XML Financial
Latest statistics and disclosures from XML Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, DGRO, SCHV, IWF, IWB, and represent 14.98% of XML Financial's stock portfolio.
- Added to shares of these 10 stocks: GCOR (+$15M), VCIT (+$6.7M), DGRO, VONV, VONG, SCHG, VTWO, RNP, SCHV, BSV.
- Started 30 new stock positions in VONV, SEZL, VXUS, BBVA, OUNZ, CIEN, IDU, TRU, AZN, MPLX.
- Reduced shares in these 10 stocks: PYLD (-$8.2M), IJR, IWF, AGG, IWD, WPC, CVX, GLDM, IWR, EMR.
- Sold out of its positions in ARKB, AstraZeneca, AXON, CAH, ED, CRWD, CCI, DAL, DFAE, DX.
- XML Financial was a net buyer of stock by $25M.
- XML Financial has $1.2B in assets under management (AUM), dropping by 1.11%.
- Central Index Key (CIK): 0001800465
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Portfolio Holdings for XML Financial
XML Financial holds 421 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.8 | $48M | +8% | 1.6M | 29.13 |
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| Ishares Tr Core Div Grwth (DGRO) | 3.3 | $40M | +13% | 576k | 70.18 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.1 | $38M | +7% | 1.2M | 30.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.4 | $30M | -11% | 71k | 426.40 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.4 | $29M | 83k | 356.56 |
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| Apple (AAPL) | 2.4 | $29M | 115k | 253.79 |
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| Vanguard World Inf Tech Etf (VGT) | 2.0 | $25M | 36k | 697.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $24M | +3% | 36k | 653.21 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $23M | -2% | 238k | 97.23 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.7 | $21M | +8% | 272k | 78.41 |
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| Microsoft Corporation (MSFT) | 1.7 | $21M | 56k | 370.17 |
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| PIMCO Corporate Opportunity Fund (PTY) | 1.5 | $19M | 1.6M | 12.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $18M | +6% | 43k | 430.29 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 1.4 | $18M | +4% | 184k | 96.80 |
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| Spdr Series Trust State Street Spd (CWB) | 1.4 | $17M | 187k | 91.52 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $16M | -2% | 34k | 479.21 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 1.2 | $15M | NEW | 373k | 41.32 |
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| Johnson & Johnson (JNJ) | 1.2 | $15M | 63k | 244.44 |
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| Ishares Tr U.s. Finls Etf (IYF) | 1.1 | $13M | 114k | 117.66 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $13M | +4% | 103k | 125.13 |
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| Spdr Series Trust State Street Spd (SPTM) | 1.0 | $13M | 160k | 79.06 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $13M | +4% | 202k | 62.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $12M | -4% | 403k | 30.68 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.0 | $12M | +127% | 144k | 82.75 |
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| NVIDIA Corporation (NVDA) | 0.9 | $12M | +4% | 67k | 174.40 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $12M | -3% | 40k | 294.16 |
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| Amazon (AMZN) | 0.9 | $11M | 54k | 208.27 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.9 | $11M | +12% | 225k | 49.61 |
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| Cohen & Steers REIT/P (RNP) | 0.9 | $11M | +34% | 561k | 19.76 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $11M | +2% | 43k | 248.00 |
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| Spdr Index Shs Fds State Street Spd (NANR) | 0.9 | $11M | +2% | 127k | 84.00 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $11M | +2% | 83k | 128.12 |
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| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.9 | $11M | +10% | 526k | 20.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $11M | -25% | 49k | 213.67 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $11M | -32% | 84k | 124.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $10M | +6% | 36k | 287.56 |
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| Cisco Systems (CSCO) | 0.8 | $9.9M | 128k | 77.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $9.9M | 68k | 145.74 |
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| Bank of America Corporation (BAC) | 0.8 | $9.8M | 202k | 48.75 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $9.8M | 51k | 192.90 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $9.2M | +2% | 62k | 148.10 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $9.0M | +8% | 31k | 287.18 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.7 | $8.7M | +12% | 353k | 24.77 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.7 | $8.7M | +11% | 176k | 49.49 |
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| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.6 | $7.9M | +8% | 309k | 25.53 |
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| Kinder Morgan (KMI) | 0.6 | $7.8M | -2% | 233k | 33.53 |
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| Qualcomm (QCOM) | 0.6 | $7.8M | -2% | 60k | 128.78 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.6 | $7.7M | +4% | 169k | 45.65 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $7.6M | -5% | 45k | 169.66 |
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| Chevron Corporation (CVX) | 0.6 | $7.4M | -15% | 36k | 206.90 |
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| International Business Machines (IBM) | 0.6 | $7.4M | +2% | 30k | 242.39 |
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| Merck & Co (MRK) | 0.6 | $7.4M | -2% | 61k | 120.29 |
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| Amgen (AMGN) | 0.5 | $6.8M | -3% | 19k | 351.85 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $6.6M | 12k | 577.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.5M | +6% | 23k | 286.86 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $6.4M | 21k | 313.81 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $6.1M | 32k | 189.59 |
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| Verizon Communications (VZ) | 0.5 | $6.0M | -5% | 119k | 50.20 |
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| At&t (T) | 0.5 | $5.7M | 198k | 28.99 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.4 | $5.5M | +10% | 103k | 52.96 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $5.4M | 21k | 261.93 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.4 | $5.4M | +14% | 138k | 39.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.4M | 9.0k | 597.56 |
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| Global X Fds S&p 500 Qlt Etf (QDIV) | 0.4 | $5.3M | 144k | 36.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $5.2M | +6% | 8.1k | 650.37 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.4 | $5.2M | +21% | 232k | 22.55 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $5.1M | +4% | 48k | 106.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $5.1M | +22% | 45k | 113.11 |
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| Applied Materials (AMAT) | 0.4 | $4.8M | -6% | 14k | 341.80 |
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| Unilever Spon Adr New (UL) | 0.4 | $4.8M | -6% | 84k | 56.97 |
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| Emerson Electric (EMR) | 0.4 | $4.7M | -12% | 36k | 131.02 |
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| Broadcom (AVGO) | 0.4 | $4.5M | +5% | 15k | 309.52 |
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| Enterprise Products Partners (EPD) | 0.3 | $4.3M | +3% | 112k | 37.84 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $4.2M | 7.0k | 604.38 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $4.2M | +5% | 137k | 30.32 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $4.1M | NEW | 44k | 93.74 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.3 | $4.1M | -3% | 128k | 32.03 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $4.0M | NEW | 36k | 109.69 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.9M | 41k | 97.13 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.7M | -7% | 3.7k | 996.55 |
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| Caterpillar (CAT) | 0.3 | $3.7M | +2% | 5.2k | 708.45 |
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| Cummins (CMI) | 0.3 | $3.4M | -4% | 6.4k | 538.02 |
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| Carpenter Technology Corporation (CRS) | 0.3 | $3.3M | -10% | 8.4k | 394.15 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.3M | +41% | 10k | 320.82 |
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| Pfizer (PFE) | 0.3 | $3.3M | -8% | 118k | 28.08 |
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| Goldman Sachs (GS) | 0.3 | $3.3M | -12% | 3.9k | 846.04 |
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| CVS Caremark Corporation (CVS) | 0.3 | $3.3M | -4% | 45k | 71.82 |
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| Truist Financial Corp equities (TFC) | 0.3 | $3.2M | -6% | 69k | 45.97 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.1M | 25k | 124.28 |
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| Bristol Myers Squibb (BMY) | 0.3 | $3.1M | -3% | 52k | 60.65 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.1M | +1365% | 31k | 100.17 |
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| L3harris Technologies (LHX) | 0.2 | $3.1M | 8.9k | 345.15 |
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| FedEx Corporation (FDX) | 0.2 | $2.9M | -6% | 8.3k | 356.18 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.9M | -2% | 15k | 196.19 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $2.9M | +61% | 55k | 52.19 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $2.8M | -7% | 29k | 98.38 |
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| Phillips 66 (PSX) | 0.2 | $2.8M | -5% | 15k | 182.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.8M | +4% | 41k | 67.53 |
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| Us Bancorp Com New (USB) | 0.2 | $2.7M | 52k | 52.01 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.7M | -9% | 28k | 96.70 |
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| Newmont Mining Corporation (NEM) | 0.2 | $2.7M | -8% | 25k | 108.25 |
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| Home Depot (HD) | 0.2 | $2.7M | +2% | 8.1k | 328.87 |
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| Omega Healthcare Investors (OHI) | 0.2 | $2.6M | 59k | 43.82 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 9.9k | 242.61 |
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| Dominion Resources (D) | 0.2 | $2.4M | 39k | 61.82 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.4M | -62% | 24k | 99.27 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.2 | $2.4M | 51k | 46.74 |
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| Arista Networks Com Shs (ANET) | 0.2 | $2.4M | 19k | 122.78 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $2.3M | +9% | 6.9k | 337.96 |
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| McDonald's Corporation (MCD) | 0.2 | $2.3M | 7.4k | 310.78 |
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| Meta Platforms Cl A (META) | 0.2 | $2.3M | +10% | 3.9k | 572.13 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.3M | +4% | 26k | 86.64 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.2M | +19% | 17k | 132.90 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 10k | 217.48 |
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| Gladstone Commercial Corporation (GOOD) | 0.2 | $2.2M | -19% | 191k | 11.43 |
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| Oracle Corporation (ORCL) | 0.2 | $2.2M | 15k | 147.10 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.2M | +3% | 30k | 73.14 |
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| Intel Corporation (INTC) | 0.2 | $2.2M | -9% | 49k | 44.13 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.2M | 11k | 203.42 |
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| Tesla Motors (TSLA) | 0.2 | $2.2M | 5.8k | 371.74 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.1M | 7.5k | 283.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.0M | 18k | 114.99 |
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| Pepsi (PEP) | 0.2 | $2.0M | 13k | 155.30 |
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| General Dynamics Corporation (GD) | 0.2 | $2.0M | -8% | 5.8k | 343.22 |
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| Prudential Financial (PRU) | 0.2 | $2.0M | -4% | 20k | 97.69 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $2.0M | 49k | 40.10 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $2.0M | -2% | 48k | 40.79 |
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| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.2 | $1.9M | -3% | 46k | 42.36 |
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| Visa Com Cl A (V) | 0.2 | $1.9M | 6.2k | 302.24 |
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| Procter & Gamble Company (PG) | 0.1 | $1.8M | -2% | 13k | 144.44 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $1.8M | 48k | 38.21 |
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| Coca-Cola Company (KO) | 0.1 | $1.8M | 24k | 76.05 |
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| WESCO International (WCC) | 0.1 | $1.8M | -6% | 6.5k | 273.62 |
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| Boeing Company (BA) | 0.1 | $1.7M | 8.7k | 199.04 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.7M | +11% | 31k | 56.68 |
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| Abbott Laboratories (ABT) | 0.1 | $1.7M | -9% | 17k | 102.67 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.7M | 18k | 95.48 |
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| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.1 | $1.7M | -13% | 39k | 42.56 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $1.7M | 42k | 39.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | +47% | 25k | 64.08 |
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| Honeywell International (HON) | 0.1 | $1.6M | -9% | 7.0k | 226.03 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.6M | +21% | 2.6k | 616.76 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.6M | +10% | 12k | 131.02 |
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| AmerisourceBergen (COR) | 0.1 | $1.5M | 4.9k | 314.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | +7% | 7.1k | 215.07 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $1.5M | -3% | 133k | 11.50 |
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| AGCO Corporation (AGCO) | 0.1 | $1.5M | 13k | 115.87 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +37% | 10k | 146.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.5M | +9% | 10k | 151.42 |
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| Southern Company (SO) | 0.1 | $1.5M | -2% | 16k | 96.52 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $1.5M | -14% | 19k | 80.56 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | +5% | 16k | 92.88 |
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| Danaher Corporation (DHR) | 0.1 | $1.5M | +3% | 7.9k | 189.60 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $1.5M | +2% | 44k | 33.74 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.5M | 3.2k | 463.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | -4% | 1.6k | 919.49 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $1.4M | +14% | 30k | 46.43 |
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| Medtronic SHS (MDT) | 0.1 | $1.4M | -11% | 16k | 86.65 |
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| International Paper Company (IP) | 0.1 | $1.3M | -19% | 38k | 35.70 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | +17% | 11k | 126.35 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | -12% | 14k | 96.38 |
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| Ge Vernova (GEV) | 0.1 | $1.3M | -2% | 1.5k | 872.90 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.3M | 1.2k | 1093.35 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.1 | $1.3M | +30% | 36k | 36.15 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.3M | +20% | 4.0k | 318.07 |
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| Global X Fds Dow 30 Covered C (DJIA) | 0.1 | $1.3M | +100% | 60k | 21.04 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.2M | 6.5k | 189.05 |
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| Public Storage (PSA) | 0.1 | $1.2M | -26% | 4.5k | 270.89 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | -15% | 9.0k | 132.00 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | -20% | 3.4k | 327.08 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | -9% | 3.0k | 370.70 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | -6% | 19k | 56.79 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $1.1M | +11% | 24k | 44.62 |
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| General Mills (GIS) | 0.1 | $1.0M | 28k | 37.22 |
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| Dell Technologies CL C (DELL) | 0.1 | $1.0M | +21% | 6.3k | 164.12 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $1.0M | -5% | 26k | 39.28 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | -6% | 35k | 28.71 |
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| Transunion (TRU) | 0.1 | $1.0M | NEW | 15k | 69.19 |
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| Unum (UNM) | 0.1 | $1.0M | 14k | 73.03 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $985k | 3.8k | 257.40 |
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| Illinois Tool Works (ITW) | 0.1 | $975k | -3% | 3.7k | 260.31 |
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| Franklin Templeton Etf Tr Income Focus Etf (INCM) | 0.1 | $974k | +13% | 34k | 28.75 |
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| Stryker Corporation (SYK) | 0.1 | $967k | -3% | 2.9k | 328.65 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $963k | NEW | 17k | 55.24 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $956k | 6.2k | 155.11 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $946k | +2% | 7.9k | 120.04 |
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| Waste Management (WM) | 0.1 | $920k | +3% | 4.0k | 229.77 |
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| CSX Corporation (CSX) | 0.1 | $918k | -7% | 22k | 41.05 |
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| General Motors Company (GM) | 0.1 | $911k | -6% | 12k | 74.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $904k | +7% | 1.2k | 772.69 |
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| Lowe's Companies (LOW) | 0.1 | $898k | -12% | 3.8k | 236.31 |
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| Enbridge (ENB) | 0.1 | $892k | 17k | 54.14 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $889k | +3% | 52k | 17.15 |
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| GSK Sponsored Adr (GSK) | 0.1 | $868k | -18% | 16k | 55.19 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $867k | -12% | 34k | 25.64 |
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| Norfolk Southern (NSC) | 0.1 | $857k | +2% | 3.0k | 286.96 |
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| Etf Opportunities Trust Brookmont Catast (ILS) | 0.1 | $856k | NEW | 43k | 19.79 |
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| Ishares Tr North Amern Nat (IGE) | 0.1 | $842k | +2% | 13k | 62.94 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $838k | +274% | 16k | 53.22 |
|
| Spdr Series Trust State Street Spd (PSK) | 0.1 | $832k | -17% | 27k | 30.84 |
|
| Emcor (EME) | 0.1 | $832k | +3% | 1.1k | 738.31 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $830k | 5.9k | 141.42 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $827k | +21% | 3.6k | 230.48 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $821k | -2% | 5.4k | 152.75 |
|
| Opendoor Technologies (OPEN) | 0.1 | $819k | 175k | 4.68 |
|
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $817k | -3% | 22k | 37.74 |
|
| Altria (MO) | 0.1 | $816k | 12k | 65.99 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $810k | 8.6k | 94.24 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $804k | -10% | 42k | 19.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $766k | +19% | 1.5k | 499.66 |
|
| 3M Company (MMM) | 0.1 | $755k | -11% | 5.2k | 145.23 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $737k | -3% | 4.4k | 165.71 |
|
| Booking Holdings (BKNG) | 0.1 | $733k | +15% | 174.00 | 4210.32 |
|
| Celestica (CLS) | 0.1 | $732k | +4% | 2.6k | 281.68 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $730k | -9% | 13k | 57.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $729k | +5% | 5.1k | 142.43 |
|
| Wells Fargo & Company (WFC) | 0.1 | $726k | +2% | 9.1k | 79.61 |
|
| Regions Financial Corporation (RF) | 0.1 | $723k | 28k | 26.12 |
|
|
| Spdr Index Shs Fds State Street Spd (RWO) | 0.1 | $720k | +4% | 16k | 45.77 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $715k | -10% | 9.8k | 72.96 |
|
| Dow (DOW) | 0.1 | $701k | -15% | 17k | 41.65 |
|
| salesforce (CRM) | 0.1 | $694k | -6% | 3.7k | 186.67 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $685k | 5.2k | 130.94 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $674k | +2% | 6.6k | 102.25 |
|
| Micron Technology (MU) | 0.1 | $665k | +16% | 2.0k | 337.91 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $661k | +55% | 13k | 50.80 |
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.1 | $661k | +25% | 14k | 48.98 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $660k | +21% | 9.3k | 71.18 |
|
| Palo Alto Networks (PANW) | 0.1 | $657k | +27% | 4.1k | 160.32 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $656k | -8% | 9.6k | 68.28 |
|
| Orla Mining LTD New F (ORLA) | 0.1 | $634k | +8% | 39k | 16.13 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $634k | +5% | 4.2k | 150.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $633k | -19% | 7.2k | 88.16 |
|
| Argan (AGX) | 0.1 | $629k | +71% | 1.2k | 544.65 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $629k | +26% | 6.5k | 96.47 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $627k | +33% | 2.9k | 213.66 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $621k | 8.5k | 72.74 |
|
|
| Hldgs (UAL) | 0.0 | $619k | -11% | 6.7k | 92.07 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $617k | 6.6k | 93.29 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $608k | 3.4k | 181.42 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $590k | 3.7k | 157.33 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $573k | +11% | 26k | 21.89 |
|
| Rockwell Automation (ROK) | 0.0 | $570k | 1.6k | 358.88 |
|
|
| Carlisle Companies (CSL) | 0.0 | $566k | 1.7k | 333.62 |
|
|
| Rivernorth Managed (RMM) | 0.0 | $562k | +25% | 41k | 13.63 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $561k | +41% | 11k | 49.89 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $560k | -16% | 12k | 45.97 |
|
| Amrize SHS (AMRZ) | 0.0 | $554k | NEW | 9.9k | 56.02 |
|
| Clorox Company (CLX) | 0.0 | $549k | -4% | 5.3k | 103.63 |
|
| Agnico (AEM) | 0.0 | $547k | +17% | 2.7k | 202.98 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $542k | +19% | 8.2k | 66.00 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $537k | -29% | 7.9k | 68.14 |
|
| McKesson Corporation (MCK) | 0.0 | $536k | 619.00 | 865.62 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $533k | +77% | 2.1k | 250.73 |
|
| Capital One Financial (COF) | 0.0 | $524k | -22% | 2.9k | 182.42 |
|
| American Tower Reit (AMT) | 0.0 | $520k | -4% | 3.0k | 172.58 |
|
| American Express Company (AXP) | 0.0 | $517k | -18% | 1.7k | 302.47 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $516k | +28% | 25k | 20.93 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $514k | 1.0k | 491.58 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $513k | NEW | 2.6k | 197.22 |
|
| TowneBank (TOWN) | 0.0 | $507k | 15k | 33.67 |
|
|
| Kkr & Co (KKR) | 0.0 | $506k | -14% | 5.5k | 92.50 |
|
| Wisdomtree Tr Interntnl Ai Enh (AIVI) | 0.0 | $490k | -2% | 9.1k | 54.12 |
|
| Realty Income (O) | 0.0 | $486k | -6% | 7.9k | 61.18 |
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $486k | +8% | 9.2k | 52.82 |
|
| Mainstay Definedterm Mn Opp (MMD) | 0.0 | $483k | 33k | 14.85 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $481k | +7% | 2.2k | 218.72 |
|
| Omni (OMC) | 0.0 | $480k | 6.4k | 75.31 |
|
|
| Philip Morris International (PM) | 0.0 | $476k | +2% | 2.9k | 165.36 |
|
| Republic Services (RSG) | 0.0 | $471k | 2.2k | 219.02 |
|
|
| TTM Technologies (TTMI) | 0.0 | $470k | +53% | 4.8k | 97.42 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $468k | +15% | 5.1k | 91.77 |
|
| Nvent Elec SHS (NVT) | 0.0 | $466k | +95% | 3.9k | 118.28 |
|
| Williams Companies (WMB) | 0.0 | $465k | -19% | 6.4k | 72.78 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $464k | +16% | 18k | 25.27 |
|
| TJX Companies (TJX) | 0.0 | $463k | +10% | 2.9k | 159.70 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $462k | -14% | 2.4k | 194.13 |
|
| Quanta Services (PWR) | 0.0 | $461k | +46% | 840.00 | 549.02 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $458k | 6.8k | 67.59 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $455k | 4.3k | 106.15 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $446k | +12% | 635.00 | 702.76 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $446k | -22% | 2.2k | 198.26 |
|
| Ies Hldgs (IESC) | 0.0 | $444k | +9% | 931.00 | 476.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $437k | +2% | 1.0k | 436.98 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $432k | -22% | 4.3k | 101.14 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $429k | +25% | 1.7k | 250.59 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $416k | -18% | 4.6k | 90.54 |
|
| Comfort Systems USA (FIX) | 0.0 | $412k | NEW | 299.00 | 1376.69 |
|
| M&T Bank Corporation (MTB) | 0.0 | $411k | -41% | 2.0k | 206.73 |
|
| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.0 | $407k | -12% | 8.5k | 47.99 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $403k | -9% | 1.2k | 328.76 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $401k | NEW | 5.4k | 73.64 |
|
| S&p Global (SPGI) | 0.0 | $401k | +19% | 942.00 | 425.34 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $399k | 6.2k | 64.35 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $376k | +13% | 16k | 23.26 |
|
| Global X Fds Russell 2000 (RYLD) | 0.0 | $376k | +27% | 25k | 14.95 |
|
| UnitedHealth (UNH) | 0.0 | $376k | +8% | 1.4k | 270.58 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $375k | 7.8k | 47.83 |
|
|
| Deere & Company (DE) | 0.0 | $374k | -23% | 664.00 | 563.41 |
|
| Marvell Technology (MRVL) | 0.0 | $372k | +9% | 3.8k | 99.05 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $370k | NEW | 954.00 | 388.23 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $364k | +59% | 7.8k | 46.70 |
|
| Target Corporation (TGT) | 0.0 | $363k | -22% | 3.0k | 121.20 |
|
| Clean Harbors (CLH) | 0.0 | $363k | 1.3k | 286.73 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $363k | +42% | 9.9k | 36.65 |
|
| Kinross Gold Corp (KGC) | 0.0 | $362k | +59% | 12k | 30.52 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $361k | 983.00 | 367.39 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.0 | $360k | 19k | 18.82 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.0 | $356k | +74% | 9.4k | 38.00 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.0 | $355k | 8.3k | 42.51 |
|
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.0 | $351k | +55% | 14k | 26.06 |
|
| Ecolab (ECL) | 0.0 | $350k | -7% | 1.3k | 266.02 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $349k | 4.8k | 72.69 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $349k | +9% | 14k | 25.33 |
|
| Western Digital (WDC) | 0.0 | $347k | NEW | 1.3k | 270.49 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $345k | +54% | 28k | 12.33 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $344k | 8.0k | 43.11 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $344k | +12% | 13k | 25.85 |
|
| Citigroup Com New (C) | 0.0 | $342k | -20% | 3.0k | 113.41 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $340k | 4.3k | 78.66 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $337k | 2.5k | 134.67 |
|
|
| Saul Centers (BFS) | 0.0 | $337k | -17% | 10k | 32.58 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $334k | 19k | 18.02 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $332k | -8% | 371.00 | 895.24 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $332k | -16% | 1.2k | 275.26 |
|
| Starbucks Corporation (SBUX) | 0.0 | $332k | -7% | 3.7k | 89.59 |
|
| Paccar (PCAR) | 0.0 | $330k | 2.9k | 115.50 |
|
|
| Netflix (NFLX) | 0.0 | $329k | -36% | 3.4k | 96.15 |
|
| American Electric Power Company (AEP) | 0.0 | $328k | -21% | 2.5k | 131.08 |
|
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $321k | -22% | 52k | 6.15 |
|
| Blackrock (BLK) | 0.0 | $318k | -37% | 331.00 | 961.71 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $315k | 580.00 | 543.12 |
|
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $312k | 3.7k | 83.43 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $312k | -18% | 3.1k | 100.58 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $310k | 715.00 | 434.11 |
|
|
| LMP Capital and Income Fund (SCD) | 0.0 | $306k | 21k | 14.93 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $306k | NEW | 4.0k | 77.11 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $306k | -13% | 3.4k | 88.70 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $303k | +10% | 2.9k | 106.21 |
|
| Eaton Corp SHS (ETN) | 0.0 | $302k | -26% | 845.00 | 357.67 |
|
| Spdr Series Trust State Street Spd (ONEY) | 0.0 | $301k | -8% | 2.5k | 120.05 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $293k | NEW | 1.8k | 159.58 |
|
| DTE Energy Company (DTE) | 0.0 | $292k | 2.0k | 146.22 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $292k | +2% | 5.0k | 58.78 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $289k | NEW | 6.5k | 44.43 |
|
| Frequency Electronics (FEIM) | 0.0 | $288k | +12% | 6.5k | 44.26 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $285k | -20% | 2.5k | 115.95 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $284k | -20% | 4.4k | 65.00 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $284k | 5.7k | 49.85 |
|
|
| First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) | 0.0 | $284k | 15k | 18.92 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $280k | -14% | 1.4k | 197.71 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $277k | +3% | 6.0k | 46.24 |
|
| Pgim Etf Tr Shrt Dur Hgh Yld (PSH) | 0.0 | $277k | 5.6k | 49.60 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $273k | NEW | 13k | 21.66 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $271k | NEW | 11k | 24.43 |
|
| Allstate Corporation (ALL) | 0.0 | $269k | 1.3k | 207.34 |
|
|
| HEICO Corporation (HEI) | 0.0 | $262k | -2% | 956.00 | 274.24 |
|
| Kla Corp Com New (KLAC) | 0.0 | $262k | NEW | 178.00 | 1472.41 |
|
| Spdr Series Trust State Street Spd (KRE) | 0.0 | $261k | 4.0k | 65.16 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $261k | +16% | 2.9k | 90.08 |
|
| Archrock (AROC) | 0.0 | $261k | NEW | 7.5k | 34.80 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.0 | $260k | -16% | 1.9k | 136.76 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $259k | 5.2k | 50.37 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $259k | -23% | 675.00 | 383.40 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $259k | -16% | 2.7k | 95.62 |
|
| Shell Spon Ads (SHEL) | 0.0 | $258k | -3% | 2.8k | 93.00 |
|
| PPL Corporation (PPL) | 0.0 | $258k | 6.7k | 38.20 |
|
|
| Lucid Diagnostics (LUCD) | 0.0 | $257k | +24% | 223k | 1.15 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $252k | -23% | 2.7k | 93.87 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $251k | 15k | 17.12 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $251k | NEW | 1.0k | 247.08 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $251k | 5.1k | 49.16 |
|
|
| RPM International (RPM) | 0.0 | $249k | 2.5k | 99.40 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $248k | -4% | 3.3k | 76.32 |
|
| AutoZone (AZO) | 0.0 | $247k | +7% | 73.00 | 3377.78 |
|
| Morgan Stanley Com New (MS) | 0.0 | $245k | -42% | 1.5k | 164.57 |
|
| Energy Transfer 9.250% Fxd Pfd I (ET.PI) | 0.0 | $245k | NEW | 21k | 11.57 |
|
| Roper Industries (ROP) | 0.0 | $244k | -2% | 690.00 | 353.86 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $235k | NEW | 2.0k | 116.09 |
|
| Whirlpool Corporation (WHR) | 0.0 | $235k | +3% | 4.4k | 53.92 |
|
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.0 | $233k | 2.4k | 96.98 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $230k | NEW | 5.1k | 45.05 |
|
| Corning Incorporated (GLW) | 0.0 | $230k | -27% | 1.7k | 135.97 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $228k | NEW | 4.0k | 57.07 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $228k | -7% | 1.9k | 118.64 |
|
| Hecla Mining Company (HL) | 0.0 | $225k | +7% | 12k | 18.63 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $221k | -20% | 554.00 | 398.00 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $220k | NEW | 2.8k | 78.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $219k | -27% | 1.1k | 191.92 |
|
| Vail Resorts (MTN) | 0.0 | $218k | 1.7k | 128.32 |
|
|
| Eagle Ban (EGBN) | 0.0 | $217k | -25% | 8.7k | 24.87 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $214k | -42% | 3.3k | 64.97 |
|
| Constellation Energy (CEG) | 0.0 | $212k | -23% | 759.00 | 279.25 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $212k | 1.9k | 111.38 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $208k | 3.8k | 55.52 |
|
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.0 | $208k | NEW | 6.3k | 33.04 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $205k | -97% | 7.8k | 26.20 |
|
| Curtiss-Wright (CW) | 0.0 | $204k | NEW | 300.00 | 681.12 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $204k | 4.4k | 46.19 |
|
|
| Sezzle (SEZL) | 0.0 | $204k | NEW | 3.2k | 63.29 |
|
| AFLAC Incorporated (AFL) | 0.0 | $203k | 1.9k | 109.71 |
|
|
| Federated Premier Municipal Income (FMN) | 0.0 | $196k | 18k | 10.93 |
|
|
| Kenvue (KVUE) | 0.0 | $182k | -23% | 11k | 17.24 |
|
| Npk International Com Shs (NPKI) | 0.0 | $181k | NEW | 13k | 14.49 |
|
| Kkr Real Estate Finance Trust (KREF) | 0.0 | $175k | -21% | 29k | 6.12 |
|
| DNP Select Income Fund (DNP) | 0.0 | $172k | 17k | 10.30 |
|
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.0 | $165k | 13k | 12.65 |
|
|
| Rivernorth Opportunistic Mun (RMI) | 0.0 | $151k | -4% | 10k | 15.06 |
|
| Abcellera Biologics (ABCL) | 0.0 | $147k | 42k | 3.49 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $136k | -40% | 52k | 2.61 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $132k | 13k | 10.38 |
|
|
| Ondas Com New (ONDS) | 0.0 | $131k | NEW | 15k | 9.04 |
|
| Ford Motor Company (F) | 0.0 | $131k | -52% | 11k | 11.54 |
|
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $125k | 17k | 7.26 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $119k | -19% | 14k | 8.62 |
|
| Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.0 | $115k | 16k | 7.37 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $100k | 13k | 7.94 |
|
|
| Compass Cl A (COMP) | 0.0 | $82k | 11k | 7.31 |
|
|
| Macrogenics (MGNX) | 0.0 | $72k | 25k | 2.89 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $44k | 13k | 3.51 |
|
Past Filings by XML Financial
SEC 13F filings are viewable for XML Financial going back to 2019
- XML Financial 2026 Q1 filed April 16, 2026
- XML Financial 2025 Q4 filed Feb. 11, 2026
- XML Financial 2025 Q3 filed Oct. 20, 2025
- XML Financial 2025 Q2 filed July 17, 2025
- XML Financial 2025 Q1 filed April 22, 2025
- XML Financial 2024 Q4 filed Jan. 17, 2025
- XML Financial 2024 Q3 filed Nov. 1, 2024
- XML Financial 2024 Q2 filed July 22, 2024
- XML Financial 2024 Q1 filed May 15, 2024
- XML Financial 2023 Q3 filed Nov. 6, 2023
- XML Financial 2023 Q2 filed Aug. 7, 2023
- XML Financial 2023 Q1 filed May 15, 2023
- XML Financial 2022 Q4 filed Feb. 10, 2023
- XML Financial 2022 Q3 filed Nov. 4, 2022
- XML Financial 2022 Q2 filed Aug. 1, 2022
- XML Financial 2022 Q1 filed May 2, 2022