Portfolio (Quarterly)
Guide ↗
Maltin Wealth Management, Inc.
· CIK 0001764260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | INNOVATOR ETFS TRUST | — | 240,266 | $6.8M | 2.70% | SOLD |
| 2 | KAPR | INNOVATOR ETFS TRUST | — | 18,479 | $649K | 0.26% | SOLD |
| 3 | IVV | ISHARES TR | — | 554 | $380K | 0.15% | SOLD |
| 4 | DSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,831 | $307K | 0.12% | SOLD |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,342 | $295K | 0.12% | SOLD |
| 6 | DUK | DUKE ENERGY CORP NEW | Utilities | 2,501 | $293K | 0.12% | SOLD |
| 7 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 19,177 | $282K | 0.11% | SOLD |
| 8 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 8,864 | $239K | 0.10% | SOLD |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,096 | $227K | 0.09% | SOLD |
| 10 | BLK | BLACKROCK INC | Financial Services | 202 | $216K | 0.09% | SOLD |
| 11 | ORCL | ORACLE CORP | Technology | 1,102 | $215K | 0.09% | SOLD |
| 12 | DIS | DISNEY WALT CO | Communication Services | 1,859 | $211K | 0.08% | SOLD |
| 13 | T | AT&T INC | Communication Services | 8,279 | $206K | 0.08% | SOLD |
Sector Allocation
Financial Services
50.0%
Technology
22.9%
Communication Services
11.3%
Industrials
7.5%
Healthcare
3.5%
Consumer Cyclical
2.6%
Utilities
1.5%
Basic Materials
0.7%