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
VB
Vanguard Small Cap ETF

ETFs
690
+ 14.17%
$193.73 - $237.37 $134K - $164K
5.56K $1.32M
UTG
Reaves Utility Income Fund

Financial Services
1.74K
+ 3.62%
$29.08 - $36.18 $50.5K - $62.8K
49.7K $1.8M
MCK
Mckesson Corp

Healthcare
292
+ 88.22%
$652.83 - $732.78 $191K - $214K
623 $456K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 0.74%
$908.13 - $1056.85 $30K - $34.9K
4.52K $4.47M
DELL
Dell Technologies Inc.

Technology
563
+ 12.19%
$71.63 - $125.98 $40.3K - $70.9K
5.18K $635K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.03K
+ 2.6%
$51.16 - $62.02 $52.6K - $63.8K
40.5K $2.51M
COF
Capital One Financial Corp

Financial Services
635
+ 31.17%
$150.57 - $212.76 $95.6K - $135K
2.67K $568K
PMM
Putnam Managed Municipal Income Trust

Financial Services
34.5K
+ 149.35%
$5.75 - $6.19 $198K - $214K
57.6K $344K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.55K
+ 20.98%
$51.14 - $57.0 $181K - $202K
20.4K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
2.57K
+ 33.21%
$45.65 - $57.01 $117K - $146K
10.3K $586K
VTV
Vanguard Value ETF

ETFs
610
+ 2.84%
$153.67 - $176.74 $93.7K - $108K
22.1K $3.9M
KKR
Kkr & Co. Inc.

Financial Services
811
+ 16.74%
$92.79 - $134.29 $75.3K - $109K
5.66K $752K
MSTR
Microstrategy Inc

Technology
10
+ 0.67%
$237.95 - $421.61 $2.38K - $4.22K
1.51K $610K
VOT
Vanguard Mid Cap Growth Index

ETFs
84
+ 2.24%
$216.28 - $284.39 $18.2K - $23.9K
3.84K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
65
+ 1.48%
$211.12 - $274.14 $13.7K - $17.8K
4.45K $1.22M
LMT
Lockheed Martin Corp

Industrials
47
+ 0.54%
$430.82 - $486.45 $20.2K - $22.9K
8.79K $4.07M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.86K
+ 4.48%
N/A
43.2K $3.71M
HWM
Howmet Aerospace Inc.

Industrials
271
+ 13.93%
$112.33 - $186.13 $30.4K - $50.4K
2.22K $412K
MGM
Mgm Resorts International

Consumer Cyclical
287
+ 0.94%
$25.79 - $34.95 $7.4K - $10K
30.9K $1.06M
EME
Emcor Group, Inc.

Industrials
100
+ 16.39%
$342.02 - $534.89 $34.2K - $53.5K
710 $379K
MDT
Medtronic PLC

Healthcare
2.15K
+ 16.59%
$80.68 - $88.86 $173K - $191K
15.1K $1.31M
AXON
Axon Enterprise, Inc.

Industrials
10
+ 2.3%
$497.13 - $827.94 $4.97K - $8.28K
445 $368K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
194
+ 7.85%
$376.48 - $440.65 $73K - $85.5K
2.67K $1.17M
IWV
Ishares Russell 3000 ETF

ETFs
57
+ 1.76%
$281.67 - $351.0 $16.1K - $20K
3.3K $1.16M
PPA
Invesco Exchange Traded Fd Tr

ETFs
290
+ 11.67%
$105.2 - $141.69 $30.5K - $41.1K
2.78K $393K
SUB
Ishares Short Term National Mu

ETFs
952
+ 40.37%
$104.77 - $106.34 $99.7K - $101K
3.31K $351K
IEFA
Ishares Tr

ETFs
900
+ 29.1%
$67.83 - $84.09 $61K - $75.7K
3.99K $333K
MCD
Mcdonalds Corp

Consumer Cyclical
810
+ 11.72%
$285.55 - $321.23 $231K - $260K
7.72K $2.26M
VIG
Vanguard Dividend Appreciation

ETFs
520
+ 9.18%
N/A
6.18K $1.13M
O
Realty Income Corp

Real Estate
1.68K
+ 29.22%
$52.27 - $58.52 $87.8K - $98.3K
7.43K $427K
SCHX
Schwab Strategic Tr Us Large C

ETFs
366
+ 1.07%
$19.6 - $24.44 $7.17K - $8.95K
34.7K $848K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.33K
+ 21.97%
$45.88 - $54.4 $60.8K - $72.1K
7.36K $400K
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.18%
$154.86 - $239.07 $465 - $717
1.63K $389K
DUK
Duke Energy Corp

Utilities
845
+ 17.86%
$112.46 - $124.05 $95K - $105K
5.58K $657K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.21K
+ 44.55%
$97.78 - $126.44 $118K - $153K
3.93K $416K
SYK
Stryker Corp

Healthcare
2
+ 0.06%
$337.37 - $395.63 $675 - $791
3.37K $1.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
186
+ 2.14%
$65.84 - $80.81 $12.2K - $15K
8.89K $712K
STZ
Constellation Brands, Inc.

Consumer Defensive
605
+ 38.19%
$160.0 - $195.62 $96.8K - $118K
2.19K $356K
UBER
Uber Technologies, Inc

Technology
50
+ 1.7%
$64.62 - $93.3 $3.23K - $4.67K
3K $279K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$156.58 - $193.99 $2.19K - $2.72K
3.95K $767K
D
Dominion Energy, Inc

Utilities
731
+ 1.66%
$49.66 - $58.0 $36.3K - $42.4K
44.8K $2.53M
NSC
Norfolk Southern Corp

Industrials
9
+ 0.3%
$206.34 - $257.46 $1.86K - $2.32K
3K $768K
RIO
Rio Tinto PLC

Basic Materials
1.1K
+ 20.7%
$52.32 - $62.75 $57.6K - $69K
6.42K $374K
SO
Southern CO

Utilities
590
+ 3.69%
$84.91 - $92.56 $50.1K - $54.6K
16.6K $1.52M
DHR
Danaher Corp

Healthcare
504
+ 7.9%
$174.64 - $205.16 $88K - $103K
6.88K $1.36M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
301
+ 0.1%
$24.48 - $24.9 $7.37K - $7.49K
309K $7.68M
SPGI
S&P Global Inc.

Financial Services
50
+ 5.74%
$438.31 - $527.29 $21.9K - $26.4K
921 $485K
ITW
Illinois Tool Works Inc

Industrials
184
+ 4.64%
$218.41 - $252.43 $40.2K - $46.4K
4.15K $1.03M
SGOL
Abrdn Gold ETF Trust

ETFs
200
+ 1.13%
$28.39 - $32.75 $5.68K - $6.55K
17.9K $564K
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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