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 251–300 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 629 | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 6K | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 4K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $500K+ | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 15K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| ORLA | ORLA MNG LTD NEW | 36K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| MMD | NYLI MACKAY DEFINEDTERM MUNI | 33K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 3K | $100K–$500K | SH |
| AIVI | WISDOMTREE TR | 9K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 9K | $100K–$500K | SH |
| LRGF | ISHARES TR | 7K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| RIOT | RIOT PLATFORMS INC | 38K | $100K–$500K | SH |
| BOCT | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 976 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 8K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 698 | $100K–$500K | SH |
| DOW | DOW INC | 20K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| RMM | RIVERNORTH MANAGED DUR MUN I | 33K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 68K | $100K–$500K | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 787 | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 982 | $100K–$500K | SH |
| IBDW | ISHARES TR | 19K | $100K–$500K | SH |
| IBDX | ISHARES TR | 16K | $100K–$500K | SH |
| DE | DEERE & CO | 865 | $100K–$500K | SH |
| AOR | ISHARES TR | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 8K | $100K–$500K | SH |
| BFS | SAUL CTRS INC | 13K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 688 | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 4K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | 8K | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |