Xml Financial, LLC Purchases and Sells in Q3 2025

Xml Financial, LLC

$1.2 Billion
Q3 2025

Top Buys

Incresed Positions

138 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	43.8K + 1322.39%	$106.17 - $107.3 $4.65M - $4.7M	47.1K $5.03M
VB	13.7K + 246.58%	$237.58 - $259.17 $3.26M - $3.55M	19.3K $4.9M
VGT	362 + 1.0%	$656.44 - $753.15 $238K - $273K	36.6K $27.3M
NVDA	5.13K + 8.84%	$153.3 - $186.58 $786K - $956K	63.1K $11.8M
DGRO	3.78K + 0.75%	$64.12 - $68.08 $242K - $257K	508K $34.6M
GOOGL	853 + 2.79%	$174.36 - $254.72 $149K - $217K	31.4K $7.64M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	254K New	$78.11 - $79.07 $19.9M - $20.1M	254K $20.1M
QDIV	157K New	$33.61 - $35.52 $5.27M - $5.57M	157K $5.52M
OPEN	175K New	$0.56 - $10.52 $98K - $1.84M	175K $1.39M
CRDO	2.35K New	$87.59 - $172.31 $206K - $405K	2.35K $342K
FUTU	1.84K New	$120.32 - $194.74 $221K - $358K	1.84K $319K
IBDX	11.7K New	$24.97 - $25.78 $292K - $301K	11.7K $299K

Top Sells

Reduced Positions

158 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUNI	-201K - 88.54%	$50.9 - $52.37 $10.2M - $10.5M	26K $1.36M
DJIA	-263K - 95.08%	$21.34 - $21.93 $5.6M - $5.76M	13.6K $296K
GOOD	-30K - 7.53%	$12.21 - $14.62 $366K - $438K	368K $4.54M
UPS	-5.8K - 15.23%	$82.58 - $105.54 $479K - $612K	32.3K $2.7M
KMI	-13.6K - 4.58%	$26.23 - $28.5 $356K - $387K	283K $8.01M
IBM	-917 - 2.65%	$234.77 - $292.47 $215K - $268K	33.6K $9.49M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BP	3K New	$30.25 - $35.69 $90.8K - $107K	3K $103K

Activity Summary All Purchases 170 New Holdings 32 Increased Positions 138 All Sells 158 Reductions 158 Sold out 0 Calls 1 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Xml Financial, LLC with notifications on news.