Xml Financial, LLC Portfolio Holdings
Xml Financial, LLC
- $1.13 Billion
- Q2 2025
Xml Financial, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $46.6M, Ishares Russell 1000 Gr ETF with a value of $34.2M, Schwab Strategic Tr Us Large C with a value of $33.3M, Ishares Core Dividend Growth E with a value of $32.3M, and Microsoft Corp with a value of $30.4M.
Examining the 13F form we can see an increase of $85.6M in the current position value, from $1.05B to 1.13B.
Below you can find more details about Xml Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $633 Million
Technology: $120 Million
Financial Services: $110 Million
Industrials: $60.4 Million
Healthcare: $48.8 Million
Communication Services: $35.3 Million
Energy: $30.8 Million
Consumer Cyclical: $30.4 Million
Other: $58 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 393
- Current Value $1.13 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks