| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | 2 | Q1 2018 | 9.3% |
| WISDOMTREE INTL DVD ETF | 2 | Q1 2018 | 7.5% |
| ISHARES ETF | 2 | Q1 2018 | 12.0% |
| SCHWAB US LARGE-CAP ETF | 2 | Q1 2018 | 5.9% |
| BLACKROCK ENHANCED | 2 | Q1 2018 | 5.1% |
| ADAMS DIVERSIFIED | 2 | Q1 2018 | 3.9% |
| GOLDMAN SACHS ETF TR ETF | 2 | Q1 2018 | 3.5% |
| FIRST TRUST MORNNGSTRETF | 2 | Q1 2018 | 5.0% |
| SPDR GOLD TRUST ETF | 2 | Q1 2018 | 2.9% |
| ISHARES S&P 500 ETF | 2 | Q1 2018 | 2.7% |
View XML SECURITIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| X-17A-5 | 2024-02-29 |
| X-17A-5 | 2023-03-01 |
| X-17A-5 | 2022-03-30 |
| X-17A-5 | 2021-02-26 |
| X-17A-5 | 2020-04-09 |
| X-17A-5/A | 2019-04-04 |
| X-17A-5 | 2019-03-15 |
| 13F-HR/A | 2018-06-14 |
| 13F-HR | 2018-05-24 |
| 13F-HR | 2018-05-17 |
View XML SECURITIES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.