Xml Financial, LLC Purchases in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
1.41K
New
$181.25 - $208.2 $256K - $294K
1.41K $272K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.6K
+ 5.54%
$24.55 - $25.16 $408K - $418K
316K $7.8M
BA
Boeing CO

Industrials
132
+ 1.4%
$138.14 - $180.72 $18.2K - $23.9K
9.56K $1.69M
DTM
Dt Midstream, Inc.

Energy
2.5K
New
$78.85 - $108.56 $197K - $272K
2.5K $248K
HON
Honeywell International Inc

Industrials
497
+ 7.41%
$202.84 - $236.0 $101K - $117K
7.2K $1.63M
NOW
Service Now, Inc.

Technology
225
New
$867.18 - $1148.42 $195K - $258K
225 $238K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.95K
New
$41.88 - $50.49 $207K - $250K
4.95K $230K
STT
State Street Corp

Financial Services
2.33K
New
$85.96 - $100.78 $200K - $235K
2.33K $228K
USB
Us Bancorp \De\

Financial Services
1.67K
+ 2.52%
$43.98 - $53.66 $73.5K - $89.7K
68K $3.25M
CBSH
Commerce Bancshares Inc

Financial Services
3.47K
New
$57.04 - $74.36 $198K - $258K
3.47K $216K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
12.3K
New
$17.61 - $18.99 $217K - $234K
12.3K $216K
AXP
American Express CO

Financial Services
621
+ 55.1%
$267.35 - $305.57 $166K - $190K
1.75K $518K
ENFR
Alerian Energy Infrastructure

ETFs
695
+ 1.06%
$28.52 - $33.11 $19.8K - $23K
66.2K $2.06M
ADP
Automatic Data Processing Inc

Industrials
700
New
$280.08 - $307.97 $196K - $216K
700 $204K
GILD
Gilead Sciences, Inc.

Healthcare
2.19K
New
$83.95 - $97.9 $184K - $215K
2.19K $202K
HWM
Howmet Aerospace Inc.

Industrials
1.84K
New
$99.72 - $120.09 $184K - $221K
1.84K $201K
IREN
Iris Energy LTD

Financial Services
20K
New
$7.33 - $15.39 $147K - $308K
20K $196K
PFF
Ishares Trust Ishares Pfd And

ETFs
13.8K
+ 10.22%
$31.23 - $33.51 $431K - $462K
149K $4.68M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
261K
+ 214.89%
$26.93 - $84.95 $7.04M - $22.2M
383K $10.5M
IAU
Ishares Gold Trust

ETFs
3.6K
+ 63.14%
$48.37 - $52.65 $174K - $190K
9.3K $460K
SYK
Stryker Corp

Healthcare
460
+ 14.84%
$345.14 - $392.15 $159K - $180K
3.56K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.7K
+ 47.03%
$67.29 - $73.38 $182K - $198K
8.45K $573K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.6K
+ 25.35%
$32.75 - $35.81 $216K - $236K
32.6K $1.08M
VB
Vanguard Small Cap ETF

ETFs
547
+ 16.18%
$233.76 - $261.58 $128K - $143K
3.93K $943K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.21K
+ 8.1%
$96.64 - $101.23 $310K - $325K
42.8K $4.15M
IWM
Ishares Russell 2000 ETF

ETFs
608
+ 1.58%
$216.13 - $242.4 $131K - $147K
39.1K $8.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.84%
$4100.99 - $5300.34 $16.4K - $21.2K
145 $720K
MA
Mastercard Inc

Financial Services
149
+ 15.01%
$491.3 - $536.15 $73.2K - $79.9K
1.14K $601K
UTG
Reaves Utility Income Fund

Financial Services
4.64K
+ 12.26%
$30.81 - $34.99 $143K - $162K
42.5K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
228
+ 6.03%
$129.87 - $162.87 $29.6K - $37.1K
4.01K $592K
TMO
Thermo Fisher Scientific Inc.

Healthcare
286
+ 49.57%
$501.29 - $612.85 $143K - $175K
863 $448K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
7.6K
+ 49.49%
$12.65 - $13.62 $96.1K - $103K
22.9K $290K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.93K
+ 7.01%
$69.58 - $74.87 $134K - $144K
29.5K $2.06M
WMB
Williams Companies, Inc.

Energy
513
+ 7.49%
$46.37 - $59.74 $23.8K - $30.6K
7.36K $398K
WULF
Terawulf Inc.

Financial Services
15K
New
$3.82 - $8.82 $57.3K - $132K
15K $84K
VEA
Vanguard Ftse Developed Market

ETFs
2.13K
+ 52.33%
$47.57 - $52.44 $101K - $112K
6.2K $296K
COF
Capital One Financial Corp

Financial Services
2
+ 0.07%
$145.19 - $192.01 $290 - $384
2.74K $488K
NFLX
Netflix Inc

Communication Services
22
+ 7.14%
$687.65 - $936.56 $15.1K - $20.6K
330 $294K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 2.03%
$172.07 - $207.36 $9.12K - $11K
2.66K $525K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.78K
+ 50.65%
$72.97 - $96.75 $130K - $173K
5.3K $393K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.05%
$47.46 - $65.77 $142 - $197
5.78K $349K
VOT
Vanguard Mid Cap Growth Index

ETFs
91
+ 3.17%
$241.48 - $274.89 $22K - $25K
2.96K $751K
PPA
Invesco Exchange Traded Fd Tr

ETFs
459
+ 14.32%
$113.79 - $124.5 $52.2K - $57.1K
3.66K $420K
PANW
Palo Alto Networks Inc

Technology
881
+ 129.37%
$181.96 - $405.9 $160K - $358K
1.56K $284K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.08K
+ 19.63%
$57.53 - $60.83 $61.8K - $65.4K
6.55K $376K
IYW
Ishares Dj Us Tech ETF

ETFs
73
+ 1.69%
$148.14 - $166.23 $10.8K - $12.1K
4.4K $701K
ITOT
Ishares Core S&P Total U.S. St

ETFs
242
+ 4.97%
$124.26 - $134.12 $30.1K - $32.5K
5.11K $656K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.03K
+ 12.04%
$75.1 - $82.99 $377K - $417K
46.8K $3.54M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
592
+ 15.6%
$91.94 - $100.02 $54.4K - $59.2K
4.39K $406K
Activity Summary
Buys All Purchases 182 New Holdings 26 Increased Positions 156 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 2
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