Xml Financial, LLC Purchases in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.25K
+ 8.23%
$120.07 - $151.11 $150K - $189K
16.4K $2.46M
CAT
Caterpillar Inc

Industrials
167
+ 3.82%
$273.94 - $388.21 $45.7K - $64.8K
4.54K $1.76M
HON
Honeywell International Inc

Industrials
719
+ 10.2%
$182.86 - $232.88 $131K - $167K
7.77K $1.81M
WMT
Walmart Inc.

Consumer Defensive
339
+ 1.25%
$81.79 - $99.98 $27.7K - $33.9K
27.5K $2.68M
NFLX
Netflix Inc

Communication Services
140
+ 49.47%
$855.86 - $1339.13 $120K - $187K
423 $566K
CEG
Constellation Energy Corp

Utilities
931
New
$170.96 - $322.76 $159K - $300K
931 $300K
SPOT
Spotify Technology S.A.

Communication Services
374
New
$503.3 - $775.9 $188K - $290K
374 $286K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.79K
+ 6.6%
$40.64 - $47.27 $235K - $274K
93.5K $4.35M
KMI
Kinder Morgan, Inc.

Energy
195
+ 0.07%
$25.21 - $29.4 $4.92K - $5.73K
297K $8.72M
ADM
Archer Daniels Midland CO

Consumer Defensive
4.75K
New
$41.79 - $54.16 $199K - $257K
4.75K $250K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.49K
New
$67.28 - $97.53 $168K - $243K
2.49K $242K
VB
Vanguard Small Cap ETF

ETFs
690
+ 14.17%
$193.73 - $237.37 $134K - $164K
5.56K $1.32M
UTG
Reaves Utility Income Fund

Financial Services
1.74K
+ 3.62%
$29.08 - $36.18 $50.5K - $62.8K
49.7K $1.8M
MCK
Mckesson Corp

Healthcare
292
+ 88.22%
$652.83 - $732.78 $191K - $214K
623 $456K
FCPI
Fidelity Covington Tr Stocks F

ETFs
4.96K
New
$38.29 - $46.65 $190K - $232K
4.96K $231K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 0.74%
$908.13 - $1056.85 $30K - $34.9K
4.52K $4.47M
WHR
Whirlpool Corp

Consumer Cyclical
2.22K
New
$75.71 - $101.42 $168K - $225K
2.22K $224K
TTD
Trade Desk, Inc.

Technology
3.02K
New
$45.27 - $79.4 $137K - $240K
3.02K $217K
SLM
Slm Corp

Financial Services
6.54K
New
$24.84 - $34.36 $162K - $225K
6.54K $214K
DELL
Dell Technologies Inc.

Technology
563
+ 12.19%
$71.63 - $125.98 $40.3K - $70.9K
5.18K $635K
DKNG
Draft Kings Inc.

Consumer Cyclical
4.97K
New
$31.67 - $42.89 $157K - $213K
4.97K $213K
MS
Morgan Stanley

Financial Services
1.49K
New
$99.83 - $140.86 $149K - $210K
1.49K $209K
EFG
Msci Eafe Growth ETF

ETFs
1.87K
New
$89.8 - $112.0 $168K - $209K
1.87K $209K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.03K
+ 2.6%
$51.16 - $62.02 $52.6K - $63.8K
40.5K $2.51M
COF
Capital One Financial Corp

Financial Services
635
+ 31.17%
$150.57 - $212.76 $95.6K - $135K
2.67K $568K
PMM
Putnam Managed Municipal Income Trust

Financial Services
34.5K
+ 149.35%
$5.75 - $6.19 $198K - $214K
57.6K $344K
AROC
Archrock, Inc.

Energy
8.15K
New
$21.0 - $27.11 $171K - $221K
8.15K $202K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.55K
+ 20.98%
$51.14 - $57.0 $181K - $202K
20.4K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
2.57K
+ 33.21%
$45.65 - $57.01 $117K - $146K
10.3K $586K
AMT
American Tower Corp

Real Estate
855
+ 55.77%
$203.96 - $228.19 $174K - $195K
2.39K $527K
VTV
Vanguard Value ETF

ETFs
610
+ 2.84%
$153.67 - $176.74 $93.7K - $108K
22.1K $3.9M
KKR
Kkr & Co. Inc.

Financial Services
811
+ 16.74%
$92.79 - $134.29 $75.3K - $109K
5.66K $752K
MSTR
Microstrategy Inc

Technology
10
+ 0.67%
$237.95 - $421.61 $2.38K - $4.22K
1.51K $610K
VOT
Vanguard Mid Cap Growth Index

ETFs
84
+ 2.24%
$216.28 - $284.39 $18.2K - $23.9K
3.84K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
65
+ 1.48%
$211.12 - $274.14 $13.7K - $17.8K
4.45K $1.22M
LMT
Lockheed Martin Corp

Industrials
47
+ 0.54%
$430.82 - $486.45 $20.2K - $22.9K
8.79K $4.07M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.86K
+ 4.48%
N/A
43.2K $3.71M
HWM
Howmet Aerospace Inc.

Industrials
271
+ 13.93%
$112.33 - $186.13 $30.4K - $50.4K
2.22K $412K
MGM
Mgm Resorts International

Consumer Cyclical
287
+ 0.94%
$25.79 - $34.95 $7.4K - $10K
30.9K $1.06M
ARHS
Arhaus, Inc.

Consumer Cyclical
17.9K
New
$7.06 - $8.98 $127K - $161K
17.9K $155K
EME
Emcor Group, Inc.

Industrials
100
+ 16.39%
$342.02 - $534.89 $34.2K - $53.5K
710 $379K
MDT
Medtronic PLC

Healthcare
2.15K
+ 16.59%
$80.68 - $88.86 $173K - $191K
15.1K $1.31M
AXON
Axon Enterprise, Inc.

Industrials
10
+ 2.3%
$497.13 - $827.94 $4.97K - $8.28K
445 $368K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
194
+ 7.85%
$376.48 - $440.65 $73K - $85.5K
2.67K $1.17M
IWV
Ishares Russell 3000 ETF

ETFs
57
+ 1.76%
$281.67 - $351.0 $16.1K - $20K
3.3K $1.16M
ABCL
Ab Cellera Biologics Inc.

Healthcare
34.5K
New
$1.93 - $3.8 $66.6K - $131K
34.5K $118K
PPA
Invesco Exchange Traded Fd Tr

ETFs
290
+ 11.67%
$105.2 - $141.69 $30.5K - $41.1K
2.78K $393K
SUB
Ishares Short Term National Mu

ETFs
952
+ 40.37%
$104.77 - $106.34 $99.7K - $101K
3.31K $351K
IEFA
Ishares Tr

ETFs
900
+ 29.1%
$67.83 - $84.09 $61K - $75.7K
3.99K $333K
Activity Summary
Buys All Purchases 187 New Holdings 30 Increased Positions 157 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 13 Puts 0
Track This Portfolio

Track Xml Financial, LLC Portfolio

Follow Xml Financial, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email