HoldingsChannel.com
XML Financial LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWR) 321,957 +321,957 $19,196
     IWR321,957+321,957$19,196
ISHARES TR (IWB) 90,515 +90,515 $16,113
     IWB90,515+90,515$16,113
SCHWAB STRATEGIC TR 118,504 +118,504 $11,010
     SCHG118,504+118,504$11,010
SCHWAB STRATEGIC TR 150,802 +150,802 $9,066
     SCHV150,802+150,802$9,066
ISHARES TR (IJR) 105,651 +105,651 $8,861
     IJR105,651+105,651$8,861
VANGUARD BD INDEX FD INC (BND) 85,791 +85,791 $7,194
     BND85,791+85,791$7,194
SPDR SERIES TRUST (CWB) 127,342 +127,342 $7,067
     CWB127,342+127,342$7,067
GOLDMAN SACHS ETF TR (GSLC) 96,450 +96,450 $6,238
     GSLC96,450+96,450$6,238
ISHARES TR (IWD) 44,778 +44,778 $6,111
     IWD44,778+44,778$6,111
LEGG MASON ETF INVESTMENT TR (LVHD) 177,946 +177,946 $6,061
     LVHD177,946+177,946$6,061
WISDOMTREE TR 137,634 +137,634 $5,866
     DOO137,634+137,634$5,866
ISHARES TR (IWF) 32,567 +32,567 $5,729
     IWF32,567+32,567$5,729
APPLE INC 19,298 +19,298 $5,667
     AAPL19,298+19,298$5,667
ISHARES TR (IWS) 57,386 +57,386 $5,438
     IWS57,386+57,386$5,438
ISHARES TR (IWM) 32,118 +32,118 $5,321
     IWM32,118+32,118$5,321
SPDR INDEX SHS FDS (RWO) 94,627 +94,627 $4,879
     RWO94,627+94,627$4,879
VANGUARD WHITEHALL FDS INC (VYM) 50,190 +50,190 $4,703
     VYM50,190+50,190$4,703
BP PLC 117,464 +117,464 $4,433
     BP117,464+117,464$4,433
SPDR GOLD TRUST (GLD) 29,207 +29,207 $4,174
     GLD29,207+29,207$4,174
VANGUARD INDEX FDS (VOT) 26,268 +26,268 $4,171
     VOT26,268+26,268$4,171
ISHARES TR (IVV) 12,849 +12,849 $4,153
     IVV12,849+12,849$4,153
ISHARES TR (EFA) 55,233 +55,233 $3,835
     EFA55,233+55,233$3,835
ISHARES TR (IWP) 20,149 +20,149 $3,074
     IWP20,149+20,149$3,074
ARK ETF TR (ARKK) 56,777 +56,777 $2,842
     ARKK56,777+56,777$2,842
ISHARES TR (IVW) 14,673 +14,673 $2,841
     IVW14,673+14,673$2,841
FOCUS FINL PARTNERS INC 86,473 +86,473 $2,548
     FOCS86,473+86,473$2,548
ISHARES TR (EEM) 56,514 +56,514 $2,543
     EEM56,514+56,514$2,543
NUVEEN S&P 500 BUY WRITE INC 184,871 +184,871 $2,542
     BXMX184,871+184,871$2,542
ISHARES TR (IYF) 17,959 +17,959 $2,474
     IYF17,959+17,959$2,474
ISHARES INC (EMXC) 43,562 +43,562 $2,232
     EMXC43,562+43,562$2,232
ISHARES TR (TIP) 17,430 +17,430 $2,105
     TIP17,430+17,430$2,105
JOHNSON & JOHNSON 14,089 +14,089 $2,055
     JNJ14,089+14,089$2,055
ALLIANZGI EQUITY & CONV INCO 87,686 +87,686 $1,987
     NIE87,686+87,686$1,987
ISHARES TR (IWO) 9,220 +9,220 $1,975
     IWO9,220+9,220$1,975
EXXON MOBIL CORP 27,341 +27,341 $1,908
     XOM27,341+27,341$1,908
ISHARES TR (MUB) 15,978 +15,978 $1,820
     MUB15,978+15,978$1,820
JPMORGAN CHASE & CO 13,048 +13,048 $1,819
     JPM13,048+13,048$1,819
MICROSOFT CORP 11,527 +11,527 $1,818
     MSFT11,527+11,527$1,818
SPDR S&P 500 ETF TR (SPY) 5,498 +5,498 $1,770
     SPY5,498+5,498$1,770
ISHARES TR (PFF) 45,512 +45,512 $1,710
     PFF45,512+45,512$1,710
GLOBAL X FDS 94,730 +94,730 $1,676
     SDIV94,730+94,730$1,676
WISDOMTREE TR 43,815 +43,815 $1,667
     DON43,815+43,815$1,667
AT&T INC 41,415 +41,415 $1,619
     T41,415+41,415$1,619
BERKSHIRE HATHAWAY INC DEL      $1,529
     BRK.B6,749+6,749$1,529
ISHARES TR (EMB) 13,178 +13,178 $1,510
     EMB13,178+13,178$1,510
INVESCO EXCHANGE TRADED FD T (RPG) 11,767 +11,767 $1,492
     RPG11,767+11,767$1,492
PHILIP MORRIS INTL INC 17,308 +17,308 $1,473
     PM17,308+17,308$1,473
VERIZON COMMUNICATIONS INC 23,530 +23,530 $1,445
     VZ23,530+23,530$1,445
WISDOMTREE TR 48,908 +48,908 $1,403
     DES48,908+48,908$1,403
SPDR SERIES TRUST (SPTM) 34,720 +34,720 $1,384
     SPTM34,720+34,720$1,384

See Full List: All Stocks Held By XML Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By XML Financial LLC

Size ($ in 1000's)
At 12/31/2019: $275,170
At 09/30/2019: $0

XML Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from XML Financial LLC 13F filings. Link to 13F filings: SEC filings

XML Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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