Xml Financial, LLC Purchases in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Wellington Fd
3.42K
New
N/A
3.42K $0
Arista Networks Inc
100
+ 0.62%
N/A
16.2K $0
Sezzle Inc
2.63K
New
N/A
2.63K $0
Franklin Templeton ETF Tr
2K
+ 8.73%
N/A
24.9K $0
Tortoise Capital Series Trus
62.1K
New
N/A
62.1K $0
Pacer Fds Tr
16.5K
+ 90.46%
N/A
34.7K $0
Barrick Mng Corp
51K
New
N/A
51K $0
Ge Healthcare Technologies I
685
+ 21.96%
N/A
3.8K $0
AEP
American Electric Power CO Inc

Utilities
125
+ 5.59%
$98.59 - $109.11 $12.3K - $13.6K
2.36K $244K
Ishares Bitcoin Trust ETF
3.4K
New
N/A
3.4K $0
Celestica Inc
1.83K
New
N/A
1.83K $0
Gsk PLC
210
+ 1.19%
N/A
17.8K $0
Goldman Sachs ETF Tr
656
+ 0.42%
N/A
155K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
718
+ 2.48%
$68.13 - $74.77 $48.9K - $53.7K
29.7K $2.16M
NEE
Nextera Energy Inc

Utilities
158
+ 0.97%
$64.11 - $75.0 $10.1K - $11.9K
16.4K $1.14M
FNKO
Funko, Inc.

Consumer Cyclical
2K
+ 16.67%
$3.51 - $6.86 $7.02K - $13.7K
14K $66K
ENFR
Alerian Energy Infrastructure

ETFs
250
+ 0.38%
$28.49 - $33.44 $7.12K - $8.36K
65.8K $2.12M
KHC
Kraft Heinz CO

Consumer Defensive
250
+ 2.93%
$25.61 - $30.81 $6.4K - $7.7K
8.78K $226K
CMCSA
Comcast Corp

Communication Services
345
+ 0.88%
$32.84 - $36.72 $11.3K - $12.7K
39.5K $1.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
97
+ 10.11%
$390.26 - $489.06 $37.9K - $47.4K
1.06K $428K
UNP
Union Pacific Corp

Industrials
38
+ 0.4%
$208.27 - $238.46 $7.91K - $9.06K
9.58K $2.2M
OMC
Omnicom Group Inc.

Communication Services
30
+ 0.59%
$69.22 - $79.77 $2.08K - $2.39K
5.15K $370K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
13
+ 2.2%
$483.07 - $625.6 $6.28K - $8.13K
605 $317K
GIS
General Mills Inc

Consumer Defensive
3.14K
+ 11.16%
$50.37 - $60.97 $158K - $192K
31.3K $1.62M
PSX
Phillips 66

Energy
85
+ 0.49%
$92.87 - $125.73 $7.89K - $10.7K
17.5K $2.09M
VZ
Verizon Communications Inc

Communication Services
6.41K
+ 3.93%
$41.67 - $45.62 $267K - $292K
169K $7.33M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.98K
+ 0.72%
$20.13 - $22.17 $39.9K - $44K
276K $5.99M
PRU
Prudential Financial Inc

Financial Services
150
+ 0.69%
$95.12 - $112.71 $14.3K - $16.9K
22K $2.36M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.33K
+ 1.71%
$44.37 - $50.04 $148K - $167K
198K $9.43M
MRK
Merck & Co., Inc.

Healthcare
4.22K
+ 6.19%
$73.47 - $87.12 $310K - $367K
72.3K $5.72M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 2.05%
$99.93 - $119.04 $103K - $122K
51K $5.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.04K
+ 1.21%
$24.32 - $27.87 $123K - $140K
421K $11.1M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
21.2K
+ 1.42%
$12.71 - $14.52 $269K - $307K
1.51M $21M
AMGN
Amgen Inc

Healthcare
354
+ 1.62%
$262.28 - $309.85 $92.8K - $110K
22.3K $6.22M
CVX
Chevron Corp

Energy
77
+ 0.17%
$133.73 - $168.51 $10.3K - $13K
45.7K $6.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
539
+ 1.4%
$483.48 - $539.8 $261K - $291K
39.1K $19M
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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