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 201–250 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | 151 | $500K+ | SH |
| ENB | ENBRIDGE INC | 16K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 9K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 47K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 9K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 14K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 28K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 9K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 12K | $500K+ | SH |
| MTB | M & T BK CORP | 3K | $500K+ | SH |
| RWO | SPDR INDEX SHS FDS | 15K | $500K+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |
| EME | EMCOR GROUP INC | 1K | $500K+ | SH |
| DJIA | GLOBAL X FDS | 30K | $500K+ | SH |
| IUSV | ISHARES TR | 6K | $500K+ | SH |
| IGE | ISHARES TR | 13K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 5K | $500K+ | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 22K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 8K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| CINF | CINCINNATI FINL CORP | 4K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 3K | $500K+ | SH |
| GUNR | FLEXSHARES TR | 13K | $500K+ | SH |
| MGM | MGM RESORTS INTERNATIONAL | 16K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| BLK | BLACKROCK INC | 533 | $500K+ | SH |
| VTES | VANGUARD WELLINGTON FD | 6K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 2K | $500K+ | SH |
| CLX | CLOROX CO DEL | 6K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC | 4K | $500K+ | SH |
| CSL | CARLISLE COS INC | 2K | $500K+ | SH |
| RIO | RIO TINTO PLC | 7K | $500K+ | SH |
| BHP | BHP GROUP LTD | 9K | $500K+ | SH |
| ARKK | ARK ETF TR | 7K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $500K+ | SH |
| IBDV | ISHARES TR | 23K | $500K+ | SH |
| BAPR | INNOVATOR ETFS TRUST | 11K | $500K+ | SH |