Xml Financial, LLC Incresed Positions in Q3 2024

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
55.7K
+ 25.14%
$71.45 - $75.64 $3.98M - $4.22M
277K $20.8M
DGRO
Ishares Core Dividend Growth E

ETFs
21.1K
+ 4.68%
$57.47 - $62.76 $1.21M - $1.32M
471K $29.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
62.1K
+ 37.57%
$51.78 - $52.98 $3.21M - $3.29M
227K $12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 3.41%
$73.43 - $80.37 $931K - $1.02M
384K $30.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.47K
+ 7.08%
$405.19 - $478.57 $1M - $1.18M
37.4K $17.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
32.7K
+ 37.13%
$63.28 - $70.06 $2.07M - $2.29M
121K $8.47M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.89K
+ 2.53%
$79.92 - $88.19 $551K - $608K
279K $24.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 2.98%
$92.63 - $105.69 $1.01M - $1.15M
377K $39.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25.9K
+ 20.07%
$53.41 - $57.9 $1.38M - $1.5M
155K $8.96M
IVV
Ishares Core S&P 500 ETF

ETFs
1.78K
+ 6.53%
$520.18 - $576.82 $924K - $1.03M
29K $16.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9.19K
+ 4.57%
$71.19 - $76.59 $654K - $704K
210K $16.1M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
12.3K
+ 7.6%
$44.07 - $50.57 $541K - $620K
174K $8.78M
IWB
Ishares Tr Russell 1000 ETF

ETFs
540
+ 0.65%
$283.28 - $314.39 $153K - $170K
83.1K $26.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.5K
+ 3.74%
$173.36 - $189.8 $433K - $474K
69.3K $13.2M
GLD
Spdr Gold Trust

ETFs
1.54K
+ 3.95%
$215.56 - $246.98 $332K - $381K
40.6K $9.86M
IYF
Ishares Tr

ETFs
4.31K
+ 4.02%
$93.83 - $105.05 $405K - $453K
112K $11.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
92.7K
+ 7.08%
$14.16 - $14.47 $1.31M - $1.34M
1.4M $20.2M
CORP
Pimco Investment Grade Corp Bd

ETFs
7.13K
+ 4.61%
$94.36 - $100.01 $673K - $713K
162K $16.1M
JNJ
Johnson & Johnson

Healthcare
1K
+ 1.47%
$145.48 - $167.38 $146K - $168K
69.1K $11.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.3K
+ 3.67%
$77.02 - $85.06 $331K - $366K
122K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
636
+ 0.79%
$332.02 - $382.76 $211K - $243K
81.1K $30.4M
RWO
Spdr Dow Jones Global Real Est

ETFs
7.06K
+ 5.91%
$41.23 - $48.48 $291K - $342K
127K $6.02M
T
At&T Inc.

Communication Services
16.3K
+ 7.86%
$18.21 - $22.28 $297K - $363K
224K $4.92M
IWM
Ishares Russell 2000 ETF

ETFs
909
+ 2.42%
$200.87 - $224.6 $183K - $204K
38.5K $8.51M
EMR
Emerson Electric CO

Industrials
7.99K
+ 21.67%
$98.19 - $118.87 $784K - $950K
44.8K $4.9M
VO
Vanguard Mid Cap ETF

ETFs
768
+ 2.88%
$237.84 - $263.83 $183K - $203K
27.4K $7.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
17.2K
+ 14.55%
$31.18 - $33.5 $535K - $575K
135K $4.49M
UTG
Reaves Utility Income Fund

Financial Services
20.4K
+ 116.91%
$27.16 - $32.8 $554K - $669K
37.9K $1.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.36K
+ 77.49%
$475.2 - $527.7 $644K - $716K
3.11K $1.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
+ 6.38%
$256.4 - $289.78 $312K - $352K
20.3K $5.76M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
481
+ 0.45%
$101.72 - $112.94 $48.9K - $54.3K
106K $12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
736
+ 1.2%
$117.9 - $128.2 $86.8K - $94.4K
62.3K $7.99M
PSA
Public Storage

Real Estate
113
+ 1.36%
$283.13 - $365.01 $32K - $41.2K
8.45K $3.07M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.9K
+ 6.88%
$19.97 - $21.77 $297K - $323K
231K $4.98M
IWP
Ishares Russell Mid Cap Growth

ETFs
538
+ 0.69%
$103.87 - $117.59 $55.9K - $63.3K
78.8K $9.24M
NVDA
Nvidia Corp

Technology
5.62K
+ 10.62%
$98.91 - $134.91 $556K - $758K
58.5K $7.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11.9K
+ 5.48%
$27.8 - $29.26 $330K - $348K
229K $6.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.8K
+ 28.68%
$85.84 - $85.84 $584K - $584K
30.5K $2.62M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.81K
+ 4.67%
$46.13 - $52.38 $176K - $199K
85.3K $4.4M
USB
Us Bancorp \De\

Financial Services
3.82K
+ 6.1%
$39.04 - $47.23 $149K - $180K
66.3K $3.03M
VTV
Vanguard Value ETF

ETFs
1.53K
+ 8.05%
$159.75 - $174.57 $244K - $266K
20.5K $3.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.4K
+ 2.13%
$33.74 - $37.96 $115K - $129K
163K $6.12M
PSEC
Prospect Capital Corp

Financial Services
153K
+ 8.1%
$4.75 - $5.6 $728K - $858K
2.04M $11M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
11.5K
+ 4.77%
$21.45 - $23.13 $247K - $266K
253K $5.82M
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 1.15%
$333.64 - $405.2 $27.4K - $33.2K
7.21K $2.92M
LHX
L3 Harris Technologies, Inc.

Industrials
1.38K
+ 15.1%
$221.96 - $243.27 $306K - $335K
10.5K $2.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.87K
+ 7.81%
$96.25 - $101.98 $277K - $293K
39.6K $4.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.8K
+ 5.15%
$79.29 - $84.02 $222K - $235K
57.1K $4.78M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
18.6K
+ 7.19%
$16.42 - $18.12 $305K - $336K
277K $4.99M
Activity Summary
Buys All Purchases 185 New Holdings 23 Increased Positions 162 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Xml Financial, LLC Portfolio

Follow Xml Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email