HoldingsChannel.com
XML Financial LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWR) 336,734 +14,777 $14,537
     IWR336,734+14,777$14,537
ISHARES TR (IWB) 87,255 -3,260 $12,349
     IWB87,255-3,260$12,349
VANGUARD BD INDEX FDS (BND) 84,610 -1,181 $7,221
     BND84,610-1,181$7,221
SCHWAB STRATEGIC TR 87,936 -30,568 $7,004
     SCHG87,936-30,568$7,004
ISHARES TR (IJR) 118,866 +13,215 $6,670
     IJR118,866+13,215$6,670
SPDR SER TR (CWB) 134,504 +7,162 $6,437
     CWB134,504+7,162$6,437
ISHARES TR (IWF) 34,714 +2,147 $5,230
     IWF34,714+2,147$5,230
SCHWAB STRATEGIC TR 116,131 -34,671 $5,141
     SCHV116,131-34,671$5,141
ISHARES TR (MUB) 44,931 +28,953 $5,078
     MUB44,931+28,953$5,078
APPLE INC 19,246 -52 $4,894
     AAPL19,246-52$4,894
GOLDMAN SACHS ETF TR (GSLC) 93,521 -2,929 $4,881
     GSLC93,521-2,929$4,881
LEGG MASON ETF INVT TR (LVHD) 188,806 +10,860 $4,866
     LVHD188,806+10,860$4,866
ISHARES TR (IXUS) 100,007 +100,007 $4,701
     IXUS100,007+100,007$4,701
ISHARES TR (DGRO) 141,312 +141,312 $4,605
     DGRO141,312+141,312$4,605
ISHARES TR (IWD) 44,377 -401 $4,401
     IWD44,377-401$4,401
SPDR GOLD TRUST (GLD) 28,897 -310 $4,278
     GLD28,897-310$4,278
ISHARES TR (IWM) 34,254 +2,136 $3,921
     IWM34,254+2,136$3,921
ISHARES TR (IWS) 60,250 +2,864 $3,861
     IWS60,250+2,864$3,861
SPDR INDEX SHS FDS (RWO) 107,012 +12,385 $3,852
     RWO107,012+12,385$3,852
SPDR SER TR (SHM) 76,845 +76,845 $3,758
     SHM76,845+76,845$3,758
INNOVATOR ETFS TR (BAPR) 147,790 +147,790 $3,668
     BAPR147,790+147,790$3,668
ISHARES TR (IVV) 13,204 +355 $3,412
     IVV13,204+355$3,412
VANGUARD WHITEHALL FDS (VYM) 47,444 -2,746 $3,357
     VYM47,444-2,746$3,357
BP PLC 129,246 +11,782 $3,152
     BP129,246+11,782$3,152
ISHARES TR (IWP) 22,139 +1,990 $2,692
     IWP22,139+1,990$2,692
ARK ETF TR (ARKK) 56,594 -183 $2,490
     ARKK56,594-183$2,490
ISHARES TR (EFA) 45,880 -9,353 $2,453
     EFA45,880-9,353$2,453
SELECT SECTOR SPDR TR (XLP) 42,060 +38,212 $2,291
     XLP42,060+38,212$2,291
INVESCO EXCHANGE TRADED FD T (SPLV) 48,353 +40,222 $2,269
     SPLV48,353+40,222$2,269
ISHARES TR (IVW) 12,419 -2,254 $2,050
     IVW12,419-2,254$2,050
FOCUS FINL PARTNERS INC 86,373 -100 $1,987
     FOCS86,373-100$1,987
BERKSHIRE HATHAWAY INC DEL      $1,901
     BRK.B7,424+675$1,357
     BRK.A2+2$544
JOHNSON & JOHNSON 14,362 +273 $1,883
     JNJ14,362+273$1,883
INNOVATOR ETFS TR (BJUL) 77,043 +77,043 $1,831
     BJUL77,043+77,043$1,831
ISHARES TR (EEM) 53,045 -3,469 $1,810
     EEM53,045-3,469$1,810
NUVEEN S&P 500 BUY WRITE INC 173,755 -11,116 $1,755
     BXMX173,755-11,116$1,755
MICROSOFT CORP 11,117 -410 $1,753
     MSFT11,117-410$1,753
ISHARES TR (IWO) 10,461 +1,241 $1,655
     IWO10,461+1,241$1,655
SPDR SER TR (SPTM) 52,357 +17,637 $1,647
     SPTM52,357+17,637$1,647
ISHARES TR (IYF) 16,721 -1,238 $1,627
     IYF16,721-1,238$1,627
ALLIANZGI EQUITY & CONV INCO 85,457 -2,229 $1,590
     NIE85,457-2,229$1,590
ISHARES TR (EMB) 15,804 +2,626 $1,528
     EMB15,804+2,626$1,528
AT&T INC 52,397 +10,982 $1,527
     T52,397+10,982$1,527
SPDR S&P 500 ETF TR (SPY) 5,372 -126 $1,385
     SPY5,372-126$1,385
PHILIP MORRIS INTL INC 17,949 +641 $1,310
     PM17,949+641$1,310
VANGUARD WORLD FDS (VGT) 6,107 +6,107 $1,294
     VGT6,107+6,107$1,294
ISHARES TR (PFF) 39,560 -5,952 $1,260
     PFF39,560-5,952$1,260
VERIZON COMMUNICATIONS INC 23,162 -368 $1,244
     VZ23,162-368$1,244
INVESCO EXCHANGE TRADED FD T (RPG) 11,767 UNCH $1,178
     RPG11,767UNCH$1,178
REPLIGEN CORP 65,049 +308 $1,173
     RGEN65,049+308$1,173

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

See Details: Top 10 Stocks Held By XML Financial LLC

Size ($ in 1000's)
At 03/31/2020: $231,543
At 12/31/2019: $275,170

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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