Mallini Complete Financial Planning LLC Portfolio Holdings by Sector
Mallini Complete Financial Planning LLC
- $124 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND VXUS VTEB ESGV EAGG VOO VSGX JMST 27 stocks |
$67.7 Million
54.48% of portfolio
|
9
|
9
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$43.5 Million
35.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC GOF CRF PFN AB PDI EVV TSLX 16 stocks |
$5.69 Million
4.58% of portfolio
|
15
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
USAC 1 stocks |
$2.16 Million
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD ENB 3 stocks |
$1.11 Million
0.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$807,208
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$712,541
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
PMT EFC NRZ 3 stocks |
$528,943
0.43% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$467,176
0.38% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
RY 1 stocks |
$378,487
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$333,242
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$290,524
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$249,350
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$208,137
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
STTK 1 stocks |
$82,606
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|