XML Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$1.08B
Signature - Title
Jennifer Szaro - CHIEF COMPLIANCE OFFICER
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by XML Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. XML Financial, LLC reported 348 stock holdings with total value $1.08B as of Q3 2024. Top holdings included SCHG, SCHV, IWF, AAPL, and DGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 348 $1.08B +$54.6M -$28.9M +$25.7M SCHG, SCHV, IWF, AAPL, DGRO 13F-HR 11/1/2024, 12:43 PM
Q2 2024 337 $994M +$46.8M -$34.3M +$12.6M SCHG, IWF, MSFT, AAPL, SCHV 13F-HR 7/22/2024, 03:53 PM
Q1 2024 340 $977M +$53.1M -$84.6M -$31.5M SCHG, SCHV, MSFT, IWF, DGRO 13F-HR 5/15/2024, 02:02 PM
Q4 2023 332 $948M +$58.8M -$24M +$34.8M SCHG, MSFT, AAPL, SCHV, IWF 13F-HR 2/14/2024, 08:42 AM
Q3 2023 316 $834M +$68.9M -$60.2M +$8.64M SCHG, AAPL, MSFT, SCHV, DGRO 13F-HR 11/6/2023, 03:14 PM
Q2 2023 341 $864M +$67.9M -$52M +$15.9M AAPL, MSFT, SCHG, DGRO, SCHV 13F-HR 8/7/2023, 12:41 PM
Q1 2023 334 $819M +$40.1M -$36.6M +$3.46M AAPL, MSFT, DGRO, IWR, IWB 13F-HR 5/15/2023, 09:39 AM
Q4 2022 330 $796M +$49.7M -$31.6M +$18.1M AAPL, DGRO, IWR, MSFT, SCHV 13F-HR 2/9/2023, 06:36 PM
Q3 2022 316 $720M +$331M -$26.1M +$305M AAPL, IWR, MSFT, DGRO, SCHV 13F-HR 11/4/2022, 04:48 PM
Q2 2022 231 $440M +$33.2M -$334M -$301M IWR, DGRO, SCHV, IWB, SCHG 13F-HR 8/1/2022, 08:26 AM
Q1 2022 331 $838M +$68.7M -$22.3M +$46.5M AAPL, IWR, MSFT, DGRO, SCHG 13F-HR 5/2/2022, 03:44 PM
Q4 2021 318 $826M +$41.3M -$16M +$25.3M AAPL, MSFT, IWR, SCHG, IWB 13F-HR 2/1/2022, 12:29 PM
Q3 2021 312 $744M +$319M -$19.6M +$299M IWR, AAPL, MSFT, IWB, SCHG 13F-HR 11/1/2021, 10:52 AM
Q2 2021 226 $451M +$32.2M -$10.1M +$22.1M IWR, SCHG, IWB, DGRO, IJR 13F-HR 8/10/2021, 10:21 AM
Q1 2021 213 $407M +$20.6M -$17.7M +$2.85M IWR, IWB, SCHG, DGRO, IJR 13F-HR 5/14/2021, 02:31 PM
Q4 2020 211 $383M +$36.5M -$8.9M +$27.6M IWR, SCHG, IWB, DGRO, CWB 13F-HR 2/8/2021, 11:09 AM
Q3 2020 194 $318M +$35.3M -$13.8M +$21.5M IWR, SCHG, IWB, CWB, BND 13F-HR 11/13/2020, 10:29 AM
Q2 2020 188 $286M +$28.3M -$12.4M +$15.9M IWR, IWB, SCHG, BND, CWB 13F-HR 7/31/2020, 03:56 PM
Q1 2020 170 $230M +$41.7M -$29.1M +$12.7M IWR, IWB, BND, SCHG, IJR 13F-HR 5/7/2020, 05:53 PM
Q4 2019 178 $274M $0 $0 IWR, IWB, SCHG, SCHV, IJR 13F-HR 2/4/2020, 03:26 PM