Xml Financial, LLC Purchases in Q1 2025

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.74K
+ 5.71%
$46.12 - $52.9 $218K - $251K
87.7K $4.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
+ 4.68%
$468.34 - $539.52 $192K - $222K
9.2K $4.31M
AMAT
Applied Materials Inc

Technology
188
+ 1.49%
$145.06 - $195.51 $27.3K - $36.8K
12.8K $1.86M
XLK
Technology Sector Spdr

ETFs
80
+ 0.97%
$206.38 - $242.18 $16.5K - $19.4K
8.3K $1.71M
DOW
Dow Inc.

Basic Materials
4.95K
+ 5.47%
$34.36 - $41.92 $170K - $208K
95.5K $3.33M
USB
Us Bancorp \De\

Financial Services
3
+ 0.0%
$40.92 - $50.9 $123 - $153
68K $2.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 0.06%
$92.45 - $106.69 $2.5K - $2.88K
48.3K $4.48M
BX
Blackstone Inc.

Financial Services
68
+ 0.45%
$136.53 - $186.74 $9.28K - $12.7K
15.2K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.38K
+ 6.65%
$156.06 - $207.71 $215K - $286K
22K $3.44M
GOOD
Gladstone Commercial Corp

Real Estate
758
+ 0.19%
$14.73 - $16.42 $11.2K - $12.4K
408K $6.1M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 7.89%
$154.33 - $206.19 $343K - $458K
30.4K $4.7M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.01%
$83.01 - $101.02 $830 - $1.01K
68.1K $6.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
440
+ 0.55%
$114.9 - $139.6 $50.6K - $61.4K
79.7K $9.37M
NVDA
Nvidia Corp

Technology
3.91K
+ 6.58%
$106.98 - $149.43 $418K - $584K
63.3K $6.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.37K
+ 2.55%
$190.26 - $242.06 $260K - $331K
55K $10.5M
VGT
Vanguard Information Technolog

ETFs
837
+ 2.43%
$542.38 - $646.34 $454K - $541K
35.2K $19.1M
MSFT
Microsoft Corp

Technology
98
+ 0.16%
$375.39 - $447.2 $36.8K - $43.8K
61K $22.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 0.97%
$24.91 - $29.02 $374K - $436K
1.56M $39.2M
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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