Mallini Complete Financial Planning LLC New Holdings in Q4 2024

Mallini Complete Financial Planning LLC

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
125K
New
$280.04 - $302.45 $35M - $37.9M
125K $36.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
307K
New
$71.75 - $75.11 $22M - $23M
307K $22.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
180K
New
$58.88 - $64.8 $10.6M - $11.7M
180K $10.6B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
171K
New
$49.79 - $51.14 $8.51M - $8.75M
171K $8.57B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
33.5K
New
$100.18 - $109.1 $3.36M - $3.65M
33.5K $3.51B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
54.9K
New
$46.33 - $48.6 $2.54M - $2.67M
54.9K $2.55B
USAC
Usa Compression Partners, LP

Energy
92.4K
New
$21.54 - $23.99 $1.99M - $2.22M
92.4K $2.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.08K
New
$521.84 - $558.82 $1.09M - $1.16M
2.08K $1.12B
BNDX
Vanguard Total International B

ETFs
17.2K
New
$48.91 - $50.61 $841K - $870K
17.2K $843M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14.2K
New
$56.61 - $61.63 $801K - $872K
14.2K $803M
AAPL
Apple Inc.

Technology
2.98K
New
$221.69 - $259.02 $660K - $771K
2.98K $746M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.1K
New
$51.58 - $52.91 $727K - $746K
14.1K $729M
ET
Energy Transfer LP

Energy
36.1K
New
$16.05 - $19.86 $579K - $716K
36.1K $707M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.7K
New
$50.67 - $50.9 $644K - $647K
12.7K $644M
AMZN
Amazon Com Inc

Consumer Cyclical
2.88K
New
$180.88 - $232.93 $520K - $670K
2.88K $631M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.84K
New
$126.68 - $134.74 $613K - $652K
4.84K $618M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.6K
New
$50.02 - $51.24 $530K - $543K
10.6K $532M
IVV
Ishares Core S&P 500 ETF

ETFs
800
New
$570.51 - $610.59 $456K - $488K
800 $471M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
29.3K
New
$15.05 - $16.03 $442K - $470K
29.3K $448M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.03K
New
$201.32 - $217.44 $409K - $442K
2.03K $420M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.41K
New
$118.0 - $127.04 $403K - $433K
3.41K $415M
VIG
Vanguard Dividend Appreciation

ETFs
2.1K
New
N/A
2.1K $411M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.4K
New
$164.89 - $177.66 $396K - $427K
2.4K $397M
FLMI
Franklin Dynamic Municipal Bon

ETFs
14.7K
New
$24.42 - $25.06 $359K - $368K
14.7K $359M
CRF
Cornerstone Total Return Fund Inc

Financial Services
39.5K
New
$8.02 - $9.66 $317K - $382K
39.5K $344M
AB
Alliancebernstein Holding L.P.

Financial Services
9.03K
New
$34.59 - $38.68 $312K - $349K
9.03K $335M
TSLA
Tesla, Inc.

Consumer Cyclical
820
New
$213.65 - $479.86 $175K - $393K
820 $331M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.37K
New
$57.53 - $60.83 $309K - $326K
5.37K $309M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
18.1K
New
$16.5 - $17.41 $298K - $314K
18.1K $302M
HPI
John Hancock Preferred Income Fund

Financial Services
18.1K
New
$16.37 - $19.3 $296K - $349K
18.1K $301M
MEAR
Blackrock Short Maturity Munic

ETFs
6K
New
$49.94 - $50.28 $300K - $302K
6K $300M
PFN
Pimco Income Strategy Fund Ii

Financial Services
40.1K
New
$7.33 - $7.72 $294K - $309K
40.1K $299M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.9K
New
$31.23 - $33.51 $278K - $298K
8.9K $280M
SO
Southern CO

Utilities
3.35K
New
$81.5 - $94.15 $273K - $315K
3.35K $276M
MINO
Pimco ETF Tr Municipal Income

ETFs
6K
New
$44.94 - $46.07 $270K - $276K
6K $270M
RY
Royal Bank Of Canada

Financial Services
2.22K
New
$119.72 - $128.02 $266K - $284K
2.22K $269M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
27.5K
New
$9.77 - $10.51 $268K - $289K
27.5K $268M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.64K
New
$40.15 - $42.9 $267K - $285K
6.64K $268M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12.5K
New
$19.79 - $21.6 $247K - $269K
12.5K $266M
ENB
Enbridge Inc

Energy
6.24K
New
$40.4 - $43.92 $252K - $274K
6.24K $265M
XOM
Exxon Mobil Corp

Energy
2.27K
New
$105.51 - $125.37 $240K - $285K
2.27K $244M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
17.6K
New
$13.42 - $14.34 $236K - $252K
17.6K $240M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.03K
New
$77.02 - $78.58 $233K - $238K
3.03K $234M
JPIE
J P Morgan Exchange Traded Fd
5.09K
New
$45.59 - $46.25 $232K - $235K
5.09K $232M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
18.3K
New
$12.44 - $14.36 $228K - $263K
18.3K $231M
PDI
Pimco Dynamic Income Fund

Financial Services
12.1K
New
$18.33 - $20.85 $222K - $252K
12.1K $222M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.16K
New
$94.43 - $105.47 $204K - $228K
2.16K $220M
QQQ
Invesco Qqq Trust, Series 1

ETFs
415
New
$481.22 - $538.17 $200K - $223K
415 $212M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.36K
New
$61.68 - $67.87 $207K - $228K
3.36K $209M
Activity Summary
Buys All Purchases 60 New Holdings 60 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mallini Complete Financial Planning LLC Portfolio

Follow Mallini Complete Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mallini Complete Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mallini Complete Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email