Xml Financial, LLC Portfolio Holdings
Xml Financial, LLC
- $989 Million
- Q2 2024
Xml Financial, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $989 Million distributed in 337 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 $36.9M, Ishares Russell 1000 Gr ETF with a value of $29.3M, Microsoft Corp with a value of $27.9M, Apple Inc. with a value of $27.6M, and Schwab Strategic Tr Us Large C with a value of $27.5M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $971M to 989M.
Below you can find more details about Xml Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$989 Million
ETFs: $529 Million
Technology: $111 Million
Financial Services: $96.9 Million
Healthcare: $54 Million
Industrials: $49.1 Million
Communication Services: $28.5 Million
Energy: $27.8 Million
Consumer Cyclical: $27.8 Million
Other: $64.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 337
- Current Value $989 Million
- Prior Value $971 Million
- Filing
- Period Q2 2024
- Filing Date July 22, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 15 stocks
- Additional Purchases 143 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks