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January 28, 2024
XML Financial LLC cut its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 2.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,044 shares of the cable giant’s stock after selling 719 shares during the period. XML Financial LLC’s […]
January 28, 2024
XML Financial LLC raised its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 1.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 7,087 shares of the fast-food giant’s stock after acquiring an additional 93 shares during the period. XML Financial LLC’s holdings in McDonald’s were worth $1,867,000 as of its most recent filing […]
January 28, 2024
XML Financial LLC boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 68.0% during the third quarter, HoldingsChannel reports. The fund owned 7,375 shares of the company’s stock after buying an additional 2,984 shares during the quarter. XML Financial LLC’s holdings in Vanguard Small-Cap ETF were worth $1,394,000 as of its most […]
January 28, 2024
XML Financial LLC lifted its holdings in shares of Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) by 403.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 57,997 shares of the company’s stock after acquiring an additional […]
January 28, 2024
XML Financial LLC lifted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,175 shares of the company’s stock after purchasing an additional 372 shares during the quarter. XML Financial LLC’s holdings […]
January 28, 2024
XML Financial LLC grew its stake in Wells Fargo & Company (NYSE:WFC – Free Report) by 6.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,078 shares of the financial services provider’s stock after purchasing an additional 1,158 shares during […]
January 28, 2024
XML Financial LLC grew its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 8.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,544 shares of the business services provider’s stock after acquiring an additional 341 shares during the period. XML Financial […]
January 28, 2024
XML Financial LLC decreased its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 11.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 2,576 shares of the company’s stock after selling 333 shares during the period. XML Financial LLC’s holdings in Vanguard […]
January 28, 2024
XML Financial LLC increased its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 3.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,105 shares of the company’s stock after purchasing an additional 1,110 shares during the period. […]
January 28, 2024
XML Financial LLC increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 3.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,307 shares of the CRM provider’s stock after buying an additional 110 shares during the quarter. XML Financial […]