XML Financial
Latest statistics and disclosures from XML Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, DGRO, SCHV, VGT, IWF, and represent 15.63% of XML Financial's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$31M), IWF (+$26M), FSMB (+$10M), Pimco Etf Tr (+$9.5M), VO (+$8.5M), DJIA, BRK.A, BSV, IGIB, PTY.
- Started 45 new stock positions in STX, GSBD, STT, NASA, IBB, FSMB, URI, HUT, CB, MGM.
- Reduced shares in these 10 stocks: GCOR (-$15M), FUMB (-$10M), VCIT (-$6.0M), QDIV, CRS, KJUL, CAT, Honeywell International, INTC, SPLV.
- Sold out of its positions in BNY, BAH, CRS, COMP, EMN, F, FUTU, GCOR, Honeywell International, SLV. JEPQ, KVUE, OXY, ONDS, RMI, ROP, MTN, OUNZ, WHR.
- XML Financial was a net buyer of stock by $67M.
- XML Financial has $1.4B in assets under management (AUM), dropping by 10.92%.
- Central Index Key (CIK): 0001800465
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Portfolio Holdings for XML Financial
XML Financial holds 447 positions in its portfolio as reported in the June 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) | 4.1 | $57M | +3% | 1.7M | 33.84 |
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| Ishares Tr Core Div Grwth (DGRO) | 3.2 | $44M | 586k | 75.79 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.2 | $44M | 1.3M | 34.81 |
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| Vanguard World Inf Tech Etf (VGT) | 2.5 | $35M | +704% | 293k | 119.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.5 | $35M | +296% | 281k | 124.17 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.4 | $34M | 82k | 409.50 |
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| Apple (AAPL) | 2.4 | $34M | 116k | 289.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $28M | +3% | 37k | 748.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $26M | 234k | 110.32 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.8 | $25M | +16% | 317k | 77.91 |
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| Microsoft Corporation (MSFT) | 1.6 | $22M | +3% | 58k | 373.02 |
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| PIMCO Corporate Opportunity Fund (PTY) | 1.5 | $21M | +10% | 1.8M | 12.03 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 1.4 | $20M | -2% | 182k | 107.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $18M | +6% | 36k | 500.39 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 1.3 | $18M | 183k | 96.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $16M | 43k | 368.38 |
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| Johnson & Johnson (JNJ) | 1.1 | $15M | -3% | 61k | 253.97 |
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| NVIDIA Corporation (NVDA) | 1.1 | $15M | +10% | 74k | 200.09 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.1 | $15M | 104k | 141.89 |
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| Ishares Tr U.s. Finls Etf (IYF) | 1.1 | $15M | 114k | 127.51 |
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| Cisco Systems (CSCO) | 1.0 | $14M | -4% | 122k | 117.46 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 1.0 | $14M | -2% | 156k | 90.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | 36k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $13M | 40k | 327.33 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.9 | $13M | +2% | 208k | 62.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $13M | 43k | 300.45 |
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| Amazon (AMZN) | 0.9 | $13M | -2% | 53k | 238.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $12M | -3% | 391k | 31.71 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $12M | 83k | 146.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $12M | 50k | 242.43 |
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| Cohen & Steers REIT/P (RNP) | 0.9 | $12M | +6% | 599k | 20.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $12M | -3% | 81k | 148.31 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.9 | $12M | +3% | 233k | 50.84 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $11M | 68k | 164.60 |
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| Bank of America Corporation (BAC) | 0.8 | $11M | -3% | 196k | 56.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $11M | +336% | 136k | 80.57 |
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| Spdr Index Shs Fds St Str Sp N Am (NANR) | 0.8 | $11M | +12% | 142k | 75.50 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.8 | $10M | NEW | 519k | 19.99 |
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| Qualcomm (QCOM) | 0.7 | $10M | -9% | 55k | 184.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $9.6M | -2% | 61k | 158.03 |
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| Pimco Etf Tr Inflation Plus | 0.7 | $9.5M | NEW | 190k | 50.27 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.7 | $9.4M | -9% | 159k | 59.31 |
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| Applied Materials (AMAT) | 0.7 | $9.0M | -10% | 13k | 723.02 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $9.0M | -6% | 48k | 189.73 |
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| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.6 | $8.8M | 355k | 24.88 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.6 | $8.6M | 171k | 50.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $8.6M | 12k | 736.42 |
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| International Business Machines (IBM) | 0.6 | $8.2M | -3% | 29k | 281.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.9M | 22k | 353.33 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $7.8M | -3% | 20k | 393.96 |
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| Merck & Co (MRK) | 0.6 | $7.6M | -3% | 59k | 128.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $7.2M | 32k | 221.20 |
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| Kinder Morgan (KMI) | 0.5 | $7.0M | -5% | 220k | 31.97 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.5 | $6.9M | +16% | 270k | 25.64 |
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| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.5 | $6.8M | +4% | 323k | 21.06 |
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| Amgen (AMGN) | 0.5 | $6.8M | -3% | 19k | 362.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $6.6M | +5% | 22k | 303.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.4M | +3% | 9.3k | 686.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $6.3M | +4% | 8.4k | 746.81 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.5 | $6.2M | +10% | 153k | 40.79 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $6.1M | 44k | 137.53 |
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| Global X Fds Dow 30 Co Ca Etf (DJIA) | 0.4 | $6.0M | +352% | 272k | 22.14 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $6.0M | -50% | 72k | 82.65 |
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| Chevron Corporation (CVX) | 0.4 | $5.8M | -2% | 35k | 165.76 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.4 | $5.8M | -5% | 97k | 59.35 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.7M | -5% | 42k | 136.72 |
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| Advanced Micro Devices (AMD) | 0.4 | $5.6M | -8% | 9.7k | 580.89 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $5.5M | +19% | 43k | 127.81 |
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| Intel Corporation (INTC) | 0.4 | $5.4M | -21% | 39k | 139.63 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $5.2M | +250% | 7.00 | 748850.00 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $5.1M | 48k | 106.47 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $5.1M | +7% | 48k | 106.31 |
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| Broadcom (AVGO) | 0.4 | $4.8M | -11% | 13k | 377.74 |
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| Emerson Electric (EMR) | 0.3 | $4.8M | -5% | 34k | 143.15 |
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| Verizon Communications (VZ) | 0.3 | $4.8M | -5% | 113k | 42.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.7M | +23% | 13k | 370.04 |
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| CVS Caremark Corporation (CVS) | 0.3 | $4.4M | -6% | 42k | 103.45 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.4M | +419% | 82k | 53.17 |
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| Cummins (CMI) | 0.3 | $4.2M | -6% | 5.9k | 713.21 |
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| Unilever Spon Adr New (UL) | 0.3 | $4.2M | -15% | 70k | 60.12 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $4.1M | 136k | 30.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.1M | -2% | 40k | 103.88 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $4.1M | +9% | 34k | 121.42 |
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| At&t (T) | 0.3 | $3.8M | -7% | 184k | 20.70 |
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| Enterprise Products Partners (EPD) | 0.3 | $3.8M | -9% | 102k | 36.76 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $3.7M | +15% | 19k | 190.52 |
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| Goldman Sachs (GS) | 0.3 | $3.7M | -5% | 3.6k | 1011.45 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $3.5M | 6.9k | 509.49 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $3.5M | +21% | 67k | 52.60 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.5M | 3.7k | 935.45 |
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| Caterpillar (CAT) | 0.2 | $3.4M | -38% | 3.2k | 1064.90 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.3M | -3% | 67k | 49.82 |
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| Us Bancorp Com New (USB) | 0.2 | $3.3M | +6% | 55k | 60.40 |
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| Arista Networks Com Shs (ANET) | 0.2 | $3.3M | 19k | 169.88 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.3M | +3% | 42k | 77.11 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.2 | $3.2M | 51k | 63.85 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.2M | 15k | 217.93 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.1M | -6% | 6.4k | 477.57 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $3.0M | 28k | 107.50 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.8M | 25k | 113.26 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.8M | -2% | 27k | 103.96 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.7M | -3% | 7.2k | 373.76 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.7M | 9.9k | 271.99 |
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| Home Depot (HD) | 0.2 | $2.7M | -6% | 7.6k | 352.64 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.7M | -9% | 46k | 57.62 |
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| Dominion Resources (D) | 0.2 | $2.6M | 39k | 68.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.6M | +10% | 26k | 98.98 |
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| Omega Healthcare Investors (OHI) | 0.2 | $2.6M | -6% | 55k | 47.68 |
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| Micron Technology (MU) | 0.2 | $2.6M | +14% | 2.3k | 1154.06 |
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| L3harris Technologies (LHX) | 0.2 | $2.6M | 9.0k | 290.59 |
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| Tesla Motors (TSLA) | 0.2 | $2.5M | +3% | 6.0k | 420.59 |
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| Abbvie (ABBV) | 0.2 | $2.5M | 10k | 251.64 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $2.5M | +2% | 51k | 49.18 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.5M | 26k | 95.44 |
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| FedEx Corporation (FDX) | 0.2 | $2.4M | -6% | 7.7k | 313.13 |
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| Pfizer (PFE) | 0.2 | $2.4M | -15% | 99k | 24.08 |
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| Phillips 66 (PSX) | 0.2 | $2.3M | -10% | 14k | 169.04 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | +20% | 1.9k | 1199.35 |
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| Visa Com Cl A (V) | 0.2 | $2.3M | +7% | 6.7k | 343.09 |
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| WESCO International (WCC) | 0.2 | $2.2M | 6.5k | 345.43 |
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| Prudential Financial (PRU) | 0.2 | $2.2M | 20k | 107.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.1M | +21% | 30k | 71.25 |
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| Oracle Corporation (ORCL) | 0.2 | $2.1M | 15k | 146.55 |
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| Coca-Cola Company (KO) | 0.2 | $2.1M | +8% | 26k | 81.27 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $2.1M | 18k | 117.02 |
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| Newmont Mining Corporation (NEM) | 0.2 | $2.1M | -9% | 22k | 93.40 |
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| Meta Platforms Cl A (META) | 0.1 | $2.0M | -7% | 3.6k | 563.24 |
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| Procter & Gamble Company (PG) | 0.1 | $2.0M | +7% | 14k | 146.64 |
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| General Dynamics Corporation (GD) | 0.1 | $2.0M | 5.7k | 354.24 |
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| Gladstone Commercial Corporation (GOOD) | 0.1 | $2.0M | -14% | 162k | 12.30 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.9M | +4% | 11k | 176.32 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $1.9M | +8% | 48k | 40.15 |
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| McDonald's Corporation (MCD) | 0.1 | $1.9M | -3% | 7.1k | 270.31 |
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| Pepsi (PEP) | 0.1 | $1.8M | +3% | 14k | 135.40 |
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| Boeing Company (BA) | 0.1 | $1.8M | -4% | 8.4k | 216.48 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $1.8M | -2% | 47k | 38.10 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | -14% | 15k | 117.67 |
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| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.1 | $1.8M | -7% | 42k | 41.93 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.8M | -2% | 2.5k | 703.34 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $1.7M | -60% | 51k | 33.97 |
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| Dell Technologies CL C (DELL) | 0.1 | $1.7M | -37% | 3.9k | 431.49 |
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| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.1 | $1.7M | 38k | 44.00 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.7M | 3.2k | 522.45 |
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| Palo Alto Networks (PANW) | 0.1 | $1.7M | +18% | 4.8k | 341.02 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.6M | +3% | 10k | 156.31 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +7% | 18k | 90.74 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.6M | +160% | 21k | 75.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.6M | -5% | 6.8k | 236.61 |
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| AGCO Corporation (AGCO) | 0.1 | $1.6M | 13k | 119.70 |
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| Danaher Corporation (DHR) | 0.1 | $1.6M | +4% | 8.2k | 190.49 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.6M | 6.5k | 240.97 |
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| Ge Vernova (GEV) | 0.1 | $1.5M | -13% | 1.3k | 1174.86 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.5M | -9% | 1.1k | 1382.36 |
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| Ssga Active Etf Tr St Str Real Etf (RLY) | 0.1 | $1.5M | +20% | 44k | 34.51 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $1.5M | -15% | 41k | 36.73 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $1.5M | +4% | 32k | 46.99 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $1.5M | +40% | 25k | 60.29 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $1.5M | -4% | 40k | 37.12 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.5M | 4.0k | 365.87 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.5M | -16% | 26k | 56.48 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.4M | +3% | 12k | 112.32 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | +7% | 3.1k | 433.33 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | -7% | 15k | 87.77 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | -2% | 14k | 96.25 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $1.3M | -20% | 106k | 12.12 |
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| Southern Company (SO) | 0.1 | $1.3M | -14% | 13k | 95.71 |
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| Public Storage (PSA) | 0.1 | $1.3M | -11% | 4.0k | 318.30 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.3M | 3.0k | 426.41 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.2M | 3.4k | 370.63 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.2M | -6% | 18k | 68.41 |
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| Unum (UNM) | 0.1 | $1.2M | 14k | 89.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | 3.8k | 306.29 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.2M | 6.2k | 188.09 |
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| Medtronic SHS (MDT) | 0.1 | $1.2M | -7% | 15k | 78.23 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +99% | 22k | 50.58 |
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| TTM Technologies (TTMI) | 0.1 | $1.1M | +25% | 6.0k | 187.02 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.1M | -49% | 15k | 74.90 |
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| Marvell Technology (MRVL) | 0.1 | $1.1M | 3.8k | 297.89 |
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| Global X Fds S&p 500 Qlt Etf (QDIV) | 0.1 | $1.1M | -79% | 30k | 37.24 |
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| CSX Corporation (CSX) | 0.1 | $1.1M | 22k | 47.53 |
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| Argan (AGX) | 0.1 | $1.1M | +14% | 1.3k | 798.55 |
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| Transunion (TRU) | 0.1 | $1.1M | 15k | 72.14 |
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| Nvent Elec SHS (NVT) | 0.1 | $1.0M | +56% | 6.2k | 169.61 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $1.0M | -2% | 25k | 40.72 |
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| AmerisourceBergen (COR) | 0.1 | $1.0M | -26% | 3.6k | 282.98 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | -16% | 8.7k | 116.67 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.0M | +5% | 6.2k | 163.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $987k | 34k | 29.43 |
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| Celestica (CLS) | 0.1 | $963k | 2.6k | 364.80 |
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| Illinois Tool Works (ITW) | 0.1 | $955k | -5% | 3.5k | 270.50 |
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| Emcor (EME) | 0.1 | $935k | 1.1k | 829.88 |
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| State Street Corporation (STT) | 0.1 | $924k | NEW | 5.4k | 169.60 |
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| Hldgs (UAL) | 0.1 | $914k | 6.7k | 135.99 |
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| Altria (MO) | 0.1 | $912k | +2% | 13k | 71.95 |
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| Norfolk Southern (NSC) | 0.1 | $904k | -3% | 2.9k | 314.59 |
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| Capital One Financial (COF) | 0.1 | $895k | +55% | 4.5k | 200.61 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $895k | -4% | 23k | 38.23 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $892k | -7% | 20k | 44.47 |
|
| Etf Opportunities Trust Broo Cata Bd Etf (ILS) | 0.1 | $891k | +4% | 45k | 19.67 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $885k | +5% | 5.4k | 164.27 |
|
| Enbridge (ENB) | 0.1 | $881k | 16k | 54.21 |
|
|
| International Paper Company (IP) | 0.1 | $863k | -39% | 23k | 38.10 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $859k | 9.7k | 88.65 |
|
|
| ConocoPhillips (COP) | 0.1 | $848k | -9% | 8.2k | 103.96 |
|
| Waste Management (WM) | 0.1 | $847k | -5% | 3.8k | 222.90 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $846k | 3.4k | 252.23 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $843k | 5.4k | 156.72 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $837k | +6% | 1.6k | 513.60 |
|
| Regions Financial Corporation (RF) | 0.1 | $827k | 27k | 30.20 |
|
|
| Spdr Series Trust St Str Pfd Etf (PSK) | 0.1 | $823k | 27k | 30.53 |
|
|
| Booking Holdings (BKNG) | 0.1 | $816k | +2530% | 4.6k | 178.24 |
|
| 3M Company (MMM) | 0.1 | $798k | -5% | 4.9k | 161.91 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $796k | -3% | 15k | 52.42 |
|
| Western Digital (WDC) | 0.1 | $794k | -3% | 1.2k | 638.72 |
|
| Ishares Tr North Amern Nat (IGE) | 0.1 | $792k | +5% | 14k | 56.18 |
|
| General Motors Company (GM) | 0.1 | $789k | -16% | 10k | 77.08 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $787k | +9% | 7.2k | 109.77 |
|
| Howmet Aerospace (HWM) | 0.1 | $781k | -19% | 2.9k | 268.86 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $780k | 4.4k | 176.67 |
|
|
| Clorox Company (CLX) | 0.1 | $779k | +54% | 8.2k | 95.44 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $779k | 9.6k | 81.06 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $776k | +5% | 13k | 57.84 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $775k | -10% | 32k | 24.55 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $771k | -3% | 40k | 19.12 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $761k | -9% | 7.8k | 98.20 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $757k | +3% | 1.2k | 623.59 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $750k | +103% | 3.7k | 200.03 |
|
| Spdr Index Shs Fds St Dow Globa Etf (RWO) | 0.1 | $749k | -4% | 15k | 49.71 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $747k | -3% | 7.6k | 98.25 |
|
| Franklin Templeton Etf Tr Income Focus Etf (INCM) | 0.1 | $746k | -23% | 26k | 28.86 |
|
| Stryker Corporation (SYK) | 0.1 | $737k | -20% | 2.3k | 314.84 |
|
| Rockwell Automation (ROK) | 0.1 | $737k | -6% | 1.5k | 495.08 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $730k | 6.6k | 110.15 |
|
|
| General Mills (GIS) | 0.1 | $729k | -25% | 21k | 34.80 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $723k | -24% | 39k | 18.43 |
|
| Wells Fargo & Company (WFC) | 0.1 | $721k | -4% | 8.7k | 82.64 |
|
| Ies Hldgs (IESC) | 0.1 | $721k | +5% | 981.00 | 734.66 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $711k | -2% | 2.6k | 271.95 |
|
| Amrize SHS (AMRZ) | 0.1 | $709k | +34% | 13k | 53.30 |
|
| Quanta Services (PWR) | 0.1 | $709k | +17% | 985.00 | 720.04 |
|
| Caretrust Reit (CTRE) | 0.1 | $707k | +76% | 18k | 40.35 |
|
| Corning Incorporated (GLW) | 0.1 | $704k | +63% | 2.8k | 255.46 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $703k | 8.4k | 83.31 |
|
|
| Honeywell International (HON) | 0.1 | $700k | NEW | 3.1k | 223.90 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $698k | 3.8k | 185.15 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $693k | +21% | 2.6k | 268.14 |
|
| Honeywell Aerospace (HONA) | 0.1 | $691k | NEW | 3.1k | 221.08 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $686k | +8% | 14k | 48.66 |
|
| Lowe's Companies (LOW) | 0.0 | $683k | -18% | 3.1k | 220.52 |
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.0 | $678k | -5% | 13k | 53.26 |
|
| S&p Global (SPGI) | 0.0 | $675k | +76% | 1.7k | 407.30 |
|
| Carlisle Companies (CSL) | 0.0 | $649k | +5% | 1.8k | 362.75 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $642k | -9% | 2.2k | 298.06 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $636k | +11% | 29k | 21.80 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $633k | -4% | 5.0k | 126.58 |
|
| Lumentum Hldgs (LITE) | 0.0 | $616k | +13% | 718.00 | 858.06 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $607k | +51% | 8.3k | 73.41 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $606k | +2% | 9.5k | 64.01 |
|
| Kla Corp Com New (KLAC) | 0.0 | $605k | +1026% | 2.0k | 301.71 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $594k | 12k | 48.81 |
|
|
| Sezzle (SEZL) | 0.0 | $591k | +6% | 3.4k | 171.63 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $589k | -40% | 11k | 52.65 |
|
| American Express Company (AXP) | 0.0 | $586k | 1.7k | 338.24 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $583k | -7% | 6.1k | 94.93 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $579k | +70% | 6.8k | 85.49 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $579k | +12% | 28k | 20.84 |
|
| Comfort Systems USA (FIX) | 0.0 | $577k | -2% | 291.00 | 1981.95 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $562k | NEW | 9.6k | 58.26 |
|
| TJX Companies (TJX) | 0.0 | $560k | +27% | 3.7k | 151.50 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $549k | +18% | 22k | 25.19 |
|
| Kkr & Co (KKR) | 0.0 | $548k | +9% | 6.0k | 91.79 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $547k | 6.8k | 80.82 |
|
|
| TowneBank (TOWN) | 0.0 | $546k | 15k | 36.24 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $534k | -32% | 833.00 | 640.83 |
|
| Philip Morris International (PM) | 0.0 | $523k | 2.9k | 180.91 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $517k | -4% | 6.8k | 75.51 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $515k | NEW | 3.4k | 151.00 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $510k | +8% | 1.0k | 490.56 |
|
| Mainstay Definedterm Mn Opp (MMD) | 0.0 | $504k | 33k | 15.50 |
|
|
| Wisdomtree Tr Interntnl Ai Enh (AIVI) | 0.0 | $503k | 8.9k | 56.30 |
|
|
| UnitedHealth (UNH) | 0.0 | $502k | -13% | 1.2k | 415.57 |
|
| Frequency Electronics (FEIM) | 0.0 | $498k | +15% | 7.5k | 66.35 |
|
| salesforce (CRM) | 0.0 | $495k | -14% | 3.2k | 156.66 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $494k | +471% | 5.6k | 87.91 |
|
| Realty Income (O) | 0.0 | $492k | 7.9k | 61.96 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $491k | +470% | 5.7k | 86.14 |
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $491k | +6% | 9.8k | 50.10 |
|
| American Tower Reit (AMT) | 0.0 | $488k | 3.0k | 163.57 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $487k | NEW | 1.6k | 302.70 |
|
| Williams Companies (WMB) | 0.0 | $483k | 6.5k | 74.34 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $477k | NEW | 1.6k | 302.97 |
|
| M&T Bank Corporation (MTB) | 0.0 | $475k | 2.0k | 238.02 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $474k | -17% | 1.4k | 334.83 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $473k | -9% | 943.00 | 501.29 |
|
| McKesson Corporation (MCK) | 0.0 | $468k | 620.00 | 754.92 |
|
|
| Omni (OMC) | 0.0 | $466k | 6.4k | 72.83 |
|
|
| Agnico (AEM) | 0.0 | $465k | +11% | 3.0k | 155.13 |
|
| Astrazeneca Ord (AZN) | 0.0 | $464k | -5% | 2.4k | 189.62 |
|
| Republic Services (RSG) | 0.0 | $458k | 2.2k | 213.08 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $457k | +3% | 697.00 | 655.89 |
|
| Fidelity Covington Trust Enhanced Sml Cap (FESM) | 0.0 | $452k | 9.4k | 48.29 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $452k | -23% | 3.2k | 139.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $448k | 4.6k | 96.58 |
|
|
| Abcellera Biologics (ABCL) | 0.0 | $448k | +35% | 57k | 7.85 |
|
| Hut 8 Corp (HUT) | 0.0 | $448k | NEW | 3.9k | 115.44 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $441k | +57% | 3.5k | 124.43 |
|
| Npk International Com Shs (NPKI) | 0.0 | $437k | +120% | 28k | 15.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $434k | NEW | 569.00 | 763.14 |
|
| Innovator Etfs Trust Us Eqty Buf Oct (BOCT) | 0.0 | $434k | -3% | 8.2k | 53.02 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $433k | -6% | 4.0k | 107.62 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $432k | 4.3k | 101.31 |
|
|
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.0 | $423k | +20% | 16k | 26.05 |
|
| Citigroup Com New (C) | 0.0 | $422k | 3.0k | 139.96 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $414k | NEW | 7.1k | 58.20 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $409k | +19% | 16k | 25.75 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $408k | NEW | 1.2k | 333.33 |
|
| Lennox International (LII) | 0.0 | $400k | NEW | 698.00 | 573.16 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $399k | 2.2k | 181.15 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $384k | 5.1k | 75.45 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $384k | 1.2k | 317.45 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $382k | 2.5k | 155.59 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $381k | +22% | 6.1k | 62.89 |
|
| Starbucks Corporation (SBUX) | 0.0 | $379k | 3.7k | 102.20 |
|
|
| Deere & Company (DE) | 0.0 | $379k | -10% | 597.00 | 634.47 |
|
| Clean Harbors (CLH) | 0.0 | $379k | 1.3k | 298.75 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.0 | $378k | 8.3k | 45.33 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $378k | +4% | 386.00 | 978.12 |
|
| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $376k | 7.8k | 47.97 |
|
|
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.0 | $376k | +22% | 3.0k | 127.34 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $375k | 4.3k | 86.65 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $375k | 16k | 23.16 |
|
|
| Target Corporation (TGT) | 0.0 | $372k | -5% | 2.8k | 130.61 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $371k | 8.0k | 46.41 |
|
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.0 | $370k | 19k | 19.06 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $367k | 2.5k | 146.74 |
|
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.0 | $367k | +17% | 9.2k | 40.01 |
|
| Rivernorth Managed (RMM) | 0.0 | $365k | -40% | 25k | 14.78 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $364k | NEW | 377.00 | 964.12 |
|
| Eaton Corp SHS (ETN) | 0.0 | $362k | 850.00 | 426.12 |
|
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $361k | 3.7k | 96.56 |
|
|
| Ecolab (ECL) | 0.0 | $358k | -2% | 1.3k | 278.61 |
|
| Global X Fds Russell 2000 (RYLD) | 0.0 | $354k | -11% | 22k | 15.99 |
|
| Tema Etf Trust Space Innov Etf (NASA) | 0.0 | $347k | NEW | 11k | 30.38 |
|
| Lucid Diagnostics (LUCD) | 0.0 | $346k | +44% | 323k | 1.07 |
|
| Paccar (PCAR) | 0.0 | $343k | 2.9k | 120.12 |
|
|
| American Electric Power Company (AEP) | 0.0 | $342k | 2.5k | 136.81 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $338k | NEW | 8.0k | 42.41 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $334k | NEW | 8.3k | 40.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $333k | 3.4k | 96.43 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $333k | -4% | 13k | 25.25 |
|
| Blackrock (BLK) | 0.0 | $330k | +3% | 343.00 | 961.56 |
|
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.0 | $326k | NEW | 3.4k | 94.68 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $325k | -11% | 4.3k | 76.40 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $322k | 1.4k | 226.97 |
|
|
| LMP Capital and Income Fund (SCD) | 0.0 | $321k | 21k | 15.65 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $320k | -10% | 25k | 12.80 |
|
| Spdr Series Trust St Str R1k Yld (ONEY) | 0.0 | $318k | 2.5k | 128.10 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $316k | NEW | 376.00 | 839.36 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $315k | -8% | 17k | 18.53 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $315k | -10% | 2.6k | 123.44 |
|
| Morgan Stanley Com New (MS) | 0.0 | $312k | 1.5k | 209.04 |
|
|
| Pgim Etf Tr Shrt Dur Hgh Yld (PSH) | 0.0 | $308k | +10% | 6.2k | 49.88 |
|
| Allstate Corporation (ALL) | 0.0 | $308k | 1.3k | 237.94 |
|
|
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $308k | -9% | 47k | 6.54 |
|
| Archrock (AROC) | 0.0 | $305k | 7.5k | 40.71 |
|
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.0 | $305k | NEW | 9.5k | 31.99 |
|
| DTE Energy Company (DTE) | 0.0 | $305k | 2.0k | 152.37 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $303k | +8% | 2.9k | 102.82 |
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.0 | $302k | +5% | 6.6k | 45.64 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $302k | 15k | 20.56 |
|
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.0 | $298k | 4.0k | 74.86 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $297k | 715.00 | 415.42 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $296k | +5% | 13k | 23.62 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $296k | NEW | 1.6k | 190.22 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $294k | -5% | 2.9k | 100.81 |
|
| Saul Centers (BFS) | 0.0 | $293k | -24% | 7.8k | 37.39 |
|
| First Tr Exchange-traded A Com Shs (FNX) | 0.0 | $292k | NEW | 2.0k | 146.35 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $291k | -7% | 12k | 25.06 |
|
| Dow (DOW) | 0.0 | $289k | -37% | 11k | 27.36 |
|
| First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) | 0.0 | $283k | 15k | 18.90 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $283k | NEW | 6.9k | 40.96 |
|
| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $279k | 5.1k | 54.62 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $278k | -35% | 4.0k | 69.50 |
|
| RPM International (RPM) | 0.0 | $278k | 2.5k | 111.15 |
|
|
| Enova Intl (ENVA) | 0.0 | $277k | NEW | 1.2k | 240.73 |
|
| Energy Transfer 9.250% Fxd Pfd I (ET.PI) | 0.0 | $272k | +12% | 24k | 11.46 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $267k | -6% | 519.00 | 515.23 |
|
| PNC Financial Services (PNC) | 0.0 | $267k | NEW | 1.1k | 246.16 |
|
| Valero Energy Corporation (VLO) | 0.0 | $265k | 1.0k | 260.44 |
|
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 0.0 | $264k | NEW | 6.5k | 40.58 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $261k | 6.0k | 43.30 |
|
|
| Spdr Series Trust St Str Sp Semi (XSD) | 0.0 | $261k | NEW | 418.00 | 624.29 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $260k | 5.2k | 50.49 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $260k | +7% | 1.2k | 212.77 |
|
| Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) | 0.0 | $258k | NEW | 5.2k | 49.79 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $254k | -4% | 11k | 23.94 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $252k | NEW | 1.0k | 246.29 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $251k | +86% | 24k | 10.57 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $250k | +2% | 5.8k | 42.87 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $249k | +7% | 2.2k | 114.62 |
|
| PPL Corporation (PPL) | 0.0 | $249k | 6.8k | 36.35 |
|
|
| Eagle Ban (EGBN) | 0.0 | $247k | 8.7k | 28.39 |
|
|
| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 0.0 | $242k | NEW | 6.9k | 35.07 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $238k | +14% | 9.0k | 26.52 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $238k | 1.9k | 124.42 |
|
|
| Global X Fds Global X Silver (SIL) | 0.0 | $236k | +5% | 3.1k | 77.46 |
|
| Franklin Resources (BEN) | 0.0 | $235k | NEW | 7.1k | 33.27 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $234k | NEW | 5.4k | 43.14 |
|
| Netflix (NFLX) | 0.0 | $234k | -4% | 3.3k | 71.40 |
|
| AutoZone (AZO) | 0.0 | $233k | 73.00 | 3195.95 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $233k | NEW | 25k | 9.48 |
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.0 | $233k | -97% | 12k | 20.05 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $232k | -37% | 360.00 | 644.06 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $231k | NEW | 1.7k | 133.76 |
|
| Orla Mining LTD New F (ORLA) | 0.0 | $229k | -40% | 23k | 9.79 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $228k | NEW | 5.0k | 45.73 |
|
| Curtiss-Wright (CW) | 0.0 | $227k | 300.00 | 757.76 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $227k | NEW | 4.7k | 47.81 |
|
| ESCO Technologies (ESE) | 0.0 | $226k | NEW | 645.00 | 350.04 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $225k | 4.0k | 56.33 |
|
|
| United Rentals (URI) | 0.0 | $223k | NEW | 197.00 | 1132.89 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $223k | 3.3k | 67.50 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $220k | NEW | 9.6k | 22.95 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $218k | +10% | 7.2k | 30.34 |
|
| AFLAC Incorporated (AFL) | 0.0 | $217k | 1.9k | 117.25 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $215k | 2.8k | 77.54 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $214k | NEW | 1.1k | 197.68 |
|
| Cardinal Health (CAH) | 0.0 | $211k | NEW | 886.00 | 237.56 |
|
| Opendoor Technologies (OPEN) | 0.0 | $208k | -74% | 45k | 4.62 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $206k | 4.5k | 46.15 |
|
|
| Federated Premier Municipal Income (FMN) | 0.0 | $206k | 18k | 11.49 |
|
|
| HEICO Corporation (HEI) | 0.0 | $205k | -39% | 574.00 | 356.28 |
|
| Chubb (CB) | 0.0 | $204k | NEW | 600.00 | 340.74 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $204k | NEW | 1.2k | 170.86 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $203k | NEW | 2.2k | 93.92 |
|
| Constellation Energy (CEG) | 0.0 | $202k | +6% | 812.00 | 248.40 |
|
| DNP Select Income Fund (DNP) | 0.0 | $183k | 17k | 10.79 |
|
|
| Hecla Mining Company (HL) | 0.0 | $177k | -4% | 12k | 15.43 |
|
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $153k | 17k | 8.91 |
|
|
| Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.0 | $144k | 16k | 9.27 |
|
|
| Rivernorth Flexible Municipal Incm Fd II (RFMZ) | 0.0 | $136k | -23% | 10k | 13.63 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $135k | +11% | 14k | 9.58 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $132k | 14k | 9.57 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $121k | 52k | 2.31 |
|
|
| Macrogenics (MGNX) | 0.0 | $115k | 25k | 4.62 |
|
|
| Kkr Real Estate Finance Trust (KREF) | 0.0 | $72k | -63% | 11k | 6.84 |
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $52k | 13k | 4.16 |
|
Past Filings by XML Financial
SEC 13F filings are viewable for XML Financial going back to 2019
- 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
- XML Financial 2022 Q2 filed Aug. 1, 2022