XML Financial, LLC
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
373
- Value ($000)
$1,072,212
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001800465
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $39.15M | 4 % | 1,563,630 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $31.09M | 3 % | 1,169,593 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $30.67M | 3 % | 496,391 | ||
AAPL APPLE INC | COM | 037833100 | $28.90M | 3 % | 130,096 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $27.86M | 3 % | 77,153 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $26.35M | 3 % | 85,903 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.91M | 2 % | 61,027 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $21.93M | 2 % | 257,792 | ||
PTY PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $21.56M | 2 % | 1,491,197 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $21.19M | 2 % | 288,482 |
Rows Per Page
10
- 10
- 50
- 100