Xml Financial, LLC Sells in Q3 2024

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PDEC
Innovator U.S. Equity Power Bu
-1.35K
- 14.52%
N/A
7.96K $0
IYW
Ishares Dj Us Tech ETF

ETFs
-16
- 0.37%
$133.16 - $158.73 $2.13K - $2.54K
4.32K $655K
RSG
Republic Services, Inc.

Industrials
-50
- 2.22%
$189.34 - $208.21 $9.47K - $10.4K
2.2K $441K
IAU
Ishares Gold Trust

ETFs
-670
- 10.51%
$44.06 - $50.5 $29.5K - $33.8K
5.7K $283K
CMCSA
Comcast Corp

Communication Services
-2.32K
- 5.87%
$37.33 - $41.78 $86.6K - $96.9K
37.2K $1.55M
OEF
Ishares S&P 100 ETF

ETFs
-4
- 0.09%
$266.03 - $266.03 $1.06K - $1.06K
4.54K $1.21M
DNP
Dnp Select Income Fund Inc

Financial Services
-2.2K
- 11.52%
$8.21 - $10.03 $18.1K - $22.1K
16.9K $169K
EMB
Ishares Tr

ETFs
-107
- 2.22%
$87.75 - $93.74 $9.39K - $10K
4.71K $440K
TGT
Target Corp

Consumer Defensive
-17
- 0.67%
$133.47 - $159.25 $2.27K - $2.71K
2.5K $390K
ED
Consolidated Edison Inc

Utilities
-299
- 8.94%
$88.42 - $104.97 $26.4K - $31.4K
3.05K $317K
CSL
Carlisle Companies Inc

Industrials
-80
- 6.35%
$376.5 - $449.34 $30.1K - $35.9K
1.18K $530K
VOT
Vanguard Mid Cap Growth Index

ETFs
-82
- 2.78%
$218.05 - $243.47 $17.9K - $20K
2.87K $698K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-22
- 0.8%
$102.5 - $112.27 $2.26K - $2.47K
2.74K $307K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-23
- 0.6%
$68.79 - $76.02 $1.58K - $1.75K
3.81K $289K
MAR
Marriott International Inc

Consumer Cyclical
-127
- 1.58%
$211.35 - $255.11 $26.8K - $32.4K
7.89K $1.96M
GD
General Dynamics Corp

Industrials
-258
- 3.03%
$279.51 - $308.09 $72.1K - $79.5K
8.25K $2.49M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-77
- 0.47%
$39.97 - $43.37 $3.08K - $3.34K
16.2K $703K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-151
- 1.58%
$39.47 - $49.4 $5.96K - $7.46K
9.39K $446K
COF
Capital One Financial Corp

Financial Services
-24
- 0.87%
$131.42 - $153.05 $3.15K - $3.67K
2.74K $409K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10
- 0.21%
$113.41 - $125.62 $1.13K - $1.26K
4.87K $611K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-280
- 1.06%
$33.58 - $35.96 $9.4K - $10.1K
26K $928K
BHP
Bhp Group LTD

Basic Materials
-474
- 3.63%
$51.32 - $62.11 $24.3K - $29.4K
12.6K $781K
UAL
United Airlines Holdings, Inc.

Industrials
-958
- 8.6%
$37.88 - $58.85 $36.3K - $56.4K
10.2K $580K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-149
- 4.04%
$138.85 - $182.81 $20.7K - $27.2K
3.54K $627K
PRU
Prudential Financial Inc

Financial Services
-430
- 1.78%
$105.53 - $127.32 $45.4K - $54.7K
23.7K $2.87M
CRM
Salesforce, Inc.

Technology
-33
- 0.94%
$238.42 - $276.53 $7.87K - $9.13K
3.49K $954K
IWV
Ishares Russell 3000 ETF

ETFs
-23
- 0.69%
$294.75 - $326.73 $6.78K - $7.51K
3.29K $1.08M
V
Visa Inc.

Financial Services
-84
- 1.37%
$253.74 - $291.56 $21.3K - $24.5K
6.03K $1.66M
DUK
Duke Energy Corp

Utilities
-198
- 3.84%
$99.35 - $117.71 $19.7K - $23.3K
4.96K $572K
CVS
Cvs Health Corp

Healthcare
-4.11K
- 4.88%
$55.81 - $63.18 $230K - $260K
80.3K $5.04M
VB
Vanguard Small Cap ETF

ETFs
-16
- 0.47%
$214.77 - $237.72 $3.44K - $3.8K
3.38K $802K
EEM
Ishares Msci Emerging Markets

ETFs
-425
- 1.68%
$40.42 - $46.7 $17.2K - $19.8K
24.8K $1.14M
NSC
Norfolk Southern Corp

Industrials
-117
- 3.81%
$213.75 - $259.69 $25K - $30.4K
2.95K $733K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.35K
- 2.62%
$29.23 - $33.51 $39.5K - $45.2K
50.2K $1.66M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-5.7K
- 12.31%
$8.89 - $12.86 $50.7K - $73.3K
40.6K $501K
SBUX
Starbucks Corp

Consumer Cyclical
-609
- 8.18%
$72.51 - $98.6 $44.2K - $60K
6.83K $666K
DOW
Dow Inc.

Basic Materials
-1.14K
- 1.19%
$50.15 - $55.41 $57.2K - $63.2K
94.8K $5.18M
ENFR
Alerian Energy Infrastructure

ETFs
-875
- 1.32%
$26.22 - $28.65 $22.9K - $25.1K
65.5K $1.85M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-626
- 1.01%
$33.68 - $39.31 $21.1K - $24.6K
61.2K $2.4M
VZ
Verizon Communications Inc

Communication Services
-12.3K
- 6.87%
$38.89 - $45.0 $477K - $552K
166K $7.46M
MO
Altria Group, Inc.

Consumer Defensive
-697
- 2.55%
$45.95 - $54.71 $32K - $38.1K
26.6K $1.36M
IXUS
Ishares Tr

ETFs
-203
- 0.71%
$64.9 - $73.35 $13.2K - $14.9K
28.2K $2.05M
UNP
Union Pacific Corp

Industrials
-241
- 2.49%
$221.78 - $256.09 $53.4K - $61.7K
9.43K $2.32M
UNM
Unum Group

Financial Services
-300
- 1.53%
$49.81 - $59.44 $14.9K - $17.8K
19.3K $1.15M
ABT
Abbott Laboratories

Healthcare
-597
- 2.83%
$100.07 - $118.13 $59.7K - $70.5K
20.5K $2.34M
IVW
Ishares S&P 500 Growth ETF

ETFs
-267
- 0.5%
$84.77 - $97.13 $22.6K - $25.9K
53K $5.08M
GOLD
Barrick Gold Corp

Basic Materials
-613
- 1.19%
$16.56 - $21.01 $10.2K - $12.9K
51.1K $1.02M
GS
Goldman Sachs Group Inc

Financial Services
-118
- 2.29%
$459.02 - $510.25 $54.2K - $60.2K
5.03K $2.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-737
- 1.74%
$75.32 - $84.37 $55.5K - $62.2K
41.7K $3.49M
Activity Summary
Buys All Purchases 185 New Holdings 23 Increased Positions 162 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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