Xml Financial, LLC New Holdings in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NANR
Spdr Index Shs Fds S&P North A

ETFs
133K
New
$50.02 - $58.31 $6.64M - $7.74M
133K $6.79M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
97K
New
$43.84 - $48.76 $4.25M - $4.73M
97K $4.27M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.2K
New
$56.08 - $68.53 $460K - $562K
8.2K $460K
MSTR
Microstrategy Inc

Technology
1.5K
New
$162.69 - $473.83 $244K - $711K
1.5K $434K
LII
Lennox International Inc

Industrials
693
New
$589.36 - $678.43 $408K - $470K
693 $422K
SGOL
Abrdn Gold ETF Trust

ETFs
15.7K
New
$24.46 - $26.62 $384K - $418K
15.7K $393K
MCK
Mckesson Corp

Healthcare
611
New
$482.27 - $628.5 $295K - $384K
611 $348K
MS
Morgan Stanley

Financial Services
2.61K
New
$104.42 - $134.99 $273K - $353K
2.61K $328K
XLE
Energy Sector Spdr

ETFs
3.32K
New
$83.32 - $97.27 $277K - $323K
3.32K $284K
ALL
Allstate Corp

Financial Services
1.41K
New
$181.25 - $208.2 $256K - $294K
1.41K $272K
NOW
Service Now, Inc.

Technology
225
New
$867.18 - $1148.42 $195K - $258K
225 $238K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.95K
New
$41.88 - $50.49 $207K - $250K
4.95K $230K
STT
State Street Corp

Financial Services
2.33K
New
$85.96 - $100.78 $200K - $235K
2.33K $228K
CBSH
Commerce Bancshares Inc

Financial Services
3.47K
New
$57.04 - $74.36 $198K - $258K
3.47K $216K
EME
Emcor Group, Inc.

Industrials
478
New
$427.96 - $526.95 $205K - $252K
478 $216K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
12.3K
New
$17.61 - $18.99 $217K - $234K
12.3K $216K
ADP
Automatic Data Processing Inc

Industrials
700
New
$280.08 - $307.97 $196K - $216K
700 $204K
GILD
Gilead Sciences, Inc.

Healthcare
2.19K
New
$83.95 - $97.9 $184K - $215K
2.19K $202K
HWM
Howmet Aerospace Inc.

Industrials
1.84K
New
$99.72 - $120.09 $184K - $221K
1.84K $201K
IREN
Iris Energy LTD

Financial Services
20K
New
$7.33 - $15.39 $147K - $308K
20K $196K
WULF
Terawulf Inc.

Financial Services
15K
New
$3.82 - $8.82 $57.3K - $132K
15K $84K
Blackrock Inc
520
New
N/A
520 $0
Brookfield Renewable Corp
52.1K
New
N/A
52.1K $0
Arista Networks Inc
14.1K
New
N/A
14.1K $0
Franklin Templeton ETF Tr
12.7K
New
N/A
12.7K $0
Activity Summary
Buys All Purchases 182 New Holdings 26 Increased Positions 156 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 2
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