Xml Financial, LLC Purchases in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
810
+ 11.72%
$285.55 - $321.23 $231K - $260K
7.72K $2.26M
VIG
Vanguard Dividend Appreciation

ETFs
520
+ 9.18%
N/A
6.18K $1.13M
O
Realty Income Corp

Real Estate
1.68K
+ 29.22%
$52.27 - $58.52 $87.8K - $98.3K
7.43K $427K
SCHX
Schwab Strategic Tr Us Large C

ETFs
366
+ 1.07%
$19.6 - $24.44 $7.17K - $8.95K
34.7K $848K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.33K
+ 21.97%
$45.88 - $54.4 $60.8K - $72.1K
7.36K $400K
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.18%
$154.86 - $239.07 $465 - $717
1.63K $389K
DUK
Duke Energy Corp

Utilities
845
+ 17.86%
$112.46 - $124.05 $95K - $105K
5.58K $657K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.21K
+ 44.55%
$97.78 - $126.44 $118K - $153K
3.93K $416K
SYK
Stryker Corp

Healthcare
2
+ 0.06%
$337.37 - $395.63 $675 - $791
3.37K $1.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
186
+ 2.14%
$65.84 - $80.81 $12.2K - $15K
8.89K $712K
STZ
Constellation Brands, Inc.

Consumer Defensive
605
+ 38.19%
$160.0 - $195.62 $96.8K - $118K
2.19K $356K
UBER
Uber Technologies, Inc

Technology
50
+ 1.7%
$64.62 - $93.3 $3.23K - $4.67K
3K $279K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$156.58 - $193.99 $2.19K - $2.72K
3.95K $767K
D
Dominion Energy, Inc

Utilities
731
+ 1.66%
$49.66 - $58.0 $36.3K - $42.4K
44.8K $2.53M
NSC
Norfolk Southern Corp

Industrials
9
+ 0.3%
$206.34 - $257.46 $1.86K - $2.32K
3K $768K
RIO
Rio Tinto PLC

Basic Materials
1.1K
+ 20.7%
$52.32 - $62.75 $57.6K - $69K
6.42K $374K
SO
Southern CO

Utilities
590
+ 3.69%
$84.91 - $92.56 $50.1K - $54.6K
16.6K $1.52M
DHR
Danaher Corp

Healthcare
504
+ 7.9%
$174.64 - $205.16 $88K - $103K
6.88K $1.36M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
301
+ 0.1%
$24.48 - $24.9 $7.37K - $7.49K
309K $7.68M
SPGI
S&P Global Inc.

Financial Services
50
+ 5.74%
$438.31 - $527.29 $21.9K - $26.4K
921 $485K
ITW
Illinois Tool Works Inc

Industrials
184
+ 4.64%
$218.41 - $252.43 $40.2K - $46.4K
4.15K $1.03M
SGOL
Abrdn Gold ETF Trust

ETFs
200
+ 1.13%
$28.39 - $32.75 $5.68K - $6.55K
17.9K $564K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.5K
+ 25.93%
$11.35 - $12.45 $39.7K - $43.6K
17K $202K
FDX
Fedex Corp

Industrials
823
+ 8.79%
$198.07 - $245.17 $163K - $202K
10.2K $2.31M
ORLA
Orla Mining Ltd.

Basic Materials
1.65K
+ 7.21%
$8.21 - $12.35 $13.5K - $20.4K
24.6K $245K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
175
+ 3.16%
$81.46 - $94.63 $14.3K - $16.6K
5.72K $541K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
286
+ 12.72%
$95.52 - $109.98 $27.3K - $31.5K
2.54K $274K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
4K
+ 13.84%
$13.05 - $14.45 $52.2K - $57.8K
32.9K $441K
RSP
Invesco S&P 500 Equal Weight E

ETFs
50
+ 2.37%
$152.93 - $181.74 $7.65K - $9.09K
2.16K $392K
RYLD
Global X Fds Russell 2000 Cove

ETFs
2K
+ 15.38%
$13.37 - $15.25 $26.7K - $30.5K
15K $223K
MDLZ
Mondelez International, Inc.

Consumer Defensive
504
+ 3.28%
$63.54 - $68.5 $32K - $34.5K
15.9K $1.07M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
50
+ 2.5%
$120.49 - $141.16 $6.02K - $7.06K
2.05K $283K
ABC
Amerisourcebergen Corp

Healthcare
122
+ 2.43%
N/A
5.14K $951K
ENB
Enbridge Inc

Energy
70
+ 0.42%
$41.09 - $47.16 $2.88K - $3.3K
16.7K $756K
ET
Energy Transfer LP

Energy
2K
+ 5.33%
$15.65 - $18.93 $31.3K - $37.9K
39.5K $716K
TGT
Target Corp

Consumer Defensive
300
+ 14.37%
$88.76 - $105.77 $26.6K - $31.7K
2.39K $235K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.47K
+ 3.19%
$10.78 - $11.57 $48.2K - $51.8K
145K $1.63M
KO
Coca Cola CO

Consumer Defensive
531
+ 2.11%
$68.37 - $73.9 $36.3K - $39.2K
25.7K $1.82M
MGNX
Macrogenics Inc

Healthcare
13.2K
+ 68.69%
$1.06 - $1.79 $14K - $23.6K
32.3K $39K
MUB
Ishares National Muni Bond ETF

ETFs
165
+ 3.79%
$102.31 - $105.8 $16.9K - $17.5K
4.52K $471K
RWO
Spdr Dow Jones Global Real Est

ETFs
113
+ 0.75%
$38.85 - $45.0 $4.39K - $5.09K
15.2K $669K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.42K
+ 3.5%
$37.37 - $40.85 $53.2K - $58.2K
42.2K $1.68M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
202
+ 1.09%
$18.21 - $18.97 $3.68K - $3.83K
18.7K $355K
LOW
Lowes Companies Inc

Consumer Cyclical
320
+ 5.85%
$210.83 - $235.28 $67.5K - $75.3K
5.79K $1.28M
CINF
Cincinnati Financial Corp

Financial Services
24
+ 0.66%
$126.6 - $151.6 $3.04K - $3.64K
3.69K $548K
IGE
Ishares Tr North Amern Nat Res

ETFs
453
+ 3.75%
$38.21 - $46.01 $17.3K - $20.8K
12.5K $555K
CUBE
Cube Smart

Real Estate
94
+ 1.34%
$35.88 - $43.68 $3.37K - $4.11K
7.11K $302K
DNP
Dnp Select Income Fund Inc

Financial Services
299
+ 1.93%
$8.89 - $9.88 $2.66K - $2.95K
15.8K $154K
Lmp Cap & Income Fd Inc
25.5K
New
N/A
25.5K $0
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
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