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
XLPSelect Sector Spdr Tr Recent Activity Exited	0%	$212,121 2,556 shares@ $82.99 avg price	Exited
AFLAflac Inc Recent Activity Exited	0%	$207,389 1,855 shares@ $111.8 avg price	Exited
CBChubb Limited Recent Activity Exited	0%	$204,801 710 shares@ $288.46 avg price	Exited
LVSLas Vegas Sands Corp Recent Activity Exited	0%	$202,348 4,020 shares@ $50.34 avg price	Exited
DKNGDraftkings Inc New Recent Activity Exited	0%	$201,802 5,148 shares@ $39.21 avg price	Exited
ADBEAdobe Inc Recent Activity Exited	0%	$201,416 389 shares@ $517.78 avg price	Exited
GHIGreystone Housing Impact Inv Recent Activity Exited	0%	$199,338 14,208 shares@ $14.03 avg price	Exited
ATAIAtai Life Sciences Nv Recent Activity Exited	0%	$31,850 27,457 shares@ $1.16 avg price	Exited