Xcel Wealth Management, LLC Portfolio Holdings

Xcel Wealth Management, LLC

  • $378 Million
  • Q4 2025

Xcel Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $378 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $32M, Service Now, Inc. with a value of $17.7M, Bank Of America Corp with a value of $17.3M, Nvidia Corp with a value of $16.5M, and Rh with a value of $16.5M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $364M to 378M.

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

Portfolio value $378 Million
Consumer Cyclical: $94.8 Million
Technology: $89.9 Million
Financial Services: $73.6 Million
Industrials: $29.6 Million
Communication Services: $26.9 Million
ETFs: $21.4 Million
Healthcare: $12.2 Million
Consumer Defensive: $10.4 Million
Other: $19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$32 Million 8.47% of portfolio
136,370
Q4 2025 Reduced 0.3%
$169B
$17.7 Million 4.69% of portfolio
21,210
Q4 2025 Added 368.21%
$413B
$17.3 Million 4.59% of portfolio
336,713
Q4 2025 Reduced 1.29%
$465B
$16.5 Million 4.36% of portfolio
88,304
Q4 2025 Added 0.08%
$3.54B
$16.5 Million 4.36% of portfolio
110,137
Q4 2025 Reduced 12.37%
$52.1B
$14.2 Million 3.77% of portfolio
1,078,676
Q4 2025 Added 1.77%
$4.3T
$13.4 Million 3.56% of portfolio
50,271
Q4 2025 Reduced 0.92%
$881B
$12.8 Million 3.4% of portfolio
42,717
Q4 2025 Reduced 0.11%
$367B
$12.4 Million 3.28% of portfolio
34,641
Q4 2025 Added 4.41%
$1.65T
$12.2 Million 3.23% of portfolio
44,200
Q4 2025 Reduced 1.28%
$114B
$10.4 Million 2.76% of portfolio
54,294
Q4 2025 Added 10.29%
$77.2B
$9.29 Million 2.46% of portfolio
46,230
Q4 2025 Added 5.1%
$139B
$8.84 Million 2.34% of portfolio
25,804
Q4 2025 Added 0.45%
$270B
$7.82 Million 2.07% of portfolio
49,060
Q4 2025 Reduced 0.02%
$1.29T
$6.85 Million 1.81% of portfolio
16,744
Q4 2025 Added 50.94%
$168B
$6.3 Million 1.67% of portfolio
73,442
Q4 2025 Reduced 0.16%
$328B
$5.45 Million 1.44% of portfolio
18,145
Q3 2025 Added 0.07%
$61.4B
$5.38 Million 1.42% of portfolio
26,210
Q3 2025 Added 8.95%
$279B
$5.13 Million 1.36% of portfolio
49,850
Q4 2025 Reduced 0.56%
$0
$4.99 Million 1.32% of portfolio
8,074
Q4 2025 Reduced 0.28%
$181B
$4.86 Million 1.29% of portfolio
53,096
Q4 2025 Reduced 0.28%
$141B
$3.97 Million 1.05% of portfolio
158,187
Q4 2025 Reduced 14.39%
$342B
$3.93 Million 1.04% of portfolio
22,600
Q4 2025 Reduced 9.65%
$291B
$3.63 Million 0.96% of portfolio
6,576
Q4 2025 Added 0.47%
$172B
$3.57 Million 0.95% of portfolio
87,066
Q4 2025 Added 0.57%
$115B
$3.14 Million 0.83% of portfolio
5,840
Q4 2025 Added 0.05%
$7.85B
$3.06 Million 0.81% of portfolio
31,555
Q4 2025 Reduced 12.55%
$0
$3.01 Million 0.8% of portfolio
10,463
Q4 2025 Added 112.32%
$388B
$2.99 Million 0.79% of portfolio
12,443
Q4 2025 Reduced 0.16%
$68.9B
$2.94 Million 0.78% of portfolio
11,096
Q3 2025 Added 110.27%
$170B
$2.94 Million 0.78% of portfolio
20,097
Q4 2025 Added 0.0%
$2.07B
$2.83 Million 0.75% of portfolio
132,220
Q4 2025 Reduced 1.18%
$11.6B
$2.79 Million 0.74% of portfolio
77,796
Q4 2025 Reduced 2.26%
$3.54B
$2.75 Million 0.73% of portfolio
81,166
Q4 2025 Added 0.97%
$193B
$2.72 Million 0.72% of portfolio
25,768
Q4 2025 Reduced 36.68%
$255B
$2.69 Million 0.71% of portfolio
7,878
Q4 2025 Reduced 20.77%
$167B
$2.59 Million 0.69% of portfolio
28,171
Q2 2025 Reduced 0.09%
$1.37T
$2.56 Million 0.68% of portfolio
4,206
Q4 2025 Reduced 1.91%
$228B
$2.53 Million 0.67% of portfolio
19,447
Q4 2025 Added 50.09%
$317B
$2.46 Million 0.65% of portfolio
29,539
Q4 2025 Reduced 1.09%
$3.78T
$2.41 Million 0.64% of portfolio
4,745
Q4 2025 Reduced 0.52%
$404B
$2.33 Million 0.62% of portfolio
2,553
Q4 2025 Reduced 2.85%
$5.65B
$2.16 Million 0.57% of portfolio
55,529
Q3 2025 Added 38.11%
$0
$2.06 Million 0.55% of portfolio
3,414
Q4 2025 Added 17.44%
$49.1B
$2.06 Million 0.55% of portfolio
18,686
Q4 2025 Added 2,209.77%
$3.83B
$2.04 Million 0.54% of portfolio
28,979
Q4 2025 Reduced 46.79%
$265B
$2.01 Million 0.53% of portfolio
2,586
Q4 2025 Added 2.17%
$22.2B
$1.95 Million 0.51% of portfolio
69,932
Q4 2025 Reduced 1.41%
$1.74T
$1.89 Million 0.5% of portfolio
6,615
Q2 2025 Reduced 8.88%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $378 Million
  • Prior Value $364 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email