XML FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 239K | $6.57M |
 | GOOD | 238K | $2.54M |
 | BAC | 204K | $11.24M |
 | T | 201K | $5.00M |
 | LUCD | 179K | $194.89K |
 | OPEN | 175K | $1.02M |
 | CSCO | 130K | $10.02M |
 | PFE | 128K | $3.18M |
 | VZ | 126K | $5.12M |
 | AAPL | 115K | $31.36M |
 | EPD | 109K | $3.49M |
 | UL | 90K | $5.86M |
 | PSEC | 87K | $225.63K |
 | TFC | 74K | $3.66M |
 | NVDA | 64K | $11.97M |
 | JNJ | 63K | $13.12M |
 | MRK | 63K | $6.63M |
 | QCOM | 62K | $10.57M |
 | OHI | 60K | $2.65M |
 | MSFT | 55K | $26.70M |
Kinder Morgan, Inc.
KMI
Shares Held
239K
Value
$6.57M
Gladstone Commercial Corporation
GOOD
Shares Held
238K
Value
$2.54M
Bank of America Corporation
BAC
Shares Held
204K
Value
$11.24M
AT&T Inc.
T
Shares Held
201K
Value
$5.00M
Lucid Diagnostics Inc.
LUCD
Shares Held
179K
Value
$194.89K
Opendoor Technologies Inc.
OPEN
Shares Held
175K
Value
$1.02M
Cisco Systems, Inc.
CSCO
Shares Held
130K
Value
$10.02M
Pfizer Inc.
PFE
Shares Held
128K
Value
$3.18M
Verizon Communications Inc.
VZ
Shares Held
126K
Value
$5.12M
Apple Inc.
AAPL
Shares Held
115K
Value
$31.36M
Enterprise Products Partners L.P.
EPD
Shares Held
109K
Value
$3.49M
Unilever PLC
UL
Shares Held
90K
Value
$5.86M
Prospect Capital Corporation
PSEC
Shares Held
87K
Value
$225.63K
Truist Financial Corporation
TFC
Shares Held
74K
Value
$3.66M
NVIDIA Corporation
NVDA
Shares Held
64K
Value
$11.97M
Johnson & Johnson
JNJ
Shares Held
63K
Value
$13.12M
Merck & Co., Inc.
MRK
Shares Held
63K
Value
$6.63M
QUALCOMM Incorporated
QCOM
Shares Held
62K
Value
$10.57M
Omega Healthcare Investors, Inc.
OHI
Shares Held
60K
Value
$2.65M
Microsoft Corporation
MSFT
Shares Held
55K
Value
$26.70M