Xml Financial, LLC Sells in Q2 2025

Xml Financial, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-38
- 0.39%
$118.37 - $134.86 $4.5K - $5.12K
9.78K $1.3M
UNM
Unum Group

Financial Services
-100
- 0.68%
$70.48 - $82.91 $7.05K - $8.29K
14.7K $1.19M
CRM
Salesforce, Inc.

Technology
-117
- 3.61%
$236.26 - $291.15 $27.6K - $34.1K
3.12K $851K
BCE
Bce Inc

Communication Services
-400
- 3.25%
$20.87 - $22.95 $8.35K - $9.18K
11.9K $264K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.5K
- 12.27%
$7.6 - $8.89 $19K - $22.2K
17.9K $158K
FDL
First Tr Morningstar Dividend

ETFs
-20
- 0.19%
$38.19 - $43.19 $764 - $864
10.4K $433K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.49%
$335.24 - $380.78 $12.1K - $13.7K
7.27K $2.67M
ROLL
Rbc Bearings Inc

Industrials
-50
- 7.94%
N/A
580 $142K
VNQ
Vanguard Specialized Funds Van

ETFs
-50
- 1.18%
$79.79 - $91.42 $3.99K - $4.57K
4.19K $373K
IAU
Ishares Gold Trust

ETFs
-600
- 7.59%
$56.1 - $64.74 $33.7K - $38.8K
7.31K $455K
GM
General Motors CO

Consumer Cyclical
-915
- 5.25%
$42.48 - $50.46 $38.9K - $46.2K
16.5K $812K
CLH
Clean Harbors Inc

Industrials
-250
- 16.48%
$182.1 - $233.5 $45.5K - $58.4K
1.27K $292K
BHP
Bhp Group LTD

Basic Materials
-50
- 0.56%
$40.22 - $50.88 $2.01K - $2.54K
8.89K $427K
KBE
Spdr S&P Bank ETF

ETFs
-327
- 7.27%
$45.85 - $55.78 $15K - $18.2K
4.17K $232K
VTI
Vanguard Total Stock Market Et

ETFs
-579
- 9.93%
$243.75 - $303.93 $141K - $176K
5.25K $1.6M
NVS
Novartis Ag

Healthcare
-866
- 8.25%
$101.96 - $121.01 $88.3K - $105K
9.63K $1.17M
MMT
Mfs Multimarket Income Trust

Financial Services
-940
- 8.08%
$4.36 - $4.7 $4.1K - $4.42K
10.7K $50K
OEF
Ishares S&P 100 ETF

ETFs
-4
- 0.09%
N/A
4.23K $1.13M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-278
- 5.21%
$41.05 - $48.17 $11.4K - $13.4K
5.06K $243K
Pgim ETF Tr
-1.6K
- 22.29%
N/A
5.58K $0
Kenvue Inc
-500
- 1.83%
N/A
26.8K $0
Brookfield Renewable Corp
-5.43K
- 11.02%
N/A
43.8K $0
ILCG
Ishares Morningstar Growth ETF
-64
- 0.36%
N/A
17.9K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.68%
$168.34 - $195.42 $1.35K - $1.56K
1.17K $228K
CMI
Cummins Inc

Industrials
-355
- 3.8%
$267.12 - $336.65 $94.8K - $120K
8.98K $2.94M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-47
- 1.24%
$65.41 - $79.66 $3.07K - $3.74K
3.74K $297K
MMM
3 M CO

Industrials
-15
- 0.24%
$126.09 - $154.15 $1.89K - $2.31K
6.16K $937K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-850
- 3.41%
$13.86 - $18.24 $11.8K - $15.5K
24.1K $439K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-32
- 0.2%
$38.86 - $45.19 $1.24K - $1.45K
15.6K $706K
RF
Regions Financial Corp

Financial Services
-1.03K
- 2.81%
$18.34 - $23.52 $18.8K - $24.1K
35.5K $834K
EEM
Ishares Msci Emerging Markets

ETFs
-1.18K
- 5.36%
$38.52 - $48.28 $45.3K - $56.8K
20.8K $1M
VUG
Vanguard Growth ETF

ETFs
-52
- 5.1%
$329.49 - $438.4 $17.1K - $22.8K
968 $424K
PM
Philip Morris International Inc.

Consumer Defensive
-145
- 4.52%
$149.23 - $184.95 $21.6K - $26.8K
3.06K $557K
UAL
United Airlines Holdings, Inc.

Industrials
-496
- 5.84%
$56.15 - $84.23 $27.9K - $41.8K
8K $636K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-140
- 2.17%
$66.1 - $97.75 $9.25K - $13.7K
6.32K $591K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.12%
$37.66 - $43.85 $753 - $877
16.4K $718K
INTU
Intuit Inc

Technology
-2
- 0.56%
$544.07 - $787.63 $1.09K - $1.58K
358 $281K
PANW
Palo Alto Networks Inc

Technology
-40
- 1.98%
$152.44 - $204.64 $6.1K - $8.19K
1.98K $405K
VCIT
Vanguard Intermediate Term Cor

ETFs
-154
- 0.24%
$79.56 - $82.92 $12.3K - $12.8K
62.8K $5.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-393
- 4.56%
$70.56 - $92.75 $27.7K - $36.5K
8.23K $738K
TFC
Truist Financial Corp

Financial Services
-2.27K
- 2.47%
$34.79 - $42.99 $78.9K - $97.5K
89.5K $3.85M
T
At&T Inc.

Communication Services
-2.29K
- 1.03%
$26.33 - $28.94 $60.3K - $66.2K
219K $6.35M
USB
Us Bancorp \De\

Financial Services
-2.73K
- 4.02%
$36.4 - $45.76 $99.4K - $125K
65.3K $2.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13
- 0.47%
$468.22 - $566.51 $6.09K - $7.36K
2.78K $1.57M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-25
- 1.24%
$283.31 - $388.96 $7.08K - $9.72K
2K $748K
MPWR
Monolithic Power Systems Inc

Technology
-75
- 7.57%
$455.19 - $737.73 $34.1K - $55.3K
916 $669K
RIOT
Riot Blockchain, Inc.

Technology
-20.2K
- 25.18%
$6.29 - $11.3 $127K - $228K
60K $678K
IYW
Ishares Dj Us Tech ETF

ETFs
-14
- 0.42%
$122.57 - $173.27 $1.72K - $2.43K
3.35K $580K
ROK
Rockwell Automation, Inc

Industrials
-14
- 0.87%
$218.97 - $332.17 $3.07K - $4.65K
1.59K $529K
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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