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XML Financial

Latest statistics and disclosures from XML Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, DGRO, SCHV, AAPL, VGT, and represent 16.03% of XML Financial's stock portfolio.
Added to shares of these 10 stocks: FMB (+$10M), PCPI (+$9.9M), XOM (+$6.8M), IGIB, MUNI, VTES, RLY, SCHG, SPYG, IVV.
Started 48 new stock positions in DoorDash 0.000 15-May-2030, Envista Holdings Corporation, Integer Hldgs Corp Dbcv 1.875 3/1, FMB, IAUI, MPC, Parsons Corp 2.625 01-Mar-2029, OUNZ, SPYM, SCHR.
Reduced shares in these 10 stocks: FSMB (-$9.4M), , BRK.A, AMAT, MSFT, MRVL, NSA, TSM, IWR, GOOGL.
Sold out of its positions in AFL, APP, AROC, AZO, CAH, CLH, CW, ESE, Exxon Mobil Corporation, FESM.
XML Financial was a net buyer of stock by $22M.
XML Financial has $1.4B in assets under management (AUM), dropping by 1.28%.
Central Index Key (CIK): 0001800465

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Portfolio Holdings for XML Financial

XML Financial holds 463 positions in its portfolio as reported in the September 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)	4.4	$62M	+2%	1.7M	35.93	View chart
Ishares Tr Core Div Grwth (DGRO)	3.2	$44M		589k	75.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.1	$43M		1.3M	33.31	View chart
Apple (AAPL)	2.7	$38M		114k	333.02	View chart
Vanguard World Inf Tech Etf (VGT)	2.6	$37M		291k	125.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.5	$35M		277k	125.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.4	$34M		81k	416.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$30M	+4%	39k	765.86	View chart
Microsoft Corporation (MSFT)	2.0	$28M	-4%	55k	512.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.8	$25M	+2%	324k	76.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.7	$24M	-3%	226k	106.71	View chart
PIMCO Corporate Opportunity Fund (PTY)	1.4	$20M	+2%	1.8M	11.01	View chart
Pimco Etf Tr Inflation Plus (PCPI)	1.4	$19M	+103%	387k	50.16	View chart
Spdr Series Trust St Str Conv Etf (CWB)	1.3	$18M		180k	101.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$18M	-2%	35k	497.95	View chart
NVIDIA Corporation (NVDA)	1.2	$17M	+2%	76k	228.38	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.2	$17M		182k	91.80	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$16M		43k	380.84	View chart
Johnson & Johnson (JNJ)	1.2	$16M		61k	264.74	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$15M		104k	145.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$14M		210k	66.76	View chart
Ishares Tr U.s. Finls Etf (IYF)	1.0	$14M	-3%	110k	125.66	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.0	$14M	-4%	149k	92.05	View chart
JPMorgan Chase & Co. (JPM)	1.0	$13M	+2%	41k	330.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$13M	+4%	409k	32.53	View chart
Cisco Systems (CSCO)	0.9	$13M		122k	107.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$13M	+4%	52k	247.93	View chart
Amazon (AMZN)	0.9	$13M		52k	249.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$12M	+3%	45k	277.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.9	$12M	+5%	247k	48.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$12M	-6%	34k	344.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$12M		83k	137.68	View chart
Cohen & Steers REIT/P (RNP)	0.8	$11M	+2%	614k	18.65	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.8	$11M	-4%	135k	83.77	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.8	$11M	+4%	143k	78.42	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$11M		68k	160.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$11M	-2%	80k	136.04	View chart
Bank of America Corporation (BAC)	0.8	$11M		194k	54.43	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.7	$10M	NEW	213k	47.86	View chart
Qualcomm (QCOM)	0.7	$10M		55k	184.04	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.7	$9.6M	+3%	165k	57.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$9.4M		61k	155.20	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$9.0M	+5%	180k	50.21	View chart
Raytheon Technologies Corp (RTX)	0.6	$8.6M	-2%	47k	185.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$8.6M		12k	739.77	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.6	$8.4M		353k	23.75	View chart
Merck & Co (MRK)	0.6	$8.4M	-2%	58k	145.31	View chart
Amgen (AMGN)	0.5	$7.6M	-3%	18k	421.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.6M		22k	340.74	View chart
Exchange Listed Fds Tr Saba Opportunist (CEFS)	0.5	$7.2M	+7%	292k	24.52	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.5	$7.1M	+14%	25k	284.49	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$7.0M	+9%	168k	41.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$6.9M		33k	209.45	View chart
Chevron Corporation (CVX)	0.5	$6.9M	-3%	34k	204.21	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$6.8M	+64%	135k	50.35	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$6.8M	NEW	42k	162.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$6.7M	-4%	19k	356.89	View chart
Kinder Morgan (KMI)	0.5	$6.7M		221k	30.15	View chart
International Business Machines (IBM)	0.5	$6.5M		30k	219.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.5M		9.3k	700.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$6.3M		45k	142.26	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.5	$6.3M	-4%	310k	20.32	View chart
Global X Fds Dow 30 Co Ca Etf (DJIA)	0.4	$6.2M	+2%	279k	22.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$6.0M	-5%	7.9k	762.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$6.0M	+7%	46k	128.93	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$5.8M	+75%	117k	49.69	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.4	$5.6M	+2%	99k	55.95	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$5.5M	+6%	51k	108.70	View chart
Advanced Micro Devices (AMD)	0.4	$5.4M	-8%	8.8k	611.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$5.2M	+4%	50k	104.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$5.1M	-8%	66k	78.31	View chart
Emerson Electric (EMR)	0.4	$5.1M		33k	155.10	View chart
Verizon Communications (VZ)	0.4	$5.1M		111k	45.87	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$4.9M	+2%	13k	374.23	View chart
Broadcom (AVGO)	0.3	$4.5M		13k	351.18	View chart
Applied Materials (AMAT)	0.3	$4.4M	-30%	8.6k	511.40	View chart
At&t (T)	0.3	$4.4M		180k	24.40	View chart
Arista Networks Com Shs (ANET)	0.3	$4.3M	+9%	21k	203.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.3M	+5%	42k	103.89	View chart
Intel Corporation (INTC)	0.3	$4.3M	-7%	36k	120.23	View chart
Unilever Spon Adr New (UL)	0.3	$4.2M		70k	60.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$4.1M		138k	29.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$4.0M	+4%	20k	195.75	View chart
Enterprise Products Partners (EPD)	0.3	$3.9M	+5%	108k	35.61	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$3.8M		34k	112.24	View chart
Caterpillar (CAT)	0.3	$3.6M	+38%	4.5k	810.79	View chart
CVS Caremark Corporation (CVS)	0.3	$3.6M		42k	85.69	View chart
Phillips 66 (PSX)	0.3	$3.6M		14k	255.30	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.5M		7.0k	509.27	View chart
Goldman Sachs (GS)	0.2	$3.4M	+3%	3.7k	900.33	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.2	$3.3M	+109%	92k	36.19	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$3.2M	+2%	15k	216.07	View chart
Us Bancorp Com New (USB)	0.2	$3.2M		55k	57.76	View chart
Costco Wholesale Corporation (COST)	0.2	$3.1M	-8%	3.4k	910.48	View chart
Truist Financial Corp equities (TFC)	0.2	$3.0M		66k	46.30	View chart
Cummins (CMI)	0.2	$3.0M		5.8k	516.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.0M	-2%	41k	71.95	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$3.0M		51k	58.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.9M		27k	105.71	View chart
Bristol Myers Squibb (BMY)	0.2	$2.9M		46k	62.40	View chart
Union Pacific Corporation (UNP)	0.2	$2.8M	+2%	10k	272.14	View chart
Pfizer (PFE)	0.2	$2.7M	-6%	93k	28.52	View chart
Wal-Mart Stores (WMT)	0.2	$2.6M		25k	103.92	View chart
Meta Platforms Cl A (META)	0.2	$2.6M		3.6k	725.27	View chart
Newmont Mining Corporation (NEM)	0.2	$2.6M		22k	115.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.5M		27k	94.54	View chart
Abbvie (ABBV)	0.2	$2.5M	-2%	9.7k	261.60	View chart
Omega Healthcare Investors (OHI)	0.2	$2.5M		55k	46.31	View chart
Visa Com Cl A (V)	0.2	$2.5M	+3%	6.9k	359.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M		26k	94.99	View chart
United Parcel Svcs CL B (UPS)	0.2	$2.4M	-7%	26k	93.44	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$2.4M	+474%	25k	98.60	View chart
Dominion Resources (D)	0.2	$2.4M		39k	60.52	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$2.3M		50k	46.85	View chart
Micron Technology (MU)	0.2	$2.3M	-4%	2.2k	1064.93	View chart
Prudential Financial (PRU)	0.2	$2.3M		20k	113.58	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.2M	-57%	3.00	747005.00	View chart
Eli Lilly & Co. (LLY)	0.2	$2.2M		1.9k	1156.54	View chart
WESCO International (WCC)	0.2	$2.2M	-4%	6.2k	359.59	View chart
FedEx Corporation (FDX)	0.2	$2.2M		7.7k	285.09	View chart
L3harris Technologies (LHX)	0.2	$2.2M		9.1k	236.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.1M	-27%	4.7k	456.14	View chart
Home Depot (HD)	0.2	$2.1M	-3%	7.4k	284.46	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$2.1M		18k	116.97	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$2.0M	+20%	26k	77.85	View chart
Coca-Cola Company (KO)	0.1	$2.0M	-9%	23k	86.08	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.0M	+23%	11k	187.05	View chart
Oracle Corporation (ORCL)	0.1	$2.0M		15k	137.30	View chart
Gladstone Commercial Corporation (GOOD)	0.1	$1.9M	-5%	154k	12.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.9M	-8%	28k	70.61	View chart
Ge Aerospace Com New (GE)	0.1	$1.9M	-14%	6.2k	312.30	View chart
Public Storage (PSA)	0.1	$1.9M	+71%	6.8k	282.83	View chart
Amphenol Corp Cl A (APH)	0.1	$1.9M	+104%	23k	84.30	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$1.9M		48k	39.88	View chart
General Dynamics Corporation (GD)	0.1	$1.9M		5.7k	331.83	View chart
Dell Technologies CL C (DELL)	0.1	$1.9M	-11%	3.5k	537.89	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	-4%	4.6k	397.31	View chart
Tesla Motors (TSLA)	0.1	$1.8M	-15%	5.1k	354.80	View chart
Procter & Gamble Company (PG)	0.1	$1.8M	-10%	12k	145.28	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$1.7M		47k	36.65	View chart
Abbott Laboratories (ABT)	0.1	$1.7M	-3%	17k	98.83	View chart
Pepsi (PEP)	0.1	$1.7M		14k	126.72	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.1	$1.7M		42k	39.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.7M	-2%	15k	112.09	View chart
Boeing Company (BA)	0.1	$1.7M	+6%	8.9k	186.06	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.6M	+10%	27k	60.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M	+4%	7.1k	233.31	View chart
Barrick Mng Corp Com Shs (B)	0.1	$1.6M		40k	40.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.6M		3.2k	508.60	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.6M	-2%	2.4k	656.71	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$1.6M		39k	41.38	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$1.6M	-3%	12k	133.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		10k	152.08	View chart
McDonald's Corporation (MCD)	0.1	$1.6M	-4%	6.8k	230.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M		4.0k	382.08	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$1.5M		6.6k	231.52	View chart
AGCO Corporation (AGCO)	0.1	$1.5M		13k	114.23	View chart
Danaher Corporation (DHR)	0.1	$1.5M	-17%	6.8k	221.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	+2%	26k	56.22	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$1.4M	+2%	33k	44.00	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$1.3M	+19%	127k	10.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.3M		3.0k	431.67	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.2M	NEW	10k	123.09	View chart
Nextera Energy (NEE)	0.1	$1.2M	+7%	16k	75.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.2M		6.2k	193.76	View chart
Unum (UNM)	0.1	$1.2M		14k	87.73	View chart
Marriott Intl Cl A (MAR)	0.1	$1.2M	-2%	3.3k	355.64	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$1.2M	-30%	35k	32.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-4%	17k	66.79	View chart
CSX Corporation (CSX)	0.1	$1.1M	+9%	24k	46.51	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$1.1M		40k	28.22	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.1M	+93%	19k	59.51	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$1.1M		3.8k	292.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.1M	+128%	3.6k	304.64	View chart
Southern Company (SO)	0.1	$1.1M	-3%	13k	82.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		15k	70.51	View chart
Walt Disney Company (DIS)	0.1	$1.1M	-23%	10k	104.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.1M		22k	47.36	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$1.1M	+293%	7.8k	134.89	View chart
ConocoPhillips (COP)	0.1	$1.0M	+2%	8.3k	125.15	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.0M		34k	30.00	View chart
AmerisourceBergen (COR)	0.1	$1.0M	-7%	3.3k	300.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$981k	+9%	1.8k	551.47	View chart
Howmet Aerospace (HWM)	0.1	$954k	+45%	4.2k	226.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$952k	-7%	5.7k	166.80	View chart
Medtronic SHS (MDT)	0.1	$947k	-25%	11k	86.29	View chart
Lam Research Corp Com New (LRCX)	0.1	$944k	-8%	2.9k	328.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$937k	+62%	11k	84.96	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$926k		23k	39.56	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$924k	+26%	50k	18.55	View chart
Celestica (CLS)	0.1	$918k	-3%	2.5k	361.43	View chart
Ge Vernova (GEV)	0.1	$913k	-26%	960.00	950.49	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$902k	+4%	10k	89.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$896k		5.4k	166.29	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$894k	+3%	7.8k	113.95	View chart
Transunion (TRU)	0.1	$890k		15k	61.12	View chart
Capital One Financial (COF)	0.1	$889k	+3%	4.6k	193.08	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$886k	+27%	4.8k	184.81	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$885k		14k	61.63	View chart
Illinois Tool Works (ITW)	0.1	$884k	-2%	3.4k	257.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$878k		3.3k	264.90	View chart
Norfolk Southern (NSC)	0.1	$874k		2.8k	309.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$874k	+480%	3.3k	264.75	View chart
Monolithic Power Systems (MPWR)	0.1	$869k	-41%	645.00	1347.22	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$863k		25k	34.35	View chart
Altria (MO)	0.1	$851k		13k	67.34	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$839k	+160%	9.0k	93.69	View chart
Abcellera Biologics (ABCL)	0.1	$832k		57k	14.59	View chart
Caretrust Reit (CTRE)	0.1	$832k	+29%	23k	36.58	View chart
Emcor (EME)	0.1	$831k	-2%	1.1k	754.49	View chart
Nvent Elec SHS (NVT)	0.1	$829k	-16%	5.2k	160.37	View chart
Enbridge (ENB)	0.1	$828k	+9%	18k	46.49	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$822k	+5%	14k	57.82	View chart
TTM Technologies (TTMI)	0.1	$817k	+9%	6.6k	122.84	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$816k	+99%	14k	57.56	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$805k		41k	19.77	View chart
General Motors Company (GM)	0.1	$800k		10k	77.00	View chart
Etf Opportunities Trust Broo Cata Bd Etf (ILS)	0.1	$798k	-12%	40k	20.16	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$784k		7.8k	101.13	View chart
Targa Res Corp (TRGP)	0.1	$780k	+11%	2.9k	270.31	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.1	$780k	+2%	28k	28.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$776k	NEW	3.4k	228.35	View chart
Novartis Sponsored Adr (NVS)	0.1	$761k		5.3k	142.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$758k	+3%	6.9k	110.29	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$754k	-92%	39k	19.46	View chart
Booking Holdings (BKNG)	0.1	$753k		4.6k	162.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$752k		9.6k	78.29	View chart
Hldgs (UAL)	0.1	$744k		6.7k	110.95	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$736k		26k	28.46	View chart
Kimberly-Clark Corporation (KMB)	0.1	$736k	+5%	7.6k	97.43	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$731k	+5%	15k	49.11	View chart
Regions Financial Corporation (RF)	0.1	$731k		27k	26.88	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$730k	+6%	4.7k	154.64	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$729k		8.6k	84.84	View chart
GSK Sponsored Adr (GSK)	0.1	$728k		15k	48.17	View chart
Lumentum Hldgs (LITE)	0.1	$727k	+4%	748.00	971.26	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$726k	+38%	30k	24.07	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$725k	+30%	36k	20.06	View chart
Quanta Services (PWR)	0.1	$720k	+13%	1.1k	642.51	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$709k		15k	46.40	View chart
3M Company (MMM)	0.1	$709k	-12%	4.3k	164.15	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$703k	NEW	9.6k	73.40	View chart
Wells Fargo & Company (WFC)	0.0	$691k		8.6k	80.05	View chart
Clorox Company (CLX)	0.0	$687k	+3%	8.5k	81.01	View chart
Honeywell International (HON)	0.0	$686k	+3%	3.3k	210.94	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$680k	+97%	16k	41.54	View chart
American Express Company (AXP)	0.0	$679k	+28%	2.2k	304.09	View chart
Comcast Corp Cl A (CMCSA)	0.0	$679k		31k	21.76	View chart
Texas Instruments Incorporated (TXN)	0.0	$679k	+12%	2.4k	280.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$678k	+4%	3.7k	183.35	View chart
Stryker Corporation (SYK)	0.0	$675k	+4%	2.5k	275.39	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$666k	+7%	32k	21.14	View chart
General Mills (GIS)	0.0	$666k		21k	32.16	View chart
International Paper Company (IP)	0.0	$660k	-12%	20k	33.17	View chart
Rockwell Automation (ROK)	0.0	$648k		1.5k	435.33	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$637k	-8%	12k	54.63	View chart
Thermo Fisher Scientific (TMO)	0.0	$630k		933.00	675.07	View chart
Ies Hldgs (IESC)	0.0	$614k	+94%	1.9k	321.08	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$606k		6.8k	89.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$605k		12k	49.68	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$605k	+174%	15k	40.58	View chart
Cincinnati Financial Corporation (CINF)	0.0	$604k		3.8k	159.36	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$603k	-6%	11k	57.47	View chart
Waste Management (WM)	0.0	$600k	-22%	2.9k	203.92	View chart
Western Digital (WDC)	0.0	$599k	+6%	1.3k	454.46	View chart
Duke Energy Corp Com New (DUK)	0.0	$583k	+2%	5.1k	114.01	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$583k	+187%	6.2k	93.85	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$578k		6.1k	94.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$575k	+7%	7.4k	78.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$570k		8.1k	70.16	View chart
Philip Morris International (PM)	0.0	$553k		2.9k	190.81	View chart
Agnico (AEM)	0.0	$549k		3.0k	183.27	View chart
Wisdomtree Tr Interntnl Ai Enh (AIVI)	0.0	$544k	+5%	9.4k	57.80	View chart
TowneBank (TOWN)	0.0	$537k		15k	35.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$535k	NEW	2.6k	207.16	View chart
Global X Fds S&p 500 Qlt Etf (QDIV)	0.0	$534k	-53%	14k	38.24	View chart
McKesson Corporation (MCK)	0.0	$529k		620.00	853.45	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$521k		5.6k	92.64	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$517k	+35%	13k	41.42	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$515k	-44%	679.00	758.39	View chart
ClearBridge Energy MLP Fund (EMO)	0.0	$515k	+4%	10k	50.12	View chart
salesforce (CRM)	0.0	$514k	-29%	2.2k	229.57	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$511k		5.7k	90.11	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$510k	+38%	23k	22.69	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$508k	+13%	1.8k	276.98	View chart
Lowe's Companies (LOW)	0.0	$506k	-11%	2.7k	184.32	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$505k	NEW	18k	27.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$503k	NEW	4.8k	104.03	View chart
Frequency Electronics (FEIM)	0.0	$500k	-21%	5.9k	84.53	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$498k	+24%	20k	24.63	View chart
TJX Companies (TJX)	0.0	$496k		3.7k	132.31	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$490k	+25%	20k	24.48	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.0	$488k	+54%	15k	33.17	View chart
Parker-Hannifin Corporation (PH)	0.0	$488k	+32%	511.00	955.42	View chart
Amrize SHS (AMRZ)	0.0	$485k	-2%	13k	37.39	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$480k	-22%	7.3k	65.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$476k	+12%	782.00	609.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$474k		834.00	568.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$456k		5.2k	87.80	View chart
Republic Services (RSG)	0.0	$451k		2.2k	209.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$450k		4.6k	96.88	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$449k	-11%	2.3k	194.79	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$448k	+36%	18k	24.96	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	0.0	$445k	NEW	9.2k	48.32	View chart
UnitedHealth (UNH)	0.0	$444k		1.2k	367.28	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$442k		33k	13.61	View chart
Comfort Systems USA (FIX)	0.0	$440k	-8%	266.00	1654.09	View chart
M&T Bank Corporation (MTB)	0.0	$437k		2.0k	217.61	View chart
Target Corporation (TGT)	0.0	$423k	-5%	2.7k	156.69	View chart
State Street Corporation (STT)	0.0	$419k	-55%	2.4k	174.62	View chart
Realty Income (O)	0.0	$418k	-3%	7.7k	54.30	View chart
Ecolab (ECL)	0.0	$413k	+17%	1.5k	274.58	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$410k		2.2k	186.30	View chart
Carlisle Companies (CSL)	0.0	$406k	-29%	1.3k	322.17	View chart
Deere & Company (DE)	0.0	$401k		597.00	671.70	View chart
S&p Global (SPGI)	0.0	$400k	-38%	1.0k	394.47	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$399k	-11%	7.3k	55.03	View chart
Freeport Mcmoran CL B (FCX)	0.0	$397k	-6%	5.7k	70.00	View chart
Enova Intl (ENVA)	0.0	$396k	+106%	2.4k	167.11	View chart
Astrazeneca Ord (AZN)	0.0	$395k		2.4k	161.47	View chart
Valero Energy Corporation (VLO)	0.0	$394k		1.0k	387.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$387k		8.3k	46.40	View chart
American Tower Reit (AMT)	0.0	$386k	-21%	2.4k	163.69	View chart
Citigroup Com New (C)	0.0	$385k		3.0k	129.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$383k		8.0k	47.89	View chart
Ciena Corp Com New (CIEN)	0.0	$381k	+4%	1.1k	351.82	View chart
Omni (OMC)	0.0	$381k	-19%	5.2k	73.64	View chart
Williams Companies (WMB)	0.0	$381k	-13%	5.6k	67.97	View chart
Canadian Pacific Kansas City (CP)	0.0	$368k		4.3k	85.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$367k		2.4k	150.73	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$367k	+103%	2.4k	150.87	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$366k		7.8k	46.65	View chart
Kkr & Co (KKR)	0.0	$365k	-33%	4.0k	91.31	View chart
Bankwell Financial (BWFG)	0.0	$359k	NEW	5.5k	64.80	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$355k	+8%	8.6k	41.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$354k	+3%	1.5k	241.32	View chart
Eaton Corp SHS (ETN)	0.0	$352k	-3%	820.00	429.71	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$352k		3.7k	94.48	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$351k		19k	18.35	View chart
Starbucks Corporation (SBUX)	0.0	$350k		3.7k	93.95	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$348k		377.00	922.28	View chart
National HealthCare Corporation (NHC)	0.0	$345k	NEW	1.6k	219.51	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$343k		22k	15.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$341k	NEW	14k	23.70	View chart
Archer Daniels Midland Company (ADM)	0.0	$337k		4.3k	79.38	View chart
Honeywell Aerospace (HONA)	0.0	$337k	-30%	2.2k	154.97	View chart
Hut 8 Corp (HUT)	0.0	$334k		3.9k	86.10	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.0	$334k	+25%	6.5k	51.25	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$331k	+15%	8.0k	41.51	View chart
Ares Capital Corporation (ARCC)	0.0	$328k		17k	19.10	View chart
Welltower Inc Com reit (WELL)	0.0	$326k		1.4k	230.24	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$324k		12k	27.87	View chart
Kla Corp Com New (KLAC)	0.0	$323k	-17%	1.7k	194.93	View chart
Illumina (ILMN)	0.0	$320k	NEW	1.2k	273.68	View chart
Royal Caribbean Cruises (RCL)	0.0	$320k		1.2k	265.79	View chart
Motorola Solutions Com New (MSI)	0.0	$319k		715.00	446.11	View chart
Rivernorth Managed (RMM)	0.0	$319k	+2%	25k	12.54	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.0	$318k	+3%	6.8k	46.47	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.0	$315k	-8%	1.1k	280.00	View chart
Corning Incorporated (GLW)	0.0	$310k	-26%	2.0k	153.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$309k		3.4k	89.63	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.0	$303k		2.5k	122.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$303k		2.9k	103.06	View chart
Oscar Health Cl A (OSCR)	0.0	$303k	NEW	9.8k	30.84	View chart
LMP Capital and Income Fund (SCD)	0.0	$303k		21k	14.74	View chart
Kinross Gold Corp (KGC)	0.0	$302k		13k	24.08	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$299k		15k	20.39	View chart
Dt Midstream Common Stock (DTM)	0.0	$299k		2.5k	119.47	View chart
Blackrock (BLK)	0.0	$297k	-18%	281.00	1058.29	View chart
American Electric Power Company (AEP)	0.0	$297k		2.5k	118.64	View chart
Sezzle (SEZL)	0.0	$292k	-21%	2.7k	108.04	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	0.0	$291k	-3%	6.0k	48.67	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$291k	+13%	53k	5.44	View chart
Morgan Stanley Com New (MS)	0.0	$290k	+3%	1.5k	188.08	View chart
Allstate Corporation (ALL)	0.0	$287k		1.3k	221.86	View chart
Argan (AGX)	0.0	$287k	-42%	760.00	377.95	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.0	$287k		5.1k	56.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$283k	-3%	2.8k	100.57	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$282k	+4%	6.3k	44.75	View chart
Dow (DOW)	0.0	$282k	-3%	10k	27.54	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$281k	-24%	2.6k	109.38	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.0	$276k		15k	18.42	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$274k		4.0k	68.52	View chart
Tema Etf Trust Space Innov Etf (NASA)	0.0	$274k		11k	23.96	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$264k	-4%	3.8k	69.43	View chart
Shell Spon Ads (SHEL)	0.0	$264k		2.8k	95.05	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$264k	-4%	2.4k	108.29	View chart
Global X Fds Global X Silver (SIL)	0.0	$262k		3.1k	86.01	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.0	$262k		24k	11.01	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$257k	NEW	6.2k	41.27	View chart
Cloudflare Cl A Com (NET)	0.0	$254k	NEW	730.00	347.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$252k	-3%	5.0k	50.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$247k	-2%	1.2k	208.02	View chart
RPM International (RPM)	0.0	$247k		2.5k	98.67	View chart
DTE Energy Company (DTE)	0.0	$244k		2.0k	121.80	View chart
Equinox Gold Corp equities (EQX)	0.0	$243k	NEW	22k	11.11	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$243k	NEW	6.1k	39.90	View chart
Lucid Diagnostics (LUCD)	0.0	$243k		323k	0.75	View chart
PNC Financial Services (PNC)	0.0	$243k		1.1k	222.33	View chart
Eagle Ban (EGBN)	0.0	$242k		8.7k	27.79	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$241k		3.3k	72.87	View chart
PPL Corporation (PPL)	0.0	$237k	+5%	7.2k	32.89	View chart
Saul Centers (BFS)	0.0	$236k		7.8k	30.08	View chart
Alamos Gold Com Cl A (AGI)	0.0	$233k		7.2k	32.39	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.0	$231k		12k	19.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$229k		1.9k	119.83	View chart
Franklin Resources (BEN)	0.0	$226k		7.1k	32.12	View chart
Arteris (AIP)	0.0	$226k	NEW	9.5k	23.64	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$225k		4.0k	56.32	View chart
Ligand Pharmaceuticals Com New (LGND)	0.0	$225k	NEW	721.00	312.37	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$224k		25k	9.09	View chart
Paysign (PAYS)	0.0	$223k	NEW	17k	13.48	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$220k	NEW	2.5k	89.75	View chart
Fidelity Ethereum SHS (FETH)	0.0	$220k	NEW	8.3k	26.57	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$219k		2.2k	100.85	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$219k	NEW	4.2k	51.76	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$219k		9.6k	22.82	View chart
Constellation Energy (CEG)	0.0	$217k	+4%	852.00	254.05	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.0	$215k	-11%	6.2k	35.02	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$215k	NEW	4.7k	45.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$215k	+9%	4.9k	44.09	View chart
Eaton Vance Mun Income Term SHS (ETX)	0.0	$214k	NEW	12k	17.55	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.0	$211k		1.1k	195.60	View chart
Netflix (NFLX)	0.0	$210k	-8%	3.0k	69.58	View chart
Ero Copper Corp (ERO)	0.0	$209k	NEW	5.7k	36.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$207k	NEW	3.5k	59.32	View chart
Vicor Corporation (VICR)	0.0	$207k	NEW	715.00	288.94	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$206k	-2%	23k	8.96	View chart
Constellation Brands Cl A (STZ)	0.0	$206k	-44%	1.8k	113.06	View chart
Marathon Petroleum Corp (MPC)	0.0	$204k	NEW	517.00	395.42	View chart
Weyerhaeuser Com New (WY)	0.0	$203k		11k	19.05	View chart
Nike CL B (NKE)	0.0	$200k	NEW	5.7k	35.40	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.0	$186k	NEW	23k	8.10	View chart
Iovance Biotherapeutics (IOVA)	0.0	$185k		13k	14.82	View chart
Npk International Com Shs (NPKI)	0.0	$180k	-42%	16k	11.42	View chart
Federated Premier Municipal Income (FMN)	0.0	$177k		18k	9.85	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$176k	+50%	15k	11.70	View chart
Hecla Mining Company (HL)	0.0	$174k	-11%	10k	17.03	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$166k	+27%	18k	9.40	View chart
DNP Select Income Fund (DNP)	0.0	$165k		17k	9.57	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$156k		14k	11.05	View chart
Calamos Global Dynamic Income Fund (CHW)	0.0	$139k		17k	8.07	View chart
Voya Asia Pacific High Div Equity Income Fund (IAE)	0.0	$138k		16k	8.89	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$138k	-48%	13k	10.61	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$129k	NEW	13k	9.95	View chart
Opendoor Technologies (OPEN)	0.0	$107k		45k	2.37	View chart
Prospect Capital Corporation (PSEC)	0.0	$100k	-7%	48k	2.08	View chart
Macrogenics (MGNX)	0.0	$96k		25k	3.86	View chart
Merit Med Sys Note 3.000% 2/0	0.0	$36k	NEW	31k	1.16	View chart
Livanova Note 2.500% 3/1	0.0	$36k	NEW	28k	1.28	View chart
Box Note 1.500% 9/1	0.0	$30k	NEW	29k	1.04	View chart
Doordash Note 5/1	0.0	$30k	NEW	31k	0.95	View chart
Datadog Note 12/0	0.0	$27k	NEW	19k	1.44	View chart
Parsons Corp Del Note 2.625% 3/0	0.0	$25k	NEW	27k	0.94	View chart
Alliant Energy Corp Note 3.250% 5/3	0.0	$25k	NEW	25k	1.00	View chart
Greenbrier Cos Note 2.875% 4/1	0.0	$23k	NEW	22k	1.04	View chart
Blackline Note 1.000% 6/0	0.0	$22k	NEW	25k	0.89	View chart
Akamai Technologies Note 0.375% 9/0	0.0	$22k	NEW	20k	1.11	View chart
Pg&e Corp Note 4.250%12/0	0.0	$22k	NEW	22k	0.98	View chart
Winnebago Inds Note 3.250% 1/1	0.0	$19k	NEW	22k	0.88	View chart
Envista Holdings Corporation Note 1.750% 8/1	0.0	$18k	NEW	19k	0.96	View chart
Integer Hldgs Corp DBCV 1.875% 3/1	0.0	$14k	NEW	14k	1.02	View chart
Southern Note 3.250% 6/1	0.0	$14k	NEW	14k	0.97	View chart

Past Filings by XML Financial

SEC 13F filings are viewable for XML Financial going back to 2019

XML Financial 2026 Q3 filed Oct. 29, 2026
XML Financial 2026 Q2 filed July 24, 2026
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

View all past filings

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