XML FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 60K | $31.33M |
 | BMY | 59K | $2.66M |
 | INTC | 58K | $1.94M |
 | RTX | 57K | $9.48M |
 | AMZN | 56K | $12.32M |
 | CVS | 54K | $4.04M |
 | IP | 54K | $2.48M |
 | B | 50K | $1.64M |
 | XOM | 50K | $5.62M |
 | CVX | 45K | $7.00M |
 | JPM | 43K | $13.52M |
 | ABCL | 42K | $211.39K |
 | D | 42K | $2.56M |
 | ET | 42K | $712.88K |
 | EMR | 41K | $5.44M |
 | BEPC | 41K | $1.43M |
 | CMCSA | 39K | $1.22M |
 | NSA | 38K | $1.14M |
 | RIOT | 38K | $717.71K |
 | BRK-B | 38K | $18.91M |
Microsoft Corporation
MSFT
Shares Held
60K
Value
$31.33M
Bristol-Myers Squibb Company
BMY
Shares Held
59K
Value
$2.66M
Intel Corporation
INTC
Shares Held
58K
Value
$1.94M
RTX Corporation
RTX
Shares Held
57K
Value
$9.48M
Amazon.com, Inc.
AMZN
Shares Held
56K
Value
$12.32M
CVS Health Corporation
CVS
Shares Held
54K
Value
$4.04M
International Paper Company
IP
Shares Held
54K
Value
$2.48M
Barrick Mining Corporation
B
Shares Held
50K
Value
$1.64M
Exxon Mobil Corporation
XOM
Shares Held
50K
Value
$5.62M
Chevron Corporation
CVX
Shares Held
45K
Value
$7.00M
JPMorgan Chase & Co.
JPM
Shares Held
43K
Value
$13.52M
AbCellera Biologics Inc.
ABCL
Shares Held
42K
Value
$211.39K
Dominion Energy, Inc.
D
Shares Held
42K
Value
$2.56M
Energy Transfer LP
ET
Shares Held
42K
Value
$712.88K
Emerson Electric Co.
EMR
Shares Held
41K
Value
$5.44M
Brookfield Renewable Corporation
BEPC
Shares Held
41K
Value
$1.43M
Comcast Corporation
CMCSA
Shares Held
39K
Value
$1.22M
National Storage Affiliates Trust
NSA
Shares Held
38K
Value
$1.14M
Riot Platforms, Inc.
RIOT
Shares Held
38K
Value
$717.71K
Berkshire Hathaway Inc.
BRK-B
Shares Held
38K
Value
$18.91M