XML FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BK | 2K | $223.95K |
 | DTE | 2K | $282.86K |
 | HOOD | 2K | $285.36K |
 | AFL | 2K | $206.65K |
 | FUTU | 2K | $319.99K |
 | AWK | 2K | $248.87K |
 | SHOP | 2K | $245.95K |
 | CSL | 2K | $536.21K |
 | ROK | 2K | $556.80K |
 | LPLA | 2K | $521.98K |
 | MS | 1K | $236.85K |
 | RCL | 1K | $463.91K |
 | UNH | 1K | $485.93K |
 | AXP | 1K | $464.34K |
 | LLY | 1K | $1.05M |
 | WELL | 1K | $237.64K |
 | PNC | 1K | $262.62K |
 | ALL | 1K | $277.97K |
 | CLH | 1K | $294.22K |
 | MPWR | 1K | $1.11M |
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$223.95K
DTE Energy Company
DTE
Shares Held
2K
Value
$282.86K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$285.36K
Aflac Incorporated
AFL
Shares Held
2K
Value
$206.65K
Futu Holdings Limited
FUTU
Shares Held
2K
Value
$319.99K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$248.87K
Shopify Inc.
SHOP
Shares Held
2K
Value
$245.95K
Carlisle Companies Incorporated
CSL
Shares Held
2K
Value
$536.21K
Rockwell Automation, Inc.
ROK
Shares Held
2K
Value
$556.80K
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$521.98K
Morgan Stanley
MS
Shares Held
1K
Value
$236.85K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
1K
Value
$463.91K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$485.93K
American Express Company
AXP
Shares Held
1K
Value
$464.34K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.05M
Welltower Inc.
WELL
Shares Held
1K
Value
$237.64K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$262.62K
The Allstate Corporation
ALL
Shares Held
1K
Value
$277.97K
Clean Harbors, Inc.
CLH
Shares Held
1K
Value
$294.22K
Monolithic Power Systems, Inc.
MPWR
Shares Held
1K
Value
$1.11M