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JENNIFER SZARO

@Xml Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$1.092BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CBSHCommerce Bancshares Inc
Recent Activity
New Position
0.02%
$216,091
3,468 shares@ $62.31 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.02%
$204,862
700 shares@ $292.66 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.02%
$202,620
2,194 shares@ $92.36 avg price
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.02%
$201,625
1,844 shares@ $109.35 avg price
IRENIren Limited
Recent Activity
New Position
0.02%
$196,400
20,000 shares@ $9.82 avg price
WULFTerawulf Inc
Recent Activity
New Position
0.01%
$84,900
15,000 shares@ $5.66 avg price