Xml Financial, LLC Purchases in Q3 2025

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
599
+ 11.41%
$303.93 - $329.86 $182K - $198K
5.85K $1.92M
FUTU
Futu Holdings LTD

Financial Services
1.84K
New
$120.32 - $194.74 $221K - $358K
1.84K $319K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.73K
+ 37.1%
$64.22 - $99.03 $111K - $171K
6.38K $631K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
520
+ 85.95%
$534.91 - $598.71 $278K - $311K
1.13K $632K
APH
Amphenol Corp

Technology
1.66K
+ 37.63%
$97.39 - $125.4 $161K - $208K
6.05K $749K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
11.7K
New
$24.97 - $25.78 $292K - $301K
11.7K $299K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.41K
+ 4.62%
$97.75 - $100.75 $236K - $243K
54.6K $5.48M
HOOD
Robinhood Markets, Inc.

Technology
1.99K
New
$91.27 - $143.18 $182K - $285K
1.99K $285K
APP
App Lovin Corp

Technology
395
New
$335.1 - $718.54 $132K - $284K
395 $283K
META
Meta Platforms, Inc.

Communication Services
382
+ 15.92%
$695.21 - $791.73 $266K - $302K
2.78K $2.04M
GE
General Electric CO

Industrials
54
+ 0.94%
$244.75 - $305.63 $13.2K - $16.5K
5.78K $1.74M
PPL
Ppl Corp

Utilities
7.12K
New
$33.54 - $37.24 $239K - $265K
7.12K $264K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.31K
New
$185.88 - $207.44 $243K - $271K
1.31K $262K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.3K
New
$20.77 - $21.32 $256K - $263K
12.3K $262K
VTV
Vanguard Value ETF

ETFs
209
+ 0.95%
$175.51 - $186.57 $36.7K - $39K
22.3K $4.16M
PCAR
Paccar Inc

Industrials
2.57K
New
$92.91 - $102.86 $239K - $264K
2.57K $252K
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 61.52%
$167.06 - $208.19 $203K - $254K
3.2K $651K
SHOP
Shopify Inc.

Technology
1.66K
New
$112.11 - $157.12 $186K - $260K
1.66K $245K
FEIM
Frequency Electronics Inc

Technology
7.4K
New
$19.1 - $33.91 $141K - $251K
7.4K $244K
CRWD
Crowd Strike Holdings, Inc.

Technology
497
New
$412.46 - $514.1 $205K - $256K
497 $243K
PWR
Quanta Services, Inc.

Industrials
550
New
$372.29 - $421.68 $205K - $232K
550 $227K
BK
Bank Of New York Mellon Corp

Financial Services
2.06K
New
$90.65 - $109.75 $186K - $226K
2.06K $223K
XLK
Technology Sector Spdr

ETFs
3
+ 0.04%
$250.97 - $282.66 $753 - $848
7.69K $2.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
675
New
$275.84 - $326.36 $186K - $220K
675 $220K
IESC
Ies Holdings, Inc.

Industrials
550
New
$289.3 - $397.65 $159K - $219K
550 $218K
FYC
First Trust Small Cap Growth A

ETFs
2.4K
New
$77.98 - $92.23 $187K - $221K
2.4K $217K
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.52K
+ 4.14%
$38.52 - $39.39 $174K - $178K
114K $4.46M
CSL
Carlisle Companies Inc

Industrials
755
+ 86.29%
$327.52 - $435.11 $247K - $329K
1.63K $536K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.85K
New
$50.7 - $54.86 $195K - $211K
3.85K $210K
MRVL
Marvell Technology, Inc.

Technology
2.49K
New
$62.31 - $84.07 $155K - $209K
2.49K $209K
AFL
Aflac Inc

Financial Services
1.85K
New
$98.09 - $111.7 $181K - $207K
1.85K $206K
DELL
Dell Technologies Inc.

Technology
756
+ 14.59%
$120.96 - $141.77 $91.4K - $107K
5.94K $841K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.06K
New
$25.24 - $25.56 $203K - $206K
8.06K $205K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.33K
New
$45.6 - $46.92 $197K - $203K
4.33K $202K
XLY
Select Sector Spdr Consumer Di

ETFs
841
New
$216.09 - $242.18 $182K - $204K
841 $201K
STX
Seagate Technology Holdings PLC

Technology
849
New
$142.01 - $236.06 $121K - $200K
849 $200K
UNP
Union Pacific Corp

Industrials
565
+ 5.9%
$214.91 - $237.16 $121K - $134K
10.1K $2.4M
EME
Emcor Group, Inc.

Industrials
160
+ 22.54%
$530.88 - $655.83 $84.9K - $105K
870 $565K
PSA
Public Storage

Real Estate
783
+ 8.75%
$271.94 - $298.09 $213K - $233K
9.74K $2.81M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.76K
+ 80.4%
$131.78 - $176.09 $232K - $310K
3.95K $531K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
122
+ 0.26%
$34.31 - $38.09 $4.19K - $4.65K
47.9K $1.82M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
13K
New
$12.41 - $13.11 $161K - $170K
13K $169K
SGOL
Abrdn Gold ETF Trust

ETFs
2K
+ 11.17%
$31.18 - $36.81 $62.4K - $73.6K
19.9K $732K
F
Ford Motor CO

Consumer Cyclical
10.5K
+ 102.92%
$10.82 - $12.09 $113K - $127K
20.7K $247K
NSC
Norfolk Southern Corp

Industrials
8
+ 0.27%
$259.49 - $300.41 $2.08K - $2.4K
3.01K $903K
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 9.56%
$404.94 - $499.99 $40.9K - $50.5K
1.16K $561K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
293
+ 4.56%
$68.94 - $86.3 $20.2K - $25.3K
6.72K $579K
AMT
American Tower Corp

Real Estate
1.01K
+ 42.09%
$192.32 - $232.35 $193K - $234K
3.39K $652K
IEFA
Ishares Tr

ETFs
1.06K
+ 26.5%
$81.7 - $87.53 $86.4K - $92.6K
5.05K $441K
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
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