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 301–350 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| FUTU | FUTU HLDGS LTD | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 18K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 19K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| UJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 407 | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 989 | $100K–$500K | SH |
| LII | LENNOX INTL INC | 696 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| IBDU | ISHARES TR | 14K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 851 | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH (Call) |
| CP | CANADIAN PACIFIC KANSAS CITY | 4K | $100K–$500K | SH |
| IBDT | ISHARES TR | 13K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 888 | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 981 | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 706 | $100K–$500K | SH |
| F | FORD MTR CO | 24K | $100K–$500K | SH |
| PCAR | PACCAR INC | 3K | $100K–$500K | SH |
| FEIM | FREQUENCY ELECTRS INC | 6K | $100K–$500K | SH |
| ONEY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IMCB | ISHARES TR | 4K | $100K–$500K | SH |
| IBDY | ISHARES TR | 12K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| STT | STATE STR CORP | 2K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| WHR | WHIRLPOOL CORP | 4K | $100K–$500K | SH |
| SCD | LMP CAP & INCOME FD INC | 21K | $100K–$500K | SH |
| RYLD | GLOBAL X FDS | 20K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 6K | $100K–$500K | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 10K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 3K | $100K–$500K | SH |
| KREF | KKR REAL ESTATE FIN TR INC | 36K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 626 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| LDSF | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 15K | $100K–$500K | SH |
| PSH | PGIM ETF TR | 6K | $100K–$500K | SH |