Mallini Complete Financial Planning LLC Incresed Positions in Q1 2025

Mallini Complete Financial Planning LLC

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.28K
+ 5.14%
$58.01 - $64.46 $538K - $598K
190K $11.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.28K
+ 2.37%
$71.17 - $73.66 $518K - $536K
314K $23.1B
USAC
Usa Compression Partners, LP

Energy
586
+ 0.63%
$23.75 - $29.24 $13.9K - $17.1K
93K $2.51B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.78K
+ 3.97%
$49.25 - $50.66 $334K - $344K
178K $8.82B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
5.72K
+ 19.47%
$15.0 - $15.91 $85.7K - $90.9K
35.1K $546M
EPD
Enterprise Products Partners L.P.

Energy
1.51K
+ 23.31%
$31.75 - $34.14 $47.8K - $51.4K
7.97K $272M
PDI
Pimco Dynamic Income Fund

Financial Services
2.46K
+ 20.36%
$18.51 - $20.05 $45.6K - $49.4K
14.6K $288M
CRF
Cornerstone Total Return Fund Inc

Financial Services
17.1K
+ 43.12%
$7.17 - $9.1 $122K - $155K
56.6K $406M
BNDX
Vanguard Total International B

ETFs
1.14K
+ 6.62%
$48.33 - $49.5 $55K - $56.3K
18.3K $895M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
101
+ 0.55%
$12.0 - $14.77 $1.21K - $1.49K
18.4K $270M
ARCC
Ares Capital Corp

Financial Services
742
+ 2.06%
$21.28 - $23.81 $15.8K - $17.7K
36.8K $816M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
558
+ 4.47%
$20.96 - $23.51 $11.7K - $13.1K
13K $292M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.04%
$162.48 - $175.37 $162 - $175
2.4K $418M
AB
Alliancebernstein Holding L.P.

Financial Services
235
+ 2.6%
$35.0 - $40.73 $8.23K - $9.57K
9.27K $355M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.23K
+ 4.49%
$9.83 - $10.34 $12.1K - $12.7K
28.7K $286M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.36K
+ 8.8%
$13.1 - $13.52 $17.8K - $18.4K
16.8K $221M
EFC
Ellington Financial Inc.

Real Estate
138
+ 1.31%
$12.08 - $14.35 $1.67K - $1.98K
10.7K $142M
NRZ
New Residential Investment Corp.

Real Estate
26
+ 0.2%
N/A
13K $149M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
93
+ 0.73%
$50.72 - $50.92 $4.72K - $4.74K
12.8K $651M
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
2.06K
+ 4.76%
$3.71 - $3.96 $7.62K - $8.14K
45.2K $169M
FLMI
Franklin Dynamic Municipal Bon

ETFs
130
+ 0.88%
$24.22 - $24.86 $3.15K - $3.23K
14.8K $362M
DBL
Double Line Opportunistic Credit Fund

Financial Services
102
+ 0.93%
$15.51 - $15.85 $1.58K - $1.62K
11K $173M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.97K
+ 9.6%
$7.72 - $9.45 $15.2K - $18.6K
22.5K $180M
PRF
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.18%
$39.4 - $42.61 $473 - $511
6.65K $269M
VLT
Invesco High Income Trust Ii

Financial Services
243
+ 1.33%
$10.59 - $11.15 $2.57K - $2.71K
18.4K $195M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.05%
$196.12 - $229.48 $196 - $229
2.03K $411M
ET
Energy Transfer LP

Energy
282
+ 0.78%
$17.26 - $21.08 $4.87K - $5.94K
36.3K $676M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.05%
$507.05 - $563.67 $507 - $564
2.08K $1.07B
AAPL
Apple Inc.

Technology
3
+ 0.1%
$209.68 - $247.1 $629 - $741
2.98K $662M
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 0.94%
$271.18 - $303.12 $320K - $357K
126K $34.7B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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