Mallini Complete Financial Planning LLC Portfolio Holdings by Sector

Mallini Complete Financial Planning LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VXUS VTEB ESGV EAGG VOO VSGX JMST 27 stocks	$66.6 Million 54.28% of portfolio	9	8	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$43.1 Million 35.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC GOF CRF PFN AB PDI TSLX EVV 16 stocks	$5.78 Million 4.71% of portfolio	16	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy USAC 1 stocks	$2.23 Million 1.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET ENB EPD 3 stocks	$1.18 Million 0.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$780,905 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$678,252 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK 2 stocks	$521,213 0.42% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate PMT NRZ 2 stocks	$377,406 0.31% of portfolio	2	-	-	-	0 Calls 0 Puts

Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$370,896 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY 1 stocks	$327,050 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$307,484 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$225,730 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$210,221 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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

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