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
WMT
Walmart Inc.

Consumer Defensive
551
+ 2.07%
$84.5 - $105.05 $46.6K - $57.9K
27.1K $2.38M
CLX
Clorox CO

Consumer Defensive
3
+ 0.19%
$141.76 - $162.89 $425 - $489
1.61K $236K
STZ
Constellation Brands, Inc.

Consumer Defensive
155
+ 10.85%
$161.05 - $222.93 $25K - $34.6K
1.58K $290K
KKR
Kkr & Co. Inc.

Financial Services
839
+ 20.94%
$108.17 - $167.07 $90.8K - $140K
4.85K $560K
CSL
Carlisle Companies Inc

Industrials
5
+ 0.42%
$326.43 - $408.24 $1.63K - $2.04K
1.19K $403K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
509
+ 8.24%
$47.25 - $67.02 $24.1K - $34.1K
6.69K $318K
LII
Lennox International Inc

Industrials
1
+ 0.14%
$553.05 - $666.93 $553 - $667
694 $389K
MTB
M&T Bank Corp

Financial Services
14
+ 0.36%
$170.47 - $201.98 $2.39K - $2.83K
3.94K $704K
SCHX
Schwab Strategic Tr Us Large C

ETFs
133
+ 0.39%
$21.75 - $24.28 $2.89K - $3.23K
34.4K $758K
CLH
Clean Harbors Inc

Industrials
37
+ 2.5%
$188.14 - $246.1 $6.96K - $9.11K
1.52K $299K
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.12%
$188.17 - $235.81 $376 - $472
1.63K $306K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
153
+ 2.63%
$507.05 - $563.67 $77.6K - $86.2K
5.97K $3.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 3.23%
$165.25 - $224.62 $14.2K - $19.3K
2.75K $455K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
47
+ 0.73%
$126.86 - $146.45 $5.96K - $6.88K
6.46K $820K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 0.2%
$203.38 - $274.79 $1.22K - $1.65K
3.07K $630K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 3.44%
$37.33 - $45.03 $61.9K - $74.7K
49.9K $1.91M
DIS
Walt Disney CO

Communication Services
976
+ 6.71%
$96.87 - $114.0 $94.5K - $111K
15.5K $1.53M
CAT
Caterpillar Inc

Industrials
74
+ 1.72%
$326.75 - $407.63 $24.2K - $30.2K
4.38K $1.44M
IWS
Ishares Russell Midcap Value E

ETFs
7
+ 0.02%
$122.59 - $135.24 $858 - $947
41.8K $5.27M
MGM
Mgm Resorts International

Consumer Cyclical
118
+ 0.39%
$29.64 - $40.37 $3.5K - $4.76K
30.6K $906K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.33%
$347.25 - $424.87 $8.33K - $10.2K
7.31K $2.68M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.74K
+ 5.71%
$46.12 - $52.9 $218K - $251K
87.7K $4.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
+ 4.68%
$468.34 - $539.52 $192K - $222K
9.2K $4.31M
AMAT
Applied Materials Inc

Technology
188
+ 1.49%
$145.06 - $195.51 $27.3K - $36.8K
12.8K $1.86M
XLK
Technology Sector Spdr

ETFs
80
+ 0.97%
$206.38 - $242.18 $16.5K - $19.4K
8.3K $1.71M
DOW
Dow Inc.

Basic Materials
4.95K
+ 5.47%
$34.36 - $41.92 $170K - $208K
95.5K $3.33M
USB
Us Bancorp \De\

Financial Services
3
+ 0.0%
$40.92 - $50.9 $123 - $153
68K $2.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 0.06%
$92.45 - $106.69 $2.5K - $2.88K
48.3K $4.48M
BX
Blackstone Inc.

Financial Services
68
+ 0.45%
$136.53 - $186.74 $9.28K - $12.7K
15.2K $2.12M
GOOG
Alphabet Inc.

Communication Services
1.38K
+ 6.65%
$156.06 - $207.71 $215K - $286K
22K $3.44M
GOOD
Gladstone Commercial Corp

Real Estate
758
+ 0.19%
$14.73 - $16.42 $11.2K - $12.4K
408K $6.1M
EMR
Emerson Electric CO

Industrials
373
+ 0.86%
$108.64 - $131.17 $40.5K - $48.9K
43.9K $4.82M
GOOGL
Alphabet Inc.

Communication Services
2.22K
+ 7.89%
$154.33 - $206.19 $343K - $458K
30.4K $4.7M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.01%
$83.01 - $101.02 $830 - $1.01K
68.1K $6.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
440
+ 0.55%
$114.9 - $139.6 $50.6K - $61.4K
79.7K $9.37M
NVDA
Nvidia Corp

Technology
3.91K
+ 6.58%
$106.98 - $149.43 $418K - $584K
63.3K $6.86M
AMZN
Amazon Com Inc

Consumer Cyclical
1.37K
+ 2.55%
$190.26 - $242.06 $260K - $331K
55K $10.5M
VGT
Vanguard Information Technolog

ETFs
837
+ 2.43%
$542.38 - $646.34 $454K - $541K
35.2K $19.1M
MSFT
Microsoft Corp

Technology
98
+ 0.16%
$375.39 - $447.2 $36.8K - $43.8K
61K $22.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 0.97%
$24.91 - $29.02 $374K - $436K
1.56M $39.2M
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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