Xcel Wealth Management, LLC Purchases and Sells in Q1 2025

Xcel Wealth Management, LLC

$314 Million
Q1 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	980 + 64.52%	$890.62 - $1076.86 $873K - $1.06M	2.5K $2.36M
QQQ	1.61K + 102.23%	$468.34 - $539.52 $753K - $868K	3.18K $1.49M
BMY	6.91K + 46.65%	$53.9 - $63.11 $373K - $436K	21.7K $1.33M
MRVL	10.1K + 245.2%	$61.57 - $126.06 $619K - $1.27M	14.2K $871K
XOM	3.13K + 137.48%	$105.44 - $118.93 $330K - $372K	5.4K $641K
NEE	5.87K + 10.06%	$66.96 - $76.16 $393K - $447K	64.2K $4.55M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	23.4K New	$163.87 - $209.82 $3.84M - $4.92M	23.4K $4.2M
TOST	74.3K New	$32.61 - $41.98 $2.42M - $3.12M	74.3K $2.46M
LEVI	110K New	$15.59 - $19.22 $1.71M - $2.11M	110K $1.71M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
LDOS	3.13K New	$126.82 - $161.11 $397K - $505K	3.13K $422K
ET	13.9K New	$17.26 - $21.08 $240K - $293K	13.9K $258K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	-1.23K - 0.96%	$216.63 - $454.52 $267K - $561K	127K $29.9M
GOOGL	-12.4K - 13.52%	$154.33 - $206.19 $1.92M - $2.56M	79.4K $12.3M
TSLA	-1.32K - 10.61%	$222.15 - $428.22 $293K - $566K	11.1K $2.88M
JPM	-8.87K - 16.99%	$225.19 - $279.95 $2M - $2.48M	43.3K $10.6M
AAPL	-650 - 1.22%	$209.68 - $247.1 $136K - $161K	52.6K $11.7M
BAC	-18.1K - 4.8%	$39.61 - $47.74 $716K - $863K	358K $14.9M

Activity Summary All Purchases 43 New Holdings 10 Increased Positions 33 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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