Xcel Wealth Management, LLC Purchases and Sells in Q3 2025

Xcel Wealth Management, LLC

$364 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	11.8K + 10.35%	$187.54 - $251.0 $2.21M - $2.96M	126K $25.5M
PLTR	4.26K + 20.54%	$130.68 - $186.97 $557K - $797K	25K $4.56M
CAT	2.59K + 65.28%	$390.92 - $477.15 $1.01M - $1.23M	6.55K $3.12M
TSLA	97 + 0.88%	$293.94 - $444.72 $28.5K - $43.1K	11.1K $4.93M
BA	5.33K + 12.13%	$209.79 - $237.38 $1.12M - $1.26M	49.2K $10.6M
FDX	5.82K + 110.27%	$217.1 - $243.2 $1.26M - $1.42M	11.1K $2.62M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVAV	3.74K New	$226.08 - $314.89 $845K - $1.18M	3.74K $1.18M
DD	14.8K New	$69.9 - $78.26 $1.03M - $1.16M	14.8K $1.15M
KURA	102K New	$5.54 - $9.05 $567K - $926K	102K $905K
CSCO	10.3K New	$66.2 - $71.79 $685K - $743K	10.3K $708K
SPYG	2.42K New	$94.33 - $105.31 $228K - $254K	2.42K $252K
RYN	8.73K New	$22.68 - $27.11 $198K - $237K	8.73K $231K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WHR	-2.45K - 4.3%	$77.47 - $110.59 $189K - $271K	54.5K $4.28M
DIS	-1.86K - 4.37%	$112.25 - $124.0 $209K - $231K	40.7K $4.66M
BLMN	-44.8K - 54.23%	$6.21 - $10.54 $278K - $472K	37.8K $271K
YETI	-12.5K - 21.05%	$31.86 - $39.7 $399K - $497K	47K $1.56M
PRU	-2.3K - 12.45%	$100.68 - $109.89 $232K - $253K	16.2K $1.68M
CRM	-781 - 33.23%	$231.66 - $273.65 $181K - $214K	1.57K $371K

Activity Summary All Purchases 57 New Holdings 13 Increased Positions 44 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.