Xml Financial, LLC Purchases in Q3 2025

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
254K
New
$78.11 - $79.07 $19.9M - $20.1M
254K $20.1M
QDIV
Global X Funds S&P 500 Quality

ETFs
157K
New
$33.61 - $35.52 $5.27M - $5.57M
157K $5.52M
SUB
Ishares Short Term National Mu

ETFs
43.8K
+ 1322.39%
$106.17 - $107.3 $4.65M - $4.7M
47.1K $5.03M
VB
Vanguard Small Cap ETF

ETFs
13.7K
+ 246.58%
$237.58 - $259.17 $3.26M - $3.55M
19.3K $4.9M
VGT
Vanguard Information Technolog

ETFs
362
+ 1.0%
$656.44 - $753.15 $238K - $273K
36.6K $27.3M
NVDA
Nvidia Corp

Technology
5.13K
+ 8.84%
$153.3 - $186.58 $786K - $956K
63.1K $11.8M
DGRO
Ishares Core Dividend Growth E

ETFs
3.78K
+ 0.75%
$64.12 - $68.08 $242K - $257K
508K $34.6M
GOOGL
Alphabet Inc.

Communication Services
853
+ 2.79%
$174.36 - $254.72 $149K - $217K
31.4K $7.64M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.9K
+ 1.32%
$27.61 - $29.15 $438K - $462K
1.22M $35.5M
IVV
Ishares Core S&P 500 ETF

ETFs
218
+ 0.65%
$620.67 - $670.08 $135K - $146K
34K $22.8M
OPEN
Opendoor Technologies Inc.

Real Estate
175K
New
$0.56 - $10.52 $98K - $1.84M
175K $1.39M
NANR
Spdr Index Shs Fds S&P North A

ETFs
5.99K
+ 4.78%
$56.69 - $65.0 $339K - $389K
131K $8.47M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
31K
+ 2.05%
$13.77 - $14.45 $427K - $448K
1.54M $22.3M
IWM
Ishares Russell 2000 ETF

ETFs
630
+ 1.52%
$214.92 - $244.84 $135K - $154K
42.2K $10.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.78K
+ 1.82%
$74.93 - $80.73 $208K - $224K
155K $12.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 19.29%
$567.77 - $614.76 $705K - $764K
7.68K $4.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
796
+ 7.04%
$546.99 - $602.2 $435K - $479K
12.1K $7.27M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
+ 18.91%
$357.4 - $423.42 $491K - $582K
8.65K $3.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.96K
+ 47.7%
$224.68 - $282.71 $440K - $554K
6.06K $1.69M
AVGO
Broadcom Inc.

Technology
490
+ 4.67%
$264.74 - $369.57 $130K - $181K
11K $3.63M
IYF
Ishares Tr

ETFs
428
+ 0.38%
$119.89 - $127.16 $51.3K - $54.4K
112K $14.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
317
+ 0.48%
$192.76 - $203.86 $61.1K - $64.6K
65.9K $13.4M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
2.97K
+ 1.13%
$21.5 - $23.94 $63.8K - $71K
266K $6.37M
CAT
Caterpillar Inc

Industrials
509
+ 11.21%
$390.92 - $477.15 $199K - $243K
5.05K $2.41M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
32.5K
+ 10.36%
$21.86 - $22.98 $711K - $747K
346K $7.78M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
21.4K
+ 6.95%
$24.73 - $25.29 $530K - $542K
330K $8.32M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
24.8K
+ 19.81%
$22.18 - $22.83 $550K - $566K
150K $3.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.34K
+ 16.97%
N/A
50.6K $4.34M
IWS
Ishares Russell Midcap Value E

ETFs
560
+ 0.85%
$132.83 - $140.61 $74.4K - $78.7K
66.5K $9.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.99K
+ 1.03%
$55.15 - $58.11 $110K - $115K
196K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
322
+ 4.4%
$617.65 - $666.84 $199K - $215K
7.65K $5.09M
AMAT
Applied Materials Inc

Technology
1.27K
+ 9.38%
$156.25 - $204.95 $199K - $261K
14.8K $3.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
379
+ 0.6%
$132.9 - $142.03 $50.4K - $53.8K
63.7K $8.98M
MDT
Medtronic PLC

Healthcare
4.28K
+ 28.38%
$87.67 - $95.74 $375K - $410K
19.4K $1.84M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
25.6K
+ 5.32%
$20.07 - $20.17 $514K - $517K
507K $10.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
14.9K
+ 6.16%
$28.38 - $29.05 $422K - $432K
256K $7.41M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.66K
+ 67.75%
$105.93 - $131.8 $282K - $351K
6.59K $868K
MPWR
Monolithic Power Systems Inc

Technology
295
+ 32.21%
$711.24 - $922.81 $210K - $272K
1.21K $1.11M
BX
Blackstone Inc.

Financial Services
511
+ 3.11%
$152.77 - $188.68 $78.1K - $96.4K
16.9K $2.89M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
359
+ 0.22%
$39.8 - $42.86 $14.3K - $15.4K
165K $7.05M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
110
+ 0.06%
$47.56 - $49.7 $5.23K - $5.47K
198K $9.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.35K
+ 79.32%
$134.94 - $145.86 $317K - $342K
5.31K $772K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.66K
+ 20.14%
$86.72 - $111.84 $144K - $185K
9.89K $1.11M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 72.59%
$139.82 - $155.45 $282K - $313K
4.79K $744K
DHR
Danaher Corp

Healthcare
1.7K
+ 24.72%
$181.46 - $212.2 $309K - $361K
8.59K $1.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
232
+ 0.06%
$26.38 - $27.95 $6.12K - $6.48K
421K $11.5M
CRDO
Credo Technology Group Holding LTD

Technology
2.35K
New
$87.59 - $172.31 $206K - $405K
2.35K $342K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
603
+ 22.63%
$435.72 - $463.74 $263K - $280K
3.27K $1.52M
PMM
Putnam Managed Municipal Income Trust

Financial Services
53.6K
+ 92.99%
$5.78 - $6.16 $310K - $330K
111K $671K
Activity Summary
Buys All Purchases 170 New Holdings 32 Increased Positions 138 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 1 Puts 0
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