
XML FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | LYB | 34K | $1.68M |
![]() | IBM | 34K | $9.49M |
![]() | RF | 33K | $869.55K |
![]() | WPC | 33K | $2.23M |
![]() | MGNX | 32K | $54.32K |
![]() | UPS | 32K | $2.70M |
![]() | GIS | 32K | $1.61M |
![]() | GOOGL | 31K | $7.64M |
![]() | DOW | 31K | $711.82K |
![]() | KREF | 29K | $260.55K |
![]() | NEM | 29K | $2.44M |
![]() | WMT | 27K | $2.80M |
![]() | KO | 26K | $1.71M |
![]() | CSX | 22K | $793.68K |
![]() | AMGN | 22K | $6.25M |
![]() | PRU | 21K | $2.22M |
![]() | F | 21K | $247.03K |
![]() | GOOG | 21K | $5.02M |
![]() | MDT | 19K | $1.84M |
![]() | ABT | 19K | $2.54M |

LyondellBasell Industries N.V.
LYB
Shares Held
34K
Value
$1.68M

International Business Machines Corporation
IBM
Shares Held
34K
Value
$9.49M

Regions Financial Corporation
RF
Shares Held
33K
Value
$869.55K

W. P. Carey Inc.
WPC
Shares Held
33K
Value
$2.23M

MacroGenics, Inc.
MGNX
Shares Held
32K
Value
$54.32K

United Parcel Service, Inc.
UPS
Shares Held
32K
Value
$2.70M

General Mills, Inc.
GIS
Shares Held
32K
Value
$1.61M

Alphabet Inc.
GOOGL
Shares Held
31K
Value
$7.64M

Dow Inc.
DOW
Shares Held
31K
Value
$711.82K

KKR Real Estate Finance Trust Inc.
KREF
Shares Held
29K
Value
$260.55K

Newmont Corporation
NEM
Shares Held
29K
Value
$2.44M

Walmart Inc.
WMT
Shares Held
27K
Value
$2.80M

The Coca-Cola Company
KO
Shares Held
26K
Value
$1.71M

CSX Corporation
CSX
Shares Held
22K
Value
$793.68K

Amgen Inc.
AMGN
Shares Held
22K
Value
$6.25M

Prudential Financial, Inc.
PRU
Shares Held
21K
Value
$2.22M

Ford Motor Company
F
Shares Held
21K
Value
$247.03K

Alphabet Inc.
GOOG
Shares Held
21K
Value
$5.02M

Medtronic plc
MDT
Shares Held
19K
Value
$1.84M

Abbott Laboratories
ABT
Shares Held
19K
Value
$2.54M
