Xml Financial, LLC Purchases in Q1 2025

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DNP
Dnp Select Income Fund Inc

Financial Services
299
+ 1.97%
$8.93 - $9.92 $2.67K - $2.97K
15.5K $153K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.34K
+ 11.06%
$12.18 - $12.91 $16.4K - $17.4K
13.5K $167K
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.58%
$133.67 - $147.81 $2.81K - $3.1K
3.66K $540K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.62K
+ 7.39%
$25.27 - $28.3 $40.9K - $45.8K
23.5K $610K
SUB
Ishares Short Term National Mu

ETFs
115
+ 5.13%
$105.3 - $106.24 $12.1K - $12.2K
2.36K $249K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.8K
+ 2.04%
$11.4 - $11.96 $31.9K - $33.4K
140K $1.61M
ARCC
Ares Capital Corp

Financial Services
371
+ 2.1%
$21.28 - $23.81 $7.89K - $8.83K
18K $399K
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 1.14%
N/A
5.66K $1.03M
EME
Emcor Group, Inc.

Industrials
132
+ 27.62%
$361.16 - $535.99 $47.7K - $70.8K
610 $225K
F
Ford Motor CO

Consumer Cyclical
546
+ 2.82%
$9.12 - $10.43 $4.98K - $5.69K
19.9K $199K
ITM
Vaneck Intermediate Muni ETF

ETFs
417
+ 1.49%
$45.21 - $46.67 $18.9K - $19.5K
28.3K $1.29M
PFM
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.32%
$44.92 - $48.18 $764 - $819
5.33K $244K
Arista Networks Inc
2.03K
+ 14.47%
N/A
16.1K $0
Pacer Fds Tr
18.2K
New
N/A
18.2K $0
MUB
Ishares National Muni Bond ETF

ETFs
46
+ 1.07%
$104.71 - $107.69 $4.82K - $4.95K
4.35K $458K
Vanguard Mun Bd Fds
133K
New
N/A
133K $0
ILCG
Ishares Morningstar Growth ETF
3.67K
+ 25.68%
N/A
18K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.02%
N/A
5.02K $929K
Goldman Sachs ETF Tr
19.4K
+ 14.33%
N/A
155K $0
Pgim ETF Tr
7.18K
New
N/A
7.18K $0
Franklin Templeton ETF Tr
10.2K
+ 80.22%
N/A
22.9K $0
Flagstar Financial Inc
6
+ 0.06%
N/A
10.3K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 7.59%
$4295.4 - $5141.88 $47.2K - $56.6K
156 $718K
AGCO
Agco Corp

Industrials
34
+ 0.31%
$88.82 - $106.69 $3.02K - $3.63K
10.9K $1.01M
OMC
Omnicom Group Inc.

Communication Services
26
+ 0.51%
$79.43 - $88.34 $2.07K - $2.3K
5.12K $424K
ROK
Rockwell Automation, Inc

Industrials
100
+ 6.64%
$255.29 - $303.75 $25.5K - $30.4K
1.61K $415K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 5.91%
$57.21 - $65.8 $126K - $145K
39.5K $2.3M
WMT
Walmart Inc.

Consumer Defensive
551
+ 2.07%
$84.5 - $105.05 $46.6K - $57.9K
27.1K $2.38M
CLX
Clorox CO

Consumer Defensive
3
+ 0.19%
$141.76 - $162.89 $425 - $489
1.61K $236K
STZ
Constellation Brands, Inc.

Consumer Defensive
155
+ 10.85%
$161.05 - $222.93 $25K - $34.6K
1.58K $290K
CSL
Carlisle Companies Inc

Industrials
5
+ 0.42%
$326.43 - $408.24 $1.63K - $2.04K
1.19K $403K
KKR
Kkr & Co. Inc.

Financial Services
839
+ 20.94%
$108.17 - $167.07 $90.8K - $140K
4.85K $560K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
509
+ 8.24%
$47.25 - $67.02 $24.1K - $34.1K
6.69K $318K
LII
Lennox International Inc

Industrials
1
+ 0.14%
$553.05 - $666.93 $553 - $667
694 $389K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$170.47 - $201.98 $2.39K - $2.83K
3.94K $704K
SCHX
Schwab Strategic Tr Us Large C

ETFs
133
+ 0.39%
$21.75 - $24.28 $2.89K - $3.23K
34.4K $758K
CLH
Clean Harbors Inc

Industrials
37
+ 2.5%
$188.14 - $246.1 $6.96K - $9.11K
1.52K $299K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 2.73%
$271.18 - $303.12 $42K - $47K
5.83K $1.6M
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.12%
$188.17 - $235.81 $376 - $472
1.63K $306K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
153
+ 2.63%
$507.05 - $563.67 $77.6K - $86.2K
5.97K $3.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 3.23%
$165.25 - $224.62 $14.2K - $19.3K
2.75K $455K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
47
+ 0.73%
$126.86 - $146.45 $5.96K - $6.88K
6.46K $820K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 0.2%
$203.38 - $274.79 $1.22K - $1.65K
3.07K $630K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 3.44%
$37.33 - $45.03 $61.9K - $74.7K
49.9K $1.91M
DIS
Walt Disney CO

Communication Services
976
+ 6.71%
$96.87 - $114.0 $94.5K - $111K
15.5K $1.53M
CAT
Caterpillar Inc

Industrials
74
+ 1.72%
$326.75 - $407.63 $24.2K - $30.2K
4.38K $1.44M
IWS
Ishares Russell Midcap Value E

ETFs
7
+ 0.02%
$122.59 - $135.24 $858 - $947
41.8K $5.27M
MGM
Mgm Resorts International

Consumer Cyclical
118
+ 0.39%
$29.64 - $40.37 $3.5K - $4.76K
30.6K $906K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.33%
$347.25 - $424.87 $8.33K - $10.2K
7.31K $2.68M
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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