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 401–441 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TTMI | TTM TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| HL | HECLA MNG CO | 11K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 7K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| AGX | ARGAN INC | 675 | $100K–$500K | SH |
| IAUM | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 7K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SIL | GLOBAL X FDS | 3K | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 565 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 12K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 5K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| GTOP | GOLDMAN SACHS ETF TR | 5K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| IUSB | ISHARES TR | 4K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 651 | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| FMN | FEDERATED HERMES PREM MUNI I | 18K | $100K–$500K | SH |
| LUCD | LUCID DIAGNOSTICS INC | 179K | $100K–$500K | SH |
| DX | DYNEX CAP INC | 14K | $100K–$500K | SH |
| RFMZ | RIVERNORTH FLEXIBLE MUNI INC | 13K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 16K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 17K | $100K–$500K | SH |
| RMI | RIVERNORTH OPPORTUNISTIC MUN | 11K | $100K–$500K | SH |
| ABCL | ABCELLERA BIOLOGICS INC | 42K | $100K–$500K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 13K | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 17K | $100K–$500K | SH |
| COMP | COMPASS INC | 11K | $100K–$500K | SH |
| IAE | VOYA ASIA PAC HIGH DIV EQT I | 16K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 13K | $50K–$100K | SH |
| FNKO | FUNKO INC | 14K | $15K–$50K | SH |
| MGNX | MACROGENICS INC | 25K | $15K–$50K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 13K | $15K–$50K | SH |
| HRTX | HERON THERAPEUTICS INC | 10K | $1K–$15K | SH |
| PAVM | PAVMED INC | 10K | $1K–$15K | SH |