Xml Financial, LLC Incresed Positions in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.17M
+ 310.54%
$25.93 - $105.3 $30.4M - $123M
1.55M $43.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.28K
+ 7.56%
$311.11 - $335.64 $1.95M - $2.11M
89.4K $28.8M
AAPL
Apple Inc.

Technology
1.35K
+ 1.04%
$221.69 - $259.02 $300K - $350K
131K $32.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7.95K
+ 39.16%
$278.19 - $315.36 $2.21M - $2.51M
28.2K $8.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
333
+ 0.41%
$370.24 - $418.94 $123K - $140K
81.4K $32.7M
VGT
Vanguard Information Technolog

ETFs
1.69K
+ 5.18%
$571.78 - $647.97 $969K - $1.1M
34.4K $21.4M
AMZN
Amazon Com Inc

Consumer Cyclical
705
+ 1.33%
$180.88 - $232.93 $128K - $164K
53.6K $11.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.07K
+ 7.13%
$570.51 - $610.59 $1.18M - $1.26M
31K $18.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.71K
+ 87.31%
$521.84 - $558.82 $1.42M - $1.52M
5.82K $3.13M
DGRO
Ishares Core Dividend Growth E

ETFs
32.9K
+ 6.99%
$60.73 - $64.94 $2M - $2.14M
504K $30.9M
CRS
Carpenter Technology Corp

Industrials
6.46K
+ 215.33%
$149.5 - $196.14 $966K - $1.27M
9.46K $1.61M
GOOGL
Alphabet Inc.

Communication Services
2.55K
+ 9.97%
$161.86 - $196.66 $413K - $502K
28.1K $5.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.2K
+ 14.33%
$56.06 - $61.35 $1.25M - $1.36M
177K $10M
IYF
Ishares Tr

ETFs
1.26K
+ 1.13%
$102.7 - $119.05 $130K - $150K
113K $12.5M
NVDA
Nvidia Corp

Technology
909
+ 1.55%
$117.0 - $148.88 $106K - $135K
59.4K $7.98M
IWP
Ishares Russell Mid Cap Growth

ETFs
503
+ 0.64%
$116.4 - $138.52 $58.5K - $69.7K
79.3K $10.1M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
53.6K
+ 3.82%
$14.28 - $14.81 $765K - $793K
1.46M $20.9M
GOOG
Alphabet Inc.

Communication Services
1.43K
+ 7.42%
$163.08 - $198.16 $233K - $283K
20.7K $3.94M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
33.7K
+ 105.29%
$21.42 - $22.58 $722K - $761K
65.7K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
10.8K
+ 40.55%
$49.06 - $57.74 $529K - $622K
37.4K $1.95M
GLD
Spdr Gold Trust

ETFs
2.5K
+ 6.15%
$236.59 - $257.5 $590K - $642K
43.1K $10.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
789
+ 15.72%
$567.81 - $607.81 $448K - $480K
5.81K $3.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
603
+ 7.37%
$481.22 - $538.17 $290K - $325K
8.79K $4.49M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.65K
+ 18.5%
N/A
36.2K $3.1M
VO
Vanguard Mid Cap ETF

ETFs
1.77K
+ 6.47%
$261.5 - $284.63 $464K - $505K
29.2K $7.72M
EPD
Enterprise Products Partners L.P.

Energy
6.65K
+ 6.25%
$28.66 - $34.43 $191K - $229K
113K $3.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.99K
+ 23.05%
$61.68 - $67.87 $431K - $474K
37.3K $2.32M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.69K
+ 1.59%
$111.85 - $120.71 $189K - $204K
108K $12.4M
WMT
Walmart Inc.

Consumer Defensive
2.05K
+ 8.37%
$79.1 - $95.7 $162K - $196K
26.6K $2.4M
COP
Conocophillips

Energy
4.61K
+ 72.47%
$95.12 - $114.72 $439K - $529K
11K $1.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.1K
+ 7.1%
$49.79 - $51.14 $554K - $569K
168K $8.41M
BMY
Bristol Myers Squibb CO

Healthcare
583
+ 0.78%
$51.92 - $59.94 $30.3K - $34.9K
75.1K $4.25M
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 6.25%
$873.59 - $994.69 $218K - $248K
4.24K $3.88M
V
Visa Inc.

Financial Services
306
+ 5.07%
$273.87 - $320.91 $83.8K - $98.2K
6.34K $2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
813K
+ 211.6%
$25.79 - $80.4 $21M - $65.4M
1.2M $31.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 3.43%
$442.29 - $483.08 $567K - $619K
38.6K $17.5M
DIS
Walt Disney CO

Communication Services
1.01K
+ 7.43%
$92.39 - $117.6 $92.9K - $118K
14.5K $1.62M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.97K
+ 1.63%
$69.3 - $74.3 $136K - $146K
123K $8.77M
ET
Energy Transfer LP

Energy
8.39K
+ 22.28%
$16.05 - $19.86 $135K - $167K
46K $901K
PLTR
Palantir Technologies Inc.

Technology
500
+ 7.58%
$36.46 - $82.38 $18.2K - $41.2K
7.1K $536K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.6K
+ 5.54%
$24.55 - $25.16 $408K - $418K
316K $7.8M
BA
Boeing CO

Industrials
132
+ 1.4%
$138.14 - $180.72 $18.2K - $23.9K
9.56K $1.69M
HON
Honeywell International Inc

Industrials
497
+ 7.41%
$202.84 - $236.0 $101K - $117K
7.2K $1.63M
USB
Us Bancorp \De\

Financial Services
1.67K
+ 2.52%
$43.98 - $53.66 $73.5K - $89.7K
68K $3.25M
AXP
American Express CO

Financial Services
621
+ 55.1%
$267.35 - $305.57 $166K - $190K
1.75K $518K
ENFR
Alerian Energy Infrastructure

ETFs
695
+ 1.06%
$28.52 - $33.11 $19.8K - $23K
66.2K $2.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.8K
+ 10.22%
$31.23 - $33.51 $431K - $462K
149K $4.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
261K
+ 214.89%
$26.93 - $84.95 $7.04M - $22.2M
383K $10.5M
IAU
Ishares Gold Trust

ETFs
3.6K
+ 63.14%
$48.37 - $52.65 $174K - $190K
9.3K $460K
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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