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November 6, 2023
XML Financial LLC lowered its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 24.9% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,259 shares of the company’s stock after selling 1,411 shares during the period. XML Financial LLC’s holdings […]
November 6, 2023
XML Financial LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,907 shares of the electric vehicle producer’s stock after purchasing an additional 814 shares during the period. XML Financial LLC’s holdings in Tesla were […]
November 6, 2023
XML Financial LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,798 shares of the industrial products company’s stock after acquiring an additional 443 shares during […]
November 6, 2023
XML Financial LLC lessened its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 16,946 shares of the company’s stock after selling 272 shares during the quarter. XML Financial LLC’s holdings in AbbVie were worth $2,283,000 at the end of the most recent […]
November 6, 2023
XML Financial LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,865 shares of the exchange traded fund’s stock after purchasing an additional 282 shares during the […]
November 6, 2023
XML Financial LLC boosted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 19.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,907 shares of the electric vehicle producer’s stock after buying an additional 814 shares during the quarter. XML Financial LLC’s […]
November 6, 2023
XML Financial LLC raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,134 shares of the information services provider’s stock after acquiring an additional 100 shares during the quarter. XML […]
November 6, 2023
XML Financial LLC decreased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,969 shares of the oil and gas company’s stock after selling 1,536 shares during the […]
November 6, 2023
XML Financial LLC cut its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 24.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,259 shares of the company’s stock after selling 1,411 shares during the quarter. XML Financial […]
November 6, 2023
XML Financial LLC raised its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 5.1% in the second quarter, Holdings Channel.com reports. The firm owned 4,203 shares of the business services provider’s stock after buying an additional 203 shares during the period. XML Financial LLC’s holdings in Waste Management were worth $729,000 […]