Xml-Financial

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
357
Total Value
1070494601
Accession Number
0001725547-25-001441
Form Type
13F-HR
Manager Name
Xml-Financial
Data Enrichment
81% identified
290 identified67 unidentified

Holdings

357 positions
Manager:
Search and click to pin securities to the top
Page 7 of 18
30151E806
Shares:80.9K
Value:$1.7M
BOEING CO
Shares:10.1K
Value:$1.7M
81369Y803
Shares:8.3K
Value:$1.7M
GENERAL MILLS INC
Shares:28.1K
Value:$1.7M
52468L406
Shares:40.7K
Value:$1.7M
Broadcom Inc.
Shares:9.9K
Value:$1.7M
Nuveen Quality Municipal Income Fund
Shares:140.1K
Value:$1.6M
922908769
Shares:5.8K
Value:$1.6M
REAVES UTILITY INCOME FUND
Shares:47.9K
Value:$1.6M
Walt Disney Co
Shares:15.5K
Value:$1.5M
NEWMONT Corp /DE/
Shares:31.5K
Value:$1.5M
UNITEDHEALTH GROUP INC
Shares:2.9K
Value:$1.5M
HONEYWELL INTERNATIONAL INC
Shares:7.1K
Value:$1.5M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:2.8K
Value:$1.5M
97717X578
Shares:48.2K
Value:$1.5M
Tesla, Inc.
Shares:5.7K
Value:$1.5M
SOUTHERN CO
Shares:16.0K
Value:$1.5M
464287119
Shares:18.0K
Value:$1.5M
COMCAST CORP
Shares:39.1K
Value:$1.4M
CATERPILLAR INC
Shares:4.4K
Value:$1.4M