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
$2.32T
$30 Million 8.98% of portfolio
136,751
Q2 2025 Added 2.63%
$5.05B
$21.5 Million 6.44% of portfolio
113,888
Q2 2025 Reduced 10.6%
$383B
$16.9 Million 5.05% of portfolio
356,454
Q2 2025 Reduced 0.44%
$416B
$14 Million 4.2% of portfolio
88,833
Q2 2025 Reduced 1.45%
$855B
$12.5 Million 3.74% of portfolio
43,109
Q2 2025 Reduced 0.48%
$380B
$12.1 Million 3.63% of portfolio
33,055
Q2 2025 Added 5.2%
$44.2B
$11.6 Million 3.47% of portfolio
1,068,227
Q2 2025 Reduced 0.88%
$3.45T
$10.6 Million 3.17% of portfolio
51,711
Q2 2025 Reduced 1.75%
$1.14T
$10.5 Million 3.15% of portfolio
59,763
Q2 2025 Reduced 24.72%
$83.4B
$9.28 Million 2.78% of portfolio
43,614
Q2 2025 Added 86.07%
$136B
$9.2 Million 2.75% of portfolio
43,903
Q2 2025 Reduced 1.31%
$113B
$7.38 Million 2.21% of portfolio
26,779
Q2 2025 Added 4.45%
$237B
$6.98 Million 2.09% of portfolio
49,570
Q2 2025 Reduced 0.81%
$622B
$6.25 Million 1.87% of portfolio
12,875
Q2 2025 Reduced 3.34%
$5.26B
$5.77 Million 1.73% of portfolio
56,904
Q2 2025 Reduced 3.24%
$221B
$5.28 Million 1.58% of portfolio
42,555
Q2 2025 Added 1.06%
$152B
$5.05 Million 1.51% of portfolio
72,692
Q2 2025 Added 13.17%
$260B
$4.93 Million 1.48% of portfolio
50,430
Q2 2025 Reduced 4.38%
$58.9B
$4.92 Million 1.47% of portfolio
24,058
Q2 2025 Reduced 2.03%
$141B
$4.84 Million 1.45% of portfolio
199,636
Q2 2025 Reduced 12.93%
$283B
$4.67 Million 1.4% of portfolio
18,133
Q2 2025 Reduced 0.17%
$194B
$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%
$180B
$4.03 Million 1.2% of portfolio
93,047
Q2 2025 Reduced 28.5%
$1.05T
$3.49 Million 1.04% of portfolio
10,996
Q2 2025 Reduced 1.22%
$15.4B
$3.47 Million 1.04% of portfolio
78,396
Q2 2025 Added 5.5%
$7.77B
$3.46 Million 1.03% of portfolio
36,403
Q2 2025 Reduced 0.73%
$227B
$3.21 Million 0.96% of portfolio
10,073
Q2 2025 Added 3.07%
$1.58T
$3.18 Million 0.95% of portfolio
4,308
Q2 2025 Added 1.89%
$101B
$2.93 Million 0.88% of portfolio
5,762
Q2 2025 Added 0.45%
$293B
$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%
$417B
$2.47 Million 0.74% of portfolio
2,500
Q2 2025 Added 0.04%
$2.03B
$2.48 Million 0.74% of portfolio
134,205
Q2 2025 Added 22.33%
$146B
$2.48 Million 0.74% of portfolio
20,096
Q2 2025 Added 3.69%
$3.31B
$2.39 Million 0.72% of portfolio
78,286
Q2 2025 New
$313B
$2.39 Million 0.72% of portfolio
29,875
Q2 2025 Added 1.03%
$3.77T
$2.35 Million 0.7% of portfolio
4,731
Q2 2025 Added 106.77%
$38.8B
$1.99 Million 0.59% of portfolio
18,481
Q2 2025 Reduced 4.1%
$220B
$1.91 Million 0.57% of portfolio
14,030
Q2 2025 Reduced 12.84%
$575B
$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%
$3.26B
$1.88 Million 0.56% of portfolio
59,488
Q2 2025 Reduced 11.6%
$120B
$1.81 Million 0.54% of portfolio
12,112
Q2 2025 Reduced 1.47%
$239B
$1.79 Million 0.54% of portfolio
2,533
Q2 2025 Added 36.92%
$250B
$1.66 Million 0.5% of portfolio
11,697
Q2 2025 Reduced 6.97%
$43.6B
$1.68 Million 0.5% of portfolio
8,026
Q1 2025 Reduced 4.75%
$195B
$1.63 Million 0.49% of portfolio
56,249
Q2 2025 Reduced 17.35%
$220B
$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
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