JENNIFER SZARO

@Xml Financial, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.092B

Total holdings356

Assets growth rate1.38%

Assets growth rate (2-Q avg)4.91%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Xml Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 356 positions.

Assets under management

The assets under management (AUM) of Xml Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.092B in assets, with a quarterly growth rate of 1.38% and a 2-quarter average growth rate of 4.91%. The portfolio is managed by JENNIFER SZARO, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
INCMFranklin Templeton Etf Tr Recent Activity New Position	0.04%	$331,862 12,715 shares@ $26.11 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.04%	$328,401 2,612 shares@ $125.73 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.03%	$284,462 3,321 shares@ $85.66 avg price	New Position
ALLAllstate Corp Recent Activity New Position	0.03%	$272,276 1,412 shares@ $192.84 avg price	New Position
DTMDt Midstream Inc Recent Activity New Position	0.03%	$248,873 2,503 shares@ $99.43 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.03%	$238,527 225 shares@ $1060.12 avg price	New Position
EMOClearbridge Energy Midstrm O Recent Activity New Position	0.03%	$230,373 4,950 shares@ $46.54 avg price	New Position
STTState Str Corp Recent Activity New Position	0.03%	$228,910 2,332 shares@ $98.17 avg price	New Position
EMEEmcor Group Inc Recent Activity New Position	0.02%	$216,964 478 shares@ $453.9 avg price	New Position
ETXEaton Vance Mun Income 2028 Recent Activity New Position	0.02%	$216,810 12,312 shares@ $17.61 avg price	New Position