Xml Financial, LLC Sells in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-55.6K
- 29.93%
$90.56 - $109.49 $5.04M - $6.09M
130K $14.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-268K
- 83.58%
$14.97 - $16.79 $4.02M - $4.51M
52.7K $881K
AAPL
Apple Inc.

Technology
-7.16K
- 5.5%
$172.42 - $223.89 $1.23M - $1.6M
123K $25.2M
DOW
Dow Inc.

Basic Materials
-47.6K
- 49.89%
$25.81 - $34.89 $1.23M - $1.66M
47.8K $1.27M
PSEC
Prospect Capital Corp

Financial Services
-254K
- 28.26%
$3.14 - $4.06 $797K - $1.03M
645K $2.05M
BMY
Bristol Myers Squibb CO

Healthcare
-9.86K
- 13.61%
$44.12 - $59.6 $435K - $588K
62.6K $2.9M
MO
Altria Group, Inc.

Consumer Defensive
-22.7K
- 61.15%
$55.56 - $60.91 $1.26M - $1.38M
14.4K $844K
JNJ
Johnson & Johnson

Healthcare
-264
- 0.37%
$146.36 - $159.82 $38.6K - $42.2K
70.2K $10.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.62K
- 21.48%
$224.16 - $285.86 $1.26M - $1.61M
20.6K $5.88M
UNH
Unitedhealth Group Inc

Healthcare
-228
- 7.88%
$274.35 - $599.47 $62.6K - $137K
2.67K $832K
NSA
National Storage Affiliates Trust

Real Estate
-6.12K
- 11.54%
$31.82 - $39.04 $195K - $239K
46.9K $1.5M
IP
International Paper CO

Consumer Cyclical
-700
- 1.25%
$43.89 - $54.46 $30.7K - $38.1K
55.1K $2.58M
GOOD
Gladstone Commercial Corp

Real Estate
-9.2K
- 2.26%
$13.16 - $15.07 $121K - $139K
398K $5.71M
EPD
Enterprise Products Partners L.P.

Energy
-500
- 0.43%
$28.95 - $34.22 $14.5K - $17.1K
116K $3.59M
ABBV
Abb Vie Inc.

Healthcare
-461
- 3.95%
$170.16 - $206.27 $78.4K - $95.1K
11.2K $2.08M
OHI
Omega Healthcare Investors Inc

Real Estate
-4.23K
- 5.96%
$35.55 - $39.05 $150K - $165K
66.7K $2.44M
PEP
Pepsico Inc

Consumer Defensive
-39
- 0.28%
$128.02 - $151.37 $4.99K - $5.9K
14K $1.85M
PFE
Pfizer Inc

Healthcare
-3.67K
- 2.42%
$21.59 - $24.84 $79.1K - $91.1K
148K $3.58M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-5.03K
- 21.36%
$21.02 - $26.3 $106K - $132K
18.5K $389K
COP
Conocophillips

Energy
-110
- 0.88%
$82.66 - $106.1 $9.09K - $11.7K
12.4K $1.11M
WPC
W. P. Carey Inc.

Real Estate
-2.23K
- 5.98%
$56.12 - $64.53 $125K - $144K
35.1K $2.19M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.22K
- 0.97%
$50.34 - $51.86 $112K - $115K
227K $11.7M
PG
Procter & Gamble CO

Consumer Defensive
-35
- 0.27%
$157.66 - $172.39 $5.52K - $6.03K
12.8K $2.05M
OXY
Occidental Petroleum Corp

Energy
-1.27K
- 10.05%
$36.11 - $49.33 $45.7K - $62.4K
11.3K $475K
SUN
Sunoco LP

Energy
-1.72K
- 15.75%
$50.38 - $59.13 $86.9K - $102K
9.22K $494K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-1.98K
- 15.57%
$65.75 - $71.57 $130K - $141K
10.7K $765K
WFC
Wells Fargo & Company

Financial Services
-3.39K
- 20.71%
$60.98 - $80.12 $207K - $271K
13K $1.04M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-6.5K
- 17.38%
$8.6 - $10.66 $55.9K - $69.3K
30.9K $270K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-16.7K
- 7.98%
$71.86 - $82.66 $1.2M - $1.38M
193K $15.9M
CVS
Cvs Health Corp

Healthcare
-2.61K
- 4.27%
$60.04 - $70.18 $157K - $183K
58.5K $4.03M
BFS
Saul Centers, Inc.

Real Estate
-1.6K
- 6.68%
$32.21 - $36.42 $51.5K - $58.3K
22.4K $763K
ROP
Roper Technologies Inc

Industrials
-130
- 14.61%
$519.19 - $590.78 $67.5K - $76.8K
760 $430K
F
Ford Motor CO

Consumer Cyclical
-9.73K
- 48.86%
$8.69 - $10.85 $84.5K - $106K
10.2K $110K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.85K
- 6.51%
$44.27 - $45.82 $81.7K - $84.5K
26.5K $1.2M
PSA
Public Storage

Real Estate
-101
- 1.12%
$266.31 - $309.77 $26.9K - $31.3K
8.95K $2.63M
CSL
Carlisle Companies Inc

Industrials
-310
- 26.16%
$317.1 - $408.5 $98.3K - $127K
875 $326K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.75K
- 5.41%
$31.07 - $32.25 $54.5K - $56.6K
30.7K $973K
SBUX
Starbucks Corp

Consumer Cyclical
-443
- 9.34%
$79.69 - $99.41 $35.3K - $44K
4.3K $393K
ACN
Accenture PLC

Technology
-78
- 2.33%
$279.23 - $323.21 $21.8K - $25.2K
3.27K $975K
ARCC
Ares Capital Corp

Financial Services
-2.71K
- 15.06%
$18.91 - $22.43 $51.3K - $60.9K
15.3K $335K
MA
Mastercard Inc

Financial Services
-135
- 12.09%
$479.92 - $590.74 $64.8K - $79.7K
982 $551K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-3.64K
- 2.82%
$46.99 - $57.94 $171K - $211K
125K $7.09M
WM
Waste Management Inc

Industrials
-193
- 3.84%
$216.47 - $242.1 $41.8K - $46.7K
4.84K $1.11M
INTC
Intel Corp

Technology
-1.45K
- 2.29%
$18.13 - $22.69 $26.3K - $32.9K
61.9K $1.39M
ABT
Abbott Laboratories

Healthcare
-764
- 3.86%
$123.95 - $138.08 $94.7K - $105K
19K $2.59M
V
Visa Inc.

Financial Services
-169
- 2.78%
$308.27 - $373.31 $52.1K - $63.1K
5.92K $2.1M
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
-2.6K
- 12.67%
$10.22 - $10.93 $26.6K - $28.4K
17.9K $190K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-400
- 6.78%
$49.79 - $50.75 $19.9K - $20.3K
5.5K $279K
AWK
American Water Works Company, Inc.

Utilities
-38
- 2.2%
$133.82 - $151.96 $5.09K - $5.77K
1.69K $234K
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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