Xml Financial, LLC Purchases in Q1 2025

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
197K
+ 810.06%
$20.29 - $22.36 $4M - $4.41M
221K $4.89M
GLD
Spdr Gold Trust

ETFs
931
+ 2.16%
$243.19 - $288.14 $226K - $268K
44K $12.7M
JNJ
Johnson & Johnson

Healthcare
959
+ 1.38%
$142.06 - $167.7 $136K - $161K
70.5K $11.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31.2K
+ 20.16%
$102.49 - $119.96 $3.19M - $3.74M
186K $19.4M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
20.9K
+ 12.03%
$47.08 - $50.67 $985K - $1.06M
195K $9.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.8K
+ 3.9%
$71.17 - $73.66 $771K - $798K
288K $21.2M
TRU
Trans Union

Industrials
14.6K
New
$80.45 - $100.25 $1.17M - $1.46M
14.6K $1.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.6K
+ 8.51%
$27.01 - $28.54 $880K - $930K
416K $11.6M
IBM
International Business Machines Corp

Technology
529
+ 1.55%
$217.4 - $264.74 $115K - $140K
34.6K $8.6M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
27.9K
+ 12.34%
$18.75 - $20.97 $523K - $585K
254K $5.33M
XOM
Exxon Mobil Corp

Energy
1.68K
+ 3.48%
$105.44 - $118.93 $177K - $200K
50K $5.94M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
35.2K
+ 2.42%
$14.22 - $14.83 $501K - $523K
1.49M $21.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.49K
+ 11.49%
$79.17 - $82.04 $514K - $533K
63K $5.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 158.02%
$56.17 - $59.71 $581K - $618K
16.9K $965K
RIOT
Riot Blockchain, Inc.

Technology
80.2K
New
$7.12 - $13.54 $571K - $1.09M
80.2K $571K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
29.3K
+ 11.95%
$21.6 - $23.19 $632K - $679K
274K $6.05M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.2K
+ 14.37%
N/A
41.4K $3.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
+ 17.98%
$551.42 - $612.93 $576K - $640K
6.85K $3.83M
EPD
Enterprise Products Partners L.P.

Energy
3.2K
+ 2.83%
$31.75 - $34.14 $102K - $109K
116K $3.97M
DELL
Dell Technologies Inc.

Technology
4.62K
New
$90.34 - $124.66 $417K - $576K
4.62K $421K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.22K
+ 7.52%
$95.85 - $99.25 $309K - $320K
46.1K $4.56M
WPC
W. P. Carey Inc.

Real Estate
898
+ 2.46%
$53.5 - $65.05 $48K - $58.4K
37.4K $2.36M
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 5.88%
$890.62 - $1076.86 $222K - $268K
4.48K $4.24M
META
Meta Platforms, Inc.

Communication Services
636
+ 37.39%
$576.36 - $736.67 $367K - $469K
2.34K $1.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
46.5K
+ 16.94%
$16.57 - $18.85 $771K - $877K
321K $5.34M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.72K
New
$120.07 - $144.17 $326K - $392K
2.72K $337K
RIO
Rio Tinto PLC

Basic Materials
5.32K
New
$58.19 - $64.29 $309K - $342K
5.32K $319K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
15.1K
+ 22.99%
$21.3 - $22.61 $322K - $342K
80.9K $1.72M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.9K
New
$50.48 - $51.04 $298K - $301K
5.9K $299K
LUCD
Lucid Diagnostics Inc.

Healthcare
179K
New
$0.79 - $1.59 $141K - $284K
179K $266K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.65K
New
$43.79 - $57.46 $204K - $267K
4.65K $265K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2K
New
$111.19 - $129.47 $222K - $259K
2K $258K
AWK
American Water Works Company, Inc.

Utilities
1.73K
New
$121.01 - $149.31 $209K - $258K
1.73K $254K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.07K
New
$34.58 - $45.97 $175K - $233K
5.07K $233K
CCI
Crown Castle International Corp

Real Estate
2.2K
New
$84.33 - $106.39 $186K - $234K
2.2K $229K
AXON
Axon Enterprise, Inc.

Industrials
435
New
$496.65 - $710.01 $216K - $309K
435 $228K
COP
Conocophillips

Energy
1.53K
+ 13.92%
$88.6 - $105.85 $135K - $162K
12.5K $1.31M
ORLA
Orla Mining Ltd.

Basic Materials
22.9K
New
$5.49 - $9.35 $126K - $214K
22.9K $214K
UBER
Uber Technologies, Inc

Technology
2.95K
New
$63.17 - $81.49 $186K - $240K
2.95K $214K
UTG
Reaves Utility Income Fund

Financial Services
5.42K
+ 12.75%
$31.08 - $34.42 $168K - $187K
47.9K $1.56M
SAP
Sap Se

Technology
785
New
$241.4 - $293.69 $189K - $231K
785 $210K
WPM
Wheaton Precious Metals Corp.

Basic Materials
425
+ 5.18%
$55.75 - $77.63 $23.7K - $33K
8.62K $669K
HEI
Heico Corp

Industrials
781
New
$219.6 - $270.85 $172K - $212K
781 $208K
SO
Southern CO

Utilities
661
+ 4.32%
$80.96 - $92.96 $53.5K - $61.4K
16K $1.47M
AFL
Aflac Inc

Financial Services
1.85K
New
$100.99 - $111.19 $187K - $206K
1.85K $205K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.29K
+ 5.24%
$53.6 - $58.97 $498K - $548K
186K $10.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.7K
New
$72.7 - $84.32 $197K - $228K
2.7K $201K
TRGP
Targa Resources Corp.

Energy
1K
New
$178.44 - $217.22 $178K - $217K
1K $200K
RYLD
Global X Fds Russell 2000 Cove

ETFs
13K
New
$14.93 - $16.85 $194K - $219K
13K $196K
Activity Summary
Buys All Purchases 169 New Holdings 28 Increased Positions 141 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 16 Puts 0
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