Xml Financial, LLC Options Holdings

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CRS
Carpenter Technology Corp

Industrials
CALL
$996,000
5.5K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
CALL
$133,000
600
Q1 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$112,000
300
Q1 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$77,000
300
Q1 2025
New holding
AMGN
Amgen Inc

Healthcare
CALL
$62,000
200
Q1 2025
New holding
KMI
Kinder Morgan, Inc.

Energy
CALL
$57,000
2K
Q1 2025
New holding
INTC
Intel Corp

Technology
CALL
$11,000
500
Q1 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$41,000
400
Q1 2025
New holding
LMT
Lockheed Martin Corp

Industrials
CALL
$0
0
Q1 2025
New holding
DIS
Walt Disney CO

Communication Services
CALL
$29,000
300
Q1 2025
New holding
CVX
Chevron Corp

Energy
CALL
$33,000
200
Q1 2025
New holding
CVS
Cvs Health Corp

Healthcare
CALL
$47,000
700
Q1 2025
New holding
GOOG
Alphabet Inc.

Communication Services
CALL
$0
0
Q1 2025
New holding
RTX
Raytheon Technologies Corp

Industrials
CALL
$39,000
300
Q1 2025
New holding
NEM
Newmont Corp

Basic Materials
CALL
$43,000
900
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 373
  • Current Value $1.05 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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