Mallini Complete Financial Planning LLC Purchases in Q4 2025

Mallini Complete Financial Planning LLC

  • $124 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.4K
+ 4.89%
$49.98 - $50.59 $572K - $579K
245K $12.3B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.05%
$245.79 - $258.02 $246 - $258
2.21K $553M
CVX
Chevron Corp

Energy
1.48K
New
$148.9 - $157.72 $220K - $233K
1.48K $225M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.8K
+ 8.84%
$47.89 - $48.53 $230K - $233K
59.1K $2.83B
EFC
Ellington Financial Inc.

Real Estate
11.1K
New
$13.09 - $13.94 $145K - $155K
11.1K $151M
STTK
Shattuck Labs, Inc.

Healthcare
22.6K
New
$1.77 - $2.59 $40.1K - $58.6K
22.6K $82.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
45
+ 0.3%
$68.22 - $71.43 $3.07K - $3.21K
14.8K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.05%
$600.51 - $631.95 $601 - $632
2.08K $1.31B
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
1.71K
+ 8.47%
$14.13 - $14.62 $24.1K - $24.9K
21.9K $316M
CRF
Cornerstone Total Return Fund Inc

Financial Services
3.36K
+ 4.9%
$7.81 - $8.21 $26.2K - $27.6K
71.9K $576M
AB
Alliancebernstein Holding L.P.

Financial Services
339
+ 3.62%
$37.26 - $40.4 $12.6K - $13.7K
9.69K $373M
PRF
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.15%
$44.13 - $46.37 $441 - $464
6.69K $314M
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.46%
$30.19 - $32.26 $1.12K - $1.19K
8.08K $259M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
109
+ 0.58%
$11.65 - $12.68 $1.27K - $1.38K
18.8K $236M
FLMI
Franklin Dynamic Municipal Bon

ETFs
190
+ 1.25%
$24.67 - $25.04 $4.69K - $4.76K
15.3K $381M
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
723
+ 1.33%
$4.14 - $4.36 $2.99K - $3.15K
55K $228M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
101
+ 0.68%
$50.85 - $51.0 $5.14K - $5.15K
14.9K $759M
VLT
Invesco High Income Trust Ii

Financial Services
256
+ 1.33%
$10.96 - $11.39 $2.81K - $2.92K
19.5K $218M
PFN
Pimco Income Strategy Fund Ii

Financial Services
616
+ 1.14%
$7.37 - $7.64 $4.54K - $4.71K
54.5K $409M
ARCC
Ares Capital Corp

Financial Services
286
+ 0.73%
$18.9 - $20.61 $5.41K - $5.89K
39.5K $800M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.22%
$211.96 - $244.38 $424 - $489
910 $208M
DBL
Double Line Opportunistic Credit Fund

Financial Services
120
+ 0.98%
$15.33 - $15.63 $1.84K - $1.88K
12.4K $189M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
307
+ 1.77%
$12.97 - $13.56 $3.98K - $4.16K
17.7K $229M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
156
+ 0.86%
$17.5 - $17.88 $2.73K - $2.79K
18.4K $322M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
348
+ 1.03%
$9.88 - $10.22 $3.44K - $3.56K
34.1K $337M
NRZ
New Residential Investment Corp.

Real Estate
30
+ 0.23%
N/A
13.1K $143M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.04%
$171.48 - $177.68 $171 - $178
2.46K $432M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
598
+ 2.56%
$5.46 - $6.12 $3.27K - $3.66K
24K $131M
PDI
Pimco Dynamic Income Fund

Financial Services
1.33K
+ 7.39%
$18.04 - $19.91 $24K - $26.5K
19.3K $342M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
123
+ 0.8%
$20.86 - $22.89 $2.57K - $2.82K
15.5K $336M
ET
Energy Transfer LP

Energy
118
+ 0.32%
$16.29 - $17.01 $1.92K - $2.01K
36.4K $601M
SO
Southern CO

Utilities
18
+ 0.54%
$90.58 - $99.72 $1.63K - $1.79K
3.33K $291M
USAC
Usa Compression Partners, LP

Energy
731
+ 0.79%
$21.99 - $24.13 $16.1K - $17.6K
93.8K $2.16B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.26K
+ 2.76%
$12.83 - $15.07 $16.1K - $18.9K
46.8K $603M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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