Xml Financial, LLC Incresed Positions in Q1 2025

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.79K
+ 16.41%
$70.83 - $76.62 $127K - $137K
12.7K $901K
UNP
Union Pacific Corp

Industrials
12
+ 0.13%
$225.21 - $254.42 $2.7K - $3.05K
9.54K $2.25M
SUN
Sunoco LP

Energy
97
+ 0.89%
$51.29 - $59.25 $4.98K - $5.75K
10.9K $635K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
253
+ 2.99%
$67.08 - $76.14 $17K - $19.3K
8.71K $641K
ITOT
Ishares Core S&P Total U.S. St

ETFs
820
+ 16.06%
$120.29 - $134.6 $98.6K - $110K
5.93K $723K
CMCSA
Comcast Corp

Communication Services
2.41K
+ 6.57%
$33.19 - $38.23 $80.1K - $92.2K
39.1K $1.44M
PANW
Palo Alto Networks Inc

Technology
458
+ 29.32%
$167.82 - $208.28 $76.9K - $95.4K
2.02K $344K
ITW
Illinois Tool Works Inc

Industrials
307
+ 8.39%
$244.9 - $274.48 $75.2K - $84.3K
3.96K $983K
SPGI
S&P Global Inc.

Financial Services
92
+ 11.81%
$478.26 - $543.77 $44K - $50K
871 $442K
HWM
Howmet Aerospace Inc.

Industrials
101
+ 5.48%
$110.79 - $139.39 $11.2K - $14.1K
1.95K $252K
LPLA
Lpl Financial Holdings Inc.

Financial Services
148
+ 7.9%
$308.87 - $383.33 $45.7K - $56.7K
2.02K $661K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
702
+ 22.76%
$72.01 - $79.94 $50.6K - $56.1K
3.79K $280K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
3.25K
+ 12.67%
$14.27 - $15.19 $46.4K - $49.4K
28.9K $413K
KHC
Kraft Heinz CO

Consumer Defensive
1.38K
+ 19.26%
$28.51 - $32.22 $39.3K - $44.4K
8.53K $259K
ENB
Enbridge Inc

Energy
175
+ 1.06%
$41.54 - $45.45 $7.27K - $7.95K
16.6K $736K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
592
+ 1.24%
$29.72 - $31.94 $17.6K - $18.9K
48.2K $1.49M
WFC
Wells Fargo & Company

Financial Services
129
+ 0.79%
$66.78 - $81.42 $8.61K - $10.5K
16.4K $1.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 11.12%
$497.6 - $606.74 $47.8K - $58.2K
959 $477K
CBSH
Commerce Bancshares Inc

Financial Services
460
+ 13.26%
$58.85 - $68.59 $27.1K - $31.6K
3.93K $244K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
925
+ 18.12%
$51.45 - $58.51 $47.6K - $54.1K
6.03K $312K
QCOM
Qualcomm Inc

Technology
167
+ 0.22%
$151.94 - $175.86 $25.4K - $29.4K
77.3K $11.9M
BA
Boeing CO

Industrials
505
+ 5.28%
$148.15 - $186.25 $74.8K - $94.1K
10.1K $1.72M
OXY
Occidental Petroleum Corp

Energy
491
+ 4.06%
$45.45 - $52.7 $22.3K - $25.9K
12.6K $621K
NSC
Norfolk Southern Corp

Industrials
59
+ 2.01%
$227.69 - $259.76 $13.4K - $15.3K
2.99K $708K
DNP
Dnp Select Income Fund Inc

Financial Services
299
+ 1.97%
$8.93 - $9.92 $2.67K - $2.97K
15.5K $153K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.34K
+ 11.06%
$12.18 - $12.91 $16.4K - $17.4K
13.5K $167K
CINF
Cincinnati Financial Corp

Financial Services
21
+ 0.58%
$133.67 - $147.81 $2.81K - $3.1K
3.66K $540K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.62K
+ 7.39%
$25.27 - $28.3 $40.9K - $45.8K
23.5K $610K
ARCC
Ares Capital Corp

Financial Services
371
+ 2.1%
$21.28 - $23.81 $7.89K - $8.83K
18K $399K
SUB
Ishares Short Term National Mu

ETFs
115
+ 5.13%
$105.3 - $106.24 $12.1K - $12.2K
2.36K $249K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.8K
+ 2.04%
$11.4 - $11.96 $31.9K - $33.4K
140K $1.61M
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 1.14%
N/A
5.66K $1.03M
EME
Emcor Group, Inc.

Industrials
132
+ 27.62%
$361.16 - $535.99 $47.7K - $70.8K
610 $225K
F
Ford Motor CO

Consumer Cyclical
546
+ 2.82%
$9.12 - $10.43 $4.98K - $5.69K
19.9K $199K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
500
+ 3.85%
$14.93 - $15.83 $7.47K - $7.92K
13.5K $201K
ITM
Vaneck Intermediate Muni ETF

ETFs
417
+ 1.49%
$45.21 - $46.67 $18.9K - $19.5K
28.3K $1.29M
PFM
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.32%
$44.92 - $48.18 $764 - $819
5.33K $244K
ILCG
Ishares Morningstar Growth ETF
3.67K
+ 25.68%
N/A
18K $0
Flagstar Financial Inc
6
+ 0.06%
N/A
10.3K $0
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.02%
N/A
5.02K $929K
Arista Networks Inc
2.03K
+ 14.47%
N/A
16.1K $0
MUB
Ishares National Muni Bond ETF

ETFs
46
+ 1.07%
$104.71 - $107.69 $4.82K - $4.95K
4.35K $458K
Goldman Sachs ETF Tr
19.4K
+ 14.33%
N/A
155K $0
Franklin Templeton ETF Tr
10.2K
+ 80.22%
N/A
22.9K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 7.59%
$4295.4 - $5141.88 $47.2K - $56.6K
156 $718K
AGCO
Agco Corp

Industrials
34
+ 0.31%
$88.82 - $106.69 $3.02K - $3.63K
10.9K $1.01M
OMC
Omnicom Group Inc.

Communication Services
26
+ 0.51%
$79.43 - $88.34 $2.07K - $2.3K
5.12K $424K
ROK
Rockwell Automation, Inc

Industrials
100
+ 6.64%
$255.29 - $303.75 $25.5K - $30.4K
1.61K $415K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 5.91%
$57.21 - $65.8 $126K - $145K
39.5K $2.3M
Activity Summary
Buys All Purchases 169 New Holdings 28 Increased Positions 141 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 16 Puts 0
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