Xcel Wealth Management, LLC Portfolio Holdings

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025

Xcel Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Million distributed in 138 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 $25.5M, Bank Of America Corp with a value of $17.6M, Nvidia Corp with a value of $16.5M, and Jpmorgan Chase & CO with a value of $13.5M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $334M to 364M.

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

Portfolio value $364 Million
Consumer Cyclical: $101 Million
Financial Services: $75.8 Million
Technology: $74.1 Million
Industrials: $27.2 Million
Communication Services: $26.9 Million
ETFs: $18.6 Million
Healthcare: $11.2 Million
Consumer Defensive: $10.8 Million
Other: $19.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$30 Million 8.24% of portfolio
136,786
Q3 2025 Added 0.03%
$3.54B
$25.5 Million 7.01% of portfolio
125,677
Q3 2025 Added 10.35%
$413B
$17.6 Million 4.83% of portfolio
341,125
Q3 2025 Reduced 4.3%
$465B
$16.5 Million 4.52% of portfolio
88,236
Q3 2025 Reduced 0.67%
$881B
$13.5 Million 3.7% of portfolio
42,766
Q3 2025 Reduced 0.8%
$367B
$13.4 Million 3.69% of portfolio
33,178
Q3 2025 Added 0.37%
$4.3T
$12.9 Million 3.54% of portfolio
50,739
Q3 2025 Reduced 1.88%
$52.1B
$12.7 Million 3.48% of portfolio
1,059,930
Q3 2025 Reduced 0.78%
$1.65T
$10.9 Million 2.99% of portfolio
44,775
Q3 2025 Reduced 25.08%
$114B
$10.6 Million 2.92% of portfolio
49,230
Q3 2025 Added 12.13%
$77.2B
$9.35 Million 2.57% of portfolio
43,987
Q3 2025 Added 0.86%
$139B
$8.48 Million 2.33% of portfolio
25,689
Q3 2025 Reduced 4.07%
$270B
$7.8 Million 2.14% of portfolio
49,070
Q3 2025 Reduced 1.01%
$662B
$6 Million 1.65% of portfolio
11,927
Q3 2025 Reduced 7.36%
$168B
$5.55 Million 1.52% of portfolio
73,560
Q3 2025 Added 1.19%
$328B
$5.46 Million 1.5% of portfolio
18,145
Q3 2025 Added 0.07%
$181B
$5.22 Million 1.43% of portfolio
53,246
Q3 2025 Reduced 2.09%
$279B
$5.17 Million 1.42% of portfolio
50,130
Q3 2025 Reduced 0.59%
$0
$4.96 Million 1.36% of portfolio
8,097
Q3 2025 Added 0.01%
$1.29T
$4.93 Million 1.35% of portfolio
11,093
Q3 2025 Added 0.88%
$141B
$4.71 Million 1.29% of portfolio
184,782
Q3 2025 Reduced 7.44%
$193B
$4.66 Million 1.28% of portfolio
40,695
Q3 2025 Reduced 4.37%
$342B
$4.56 Million 1.25% of portfolio
25,014
Q3 2025 Added 20.54%
$3.83B
$4.28 Million 1.17% of portfolio
54,458
Q3 2025 Reduced 4.3%
$169B
$4.17 Million 1.14% of portfolio
4,530
Q3 2025 Added 0.2%
$172B
$3.8 Million 1.04% of portfolio
86,575
Q3 2025 Reduced 6.96%
$7.85B
$3.66 Million 1.0% of portfolio
36,083
Q3 2025 Reduced 0.88%
$255B
$3.3 Million 0.91% of portfolio
9,943
Q3 2025 Reduced 1.29%
$1.37T
$3.15 Million 0.86% of portfolio
4,288
Q3 2025 Reduced 0.46%
$291B
$3.12 Million 0.86% of portfolio
6,545
Q3 2025 Added 65.28%
$2.07B
$3.12 Million 0.86% of portfolio
133,805
Q3 2025 Reduced 0.3%
$11.6B
$2.91 Million 0.8% of portfolio
79,596
Q3 2025 Added 1.53%
$170B
$2.9 Million 0.8% of portfolio
20,096
Q2 2025 Added 3.69%
$115B
$2.86 Million 0.79% of portfolio
5,837
Q3 2025 Added 1.3%
$3.54B
$2.72 Million 0.75% of portfolio
80,386
Q3 2025 Added 2.68%
$167B
$2.69 Million 0.74% of portfolio
28,171
Q2 2025 Reduced 0.09%
$68.9B
$2.62 Million 0.72% of portfolio
11,096
Q3 2025 Added 110.27%
$317B
$2.5 Million 0.69% of portfolio
29,865
Q3 2025 Reduced 0.03%
$3.78T
$2.47 Million 0.68% of portfolio
4,770
Q3 2025 Added 0.82%
$404B
$2.43 Million 0.67% of portfolio
2,628
Q3 2025 Added 5.12%
$98.1B
$2.07 Million 0.57% of portfolio
12,112
Q2 2025 Reduced 1.47%
$5.65B
$2.04 Million 0.56% of portfolio
55,529
Q3 2025 Added 38.11%
$265B
$2.02 Million 0.55% of portfolio
2,531
Q3 2025 Reduced 0.08%
$388B
$2.02 Million 0.55% of portfolio
12,463
Q3 2025 Added 6.55%
$37.2B
$1.98 Million 0.54% of portfolio
8,026
Q1 2025 Reduced 4.75%
$22.2B
$1.87 Million 0.51% of portfolio
70,932
Q3 2025 Added 0.56%
$533B
$1.85 Million 0.51% of portfolio
5,422
Q3 2025 Added 0.2%
$228B
$1.74 Million 0.48% of portfolio
12,957
Q3 2025 Reduced 7.65%
$0
$1.75 Million 0.48% of portfolio
2,907
Q3 2025 Reduced 14.35%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $364 Million
  • Prior Value $334 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 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