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 101–150 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDX | FEDEX CORP | 9K | $1M+ | SH |
| GOOD | GLADSTONE COMMERCIAL CORP | 238K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 19K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 21K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 51K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| UNP | UNION PAC CORP | 10K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| D | DOMINION ENERGY INC | 39K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 11K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| B | BARRICK MNG CORP | 50K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 6K | $1M+ | SH |
| IXUS | ISHARES TR | 25K | $1M+ | SH |
| PSX | PHILLIPS 66 | 16K | $1M+ | SH |
| WPC | WP CAREY INC | 32K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 29K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| INTC | INTEL CORP | 54K | $1M+ | SH |
| BA | BOEING CO | 9K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 49K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| PEP | PEPSICO INC | 13K | $1M+ | SH |
| ILCG | ISHARES TR | 18K | $1M+ | SH |
| IP | INTERNATIONAL PAPER CO | 46K | $1M+ | SH |
| DIS | DISNEY WALT CO | 16K | $1M+ | SH |
| LVHD | LEGG MASON ETF INVT | 45K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 34K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 18K | $1M+ | SH |
| WCC | WESCO INTL INC | 7K | $1M+ | SH |
| KO | COCA COLA CO | 24K | $1M+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 47K | $1M+ | SH |
| COR | CENCORA INC | 5K | $1M+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 138K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 6K | $1M+ | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 41K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| ENFR | ALPS ETF TR | 49K | $1M+ | SH |
| COWG | PACER FDS TR | 43K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 7K | $1M+ | SH |