Xml Financial, LLC Sells in Q3 2024

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-524
- 2.08%
$62.69 - $73.01 $32.8K - $38.3K
24.7K $1.78M
D
Dominion Energy, Inc

Utilities
-5.37K
- 9.3%
$48.01 - $58.53 $258K - $315K
52.4K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
-29
- 0.97%
$488.01 - $604.18 $14.2K - $17.5K
2.95K $1.73M
MMM
3 M CO

Industrials
-104
- 1.37%
$99.69 - $139.42 $10.4K - $14.5K
7.5K $1.03M
OHI
Omega Healthcare Investors Inc

Real Estate
-6.89K
- 8.18%
$33.55 - $41.29 $231K - $284K
77.3K $3.14M
GIS
General Mills Inc

Consumer Defensive
-651
- 2.19%
$62.5 - $75.15 $40.7K - $48.9K
29.1K $2.15M
IP
International Paper CO

Consumer Cyclical
-1.57K
- 2.53%
$42.55 - $49.98 $66.9K - $78.6K
60.6K $2.96M
WMT
Walmart Inc.

Consumer Defensive
-566
- 2.26%
$66.91 - $81.4 $37.9K - $46.1K
24.5K $1.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-203
- 2.92%
$245.82 - $304.51 $49.9K - $61.8K
6.75K $2.06M
ORCL
Oracle Corp

Technology
-1.3K
- 6.99%
$125.9 - $170.35 $163K - $221K
17.2K $2.94M
ABBV
Abb Vie Inc.

Healthcare
-165
- 1.15%
$163.84 - $199.33 $27K - $32.9K
14.2K $2.8M
TFC
Truist Financial Corp

Financial Services
-663
- 0.66%
$38.22 - $44.94 $25.3K - $29.8K
99.4K $4.25M
NSA
National Storage Affiliates Trust

Real Estate
-971
- 1.62%
$39.73 - $49.13 $38.6K - $47.7K
59K $2.84M
BX
Blackstone Inc.

Financial Services
-466
- 2.95%
$120.77 - $159.66 $56.3K - $74.4K
15.3K $2.34M
CMI
Cummins Inc

Industrials
-300
- 2.81%
$266.63 - $326.4 $80K - $97.9K
10.4K $3.35M
IWN
Ishares Russell2000 Val ETF

ETFs
-272
- 0.85%
$150.05 - $171.34 $40.8K - $46.6K
31.8K $5.3M
IWS
Ishares Russell Midcap Value E

ETFs
-385
- 0.91%
$119.52 - $132.25 $46K - $50.9K
41.9K $5.54M
KMI
Kinder Morgan, Inc.

Energy
-6.09K
- 1.94%
$19.72 - $22.22 $120K - $135K
308K $6.8M
BMY
Bristol Myers Squibb CO

Healthcare
-4.51K
- 5.71%
$39.66 - $51.75 $179K - $233K
74.5K $3.85M
GOOD
Gladstone Commercial Corp

Real Estate
-13.5K
- 3.22%
$14.02 - $16.24 $190K - $220K
408K $6.62M
CSCO
Cisco Systems, Inc.

Technology
-4.99K
- 2.9%
$44.74 - $53.22 $223K - $266K
167K $8.89M
LMT
Lockheed Martin Corp

Industrials
-266
- 2.91%
$460.3 - $584.56 $122K - $155K
8.88K $5.19M
UL
Unilever PLC

Consumer Defensive
-7.77K
- 5.35%
$54.7 - $65.59 $425K - $509K
137K $8.93M
RTX
Raytheon Technologies Corp

Industrials
-494
- 0.82%
$99.55 - $123.34 $49.2K - $60.9K
59.6K $7.22M
IBM
International Business Machines Corp

Technology
-273
- 0.79%
$175.1 - $223.38 $47.8K - $61K
34.4K $7.61M
AAPL
Apple Inc.

Technology
-1.28K
- 0.97%
$207.23 - $234.82 $264K - $300K
130K $30.2M
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
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