Xml Financial, LLC Incresed Positions in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.4K
+ 2.07%
$22.27 - $29.21 $721K - $945K
1.6M $46.6M
MSFT
Microsoft Corp

Technology
32
+ 0.05%
$354.56 - $497.45 $11.3K - $15.9K
61.1K $30.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.98K
+ 5.16%
$320.42 - $424.58 $1.28M - $1.69M
81.1K $34.2M
VGT
Vanguard Information Technolog

ETFs
1.01K
+ 2.88%
$470.37 - $663.28 $476K - $672K
36.2K $24M
IVV
Ishares Core S&P 500 ETF

ETFs
3.16K
+ 10.3%
$498.8 - $620.9 $1.57M - $1.96M
33.8K $21M
IWS
Ishares Russell Midcap Value E

ETFs
24.1K
+ 57.68%
$110.58 - $132.14 $2.67M - $3.19M
66K $8.72M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.3K
+ 16.22%
$60.34 - $74.89 $1.29M - $1.6M
153K $11.4M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
92.3K
+ 41.72%
$19.41 - $22.77 $1.79M - $2.1M
314K $7.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 3.0%
$23.55 - $27.67 $826K - $971K
1.2M $33.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.02K
+ 2.53%
$104.34 - $138.68 $210K - $280K
81.8K $11.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 2.54%
$167.32 - $223.3 $233K - $311K
56.4K $12.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.64K
+ 12.57%
$174.82 - $215.79 $812K - $1M
41.6K $8.97M
DGRO
Ishares Core Dividend Growth E

ETFs
8.06K
+ 1.62%
$55.22 - $63.94 $445K - $515K
504K $32.3M
ORCL
Oracle Corp

Technology
404
+ 2.67%
$122.82 - $218.63 $49.6K - $88.3K
15.5K $3.39M
LYB
Lyondell Basell Industries N.V.

Basic Materials
23.4K
+ 298.84%
$53.23 - $70.65 $1.24M - $1.65M
31.2K $1.8M
AVGO
Broadcom Inc.

Technology
610
+ 6.17%
$146.29 - $275.65 $89.2K - $168K
10.5K $2.89M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
44.2K
+ 54.71%
$19.33 - $22.25 $855K - $984K
125K $2.78M
VO
Vanguard Mid Cap ETF

ETFs
1.33K
+ 4.75%
$228.54 - $279.83 $303K - $371K
29.3K $8.2M
GLD
Spdr Gold Trust

ETFs
719
+ 1.63%
$273.71 - $316.29 $197K - $227K
44.7K $13.6M
GS
Goldman Sachs Group Inc

Financial Services
48
+ 0.99%
$462.22 - $707.75 $22.2K - $34K
4.91K $3.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.75K
+ 1.7%
$32.66 - $40.75 $89.7K - $112K
164K $6.66M
PLTR
Palantir Technologies Inc.

Technology
3.57K
+ 71.68%
$74.01 - $144.25 $264K - $514K
8.54K $1.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
475
+ 6.93%
$496.48 - $617.85 $236K - $293K
7.33K $4.53M
GOOGL
Alphabet Inc.

Communication Services
212
+ 0.7%
$144.7 - $178.6 $30.7K - $37.9K
30.6K $5.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.79K
+ 4.61%
$114.78 - $133.31 $321K - $372K
63.4K $8.45M
AMAT
Applied Materials Inc

Technology
758
+ 5.92%
$126.95 - $183.52 $96.2K - $139K
13.6K $2.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.16K
+ 13.37%
$96.84 - $99.46 $597K - $613K
52.2K $5.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
468
+ 7.84%
$456.74 - $568.03 $214K - $266K
6.44K $3.66M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.65K
+ 2.85%
$94.14 - $97.31 $437K - $452K
167K $16.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
511
+ 0.79%
$166.82 - $194.23 $85.2K - $99.3K
65.6K $12.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 49.49%
$141.37 - $228.57 $192K - $311K
4.11K $929K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.12K
+ 3.82%
$47.46 - $55.3 $338K - $394K
194K $10.7M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.71K
+ 3.43%
$33.86 - $45.77 $57.9K - $78.3K
51.6K $2.36M
IWN
Ishares Russell2000 Val ETF

ETFs
1.5K
+ 5.04%
$131.84 - $157.76 $198K - $237K
31.3K $4.93M
META
Meta Platforms, Inc.

Communication Services
63
+ 2.7%
$484.66 - $738.09 $30.5K - $46.5K
2.4K $1.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.73K
+ 1.64%
$72.02 - $73.82 $341K - $349K
293K $21.6M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
8.77K
+ 3.45%
$19.73 - $22.32 $173K - $196K
263K $5.71M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.5K
+ 7.95%
$29.0 - $30.68 $362K - $383K
170K $5.2M
GE
General Electric CO

Industrials
218
+ 3.96%
$166.81 - $257.39 $36.4K - $56.1K
5.73K $1.47M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
10.8K
+ 4.7%
$28.21 - $28.85 $306K - $313K
242K $6.95M
EFA
Ishares Tr Msci Eafe ETF

ETFs
279
+ 0.67%
$72.96 - $90.39 $20.4K - $25.2K
41.9K $3.75M
AGCO
Agco Corp

Industrials
2.19K
+ 20.09%
$75.77 - $108.43 $166K - $237K
13.1K $1.35M
BX
Blackstone Inc.

Financial Services
1.25K
+ 8.23%
$120.07 - $151.11 $150K - $189K
16.4K $2.46M
CAT
Caterpillar Inc

Industrials
167
+ 3.82%
$273.94 - $388.21 $45.7K - $64.8K
4.54K $1.76M
HON
Honeywell International Inc

Industrials
719
+ 10.2%
$182.86 - $232.88 $131K - $167K
7.77K $1.81M
WMT
Walmart Inc.

Consumer Defensive
339
+ 1.25%
$81.79 - $99.98 $27.7K - $33.9K
27.5K $2.68M
NFLX
Netflix Inc

Communication Services
140
+ 49.47%
$855.86 - $1339.13 $120K - $187K
423 $566K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.79K
+ 6.6%
$40.64 - $47.27 $235K - $274K
93.5K $4.35M
KMI
Kinder Morgan, Inc.

Energy
195
+ 0.07%
$25.21 - $29.4 $4.92K - $5.73K
297K $8.72M
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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