Mallini Complete Financial Planning LLC Portfolio Holdings

Mallini Complete Financial Planning LLC

  • $105 Billion
  • Q4 2024

Mallini Complete Financial Planning LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $36.3B, Vanguard Bd Index Fd Inc Total with a value of $22.1B, Vanguard Star Fd Vanguard Tota with a value of $10.6B, Vanguard Mun Bd Fds Tax Exempt with a value of $8.57B, and Vanguard World Fd Esg U.S. Sto with a value of $3.51B.

Examining the 13F form we can see an increase of $105B in the current position value.

Mallini Complete Financial Planning LLC is based out at Gainesville, FL

Below you can find more details about Mallini Complete Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $94 Billion
Financial Services: $5 Billion
Energy: $3.59 Billion
Consumer Cyclical: $962 Million
Technology: $746 Million
Real Estate: $499 Million
Utilities: $276 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.23B
$231 Million 0.22% of portfolio
18,340
Q4 2024 New
$760M
$128 Million 0.12% of portfolio
10,533
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $105 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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