Xcel Wealth Management, LLC Portfolio Holdings

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

Xcel Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $334 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $30M, Rh with a value of $21.5M, Bank Of America Corp with a value of $16.9M, Nvidia Corp with a value of $14M, and Jpmorgan Chase & CO with a value of $12.5M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $314M to 334M.

Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $334 Million
Consumer Cyclical: $93.9 Million
Financial Services: $72.8 Million
Technology: $65.1 Million
Communication Services: $27.5 Million
Industrials: $21 Million
ETFs: $16.3 Million
Healthcare: $10.6 Million
Consumer Defensive: $10.6 Million
Other: $16.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$30 Million 8.98% of portfolio
136,751
Q2 2025 Added 2.63%
$4.26B
$21.5 Million 6.44% of portfolio
113,888
Q2 2025 Reduced 10.6%
$413B
$16.9 Million 5.05% of portfolio
356,454
Q2 2025 Reduced 0.44%
$451B
$14 Million 4.2% of portfolio
88,833
Q2 2025 Reduced 1.45%
$871B
$12.5 Million 3.74% of portfolio
43,109
Q2 2025 Reduced 0.48%
$400B
$12.1 Million 3.63% of portfolio
33,055
Q2 2025 Added 5.2%
$49.6B
$11.6 Million 3.47% of portfolio
1,068,227
Q2 2025 Reduced 0.88%
$4.22T
$10.6 Million 3.17% of portfolio
51,711
Q2 2025 Reduced 1.75%
$1.5T
$10.5 Million 3.15% of portfolio
59,763
Q2 2025 Reduced 24.72%
$83.3B
$9.28 Million 2.78% of portfolio
43,614
Q2 2025 Added 86.07%
$129B
$9.2 Million 2.75% of portfolio
43,903
Q2 2025 Reduced 1.31%
$139B
$7.38 Million 2.21% of portfolio
26,779
Q2 2025 Added 4.45%
$270B
$6.98 Million 2.09% of portfolio
49,570
Q2 2025 Reduced 0.81%
$646B
$6.25 Million 1.87% of portfolio
12,875
Q2 2025 Reduced 3.34%
$4.06B
$5.77 Million 1.73% of portfolio
56,904
Q2 2025 Reduced 3.24%
$208B
$5.28 Million 1.58% of portfolio
42,555
Q2 2025 Added 1.06%
$165B
$5.05 Million 1.51% of portfolio
72,692
Q2 2025 Added 13.17%
$288B
$4.93 Million 1.48% of portfolio
50,430
Q2 2025 Reduced 4.38%
$64.2B
$4.92 Million 1.47% of portfolio
24,058
Q2 2025 Reduced 2.03%
$139B
$4.84 Million 1.45% of portfolio
199,636
Q2 2025 Reduced 12.93%
$335B
$4.67 Million 1.4% of portfolio
18,133
Q2 2025 Reduced 0.17%
$190B
$4.65 Million 1.39% of portfolio
4,521
Q2 2025 Reduced 3.09%
$0
$4.6 Million 1.38% of portfolio
8,096
Q2 2025 Reduced 2.02%
$169B
$4.03 Million 1.2% of portfolio
93,047
Q2 2025 Reduced 28.5%
$1.4T
$3.49 Million 1.04% of portfolio
10,996
Q2 2025 Reduced 1.22%
$12.5B
$3.47 Million 1.04% of portfolio
78,396
Q2 2025 Added 5.5%
$8.11B
$3.46 Million 1.03% of portfolio
36,403
Q2 2025 Reduced 0.73%
$265B
$3.21 Million 0.96% of portfolio
10,073
Q2 2025 Added 3.07%
$1.65T
$3.18 Million 0.95% of portfolio
4,308
Q2 2025 Added 1.89%
$108B
$2.93 Million 0.88% of portfolio
5,762
Q2 2025 Added 0.45%
$356B
$2.83 Million 0.85% of portfolio
20,751
Q2 2025 Added 6.41%
$173B
$2.57 Million 0.77% of portfolio
28,171
Q2 2025 Reduced 0.09%
$415B
$2.47 Million 0.74% of portfolio
2,500
Q2 2025 Added 0.04%
$1.99B
$2.48 Million 0.74% of portfolio
134,205
Q2 2025 Added 22.33%
$167B
$2.48 Million 0.74% of portfolio
20,096
Q2 2025 Added 3.69%
$3.4B
$2.39 Million 0.72% of portfolio
78,286
Q2 2025 New
$322B
$2.39 Million 0.72% of portfolio
29,875
Q2 2025 Added 1.03%
$3.86T
$2.35 Million 0.7% of portfolio
4,731
Q2 2025 Added 106.77%
$37.9B
$1.99 Million 0.59% of portfolio
18,481
Q2 2025 Reduced 4.1%
$223B
$1.91 Million 0.57% of portfolio
14,030
Q2 2025 Reduced 12.84%
$568B
$1.92 Million 0.57% of portfolio
5,411
Q2 2025 Added 0.5%
$0
$1.87 Million 0.56% of portfolio
3,394
Q2 2025 Added 6.7%
$2.93B
$1.88 Million 0.56% of portfolio
59,488
Q2 2025 Reduced 11.6%
$114B
$1.81 Million 0.54% of portfolio
12,112
Q2 2025 Reduced 1.47%
$259B
$1.79 Million 0.54% of portfolio
2,533
Q2 2025 Added 36.92%
$384B
$1.66 Million 0.5% of portfolio
11,697
Q2 2025 Reduced 6.97%
$48.2B
$1.68 Million 0.5% of portfolio
8,026
Q1 2025 Reduced 4.75%
$186B
$1.63 Million 0.49% of portfolio
56,249
Q2 2025 Reduced 17.35%
$277B
$1.54 Million 0.46% of portfolio
3,960
Q2 2025 Added 12.47%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $334 Million
  • Prior Value $314 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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