Xml Financial, LLC Incresed Positions in Q3 2025

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.41K
+ 4.62%
$97.75 - $100.75 $236K - $243K
54.6K $5.48M
META
Meta Platforms, Inc.

Communication Services
382
+ 15.92%
$695.21 - $791.73 $266K - $302K
2.78K $2.04M
GE
General Electric CO

Industrials
54
+ 0.94%
$244.75 - $305.63 $13.2K - $16.5K
5.78K $1.74M
VTV
Vanguard Value ETF

ETFs
209
+ 0.95%
$175.51 - $186.57 $36.7K - $39K
22.3K $4.16M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 61.52%
$167.06 - $208.19 $203K - $254K
3.2K $651K
XLK
Technology Sector Spdr

ETFs
3
+ 0.04%
$250.97 - $282.66 $753 - $848
7.69K $2.17M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.52K
+ 4.14%
$38.52 - $39.39 $174K - $178K
114K $4.46M
CSL
Carlisle Companies Inc

Industrials
755
+ 86.29%
$327.52 - $435.11 $247K - $329K
1.63K $536K
DELL
Dell Technologies Inc.

Technology
756
+ 14.59%
$120.96 - $141.77 $91.4K - $107K
5.94K $841K
UNP
Union Pacific Corp

Industrials
565
+ 5.9%
$214.91 - $237.16 $121K - $134K
10.1K $2.4M
PSA
Public Storage

Real Estate
783
+ 8.75%
$271.94 - $298.09 $213K - $233K
9.74K $2.81M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.76K
+ 80.4%
$131.78 - $176.09 $232K - $310K
3.95K $531K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
122
+ 0.26%
$34.31 - $38.09 $4.19K - $4.65K
47.9K $1.82M
SGOL
Abrdn Gold ETF Trust

ETFs
2K
+ 11.17%
$31.18 - $36.81 $62.4K - $73.6K
19.9K $732K
F
Ford Motor CO

Consumer Cyclical
10.5K
+ 102.92%
$10.82 - $12.09 $113K - $127K
20.7K $247K
NSC
Norfolk Southern Corp

Industrials
8
+ 0.27%
$259.49 - $300.41 $2.08K - $2.4K
3.01K $903K
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 9.56%
$404.94 - $499.99 $40.9K - $50.5K
1.16K $561K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
293
+ 4.56%
$68.94 - $86.3 $20.2K - $25.3K
6.72K $579K
AMT
American Tower Corp

Real Estate
1.01K
+ 42.09%
$192.32 - $232.35 $193K - $234K
3.39K $652K
IEFA
Ishares Tr

ETFs
1.06K
+ 26.5%
$81.7 - $87.53 $86.4K - $92.6K
5.05K $441K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
92
+ 1.44%
$148.97 - $165.88 $13.7K - $15.3K
6.49K $1.07M
IGE
Ishares Tr North Amern Nat Res

ETFs
899
+ 7.16%
$44.5 - $49.6 $40K - $44.6K
13.4K $659K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.7K
+ 8.31%
$55.61 - $57.37 $94.5K - $97.5K
22.1K $1.26M
SO
Southern CO

Utilities
567
+ 3.42%
$90.83 - $96.0 $51.5K - $54.4K
17.1K $1.62M
EPD
Enterprise Products Partners L.P.

Energy
2.2K
+ 1.9%
$30.74 - $32.14 $67.6K - $70.7K
118K $3.69M
ABCL
Ab Cellera Biologics Inc.

Healthcare
7.53K
+ 21.81%
$3.49 - $5.15 $26.3K - $38.8K
42K $211K
VCIT
Vanguard Intermediate Term Cor

ETFs
183
+ 0.29%
$81.75 - $84.54 $15K - $15.5K
63K $5.3M
IAU
Ishares Gold Trust

ETFs
175
+ 2.39%
$61.62 - $72.77 $10.8K - $12.7K
7.48K $544K
NFLX
Netflix Inc

Communication Services
118
+ 27.9%
$1147.87 - $1297.18 $135K - $153K
541 $648K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
437
+ 7.64%
$94.17 - $99.95 $41.2K - $43.7K
6.16K $615K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
7.26K
+ 40.61%
$8.7 - $9.11 $63.1K - $66.1K
25.1K $228K
SCHX
Schwab Strategic Tr Us Large C

ETFs
105
+ 0.3%
$24.46 - $26.5 $2.57K - $2.78K
34.8K $917K
SPOT
Spotify Technology S.A.

Communication Services
136
+ 36.36%
$620.01 - $738.53 $84.3K - $100K
510 $355K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
496
+ 1.67%
$72.01 - $74.44 $35.7K - $36.9K
30.2K $2.22M
FDL
First Tr Morningstar Dividend

ETFs
927
+ 8.95%
$41.96 - $44.59 $38.9K - $41.3K
11.3K $490K
ORLA
Orla Mining Ltd.

Basic Materials
3.25K
+ 13.24%
$9.3 - $12.78 $30.2K - $41.5K
27.8K $300K
AGCO
Agco Corp

Industrials
34
+ 0.26%
$106.41 - $117.97 $3.62K - $4.01K
13.1K $1.4M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.18%
$236.93 - $271.12 $711 - $813
1.63K $442K
RYLD
Global X Fds Russell 2000 Cove

ETFs
3K
+ 20.0%
$14.46 - $15.29 $43.4K - $45.9K
18K $270K
CEG
Constellation Energy Corp

Utilities
120
+ 12.89%
$298.82 - $354.89 $35.9K - $42.6K
1.05K $345K
AIVI
Kemiao Garment Holding Group

ETFs
617
+ 7.02%
$47.8 - $51.29 $29.5K - $31.6K
9.41K $467K
WMB
Williams Companies, Inc.

Energy
625
+ 10.78%
$56.52 - $64.01 $35.3K - $40K
6.43K $407K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.2K
+ 3.65%
$13.38 - $14.14 $16.1K - $17K
34.1K $482K
VEA
Vanguard Ftse Developed Market

ETFs
142
+ 1.38%
$56.02 - $60.3 $7.95K - $8.56K
10.4K $625K
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.57%
$145.8 - $158.1 $3.06K - $3.32K
3.71K $586K
ITM
Vaneck Intermediate Muni ETF

ETFs
138
+ 0.52%
$45.2 - $46.71 $6.24K - $6.45K
26.6K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
190
+ 3.07%
N/A
6.37K $1.16M
O
Realty Income Corp

Real Estate
120
+ 1.62%
$56.13 - $60.79 $6.74K - $7.29K
7.55K $458K
HEI
Heico Corp

Industrials
100
+ 12.8%
$304.5 - $337.56 $30.5K - $33.8K
881 $284K
Activity Summary
Buys All Purchases 170 New Holdings 32 Increased Positions 138 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 1 Puts 0
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