XML FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 648K | $1.78M |
 | GOOD | 368K | $4.54M |
 | KMI | 283K | $8.01M |
 | BAC | 235K | $12.13M |
 | T | 222K | $6.26M |
 | LUCD | 179K | $180.58K |
 | OPEN | 175K | $1.39M |
 | VZ | 163K | $7.15M |
 | CSCO | 152K | $10.40M |
 | PFE | 141K | $3.60M |
 | AAPL | 122K | $31.04M |
 | EPD | 118K | $3.69M |
 | UL | 117K | $6.95M |
 | TFC | 85K | $3.87M |
 | QCOM | 74K | $12.28M |
 | MRK | 70K | $5.88M |
 | JNJ | 69K | $12.73M |
 | OHI | 67K | $2.82M |
 | NVDA | 63K | $11.78M |
 | USB | 62K | $2.98M |
Prospect Capital Corporation
PSEC
Shares Held
648K
Value
$1.78M
Gladstone Commercial Corporation
GOOD
Shares Held
368K
Value
$4.54M
Kinder Morgan, Inc.
KMI
Shares Held
283K
Value
$8.01M
Bank of America Corporation
BAC
Shares Held
235K
Value
$12.13M
AT&T Inc.
T
Shares Held
222K
Value
$6.26M
Lucid Diagnostics Inc.
LUCD
Shares Held
179K
Value
$180.58K
Opendoor Technologies Inc.
OPEN
Shares Held
175K
Value
$1.39M
Verizon Communications Inc.
VZ
Shares Held
163K
Value
$7.15M
Cisco Systems, Inc.
CSCO
Shares Held
152K
Value
$10.40M
Pfizer Inc.
PFE
Shares Held
141K
Value
$3.60M
Apple Inc.
AAPL
Shares Held
122K
Value
$31.04M
Enterprise Products Partners L.P.
EPD
Shares Held
118K
Value
$3.69M
Unilever PLC
UL
Shares Held
117K
Value
$6.95M
Truist Financial Corporation
TFC
Shares Held
85K
Value
$3.87M
QUALCOMM Incorporated
QCOM
Shares Held
74K
Value
$12.28M
Merck & Co., Inc.
MRK
Shares Held
70K
Value
$5.88M
Johnson & Johnson
JNJ
Shares Held
69K
Value
$12.73M
Omega Healthcare Investors, Inc.
OHI
Shares Held
67K
Value
$2.82M
NVIDIA Corporation
NVDA
Shares Held
63K
Value
$11.78M
U.S. Bancorp
USB
Shares Held
62K
Value
$2.98M