Xml Financial, LLC Purchases in Q3 2024

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RLY
Ssga Active ETF Tr

ETFs
247K
New
$26.98 - $28.77 $6.65M - $7.1M
247K $7.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
55.7K
+ 25.14%
$71.45 - $75.64 $3.98M - $4.22M
277K $20.8M
DGRO
Ishares Core Dividend Growth E

ETFs
21.1K
+ 4.68%
$57.47 - $62.76 $1.21M - $1.32M
471K $29.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
62.1K
+ 37.57%
$51.78 - $52.98 $3.21M - $3.29M
227K $12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 3.41%
$73.43 - $80.37 $931K - $1.02M
384K $30.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.47K
+ 7.08%
$405.19 - $478.57 $1M - $1.18M
37.4K $17.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
32.7K
+ 37.13%
$63.28 - $70.06 $2.07M - $2.29M
121K $8.47M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.89K
+ 2.53%
$79.92 - $88.19 $551K - $608K
279K $24.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 2.98%
$92.63 - $105.69 $1.01M - $1.15M
377K $39.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25.9K
+ 20.07%
$53.41 - $57.9 $1.38M - $1.5M
155K $8.96M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.46K
+ 2.51%
$105.53 - $118.34 $365K - $409K
141K $16.5M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9.19K
+ 4.57%
$71.19 - $76.59 $654K - $704K
210K $16.1M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12.3K
+ 7.6%
$44.07 - $50.57 $541K - $620K
174K $8.78M
IWB
Ishares Tr Russell 1000 ETF

ETFs
540
+ 0.65%
$283.28 - $314.39 $153K - $170K
83.1K $26.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.5K
+ 3.74%
$173.36 - $189.8 $433K - $474K
69.3K $13.2M
GLD
Spdr Gold Trust

ETFs
1.54K
+ 3.95%
$215.56 - $246.98 $332K - $381K
40.6K $9.86M
IYF
Ishares Tr

ETFs
4.31K
+ 4.02%
$93.83 - $105.05 $405K - $453K
112K $11.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
92.7K
+ 7.08%
$14.16 - $14.47 $1.31M - $1.34M
1.4M $20.2M
CORP
Pimco Investment Grade Corp Bd

ETFs
7.13K
+ 4.61%
$94.36 - $100.01 $673K - $713K
162K $16.1M
JNJ
Johnson & Johnson

Healthcare
1K
+ 1.47%
$145.48 - $167.38 $146K - $168K
69.1K $11.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.3K
+ 3.67%
$77.02 - $85.06 $331K - $366K
122K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
636
+ 0.79%
$332.02 - $382.76 $211K - $243K
81.1K $30.4M
RWO
Spdr Dow Jones Global Real Est

ETFs
7.06K
+ 5.91%
$41.23 - $48.48 $291K - $342K
127K $6.02M
T
At&T Inc.

Communication Services
16.3K
+ 7.86%
$18.21 - $22.28 $297K - $363K
224K $4.92M
IWM
Ishares Russell 2000 ETF

ETFs
909
+ 2.42%
$200.87 - $224.6 $183K - $204K
38.5K $8.51M
EMR
Emerson Electric CO

Industrials
7.99K
+ 21.67%
$98.19 - $118.87 $784K - $950K
44.8K $4.9M
VO
Vanguard Mid Cap ETF

ETFs
768
+ 2.88%
$237.84 - $263.83 $183K - $203K
27.4K $7.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
17.2K
+ 14.55%
$31.18 - $33.5 $535K - $575K
135K $4.49M
UTG
Reaves Utility Income Fund

Financial Services
20.4K
+ 116.91%
$27.16 - $32.8 $554K - $669K
37.9K $1.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.36K
+ 77.49%
$475.2 - $527.7 $644K - $716K
3.11K $1.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
+ 6.38%
$256.4 - $289.78 $312K - $352K
20.3K $5.76M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
481
+ 0.45%
$101.72 - $112.94 $48.9K - $54.3K
106K $12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
736
+ 1.2%
$117.9 - $128.2 $86.8K - $94.4K
62.3K $7.99M
PSA
Public Storage

Real Estate
113
+ 1.36%
$283.13 - $365.01 $32K - $41.2K
8.45K $3.07M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.9K
+ 6.88%
$19.97 - $21.77 $297K - $323K
231K $4.98M
IWP
Ishares Russell Mid Cap Growth

ETFs
538
+ 0.69%
$103.87 - $117.59 $55.9K - $63.3K
78.8K $9.24M
NVDA
Nvidia Corp

Technology
5.62K
+ 10.62%
$98.91 - $134.91 $556K - $758K
58.5K $7.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11.9K
+ 5.48%
$27.8 - $29.26 $330K - $348K
229K $6.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.8K
+ 28.68%
$85.84 - $85.84 $584K - $584K
30.5K $2.62M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.81K
+ 4.67%
$46.13 - $52.38 $176K - $199K
85.3K $4.4M
USB
Us Bancorp \De\

Financial Services
3.82K
+ 6.1%
$39.04 - $47.23 $149K - $180K
66.3K $3.03M
VTV
Vanguard Value ETF

ETFs
1.53K
+ 8.05%
$159.75 - $174.57 $244K - $266K
20.5K $3.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.4K
+ 2.13%
$33.74 - $37.96 $115K - $129K
163K $6.12M
PSEC
Prospect Capital Corp

Financial Services
153K
+ 8.1%
$4.75 - $5.6 $728K - $858K
2.04M $11M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
11.5K
+ 4.77%
$21.45 - $23.13 $247K - $266K
253K $5.82M
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 1.15%
$333.64 - $405.2 $27.4K - $33.2K
7.21K $2.92M
LHX
L3 Harris Technologies, Inc.

Industrials
1.38K
+ 15.1%
$221.96 - $243.27 $306K - $335K
10.5K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.87K
+ 7.81%
$96.25 - $101.98 $277K - $293K
39.6K $4.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.8K
+ 5.15%
$79.29 - $84.02 $222K - $235K
57.1K $4.78M
Activity Summary
Buys All Purchases 185 New Holdings 23 Increased Positions 162 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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