Xml Financial, LLC Reduced Holdings in Q3 2025

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
-2
- 0.04%
$70.41 - $81.53 $141 - $163
5.15K $419K
LVHD
Franklin U.S. Low Volatility H

ETFs
-316
- 0.75%
$39.89 - $41.55 $12.6K - $13.1K
41.9K $1.73M
LMT
Lockheed Martin Corp

Industrials
-532
- 6.05%
$410.74 - $499.21 $219K - $266K
8.26K $4.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.18K
- 2.82%
$87.29 - $93.61 $103K - $111K
40.7K $3.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.11K
- 1.84%
$30.67 - $32.13 $95.5K - $100K
167K $5.27M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-13
- 0.12%
$70.51 - $77.82 $917 - $1.01K
10.7K $830K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-736
- 1.43%
$45.41 - $48.26 $33.4K - $35.5K
50.9K $2.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-980
- 2.42%
$62.09 - $66.51 $60.8K - $65.2K
39.5K $2.58M
MCD
Mcdonalds Corp

Consumer Cyclical
-61
- 0.79%
$291.67 - $316.99 $17.8K - $19.3K
7.66K $2.33M
IWV
Ishares Russell 3000 ETF

ETFs
-29
- 0.88%
$351.04 - $379.81 $10.2K - $11K
3.27K $1.24M
DVY
Ishares Tr

ETFs
-9
- 0.09%
$133.88 - $142.57 $1.2K - $1.28K
9.77K $1.39M
NEE
Nextera Energy Inc

Utilities
-36
- 0.22%
$69.77 - $77.54 $2.51K - $2.79K
16.4K $1.24M
EEM
Ishares Msci Emerging Markets

ETFs
-50
- 0.24%
$48.07 - $53.4 $2.4K - $2.67K
20.7K $1.11M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-230
- 4.54%
$50.79 - $76.4 $11.7K - $17.6K
4.84K $369K
PLTR
Palantir Technologies Inc.

Technology
-1.55K
- 18.14%
$130.68 - $186.97 $202K - $290K
6.99K $1.28M
WMT
Walmart Inc.

Consumer Defensive
-302
- 1.1%
$94.4 - $104.27 $28.5K - $31.5K
27.2K $2.8M
QCOM
Qualcomm Inc

Technology
-2.51K
- 3.29%
$145.84 - $173.55 $366K - $436K
73.8K $12.3M
UAL
United Airlines Holdings, Inc.

Industrials
-98
- 1.23%
$80.05 - $109.36 $7.84K - $10.7K
7.9K $762K
XOM
Exxon Mobil Corp

Energy
-1.11K
- 2.18%
$105.83 - $117.22 $118K - $130K
49.9K $5.62M
IXUS
Ishares Tr

ETFs
-157
- 0.58%
$76.35 - $82.58 $12K - $13K
26.8K $2.21M
GM
General Motors CO

Consumer Cyclical
-950
- 5.75%
$48.89 - $61.24 $46.4K - $58.2K
15.6K $949K
MRK
Merck & Co., Inc.

Healthcare
-2.29K
- 3.17%
$77.6 - $87.37 $178K - $200K
70K $5.88M
WCC
Wesco International Inc

Industrials
-165
- 2.31%
$189.22 - $227.19 $31.2K - $37.5K
6.97K $1.47M
AMD
Advanced Micro Devices Inc

Technology
-230
- 2.29%
$134.8 - $184.42 $31K - $42.4K
9.79K $1.58M
KJUL
Innovator U.S. Small Cap Power

Technology
-1.62K
- 1.06%
$29.2 - $31.07 $47.2K - $50.2K
150K $4.65M
IWP
Ishares Russell Mid Cap Growth

ETFs
-322
- 0.39%
$137.51 - $145.26 $44.3K - $46.8K
81.4K $11.6M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.06K
- 1.13%
$46.4 - $51.49 $49.1K - $54.5K
92.4K $4.62M
PSX
Phillips 66

Energy
-100
- 0.57%
$118.37 - $139.46 $11.8K - $13.9K
17.4K $2.37M
GD
General Dynamics Corp

Industrials
-150
- 2.15%
$293.92 - $341.0 $44.1K - $51.2K
6.84K $2.33M
GS
Goldman Sachs Group Inc

Financial Services
-93
- 1.89%
$696.56 - $806.32 $64.8K - $75K
4.82K $3.84M
VO
Vanguard Mid Cap ETF

ETFs
-139
- 0.47%
$279.83 - $293.74 $38.9K - $40.8K
29.1K $8.56M
CVX
Chevron Corp

Energy
-577
- 1.26%
$145.57 - $161.83 $84K - $93.4K
45.1K $7M
ABBV
Abb Vie Inc.

Healthcare
-217
- 1.94%
$184.85 - $231.54 $40.1K - $50.2K
11K $2.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
-191
- 0.4%
$108.97 - $121.65 $20.8K - $23.2K
47.4K $5.72M
ORCL
Oracle Corp

Technology
-1.68K
- 10.8%
$218.96 - $328.33 $367K - $550K
13.8K $3.89M
IWN
Ishares Russell2000 Val ETF

ETFs
-381
- 1.22%
$157.1 - $178.94 $59.9K - $68.2K
30.9K $5.46M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-536
- 2.61%
$284.45 - $324.95 $152K - $174K
20K $6.41M
INTC
Intel Corp

Technology
-4.02K
- 6.49%
$19.31 - $35.5 $77.5K - $143K
57.9K $1.94M
LHX
L3 Harris Technologies, Inc.

Industrials
-90
- 0.83%
$252.18 - $305.41 $22.7K - $27.5K
10.7K $3.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.69K
- 2.27%
$92.26 - $97.51 $525K - $555K
245K $23.6M
CMI
Cummins Inc

Industrials
-600
- 6.68%
$327.85 - $426.39 $197K - $256K
8.38K $3.54M
TSLA
Tesla, Inc.

Consumer Cyclical
-210
- 3.71%
$293.94 - $444.72 $61.7K - $93.4K
5.45K $2.42M
JPM
Jpmorgan Chase & CO

Financial Services
-1.5K
- 3.38%
$282.78 - $316.06 $424K - $474K
42.9K $13.5M
NEM
Newmont Corp

Basic Materials
-1.55K
- 5.09%
$57.35 - $85.25 $88.9K - $132K
28.9K $2.44M
BAC
Bank Of America Corp

Financial Services
-7.14K
- 2.95%
$44.92 - $52.42 $321K - $374K
235K $12.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.04K
- 0.99%
$121.46 - $130.92 $126K - $136K
104K $13.6M
RTX
Raytheon Technologies Corp

Industrials
-1.95K
- 3.33%
$144.19 - $167.33 $282K - $327K
56.7K $9.48M
MSFT
Microsoft Corp

Technology
-575
- 0.94%
$491.09 - $535.64 $282K - $308K
60.5K $31.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.37K
- 1.05%
$108.46 - $120.63 $148K - $165K
129K $15.3M
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
Track This Portfolio

Track Xml Financial, LLC Portfolio

Follow Xml Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email