Xml Financial, LLC Purchases in Q3 2025

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
92
+ 1.44%
$148.97 - $165.88 $13.7K - $15.3K
6.49K $1.07M
BP
Bp PLC

Energy
3.08K
New
$30.25 - $35.69 $93.1K - $110K
3.08K $106K
IGE
Ishares Tr North Amern Nat Res

ETFs
899
+ 7.16%
$44.5 - $49.6 $40K - $44.6K
13.4K $659K
SO
Southern CO

Utilities
567
+ 3.42%
$90.83 - $96.0 $51.5K - $54.4K
17.1K $1.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.7K
+ 8.31%
$55.61 - $57.37 $94.5K - $97.5K
22.1K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
2.2K
+ 1.9%
$30.74 - $32.14 $67.6K - $70.7K
118K $3.69M
ABCL
Ab Cellera Biologics Inc.

Healthcare
7.53K
+ 21.81%
$3.49 - $5.15 $26.3K - $38.8K
42K $211K
VCIT
Vanguard Intermediate Term Cor

ETFs
183
+ 0.29%
$81.75 - $84.54 $15K - $15.5K
63K $5.3M
IAU
Ishares Gold Trust

ETFs
175
+ 2.39%
$61.62 - $72.77 $10.8K - $12.7K
7.48K $544K
NFLX
Netflix Inc

Communication Services
118
+ 27.9%
$1147.87 - $1297.18 $135K - $153K
541 $648K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
437
+ 7.64%
$94.17 - $99.95 $41.2K - $43.7K
6.16K $615K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
7.26K
+ 40.61%
$8.7 - $9.11 $63.1K - $66.1K
25.1K $228K
SPOT
Spotify Technology S.A.

Communication Services
136
+ 36.36%
$620.01 - $738.53 $84.3K - $100K
510 $355K
SCHX
Schwab Strategic Tr Us Large C

ETFs
105
+ 0.3%
$24.46 - $26.5 $2.57K - $2.78K
34.8K $917K
FDL
First Tr Morningstar Dividend

ETFs
927
+ 8.95%
$41.96 - $44.59 $38.9K - $41.3K
11.3K $490K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
496
+ 1.67%
$72.01 - $74.44 $35.7K - $36.9K
30.2K $2.22M
ORLA
Orla Mining Ltd.

Basic Materials
3.25K
+ 13.24%
$9.3 - $12.78 $30.2K - $41.5K
27.8K $300K
AGCO
Agco Corp

Industrials
34
+ 0.26%
$106.41 - $117.97 $3.62K - $4.01K
13.1K $1.4M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.18%
$236.93 - $271.12 $711 - $813
1.63K $442K
RYLD
Global X Fds Russell 2000 Cove

ETFs
3K
+ 20.0%
$14.46 - $15.29 $43.4K - $45.9K
18K $270K
CEG
Constellation Energy Corp

Utilities
120
+ 12.89%
$298.82 - $354.89 $35.9K - $42.6K
1.05K $345K
AIVI
Kemiao Garment Holding Group

ETFs
617
+ 7.02%
$47.8 - $51.29 $29.5K - $31.6K
9.41K $467K
WMB
Williams Companies, Inc.

Energy
625
+ 10.78%
$56.52 - $64.01 $35.3K - $40K
6.43K $407K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.2K
+ 3.65%
$13.38 - $14.14 $16.1K - $17K
34.1K $482K
VEA
Vanguard Ftse Developed Market

ETFs
142
+ 1.38%
$56.02 - $60.3 $7.95K - $8.56K
10.4K $625K
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.57%
$145.8 - $158.1 $3.06K - $3.32K
3.71K $586K
ITM
Vaneck Intermediate Muni ETF

ETFs
138
+ 0.52%
$45.2 - $46.71 $6.24K - $6.45K
26.6K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
190
+ 3.07%
N/A
6.37K $1.16M
O
Realty Income Corp

Real Estate
120
+ 1.62%
$56.13 - $60.79 $6.74K - $7.29K
7.55K $458K
HEI
Heico Corp

Industrials
100
+ 12.8%
$304.5 - $337.56 $30.5K - $33.8K
881 $284K
RWO
Spdr Dow Jones Global Real Est

ETFs
20
+ 0.13%
$43.53 - $46.27 $871 - $925
15.2K $695K
KRE
Spdr S&P Regional Banking ETF

ETFs
34
+ 0.55%
$58.82 - $66.17 $2K - $2.25K
6.2K $392K
KKR
Kkr & Co. Inc.

Financial Services
330
+ 5.83%
$129.95 - $152.16 $42.9K - $50.2K
5.99K $778K
MCK
Mckesson Corp

Healthcare
1
+ 0.16%
$659.01 - $772.54 $659 - $773
624 $482K
UBER
Uber Technologies, Inc

Technology
65
+ 2.17%
$86.91 - $99.57 $5.65K - $6.47K
3.06K $299K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.42K
+ 13.3%
$12.09 - $12.69 $17.2K - $18K
12.1K $150K
FCPI
Fidelity Covington Tr Stocks F

ETFs
15
+ 0.3%
$46.6 - $50.13 $699 - $752
4.98K $249K
KBE
Spdr S&P Bank ETF

ETFs
17
+ 0.41%
$55.26 - $61.99 $939 - $1.05K
4.19K $248K
PFM
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.28%
$48.04 - $50.89 $673 - $712
5.07K $257K
AWK
American Water Works Company, Inc.

Utilities
100
+ 5.92%
$135.05 - $147.0 $13.5K - $14.7K
1.79K $248K
TGT
Target Corp

Consumer Defensive
360
+ 15.08%
$86.56 - $107.43 $31.2K - $38.7K
2.75K $246K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
229
+ 1.22%
$18.86 - $19.16 $4.32K - $4.39K
18.9K $362K
DNP
Dnp Select Income Fund Inc

Financial Services
298
+ 1.89%
$9.65 - $10.02 $2.88K - $2.99K
16.1K $160K
ARCC
Ares Capital Corp

Financial Services
1.35K
+ 8.85%
$20.41 - $23.25 $27.6K - $31.5K
16.6K $339K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.04%
N/A
5.14K $952K
Franklin Templeton ETF Tr
3.5K
+ 14.05%
N/A
28.4K $0
DIS
Walt Disney CO

Communication Services
1.27K
+ 8.28%
$112.25 - $124.0 $142K - $157K
16.6K $1.9M
Sezzle Inc
490
+ 18.67%
N/A
3.12K $0
Fidelity Ethereum Fd
7.25K
New
N/A
7.25K $0
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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