CIK 1800465
XML Financial, LLC
Institutional 13F holdings & portfolio
Holdings
441
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 63K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 239K | $1M+ | SH |
| AMGN | AMGEN INC | 20K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 43K | $1M+ | SH |
| AGG | ISHARES TR | 64K | $1M+ | SH |
| UL | UNILEVER PLC | 90K | $1M+ | SH |
| IWN | ISHARES TR | 32K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 47K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 41K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 63K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 126K | $1M+ | SH |
| QDIV | GLOBAL X FDS | 145K | $1M+ | SH |
| T | AT&T INC | 201K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 120K | $1M+ | SH |
| SUB | ISHARES TR | 45K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| DGRS | WISDOMTREE TR | 94K | $1M+ | SH |
| IVW | ISHARES TR | 36K | $1M+ | SH |
| CEFS | EXCHANGE LISTED FDS TR | 191K | $1M+ | SH |
| KJUL | INNOVATOR ETFS TRUST | 133K | $1M+ | SH |
| PFF | ISHARES TR | 130K | $1M+ | SH |
| EFA | ISHARES TR | 41K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 15K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 47K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 74K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 109K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| CMI | CUMMINS INC | 7K | $1M+ | SH |
| PFE | PFIZER INC | 128K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 31K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 31K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 9K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 53K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| WMT | WALMART INC | 25K | $1M+ | SH |
| USB | US BANCORP DEL | 52K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| BX | BLACKSTONE INC | 18K | $1M+ | SH |
| NEM | NEWMONT CORP | 27K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 60K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 9K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| IJH | ISHARES TR | 39K | $1M+ | SH |