Xml Financial, LLC Incresed Positions in Q4 2024

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
27
+ 0.8%
$343.9 - $376.86 $9.29K - $10.2K
3.42K $1.2M
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.02%
N/A
5.02K $929K
Goldman Sachs ETF Tr
120K
+ 799.48%
N/A
135K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.02%
N/A
4.54K $1.21M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1K
+ 8.99%
$12.1 - $13.52 $12.1K - $13.6K
12.2K $149K
CAT
Caterpillar Inc

Industrials
307
+ 7.69%
$360.37 - $416.88 $111K - $128K
4.3K $1.56M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.03%
$86.6 - $95.01 $86.6 - $95
3.11K $275K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.16%
$118.38 - $133.06 $592 - $665
3.2K $384K
WELL
Welltower Inc.

Real Estate
1
+ 0.06%
$123.11 - $139.3 $123 - $139
1.79K $225K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
40
+ 1.46%
$108.28 - $117.54 $4.33K - $4.7K
2.78K $302K
IWN
Ishares Russell2000 Val ETF

ETFs
462
+ 1.45%
$162.69 - $181.35 $75.2K - $83.8K
32.2K $5.29M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.5K
+ 7.35%
$26.79 - $30.35 $40.2K - $45.5K
21.9K $595K
NKE
Nike, Inc.

Consumer Cyclical
309
+ 11.52%
$73.36 - $89.13 $22.7K - $27.5K
2.99K $226K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.22%
$189.5 - $206.17 $758 - $825
1.84K $351K
IGE
Ishares Tr North Amern Nat Res

ETFs
121
+ 0.97%
$41.52 - $48.01 $5.02K - $5.81K
12.6K $536K
ECL
Ecolab Inc.

Basic Materials
120
+ 5.31%
$234.32 - $261.43 $28.1K - $31.4K
2.38K $557K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.1%
$75.65 - $83.47 $227 - $250
2.87K $218K
EFV
Msci Eafe Value ETF

ETFs
98
+ 1.76%
$51.78 - $57.15 $5.07K - $5.6K
5.67K $297K
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.12%
$211.27 - $239.8 $423 - $480
1.63K $350K
SO
Southern CO

Utilities
1.07K
+ 7.48%
$81.5 - $94.15 $86.9K - $100K
15.3K $1.26M
AEP
American Electric Power CO Inc

Utilities
47
+ 1.61%
$90.91 - $102.21 $4.27K - $4.8K
2.97K $273K
AZN
Astrazeneca PLC

Healthcare
650
+ 11.31%
$63.2 - $79.58 $41.1K - $51.7K
6.4K $419K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.04%
$87.1 - $98.49 $87.1 - $98.5
2.69K $234K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
250
+ 0.98%
$14.42 - $16.27 $3.61K - $4.07K
25.6K $369K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 0.43%
$130.37 - $146.09 $2.35K - $2.63K
4.17K $546K
AGCO
Agco Corp

Industrials
32
+ 0.3%
$89.46 - $101.89 $2.86K - $3.26K
10.9K $1.02M
MDT
Medtronic PLC

Healthcare
954
+ 7.61%
$79.61 - $92.24 $75.9K - $88K
13.5K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
286
+ 5.25%
$244.52 - $284.07 $69.9K - $81.2K
5.73K $1.41M
CVX
Chevron Corp

Energy
255
+ 0.56%
$141.15 - $162.53 $36K - $41.4K
45.4K $6.58M
AMT
American Tower Corp

Real Estate
52
+ 2.83%
$179.4 - $232.01 $9.33K - $12.1K
1.89K $346K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 0.81%
$288.47 - $316.54 $15.9K - $17.4K
6.8K $1.97M
GE
General Electric CO

Industrials
226
+ 4.1%
$159.95 - $194.23 $36.1K - $43.9K
5.74K $956K
OMC
Omnicom Group Inc.

Communication Services
20
+ 0.39%
$85.82 - $105.47 $1.72K - $2.11K
5.09K $438K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 1.05%
$385.02 - $431.37 $29.3K - $32.8K
7.28K $2.83M
NVS
Novartis Ag

Healthcare
656
+ 6.69%
$96.78 - $117.18 $63.5K - $76.9K
10.5K $1.02M
UNP
Union Pacific Corp

Industrials
99
+ 1.05%
$223.15 - $249.32 $22.1K - $24.7K
9.53K $2.17M
LLY
Eli Lilly & CO

Healthcare
50
+ 2.82%
$727.2 - $932.06 $36.4K - $46.6K
1.83K $1.41M
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 4.64%
$61.74 - $71.71 $70.8K - $82.2K
25.9K $1.61M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.66K
+ 1.6%
$27.8 - $29.05 $102K - $106K
232K $6.48M
WPC
W. P. Carey Inc.

Real Estate
1.65K
+ 4.73%
$53.44 - $61.33 $88K - $101K
36.5K $1.99M
NEE
Nextera Energy Inc

Utilities
393
+ 2.37%
$69.77 - $85.43 $27.4K - $33.6K
17K $1.22M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.17%
$485.52 - $625.25 $2.43K - $3.13K
2.96K $1.5M
LHX
L3 Harris Technologies, Inc.

Industrials
233
+ 2.22%
$208.94 - $264.22 $48.7K - $61.6K
10.7K $2.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
260
+ 0.38%
$183.23 - $199.79 $47.6K - $51.9K
69.6K $12.9M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.03%
$164.99 - $203.87 $660 - $815
14.2K $2.52M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.38K
+ 2.71%
$95.1 - $99.41 $417K - $436K
166K $15.8M
MPWR
Monolithic Power Systems Inc

Technology
36
+ 3.77%
$560.06 - $942.58 $20.2K - $33.9K
991 $586K
MRK
Merck & Co., Inc.

Healthcare
5.51K
+ 8.8%
$96.31 - $114.76 $530K - $632K
68.1K $6.77M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
337
+ 0.19%
$47.77 - $51.75 $16.1K - $17.4K
174K $8.4M
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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