Xml Financial, LLC New Holdings in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
482K
New
$20.01 - $20.15 $9.64M - $9.7M
482K $9.68M
KJUL
Innovator U.S. Small Cap Power

Technology
152K
New
$25.96 - $29.2 $3.94M - $4.43M
152K $4.43M
XYLD
Global X Fds S&P 500 Covered C

ETFs
109K
New
$35.62 - $39.64 $3.89M - $4.33M
109K $4.25M
RLY
Ssga Active ETF Tr

ETFs
24.4K
New
$25.82 - $29.59 $631K - $723K
24.4K $710K
APH
Amphenol Corp

Technology
4.4K
New
$59.09 - $98.75 $260K - $434K
4.4K $434K
AOR
Ishares Tr Core Growth Allocat

ETFs
6.22K
New
$53.36 - $61.57 $332K - $383K
6.22K $382K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1K
New
$273.67 - $366.17 $274K - $367K
1K $367K
CEG
Constellation Energy Corp

Utilities
931
New
$170.96 - $322.76 $159K - $300K
931 $300K
SPOT
Spotify Technology S.A.

Communication Services
374
New
$503.3 - $775.9 $188K - $290K
374 $286K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.75K
New
$41.79 - $54.16 $199K - $257K
4.75K $250K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.49K
New
$67.28 - $97.53 $168K - $243K
2.49K $242K
FCPI
Fidelity Covington Tr Stocks F

ETFs
4.96K
New
$38.29 - $46.65 $190K - $232K
4.96K $231K
WHR
Whirlpool Corp

Consumer Cyclical
2.22K
New
$75.71 - $101.42 $168K - $225K
2.22K $224K
TTD
Trade Desk, Inc.

Technology
3.02K
New
$45.27 - $79.4 $137K - $240K
3.02K $217K
SLM
Slm Corp

Financial Services
6.54K
New
$24.84 - $34.36 $162K - $225K
6.54K $214K
DKNG
Draft Kings Inc.

Consumer Cyclical
4.97K
New
$31.67 - $42.89 $157K - $213K
4.97K $213K
MS
Morgan Stanley

Financial Services
1.49K
New
$99.83 - $140.86 $149K - $210K
1.49K $209K
EFG
Msci Eafe Growth ETF

ETFs
1.87K
New
$89.8 - $112.0 $168K - $209K
1.87K $209K
AROC
Archrock, Inc.

Energy
8.15K
New
$21.0 - $27.11 $171K - $221K
8.15K $202K
ARHS
Arhaus, Inc.

Consumer Cyclical
17.9K
New
$7.06 - $8.98 $127K - $161K
17.9K $155K
ABCL
Ab Cellera Biologics Inc.

Healthcare
34.5K
New
$1.93 - $3.8 $66.6K - $131K
34.5K $118K
COMP
Compass, Inc.

Technology
11.2K
New
$5.8 - $8.98 $64.9K - $100K
11.2K $70K
Vanguard Wellington Fd
3.42K
New
N/A
3.42K $0
Tortoise Capital Series Trus
62.1K
New
N/A
62.1K $0
Barrick Mng Corp
51K
New
N/A
51K $0
Celestica Inc
1.83K
New
N/A
1.83K $0
Sezzle Inc
2.63K
New
N/A
2.63K $0
Ishares Bitcoin Trust ETF
3.4K
New
N/A
3.4K $0
Lmp Cap & Income Fd Inc
25.5K
New
N/A
25.5K $0
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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