Xml Financial, LLC Purchases in Q1 2025

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
880
+ 1.47%
$126.11 - $135.06 $111K - $119K
60.6K $7.81M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 1.57%
$279.74 - $321.29 $29.9K - $34.4K
6.91K $2.16M
DHR
Danaher Corp

Healthcare
1.48K
+ 30.23%
$201.62 - $250.59 $299K - $371K
6.38K $1.31M
VOT
Vanguard Mid Cap Growth Index

ETFs
797
+ 26.92%
$237.72 - $276.98 $189K - $221K
3.76K $919K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.53K
+ 6.94%
$67.03 - $74.61 $571K - $636K
131K $8.93M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.51K
+ 47.35%
$69.82 - $78.67 $175K - $198K
7.81K $550K
ROLL
Rbc Bearings Inc

Industrials
630
New
N/A
630 $154K
MDLZ
Mondelez International, Inc.

Consumer Defensive
461
+ 3.09%
$56.12 - $68.15 $25.9K - $31.4K
15.4K $1.04M
NVS
Novartis Ag

Healthcare
40
+ 0.38%
$97.14 - $115.57 $3.89K - $4.62K
10.5K $1.17M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.27K
+ 5.56%
$30.73 - $32.26 $254K - $267K
157K $4.83M
PMM
Putnam Managed Municipal Income Trust

Financial Services
23.1K
New
$5.99 - $6.38 $138K - $147K
23.1K $141K
VB
Vanguard Small Cap ETF

ETFs
940
+ 23.93%
$217.89 - $252.64 $205K - $237K
4.87K $1.08M
SGOL
Abrdn Gold ETF Trust

ETFs
2K
+ 12.74%
$25.14 - $29.82 $50.3K - $59.6K
17.7K $527K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.7K
New
$12.04 - $13.32 $129K - $142K
10.7K $134K
CRS
Carpenter Technology Corp

Industrials
100
+ 1.06%
$172.39 - $212.53 $17.2K - $21.3K
9.56K $1.73M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.28%
$117.15 - $158.79 $1.05K - $1.43K
3.21K $509K
VTV
Vanguard Value ETF

ETFs
220
+ 1.04%
$167.73 - $179.21 $36.9K - $39.4K
21.5K $3.71M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.88K
+ 1.27%
$51.26 - $52.53 $148K - $151K
229K $11.8M
ONDS
Ondas Holdings Inc.

Technology
100K
New
$0.68 - $2.8 $68K - $280K
100K $107K
PSA
Public Storage

Real Estate
357
+ 4.1%
$288.99 - $313.98 $103K - $112K
9.05K $2.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.16K
+ 26.42%
$90.0 - $96.32 $104K - $112K
5.55K $511K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
268
+ 12.17%
$408.78 - $448.82 $110K - $120K
2.47K $1.04M
ECL
Ecolab Inc.

Basic Materials
207
+ 8.7%
$229.72 - $269.82 $47.6K - $55.9K
2.59K $655K
VEA
Vanguard Ftse Developed Market

ETFs
1.52K
+ 24.57%
$47.4 - $52.99 $72.2K - $80.8K
7.73K $392K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.79K
+ 16.41%
$70.83 - $76.62 $127K - $137K
12.7K $901K
UNP
Union Pacific Corp

Industrials
12
+ 0.13%
$225.21 - $254.42 $2.7K - $3.05K
9.54K $2.25M
SUN
Sunoco LP

Energy
97
+ 0.89%
$51.29 - $59.25 $4.98K - $5.75K
10.9K $635K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
253
+ 2.99%
$67.08 - $76.14 $17K - $19.3K
8.71K $641K
ITOT
Ishares Core S&P Total U.S. St

ETFs
820
+ 16.06%
$120.29 - $134.6 $98.6K - $110K
5.93K $723K
CMCSA
Comcast Corp

Communication Services
2.41K
+ 6.57%
$33.19 - $38.23 $80.1K - $92.2K
39.1K $1.44M
PANW
Palo Alto Networks Inc

Technology
458
+ 29.32%
$167.82 - $208.28 $76.9K - $95.4K
2.02K $344K
ITW
Illinois Tool Works Inc

Industrials
307
+ 8.39%
$244.9 - $274.48 $75.2K - $84.3K
3.96K $983K
SPGI
S&P Global Inc.

Financial Services
92
+ 11.81%
$478.26 - $543.77 $44K - $50K
871 $442K
HWM
Howmet Aerospace Inc.

Industrials
101
+ 5.48%
$110.79 - $139.39 $11.2K - $14.1K
1.95K $252K
LHX
L3 Harris Technologies, Inc.

Industrials
293
+ 2.73%
$194.65 - $222.86 $57K - $65.3K
11K $2.31M
LPLA
Lpl Financial Holdings Inc.

Financial Services
148
+ 7.9%
$308.87 - $383.33 $45.7K - $56.7K
2.02K $661K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
702
+ 22.76%
$72.01 - $79.94 $50.6K - $56.1K
3.79K $280K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
3.25K
+ 12.67%
$14.27 - $15.19 $46.4K - $49.4K
28.9K $413K
KHC
Kraft Heinz CO

Consumer Defensive
1.38K
+ 19.26%
$28.51 - $32.22 $39.3K - $44.4K
8.53K $259K
ENB
Enbridge Inc

Energy
175
+ 1.06%
$41.54 - $45.45 $7.27K - $7.95K
16.6K $736K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
592
+ 1.24%
$29.72 - $31.94 $17.6K - $18.9K
48.2K $1.49M
WFC
Wells Fargo & Company

Financial Services
129
+ 0.79%
$66.78 - $81.42 $8.61K - $10.5K
16.4K $1.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 11.12%
$497.6 - $606.74 $47.8K - $58.2K
959 $477K
CBSH
Commerce Bancshares Inc

Financial Services
460
+ 13.26%
$58.85 - $68.59 $27.1K - $31.6K
3.93K $244K
QCOM
Qualcomm Inc

Technology
167
+ 0.22%
$151.94 - $175.86 $25.4K - $29.4K
77.3K $11.9M
BA
Boeing CO

Industrials
505
+ 5.28%
$148.15 - $186.25 $74.8K - $94.1K
10.1K $1.72M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
925
+ 18.12%
$51.45 - $58.51 $47.6K - $54.1K
6.03K $312K
OXY
Occidental Petroleum Corp

Energy
491
+ 4.06%
$45.45 - $52.7 $22.3K - $25.9K
12.6K $621K
NSC
Norfolk Southern Corp

Industrials
59
+ 2.01%
$227.69 - $259.76 $13.4K - $15.3K
2.99K $708K
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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