Xml Financial, LLC Purchases in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
66
+ 20.06%
$602.01 - $706.25 $39.7K - $46.6K
395 $248K
CLH
Clean Harbors Inc

Industrials
250
+ 20.33%
$228.61 - $263.39 $57.2K - $65.8K
1.48K $340K
ENB
Enbridge Inc

Energy
306
+ 1.9%
$40.4 - $43.92 $12.4K - $13.4K
16.5K $698K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$172.48 - $221.95 $2.41K - $3.11K
3.93K $738K
DE
Deere & CO

Industrials
84
+ 10.16%
$389.45 - $466.0 $32.7K - $39.1K
911 $385K
META
Meta Platforms, Inc.

Communication Services
16
+ 0.95%
$554.08 - $632.68 $8.87K - $10.1K
1.7K $1M
KRE
Spdr S&P Regional Banking ETF

ETFs
55
+ 0.63%
$54.6 - $68.9 $3K - $3.79K
8.81K $531K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
8.5K
+ 58.62%
$7.17 - $12.28 $60.9K - $104K
23K $170K
BOCT
Innovator U.S. Equity Buffer E

ETFs
541
+ 5.11%
$42.04 - $44.04 $22.7K - $23.8K
11.1K $481K
CINF
Cincinnati Financial Corp

Financial Services
22
+ 0.61%
$132.86 - $160.16 $2.92K - $3.52K
3.64K $523K
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.8K
+ 200.37%
$22.4 - $68.28 $511K - $1.56M
34.2K $793K
WM
Waste Management Inc

Industrials
239
+ 4.94%
$201.79 - $228.46 $48.2K - $54.6K
5.08K $1.02M
KHC
Kraft Heinz CO

Consumer Defensive
1.43K
+ 24.94%
$30.1 - $36.02 $43K - $51.4K
7.15K $219K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
225
+ 4.61%
$53.94 - $58.15 $12.1K - $13.1K
5.11K $287K
TGT
Target Corp

Consumer Defensive
523
+ 20.89%
$121.59 - $160.69 $63.6K - $84K
3.03K $409K
MGNX
Macrogenics Inc

Healthcare
5.57K
+ 31.64%
$3.18 - $4.46 $17.7K - $24.8K
23.2K $75K
SPGI
S&P Global Inc.

Financial Services
56
+ 7.75%
$480.36 - $529.17 $26.9K - $29.6K
779 $387K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.35K
+ 15.96%
$20.68 - $23.73 $69.2K - $79.4K
24.3K $508K
TXN
Texas Instruments Inc

Technology
43
+ 1.39%
N/A
3.13K $609K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
1.6K
+ 9.14%
$8.43 - $8.87 $13.5K - $14.2K
19.1K $161K
MSFT
Microsoft Corp

Technology
1.25K
+ 2.1%
$406.35 - $454.46 $509K - $569K
60.9K $25.7M
ACN
Accenture PLC

Technology
27
+ 0.8%
$343.9 - $376.86 $9.29K - $10.2K
3.42K $1.2M
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.02%
N/A
5.02K $929K
Blackrock Inc
520
New
N/A
520 $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.02%
N/A
4.54K $1.21M
Arista Networks Inc
14.1K
New
N/A
14.1K $0
Goldman Sachs ETF Tr
120K
+ 799.48%
N/A
135K $0
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1K
+ 8.99%
$12.1 - $13.52 $12.1K - $13.6K
12.2K $149K
Franklin Templeton ETF Tr
12.7K
New
N/A
12.7K $0
Brookfield Renewable Corp
52.1K
New
N/A
52.1K $0
CAT
Caterpillar Inc

Industrials
307
+ 7.69%
$360.37 - $416.88 $111K - $128K
4.3K $1.56M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.03%
$86.6 - $95.01 $86.6 - $95
3.11K $275K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.16%
$118.38 - $133.06 $592 - $665
3.2K $384K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$123.11 - $139.3 $123 - $139
1.79K $225K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
40
+ 1.46%
$108.28 - $117.54 $4.33K - $4.7K
2.78K $302K
IEFA
Ishares Tr

ETFs
265
+ 7.94%
$70.06 - $77.43 $18.6K - $20.5K
3.6K $253K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.5K
+ 7.35%
$26.79 - $30.35 $40.2K - $45.5K
21.9K $595K
IWN
Ishares Russell2000 Val ETF

ETFs
462
+ 1.45%
$162.69 - $181.35 $75.2K - $83.8K
32.2K $5.29M
NKE
Nike, Inc.

Consumer Cyclical
309
+ 11.52%
$73.36 - $89.13 $22.7K - $27.5K
2.99K $226K
IGE
Ishares Tr North Amern Nat Res

ETFs
121
+ 0.97%
$41.52 - $48.01 $5.02K - $5.81K
12.6K $536K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.22%
$189.5 - $206.17 $758 - $825
1.84K $351K
ECL
Ecolab Inc.

Basic Materials
120
+ 5.31%
$234.32 - $261.43 $28.1K - $31.4K
2.38K $557K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.1%
$75.65 - $83.47 $227 - $250
2.87K $218K
EFV
Msci Eafe Value ETF

ETFs
98
+ 1.76%
$51.78 - $57.15 $5.07K - $5.6K
5.67K $297K
SO
Southern CO

Utilities
1.07K
+ 7.48%
$81.5 - $94.15 $86.9K - $100K
15.3K $1.26M
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.12%
$211.27 - $239.8 $423 - $480
1.63K $350K
AEP
American Electric Power CO Inc

Utilities
47
+ 1.61%
$90.91 - $102.21 $4.27K - $4.8K
2.97K $273K
AZN
Astrazeneca PLC

Healthcare
650
+ 11.31%
$63.2 - $79.58 $41.1K - $51.7K
6.4K $419K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.04%
$87.1 - $98.49 $87.1 - $98.5
2.69K $234K
Activity Summary
Buys All Purchases 182 New Holdings 26 Increased Positions 156 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 2
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