Mallini Complete Financial Planning LLC Purchases in Q3 2025

Mallini Complete Financial Planning LLC

  • $123 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.72K
+ 2.11%
$303.93 - $329.86 $826K - $897K
131K $43.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37.5K
+ 19.09%
$48.5 - $50.19 $1.82M - $1.88M
234K $11.7B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.56K
+ 3.93%
$68.24 - $73.73 $516K - $558K
200K $14.7B
ABBV
Abb Vie Inc.

Healthcare
908
New
$184.85 - $231.54 $168K - $210K
908 $210M
DUK
Duke Energy Corp

Utilities
1.68K
New
$116.31 - $125.93 $195K - $211K
1.68K $207M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.92K
New
$50.02 - $53.28 $196K - $209K
3.92K $205M
AAPL
Apple Inc.

Technology
61
+ 2.03%
$202.38 - $256.87 $12.3K - $15.7K
3.07K $781M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
162
+ 0.9%
$16.94 - $17.91 $2.74K - $2.9K
18.2K $325M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 1.09%
$293.94 - $444.72 $2.65K - $4K
834 $371M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
7.02K
+ 18.19%
$14.8 - $15.15 $104K - $106K
45.6K $683M
NVDA
Nvidia Corp

Technology
165
+ 11.13%
$153.3 - $186.58 $25.3K - $30.8K
1.65K $307M
CRF
Cornerstone Total Return Fund Inc

Financial Services
4.12K
+ 6.4%
$7.69 - $8.04 $31.7K - $33.2K
68.5K $551M
PDI
Pimco Dynamic Income Fund

Financial Services
1.16K
+ 6.88%
$18.85 - $20.07 $21.8K - $23.3K
18K $356M
HPI
John Hancock Preferred Income Fund

Financial Services
689
+ 4.06%
$15.81 - $17.35 $10.9K - $12K
17.7K $307M
PFN
Pimco Income Strategy Fund Ii

Financial Services
3.02K
+ 5.95%
$7.37 - $7.67 $22.3K - $23.2K
53.9K $409M
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 3.55%
$211.65 - $238.24 $22.4K - $25.3K
3.09K $678M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.24%
$546.99 - $602.2 $547 - $602
416 $249M
PRF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.17%
$42.04 - $45.23 $462 - $498
6.68K $302M
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
936
+ 1.75%
$3.81 - $4.23 $3.57K - $3.96K
54.3K $224M
XOM
Exxon Mobil Corp

Energy
39
+ 1.99%
$105.83 - $117.22 $4.13K - $4.57K
2K $226M
FLMI
Franklin Dynamic Municipal Bon

ETFs
155
+ 1.03%
$23.96 - $24.81 $3.71K - $3.85K
15.1K $375M
SO
Southern CO

Utilities
11
+ 0.33%
$90.83 - $96.0 $999 - $1.06K
3.31K $314M
VLT
Invesco High Income Trust Ii

Financial Services
343
+ 1.81%
$10.88 - $11.43 $3.73K - $3.92K
19.3K $216M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
215
+ 1.08%
$14.01 - $14.68 $3.01K - $3.16K
20.2K $290M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
103
+ 0.7%
$50.81 - $51.07 $5.23K - $5.26K
14.8K $755M
DBL
Double Line Opportunistic Credit Fund

Financial Services
118
+ 0.97%
$15.1 - $15.88 $1.78K - $1.87K
12.3K $192M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
295
+ 1.73%
$13.1 - $13.58 $3.86K - $4.01K
17.4K $232M
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.47%
$30.74 - $32.14 $1.17K - $1.22K
8.04K $251M
NRZ
New Residential Investment Corp.

Real Estate
27
+ 0.21%
N/A
13.1K $149M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
429
+ 1.29%
$10.03 - $10.4 $4.3K - $4.46K
33.7K $342M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
107
+ 0.58%
$11.79 - $13.23 $1.26K - $1.42K
18.7K $229M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
115
+ 0.76%
$22.65 - $25.1 $2.6K - $2.89K
15.3K $351M
ET
Energy Transfer LP

Energy
1.11K
+ 3.16%
$17.11 - $18.16 $19K - $20.2K
36.3K $623M
USAC
Usa Compression Partners, LP

Energy
297
+ 0.32%
$22.79 - $24.95 $6.77K - $7.41K
93.1K $2.23B
AB
Alliancebernstein Holding L.P.

Financial Services
32
+ 0.34%
$37.76 - $42.88 $1.21K - $1.37K
9.35K $357M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
507
+ 2.21%
$6.12 - $7.9 $3.1K - $4.01K
23.4K $145M
ARCC
Ares Capital Corp

Financial Services
1.2K
+ 3.15%
$20.41 - $23.25 $24.5K - $27.9K
39.3K $801M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.05%
$236.25 - $257.69 $236 - $258
2.21K $234M
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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