Mallini Complete Financial Planning LLC Portfolio Holdings by Sector
Mallini Complete Financial Planning LLC
- $79.1 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND VXUS VTEB ESGV EAGG VOO BNDX VSGX 26 stocks |
$63 Million
79.86% of portfolio
|
15
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC GOF CRF AB PFN TSLX EVV PDI 16 stocks |
$5.45 Million
6.91% of portfolio
|
16
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.91 Million
4.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
USAC 1 stocks |
$2.26 Million
2.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET ENB EPD 3 stocks |
$1.16 Million
1.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$654,440
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$616,817
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
PMT NRZ EFC 3 stocks |
$526,121
0.67% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$303,249
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
RY 1 stocks |
$292,041
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$262,070
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$234,299
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$211,599
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TLRY 1 stocks |
$4,819
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
STTK 1 stocks |
$1,790
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|