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
TSLA
Tesla, Inc.

Consumer Cyclical
59
+ 0.99%
$191.76 - $263.26 $11.3K - $15.5K
6.02K $1.58M
WPC
W. P. Carey Inc.

Real Estate
1.68K
+ 5.08%
$54.63 - $63.96 $92K - $108K
34.8K $2.17M
LVHD
Franklin U.S. Low Volatility H

ETFs
2.69K
+ 5.77%
$35.49 - $40.72 $95.4K - $109K
49.3K $2.01M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
14.1K
+ 79.07%
$20.56 - $22.25 $291K - $315K
32K $712K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.27K
+ 12.09%
$57.32 - $62.65 $187K - $205K
30.3K $1.89M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.67K
+ 2.53%
$29.08 - $31.84 $107K - $117K
148K $4.7M
LOW
Lowes Companies Inc

Consumer Cyclical
58
+ 1.08%
$213.3 - $270.78 $12.4K - $15.7K
5.45K $1.47M
AMGN
Amgen Inc

Healthcare
169
+ 0.76%
$309.38 - $337.38 $52.3K - $57K
22.5K $7.26M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
298
+ 10.42%
$523.84 - $572.02 $156K - $170K
3.16K $1.8M
UPS
United Parcel Service Inc

Industrials
2.14K
+ 5.24%
$123.32 - $147.38 $264K - $315K
43K $5.86M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
9.67K
+ 85.56%
$20.51 - $24.25 $198K - $235K
21K $496K
NEE
Nextera Energy Inc

Utilities
429
+ 2.66%
$69.9 - $84.97 $30K - $36.5K
16.6K $1.4M
PFE
Pfizer Inc

Healthcare
2.69K
+ 1.5%
$27.7 - $31.39 $74.5K - $84.4K
182K $5.27M
MDT
Medtronic PLC

Healthcare
1.35K
+ 12.08%
$76.84 - $91.03 $104K - $123K
12.5K $1.13M
O
Realty Income Corp

Real Estate
2.96K
+ 57.96%
$52.36 - $63.42 $155K - $187K
8.06K $510K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.36K
+ 0.46%
$24.39 - $25.28 $33.2K - $34.4K
300K $7.53M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.44K
+ 0.93%
$49.93 - $51.15 $72K - $73.8K
157K $8.01M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.27K
+ 59.52%
$47.94 - $59.23 $157K - $194K
8.76K $495K
QQQ
Invesco Qqq Trust, Series 1

ETFs
314
+ 3.99%
$434.77 - $502.96 $137K - $158K
8.18K $3.99M
ANET
Arista Networks, Inc.

Technology
312
+ 10.57%
$311.42 - $388.21 $97.2K - $121K
3.26K $1.25M
DHR
Danaher Corp

Healthcare
311
+ 6.78%
$239.25 - $280.76 $74.4K - $87.3K
4.9K $1.36M
GE
General Electric CO

Industrials
269
+ 5.13%
$156.66 - $189.66 $42.1K - $51K
5.51K $1.04M
DVY
Ishares Tr

ETFs
396
+ 3.74%
$119.99 - $135.74 $47.5K - $53.8K
11K $1.48M
ACN
Accenture PLC

Technology
106
+ 3.22%
$295.44 - $355.81 $31.3K - $37.7K
3.4K $1.2M
COP
Conocophillips

Energy
2.25K
+ 54.76%
$102.3 - $116.61 $230K - $263K
6.37K $670K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.5K
+ 76.92%
$66.31 - $74.08 $166K - $185K
5.75K $422K
DIS
Walt Disney CO

Communication Services
2.38K
+ 21.33%
$85.6 - $98.61 $204K - $235K
13.5K $1.3M
MA
Mastercard Inc

Financial Services
300
+ 43.29%
$429.6 - $500.99 $129K - $150K
993 $490K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 1.33%
$517.38 - $573.86 $34.1K - $37.9K
5.02K $2.88M
MUB
Ishares National Muni Bond ETF

ETFs
1.56K
+ 23.06%
$106.13 - $108.7 $166K - $170K
8.34K $905K
KKR
Kkr & Co. Inc.

Financial Services
806
+ 27.11%
$104.51 - $133.23 $84.2K - $107K
3.78K $493K
FDL
First Tr Morningstar Dividend

ETFs
3.37K
+ 34.91%
$37.66 - $42.06 $127K - $142K
13K $546K
EPD
Enterprise Products Partners L.P.

Energy
5.61K
+ 5.56%
$27.88 - $30.0 $156K - $168K
106K $3.1M
META
Meta Platforms, Inc.

Communication Services
120
+ 7.67%
$453.41 - $572.44 $54.4K - $68.7K
1.69K $964K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
3.86K
+ 23.32%
$25.27 - $30.5 $97.5K - $118K
20.4K $603K
XOM
Exxon Mobil Corp

Energy
454
+ 0.96%
$109.72 - $119.0 $49.8K - $54K
47.7K $5.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
418
+ 2.85%
$64.35 - $75.71 $26.9K - $31.6K
15.1K $1.11M
HON
Honeywell International Inc

Industrials
911
+ 15.72%
$196.73 - $220.21 $179K - $201K
6.71K $1.39M
NVS
Novartis Ag

Healthcare
551
+ 5.96%
$106.13 - $120.89 $58.5K - $66.6K
9.8K $1.13M
SYK
Stryker Corp

Healthcare
205
+ 7.08%
$315.94 - $371.96 $64.8K - $76.3K
3.1K $1.12M
PEP
Pepsico Inc

Consumer Defensive
358
+ 2.58%
$161.9 - $179.3 $58K - $64.2K
14.3K $2.42M
BFS
Saul Centers, Inc.

Real Estate
3
+ 0.01%
$36.49 - $41.96 $109 - $126
25.1K $1.05M
AVGO
Broadcom Inc.

Technology
9.34K
+ 894.44%
$136.27 - $1745.86 $1.27M - $16.3M
10.4K $1.79M
ITW
Illinois Tool Works Inc

Industrials
97
+ 2.72%
$233.14 - $263.97 $22.6K - $25.6K
3.67K $961K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$146.49 - $179.85 $2.05K - $2.52K
3.91K $696K
AMT
American Tower Corp

Real Estate
184
+ 11.14%
$192.27 - $242.73 $35.4K - $44.7K
1.84K $426K
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 26.81%
$531.86 - $624.21 $64.9K - $76.2K
577 $356K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.21K
+ 2.71%
$51.0 - $52.05 $61.5K - $62.8K
45.7K $2.38M
WCC
Wesco International Inc

Industrials
200
+ 2.88%
$149.47 - $183.24 $29.9K - $36.6K
7.15K $1.2M
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
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