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May 19, 2023
XML Financial LLC raised its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 1.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,291 shares of the company’s stock after purchasing an additional 953 shares during the period. […]
May 19, 2023
XML Financial LLC boosted its stake in shares of Brookfield Renewable Co. (NYSE:BEPC – Get Rating) by 20.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 129,240 shares of the company’s stock after buying an additional 21,940 shares during the quarter. XML Financial LLC’s […]
May 19, 2023
XML Financial LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 2.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 201,456 shares of the network equipment provider’s stock after acquiring an additional 4,868 shares during the quarter. […]
May 19, 2023
XML Financial LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 47,173 shares of the exchange traded fund’s stock after selling 1,326 shares during […]
May 19, 2023
XML Financial LLC cut its holdings in shares of Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 49.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,300 shares of the oil and gas company’s stock after selling 30,675 shares […]
May 19, 2023
XML Financial LLC lessened its stake in Newmont Co. (NYSE:NEM – Get Rating) by 8.3% in the fourth quarter, HoldingsChannel reports. The fund owned 71,875 shares of the basic materials company’s stock after selling 6,545 shares during the period. XML Financial LLC’s holdings in Newmont were worth $3,392,000 at the end of the most recent […]
May 19, 2023
XML Financial LLC lowered its stake in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Get Rating) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 92,210 shares of the company’s stock after selling 4,012 shares during the period. […]
May 19, 2023
XML Financial LLC lifted its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Get Rating) by 3.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 400,356 shares of the company’s stock after buying an additional 12,245 […]
May 19, 2023
XML Financial LLC raised its holdings in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Get Rating) by 36.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,362 shares of the company’s stock after purchasing an additional 16,114 shares during […]
May 19, 2023
XML Financial LLC grew its holdings in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 2.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 41,915 shares of the technology company’s stock after buying an additional 884 shares […]