·
$31,468,466 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
100,929 | $8,897,900 | 28.28% |
| AAPL |
Apple Inc.
Technology
|
11,392 | $2,891,175 | 9.19% |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
124,238 | $2,820,202 | 8.96% |
| UPS |
United Parcel Service Inc
Industrials
|
15,764 | $1,550,862 | 4.93% |
| YEXT |
Yext, Inc.
Technology
|
393,439 | $1,510,805 | 4.80% |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
1,897 | $1,169,993 | 3.72% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,609 | $1,037,804 | 3.30% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,408 | $1,002,497 | 3.19% |
| NVDA |
Nvidia Corp
Technology
|
5,047 | $880,196 | 2.80% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,046 | $842,660 | 2.68% |
Portfolio Trend
Holdings in YEXT
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,510,805 | 393,439 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,154,998 | 391,439 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,335,060 | 391,439 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,327,231 | 391,439 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,411,264 | 391,439 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,489,552 | 391,439 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,708,757 | 391,439 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,094,198 | 391,439 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,373,130 | 393,554 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,318,033 | 393,554 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,491,196 | 393,554 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $3,946,654 | 410,682 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,681,753 | 410,682 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $1,831,641 | 410,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,963,059 | 410,682 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,829,598 | 410,682 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,611,565 | 565,682 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,805,154 | 565,682 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,083,595 | 565,682 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $8,191,075 | 565,682 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,892,521 | 565,682 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,587,052 | 565,682 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $9,395,978 | 565,682 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,764,299 | 565,682 | Shares | Sole | 2020-05-13 | |
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