Xml Financial, LLC Purchases in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
250
+ 0.98%
$14.42 - $16.27 $3.61K - $4.07K
25.6K $369K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 0.43%
$130.37 - $146.09 $2.35K - $2.63K
4.17K $546K
AGCO
Agco Corp

Industrials
32
+ 0.3%
$89.46 - $101.89 $2.86K - $3.26K
10.9K $1.02M
MDT
Medtronic PLC

Healthcare
954
+ 7.61%
$79.61 - $92.24 $75.9K - $88K
13.5K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
286
+ 5.25%
$244.52 - $284.07 $69.9K - $81.2K
5.73K $1.41M
CVX
Chevron Corp

Energy
255
+ 0.56%
$141.15 - $162.53 $36K - $41.4K
45.4K $6.58M
AMT
American Tower Corp

Real Estate
52
+ 2.83%
$179.4 - $232.01 $9.33K - $12.1K
1.89K $346K
GE
General Electric CO

Industrials
226
+ 4.1%
$159.95 - $194.23 $36.1K - $43.9K
5.74K $956K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 0.81%
$288.47 - $316.54 $15.9K - $17.4K
6.8K $1.97M
OMC
Omnicom Group Inc.

Communication Services
20
+ 0.39%
$85.82 - $105.47 $1.72K - $2.11K
5.09K $438K
NVS
Novartis Ag

Healthcare
656
+ 6.69%
$96.78 - $117.18 $63.5K - $76.9K
10.5K $1.02M
UNP
Union Pacific Corp

Industrials
99
+ 1.05%
$223.15 - $249.32 $22.1K - $24.7K
9.53K $2.17M
LLY
Eli Lilly & CO

Healthcare
50
+ 2.82%
$727.2 - $932.06 $36.4K - $46.6K
1.83K $1.41M
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 4.64%
$61.74 - $71.71 $70.8K - $82.2K
25.9K $1.61M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.66K
+ 1.6%
$27.8 - $29.05 $102K - $106K
232K $6.48M
WPC
W. P. Carey Inc.

Real Estate
1.65K
+ 4.73%
$53.44 - $61.33 $88K - $101K
36.5K $1.99M
NEE
Nextera Energy Inc

Utilities
393
+ 2.37%
$69.77 - $85.43 $27.4K - $33.6K
17K $1.22M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.17%
$485.52 - $625.25 $2.43K - $3.13K
2.96K $1.5M
LHX
L3 Harris Technologies, Inc.

Industrials
233
+ 2.22%
$208.94 - $264.22 $48.7K - $61.6K
10.7K $2.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
260
+ 0.38%
$183.23 - $199.79 $47.6K - $51.9K
69.6K $12.9M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.03%
$164.99 - $203.87 $660 - $815
14.2K $2.52M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.38K
+ 2.71%
$95.1 - $99.41 $417K - $436K
166K $15.8M
MPWR
Monolithic Power Systems Inc

Technology
36
+ 3.77%
$560.06 - $942.58 $20.2K - $33.9K
991 $586K
MRK
Merck & Co., Inc.

Healthcare
5.51K
+ 8.8%
$96.31 - $114.76 $530K - $632K
68.1K $6.77M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
337
+ 0.19%
$47.77 - $51.75 $16.1K - $17.4K
174K $8.4M
XOM
Exxon Mobil Corp

Energy
592
+ 1.24%
$105.51 - $125.37 $62.5K - $74.2K
48.3K $5.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.31K
+ 2.03%
$34.13 - $37.35 $113K - $124K
166K $5.67M
PSA
Public Storage

Real Estate
248
+ 2.94%
$289.33 - $360.21 $71.8K - $89.3K
8.7K $2.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
226
+ 0.08%
$71.75 - $75.11 $16.2K - $17K
278K $20M
JNJ
Johnson & Johnson

Healthcare
420
+ 0.61%
$143.34 - $165.86 $60.2K - $69.7K
69.5K $10.1M
QCOM
Qualcomm Inc

Technology
385
+ 0.5%
$150.4 - $178.04 $57.9K - $68.5K
77.1K $11.8M
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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