Xml Financial, LLC Options Holdings

Xml Financial, LLC

$1.13 Billion
Q2 2025

Options Holdings Table

Stock	Option Type	Value	Options Held	Last Trade	Trade History
CRS Carpenter Technology Corp Industrials	CALL	$2.49 Million	9K	Q2 2025 Added 63.64%
MSFT Microsoft Corp Technology	CALL	$198,000	400	Q2 2025 Added 33.33%
AMD Advanced Micro Devices Inc Technology	CALL	$99,000	700	Q2 2025 Added 75.0%
TSLA Tesla, Inc. Consumer Cyclical	CALL	$95,000	300	Q1 2025 New holding
CSCO Cisco Systems, Inc. Technology	CALL	$83,000	1.2K	Q2 2025 New holding
BAC Bank Of America Corp Financial Services	CALL	$94,000	2K	Q2 2025 New holding
GOOG Alphabet Inc. Communication Services	CALL	$70,000	400	Q2 2025 New holding
AVGO Broadcom Inc. Technology	CALL	$55,000	200	Q2 2025 New holding
RTX Raytheon Technologies Corp Industrials	CALL	$43,000	300	Q1 2025 New holding
QCOM Qualcomm Inc Technology	CALL	$47,000	300	Q2 2025 New holding
NVDA Nvidia Corp Technology	CALL	$31,000	200	Q2 2025 New holding
NEM Newmont Corp Basic Materials	CALL	$52,000	900	Q1 2025 New holding
LMT Lockheed Martin Corp Industrials	CALL	$46,000	100	Q2 2025 New holding
INTC Intel Corp Technology	CALL	$11,000	500	Q1 2025 New holding
GOOGL Alphabet Inc. Communication Services	CALL	$35,000	200	Q2 2025 New holding
AMZN Amazon Com Inc Consumer Cyclical	CALL	$43,000	200	Q2 2025 New holding
CVS Cvs Health Corp Healthcare	CALL	$48,000	700	Q1 2025 New holding
DIS Walt Disney CO Communication Services	CALL	$49,000	400	Q2 2025 Added 33.33%

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

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