XML Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Merck & Co., Inc. | $6.63M | 0.5% |
| KINDER MORGAN, INC. | $6.57M | 0.5% |
| AMGEN INC | $6.54M | 0.5% |
| CHEVRON CORP | $6.48M | 0.5% |
| ISHARES TR | $6.34M | 0.5% |
| UNILEVER PLC | $5.86M | 0.5% |
| ISHARES TR | $5.83M | 0.5% |
| VANGUARD INDEX FDS | $5.69M | 0.5% |
| EXXON MOBIL CORP | $5.67M | 0.5% |
| EMERSON ELECTRIC CO | $5.38M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $5.30M | 0.4% |
| VANGUARD INDEX FDS | $5.28M | 0.4% |
| SPDR S&P 500 ETF TR | $5.16M | 0.4% |
| VERIZON COMMUNICATIONS INC | $5.12M | 0.4% |
| GLOBAL X FDS | $5.03M | 0.4% |
| AT&T INC. | $5.00M | 0.4% |
| GLOBAL X FDS | $4.89M | 0.4% |
| iShares MSCI UAE ETF | $4.85M | 0.4% |
| Broadcom Inc. | $4.75M | 0.4% |
| WISDOMTREE TR | $4.65M | 0.4% |
| ISHARES TR | $4.49M | 0.4% |
| EXCHANGE LISTED FDS TR | $4.41M | 0.4% |
| INNOVATOR ETFS TRUST | $4.23M | 0.3% |
| ISHARES TR | $4.03M | 0.3% |
| ISHARES TR | $3.94M | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $3.88M | 0.3% |
| APPLIED MATERIALS INC /DE | $3.84M | 0.3% |
| CVS HEALTH Corp | $3.75M | 0.3% |
| TRUIST FINANCIAL CORP | $3.66M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $3.49M | 0.3% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $3.49M | 0.3% |
| LOCKHEED MARTIN CORP | $3.43M | 0.3% |
| CUMMINS INC | $3.38M | 0.3% |
| PFIZER INC | $3.18M | 0.3% |
| VANECK ETF TRUST | $3.18M | 0.3% |
| United Parcel Service Inc | $3.06M | 0.2% |
| CARPENTER TECHNOLOGY CORP | $2.96M | 0.2% |
| CATERPILLAR INC | $2.91M | 0.2% |
| BRISTOL MYERS SQUIBB CO | $2.89M | 0.2% |
| VANGUARD INDEX FDS | $2.86M | 0.2% |
| ORACLE CORP | $2.83M | 0.2% |
| Walmart Inc. | $2.83M | 0.2% |
| US BANCORP \DE | $2.79M | 0.2% |
| HOME DEPOT, INC. | $2.73M | 0.2% |
| Blackstone Inc | $2.71M | 0.2% |
| Newmont Corp | $2.69M | 0.2% |
| OMEGA HEALTHCARE INVESTORS INC | $2.65M | 0.2% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $2.63M | 0.2% |
| Tesla Inc | $2.59M | 0.2% |
| ISHARES TR | $2.57M | 0.2% |