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 151–200 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SO | SOUTHERN CO | 16K | $1M+ | SH |
| AGCO | AGCO CORP | 13K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |
| DVY | ISHARES TR | 9K | $1M+ | SH |
| GIS | GENERAL MLS INC | 28K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 11K | $1M+ | SH |
| ITM | VANECK ETF TRUST | 27K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 15K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 9K | $1M+ | SH |
| OEF | ISHARES TR | 3K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 38K | $1M+ | SH |
| EEM | ISHARES TR | 20K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 1K | $1M+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 6K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| GM | GENERAL MTRS CO | 13K | $1M+ | SH |
| UNM | UNUM GROUP | 14K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 17K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| PSK | SPDR SERIES TRUST | 33K | $1M+ | SH |
| IUSG | ISHARES TR | 6K | $1M+ | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 175K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| UTG | REAVES UTIL INCOME FD | 27K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 22K | $500K+ | SH |
| GSK | GSK PLC | 19K | $500K+ | SH |
| MMM | 3M CO | 6K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 22K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $500K+ | SH |
| QYLD | GLOBAL X FDS | 50K | $500K+ | SH |
| RLY | SSGA ACTIVE ETF TR | 28K | $500K+ | SH |
| ESGU | ISHARES TR | 6K | $500K+ | SH |
| GDXJ | VANECK ETF TRUST | 8K | $500K+ | SH |
| CSX | CSX CORP | 24K | $500K+ | SH |
| PTNQ | PACER FDS TR | 11K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 8K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 4K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 1K | $500K+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 30K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |