Mallini Complete Financial Planning LLC Purchases in Q2 2025

Mallini Complete Financial Planning LLC

  • $79.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.57K
+ 1.36%
$55.54 - $69.09 $143K - $178K
192K $13.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.6K
+ 10.46%
$48.13 - $49.85 $895K - $927K
196K $9.63B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.77K
+ 2.47%
$72.02 - $73.82 $560K - $574K
322K $23.7B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
+ 30.02%
$46.41 - $47.7 $586K - $602K
54.7K $2.6B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.32K
+ 8.59%
$86.93 - $109.64 $202K - $255K
29.4K $3.22B
NVDA
Nvidia Corp

Technology
1.48K
New
$94.31 - $157.99 $140K - $234K
1.48K $234M
QQQ
Invesco Qqq Trust, Series 1

ETFs
415
New
$416.06 - $551.64 $173K - $229K
415 $229M
VXF
Vanguard Extended Market ETF

ETFs
1.07K
New
$150.43 - $192.71 $161K - $206K
1.07K $206M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.3K
+ 9.36%
$52.84 - $65.52 $68.7K - $85.2K
15.2K $996M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
176
+ 8.66%
$180.84 - $240.32 $31.8K - $42.3K
2.21K $531M
BNDX
Vanguard Total International B

ETFs
1.79K
+ 9.78%
$48.77 - $49.55 $87.4K - $88.8K
20.1K $996M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.9K
+ 14.83%
$50.52 - $50.92 $95.9K - $96.6K
14.7K $748M
CRF
Cornerstone Total Return Fund Inc

Financial Services
7.82K
+ 13.82%
$6.44 - $7.75 $50.4K - $60.6K
64.4K $499M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
2.2K
+ 16.87%
$19.16 - $23.81 $42.1K - $52.3K
15.2K $362M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
4.58K
+ 15.97%
$9.25 - $10.26 $42.4K - $47K
33.3K $341M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.61%
$221.86 - $362.89 $1.11K - $1.81K
825 $262M
VIG
Vanguard Dividend Appreciation

ETFs
85
+ 4.07%
N/A
2.18K $445M
PFN
Pimco Income Strategy Fund Ii

Financial Services
6.24K
+ 13.99%
$6.87 - $7.56 $42.9K - $47.2K
50.8K $376M
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
8.09K
+ 17.89%
$3.25 - $3.85 $26.3K - $31.2K
53.3K $204M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2.44K
+ 13.95%
$12.41 - $14.27 $30.3K - $34.8K
19.9K $282M
PDI
Pimco Dynamic Income Fund

Financial Services
2.29K
+ 15.7%
$17.02 - $19.87 $38.9K - $45.4K
16.8K $319M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.5K
+ 9.98%
$13.74 - $15.66 $48.1K - $54.8K
38.6K $574M
AB
Alliancebernstein Holding L.P.

Financial Services
56
+ 0.6%
$33.0 - $41.77 $1.85K - $2.34K
9.32K $381M
ARCC
Ares Capital Corp

Financial Services
1.24K
+ 3.38%
$18.91 - $22.43 $23.5K - $27.9K
38.1K $836M
DBL
Double Line Opportunistic Credit Fund

Financial Services
1.14K
+ 10.3%
$15.1 - $15.75 $17.2K - $17.9K
12.2K $187M
PRF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.17%
$35.77 - $42.27 $393 - $465
6.66K $282M
VLT
Invesco High Income Trust Ii

Financial Services
494
+ 2.68%
$9.56 - $10.94 $4.72K - $5.4K
18.9K $207M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
58
+ 2.41%
$157.93 - $175.89 $9.16K - $10.2K
2.46K $430M
ENB
Enbridge Inc

Energy
100
+ 1.68%
$41.09 - $47.16 $4.11K - $4.72K
6.07K $275M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
295
+ 1.76%
$12.19 - $13.37 $3.6K - $3.94K
17.1K $229M
TLRY
Tilray Brands, Inc.

Healthcare
11.6K
New
$0.36 - $0.65 $4.19K - $7.56K
11.6K $4.82M
FLMI
Franklin Dynamic Municipal Bon

ETFs
162
+ 1.09%
$23.57 - $24.6 $3.82K - $3.99K
15K $364M
SO
Southern CO

Utilities
6
+ 0.18%
$84.91 - $92.56 $509 - $555
3.3K $303M
HPI
John Hancock Preferred Income Fund

Financial Services
598
+ 3.65%
$15.0 - $16.67 $8.97K - $9.97K
17K $272M
EFC
Ellington Financial Inc.

Real Estate
145
+ 1.36%
$11.53 - $13.28 $1.67K - $1.93K
10.8K $141M
NRZ
New Residential Investment Corp.

Real Estate
29
+ 0.22%
N/A
13K $147M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
393
+ 1.75%
$6.47 - $8.05 $2.54K - $3.16K
22.9K $176M
STTK
Shattuck Labs, Inc.

Healthcare
3.5K
+ 18.29%
$0.73 - $1.3 $2.56K - $4.55K
22.6K $1.79M
XOM
Exxon Mobil Corp

Energy
8
+ 0.41%
$99.93 - $119.04 $799 - $952
1.96K $212M
EPD
Enterprise Products Partners L.P.

Energy
35
+ 0.44%
$28.95 - $34.22 $1.01K - $1.2K
8K $248M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
108
+ 0.59%
$12.07 - $14.61 $1.3K - $1.58K
18.5K $239M
AAPL
Apple Inc.

Technology
26
+ 0.87%
$172.42 - $223.89 $4.48K - $5.82K
3.01K $617M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
888
+ 5.17%
$15.35 - $17.0 $13.6K - $15.1K
18.1K $207M
VTI
Vanguard Total Stock Market Et

ETFs
2.35K
+ 1.86%
$243.75 - $303.93 $572K - $713K
129K $3.91B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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