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 351–400 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | 5K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 719 | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 17K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 3K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 580 | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC | 7K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| EGBN | EAGLE BANCORP INC MD | 12K | $100K–$500K | SH |
| FCPI | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 5K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 575 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| KVUE | KENVUE INC | 14K | $100K–$500K | SH |
| GCOW | PACER FDS TR | 6K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| PPL | PPL CORP | 7K | $100K–$500K | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 6K | $100K–$500K | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 68 | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 18K | $100K–$500K | SH |
| IBDZ | ISHARES TR | 9K | $100K–$500K | SH |
| CYBR | CYBERARK SOFTWARE LTD | 511 | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 6K | $100K–$500K | SH |
| IGIB | ISHARES TR | 4K | $100K–$500K | SH |
| INTU | INTUIT | 341 | $100K–$500K | SH |
| PSEC | PROSPECT CAP CORP | 87K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 9K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| MTN | VAIL RESORTS INC | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 1K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 2K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 9K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 270 | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| EMN | EASTMAN CHEM CO | 3K | $100K–$500K | SH |