Xml Financial, LLC Incresed Positions in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
460
+ 14.84%
$345.14 - $392.15 $159K - $180K
3.56K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.7K
+ 47.03%
$67.29 - $73.38 $182K - $198K
8.45K $573K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.6K
+ 25.35%
$32.75 - $35.81 $216K - $236K
32.6K $1.08M
VB
Vanguard Small Cap ETF

ETFs
547
+ 16.18%
$233.76 - $261.58 $128K - $143K
3.93K $943K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.21K
+ 8.1%
$96.64 - $101.23 $310K - $325K
42.8K $4.15M
IWM
Ishares Russell 2000 ETF

ETFs
608
+ 1.58%
$216.13 - $242.4 $131K - $147K
39.1K $8.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.84%
$4100.99 - $5300.34 $16.4K - $21.2K
145 $720K
MA
Mastercard Inc

Financial Services
149
+ 15.01%
$491.3 - $536.15 $73.2K - $79.9K
1.14K $601K
UTG
Reaves Utility Income Fund

Financial Services
4.64K
+ 12.26%
$30.81 - $34.99 $143K - $162K
42.5K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
228
+ 6.03%
$129.87 - $162.87 $29.6K - $37.1K
4.01K $592K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
7.6K
+ 49.49%
$12.65 - $13.62 $96.1K - $103K
22.9K $290K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.93K
+ 7.01%
$69.58 - $74.87 $134K - $144K
29.5K $2.06M
WMB
Williams Companies, Inc.

Energy
513
+ 7.49%
$46.37 - $59.74 $23.8K - $30.6K
7.36K $398K
VEA
Vanguard Ftse Developed Market

ETFs
2.13K
+ 52.33%
$47.57 - $52.44 $101K - $112K
6.2K $296K
COF
Capital One Financial Corp

Financial Services
2
+ 0.07%
$145.19 - $192.01 $290 - $384
2.74K $488K
NFLX
Netflix Inc

Communication Services
22
+ 7.14%
$687.65 - $936.56 $15.1K - $20.6K
330 $294K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 2.03%
$172.07 - $207.36 $9.12K - $11K
2.66K $525K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.05%
$47.46 - $65.77 $142 - $197
5.78K $349K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.78K
+ 50.65%
$72.97 - $96.75 $130K - $173K
5.3K $393K
VOT
Vanguard Mid Cap Growth Index

ETFs
91
+ 3.17%
$241.48 - $274.89 $22K - $25K
2.96K $751K
PPA
Invesco Exchange Traded Fd Tr

ETFs
459
+ 14.32%
$113.79 - $124.5 $52.2K - $57.1K
3.66K $420K
PANW
Palo Alto Networks Inc

Technology
881
+ 129.37%
$181.96 - $405.9 $160K - $358K
1.56K $284K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.08K
+ 19.63%
$57.53 - $60.83 $61.8K - $65.4K
6.55K $376K
IYW
Ishares Dj Us Tech ETF

ETFs
73
+ 1.69%
$148.14 - $166.23 $10.8K - $12.1K
4.4K $701K
ITOT
Ishares Core S&P Total U.S. St

ETFs
242
+ 4.97%
$124.26 - $134.12 $30.1K - $32.5K
5.11K $656K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.03K
+ 12.04%
$75.1 - $82.99 $377K - $417K
46.8K $3.54M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
592
+ 15.6%
$91.94 - $100.02 $54.4K - $59.2K
4.39K $406K
INTU
Intuit Inc

Technology
66
+ 20.06%
$602.01 - $706.25 $39.7K - $46.6K
395 $248K
CLH
Clean Harbors Inc

Industrials
250
+ 20.33%
$228.61 - $263.39 $57.2K - $65.8K
1.48K $340K
ENB
Enbridge Inc

Energy
306
+ 1.9%
$40.4 - $43.92 $12.4K - $13.4K
16.5K $698K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$172.48 - $221.95 $2.41K - $3.11K
3.93K $738K
DE
Deere & CO

Industrials
84
+ 10.16%
$389.45 - $466.0 $32.7K - $39.1K
911 $385K
META
Meta Platforms, Inc.

Communication Services
16
+ 0.95%
$554.08 - $632.68 $8.87K - $10.1K
1.7K $1M
KRE
Spdr S&P Regional Banking ETF

ETFs
55
+ 0.63%
$54.6 - $68.9 $3K - $3.79K
8.81K $531K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
8.5K
+ 58.62%
$7.17 - $12.28 $60.9K - $104K
23K $170K
BOCT
Innovator U.S. Equity Buffer E

ETFs
541
+ 5.11%
$42.04 - $44.04 $22.7K - $23.8K
11.1K $481K
CINF
Cincinnati Financial Corp

Financial Services
22
+ 0.61%
$132.86 - $160.16 $2.92K - $3.52K
3.64K $523K
VTV
Vanguard Value ETF

ETFs
778
+ 3.8%
$168.32 - $181.87 $131K - $141K
21.3K $3.6M
WM
Waste Management Inc

Industrials
239
+ 4.94%
$201.79 - $228.46 $48.2K - $54.6K
5.08K $1.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.8K
+ 200.37%
$22.4 - $68.28 $511K - $1.56M
34.2K $793K
TGT
Target Corp

Consumer Defensive
523
+ 20.89%
$121.59 - $160.69 $63.6K - $84K
3.03K $409K
KHC
Kraft Heinz CO

Consumer Defensive
1.43K
+ 24.94%
$30.1 - $36.02 $43K - $51.4K
7.15K $219K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
225
+ 4.61%
$53.94 - $58.15 $12.1K - $13.1K
5.11K $287K
MGNX
Macrogenics Inc

Healthcare
5.57K
+ 31.64%
$3.18 - $4.46 $17.7K - $24.8K
23.2K $75K
SPGI
S&P Global Inc.

Financial Services
56
+ 7.75%
$480.36 - $529.17 $26.9K - $29.6K
779 $387K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.35K
+ 15.96%
$20.68 - $23.73 $69.2K - $79.4K
24.3K $508K
TXN
Texas Instruments Inc

Technology
43
+ 1.39%
N/A
3.13K $609K
MSFT
Microsoft Corp

Technology
1.25K
+ 2.1%
$406.35 - $454.46 $509K - $569K
60.9K $25.7M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
1.6K
+ 9.14%
$8.43 - $8.87 $13.5K - $14.2K
19.1K $161K
Activity Summary
Buys All Purchases 182 New Holdings 26 Increased Positions 156 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 2
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