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
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.5K
+ 25.93%
$11.35 - $12.45 $39.7K - $43.6K
17K $202K
FDX
Fedex Corp

Industrials
823
+ 8.79%
$198.07 - $245.17 $163K - $202K
10.2K $2.31M
ORLA
Orla Mining Ltd.

Basic Materials
1.65K
+ 7.21%
$8.21 - $12.35 $13.5K - $20.4K
24.6K $245K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
175
+ 3.16%
$81.46 - $94.63 $14.3K - $16.6K
5.72K $541K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
286
+ 12.72%
$95.52 - $109.98 $27.3K - $31.5K
2.54K $274K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
4K
+ 13.84%
$13.05 - $14.45 $52.2K - $57.8K
32.9K $441K
RSP
Invesco S&P 500 Equal Weight E

ETFs
50
+ 2.37%
$152.93 - $181.74 $7.65K - $9.09K
2.16K $392K
MDLZ
Mondelez International, Inc.

Consumer Defensive
504
+ 3.28%
$63.54 - $68.5 $32K - $34.5K
15.9K $1.07M
RYLD
Global X Fds Russell 2000 Cove

ETFs
2K
+ 15.38%
$13.37 - $15.25 $26.7K - $30.5K
15K $223K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
50
+ 2.5%
$120.49 - $141.16 $6.02K - $7.06K
2.05K $283K
ENB
Enbridge Inc

Energy
70
+ 0.42%
$41.09 - $47.16 $2.88K - $3.3K
16.7K $756K
ET
Energy Transfer LP

Energy
2K
+ 5.33%
$15.65 - $18.93 $31.3K - $37.9K
39.5K $716K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.47K
+ 3.19%
$10.78 - $11.57 $48.2K - $51.8K
145K $1.63M
TGT
Target Corp

Consumer Defensive
300
+ 14.37%
$88.76 - $105.77 $26.6K - $31.7K
2.39K $235K
KO
Coca Cola CO

Consumer Defensive
531
+ 2.11%
$68.37 - $73.9 $36.3K - $39.2K
25.7K $1.82M
MGNX
Macrogenics Inc

Healthcare
13.2K
+ 68.69%
$1.06 - $1.79 $14K - $23.6K
32.3K $39K
MUB
Ishares National Muni Bond ETF

ETFs
165
+ 3.79%
$102.31 - $105.8 $16.9K - $17.5K
4.52K $471K
RWO
Spdr Dow Jones Global Real Est

ETFs
113
+ 0.75%
$38.85 - $45.0 $4.39K - $5.09K
15.2K $669K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.42K
+ 3.5%
$37.37 - $40.85 $53.2K - $58.2K
42.2K $1.68M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
202
+ 1.09%
$18.21 - $18.97 $3.68K - $3.83K
18.7K $355K
CINF
Cincinnati Financial Corp

Financial Services
24
+ 0.66%
$126.6 - $151.6 $3.04K - $3.64K
3.69K $548K
LOW
Lowes Companies Inc

Consumer Cyclical
320
+ 5.85%
$210.83 - $235.28 $67.5K - $75.3K
5.79K $1.28M
IGE
Ishares Tr North Amern Nat Res

ETFs
453
+ 3.75%
$38.21 - $46.01 $17.3K - $20.8K
12.5K $555K
CUBE
Cube Smart

Real Estate
94
+ 1.34%
$35.88 - $43.68 $3.37K - $4.11K
7.11K $302K
DNP
Dnp Select Income Fund Inc

Financial Services
299
+ 1.93%
$8.89 - $9.88 $2.66K - $2.95K
15.8K $154K
AEP
American Electric Power CO Inc

Utilities
125
+ 5.59%
$98.59 - $109.11 $12.3K - $13.6K
2.36K $244K
Arista Networks Inc
100
+ 0.62%
N/A
16.2K $0
Pacer Fds Tr
16.5K
+ 90.46%
N/A
34.7K $0
Franklin Templeton ETF Tr
2K
+ 8.73%
N/A
24.9K $0
Goldman Sachs ETF Tr
656
+ 0.42%
N/A
155K $0
Ge Vernova Inc
35
+ 2.96%
N/A
1.22K $0
Ge Healthcare Technologies I
685
+ 21.96%
N/A
3.8K $0
Gsk PLC
210
+ 1.19%
N/A
17.8K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
718
+ 2.48%
$68.13 - $74.77 $48.9K - $53.7K
29.7K $2.16M
NEE
Nextera Energy Inc

Utilities
158
+ 0.97%
$64.11 - $75.0 $10.1K - $11.9K
16.4K $1.14M
FNKO
Funko, Inc.

Consumer Cyclical
2K
+ 16.67%
$3.51 - $6.86 $7.02K - $13.7K
14K $66K
ENFR
Alerian Energy Infrastructure

ETFs
250
+ 0.38%
$28.49 - $33.44 $7.12K - $8.36K
65.8K $2.12M
KHC
Kraft Heinz CO

Consumer Defensive
250
+ 2.93%
$25.61 - $30.81 $6.4K - $7.7K
8.78K $226K
CMCSA
Comcast Corp

Communication Services
345
+ 0.88%
$32.84 - $36.72 $11.3K - $12.7K
39.5K $1.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
97
+ 10.11%
$390.26 - $489.06 $37.9K - $47.4K
1.06K $428K
UNP
Union Pacific Corp

Industrials
38
+ 0.4%
$208.27 - $238.46 $7.91K - $9.06K
9.58K $2.2M
OMC
Omnicom Group Inc.

Communication Services
30
+ 0.59%
$69.22 - $79.77 $2.08K - $2.39K
5.15K $370K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
13
+ 2.2%
$483.07 - $625.6 $6.28K - $8.13K
605 $317K
GIS
General Mills Inc

Consumer Defensive
3.14K
+ 11.16%
$50.37 - $60.97 $158K - $192K
31.3K $1.62M
VZ
Verizon Communications Inc

Communication Services
6.41K
+ 3.93%
$41.67 - $45.62 $267K - $292K
169K $7.33M
PSX
Phillips 66

Energy
85
+ 0.49%
$92.87 - $125.73 $7.89K - $10.7K
17.5K $2.09M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.98K
+ 0.72%
$20.13 - $22.17 $39.9K - $44K
276K $5.99M
PRU
Prudential Financial Inc

Financial Services
150
+ 0.69%
$95.12 - $112.71 $14.3K - $16.9K
22K $2.36M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.33K
+ 1.71%
$44.37 - $50.04 $148K - $167K
198K $9.43M
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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