Xml Financial, LLC Portfolio Holdings
Xml Financial, LLC
- $1.08 Billion
- Q4 2024
Xml Financial, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 358 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 $43.2M, Apple Inc. with a value of $32.9M, Ishares Russell 1000 Gr ETF with a value of $32.7M, Schwab Strategic Tr Us Large C with a value of $31.2M, and Ishares Core Dividend Growth E with a value of $30.9M.
Examining the 13F form we can see an increase of $6.45M in the current position value, from $1.07B to 1.08B.
Below you can find more details about Xml Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
ETFs: $608 Million
Technology: $112 Million
Financial Services: $101 Million
Industrials: $53.6 Million
Healthcare: $50.4 Million
Consumer Cyclical: $31 Million
Energy: $30.3 Million
Communication Services: $30.2 Million
Other: $60 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 358
- Current Value $1.08 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks