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
KKR
Kkr & Co. Inc.

Financial Services
330
+ 5.83%
$129.95 - $152.16 $42.9K - $50.2K
5.99K $778K
MCK
Mckesson Corp

Healthcare
1
+ 0.16%
$659.01 - $772.54 $659 - $773
624 $482K
RWO
Spdr Dow Jones Global Real Est

ETFs
20
+ 0.13%
$43.53 - $46.27 $871 - $925
15.2K $695K
KRE
Spdr S&P Regional Banking ETF

ETFs
34
+ 0.55%
$58.82 - $66.17 $2K - $2.25K
6.2K $392K
UBER
Uber Technologies, Inc

Technology
65
+ 2.17%
$86.91 - $99.57 $5.65K - $6.47K
3.06K $299K
FCPI
Fidelity Covington Tr Stocks F

ETFs
15
+ 0.3%
$46.6 - $50.13 $699 - $752
4.98K $249K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.42K
+ 13.3%
$12.09 - $12.69 $17.2K - $18K
12.1K $150K
KBE
Spdr S&P Bank ETF

ETFs
17
+ 0.41%
$55.26 - $61.99 $939 - $1.05K
4.19K $248K
PFM
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.28%
$48.04 - $50.89 $673 - $712
5.07K $257K
AWK
American Water Works Company, Inc.

Utilities
100
+ 5.92%
$135.05 - $147.0 $13.5K - $14.7K
1.79K $248K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
229
+ 1.22%
$18.86 - $19.16 $4.32K - $4.39K
18.9K $362K
DNP
Dnp Select Income Fund Inc

Financial Services
298
+ 1.89%
$9.65 - $10.02 $2.88K - $2.99K
16.1K $160K
ARCC
Ares Capital Corp

Financial Services
1.35K
+ 8.85%
$20.41 - $23.25 $27.6K - $31.5K
16.6K $339K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.04%
N/A
5.14K $952K
DIS
Walt Disney CO

Communication Services
1.27K
+ 8.28%
$112.25 - $124.0 $142K - $157K
16.6K $1.9M
Pacer Fds Tr
5.55K
+ 15.99%
N/A
40.3K $0
Pgim ETF Tr
675
+ 12.1%
N/A
6.25K $0
Celestica Inc
600
+ 32.88%
N/A
2.43K $0
Ge Healthcare Technologies I
3.42K
+ 89.83%
N/A
7.22K $0
Franklin Templeton ETF Tr
3.5K
+ 14.05%
N/A
28.4K $0
Sezzle Inc
490
+ 18.67%
N/A
3.12K $0
Ishares Bitcoin Trust ETF
2.23K
+ 65.76%
N/A
5.63K $0
ET
Energy Transfer LP

Energy
2K
+ 5.06%
$17.11 - $18.16 $34.2K - $36.3K
41.5K $712K
DE
Deere & CO

Industrials
60
+ 9.0%
$457.26 - $524.37 $27.4K - $31.5K
727 $332K
GIS
General Mills Inc

Consumer Defensive
700
+ 2.24%
$48.44 - $53.83 $33.9K - $37.7K
32K $1.61M
CUBE
Cube Smart

Real Estate
87
+ 1.22%
$38.71 - $43.34 $3.37K - $3.77K
7.2K $292K
AXON
Axon Enterprise, Inc.

Industrials
38
+ 8.54%
$698.02 - $870.97 $26.5K - $33.1K
483 $346K
LII
Lennox International Inc

Industrials
1
+ 0.14%
$516.18 - $664.54 $516 - $665
695 $367K
WM
Waste Management Inc

Industrials
3
+ 0.06%
$213.88 - $237.1 $642 - $711
4.84K $1.07M
HON
Honeywell International Inc

Industrials
559
+ 7.19%
$207.7 - $240.4 $116K - $134K
8.33K $1.75M
TRU
Trans Union

Industrials
1
+ 0.01%
$83.78 - $99.22 $83.8 - $99.2
14.6K $1.22M
MDLZ
Mondelez International, Inc.

Consumer Defensive
248
+ 1.56%
$60.9 - $70.75 $15.1K - $17.5K
16.1K $1.01M
CRM
Salesforce, Inc.

Technology
173
+ 5.54%
$231.66 - $273.65 $40.1K - $47.3K
3.3K $781K
T
At&T Inc.

Communication Services
2.44K
+ 1.11%
$26.94 - $29.62 $65.8K - $72.3K
222K $6.26M
KO
Coca Cola CO

Consumer Defensive
77
+ 0.3%
$65.67 - $71.67 $5.06K - $5.52K
25.8K $1.71M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.16K
+ 10.12%
$48.34 - $67.22 $153K - $212K
34.3K $1.68M
PSEC
Prospect Capital Corp

Financial Services
3.62K
+ 0.56%
$2.59 - $3.47 $9.38K - $12.6K
648K $1.78M
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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