Xcel Wealth Management, LLC Purchases and Sells in Q2 2025

Xcel Wealth Management, LLC

$334 Million
Q2 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	20.2K + 86.07%	$150.57 - $212.76 $3.04M - $4.29M	43.6K $9.28M
AMZN	3.51K + 2.63%	$167.32 - $223.3 $587K - $783K	137K $30M
AVGO	1.14K + 4.45%	$146.29 - $275.65 $167K - $315K	26.8K $7.38M
MSFT	2.44K + 106.77%	$354.56 - $497.45 $866K - $1.22M	4.73K $2.35M
PLTR	1.25K + 6.41%	$74.01 - $144.25 $92.5K - $180K	20.8K $2.83M
DIS	446 + 1.06%	$81.72 - $124.01 $36.4K - $55.3K	42.6K $5.28M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SKT	78.3K New	$28.81 - $34.65 $2.26M - $2.71M	78.3K $2.39M
FDX	5.28K New	$198.07 - $245.17 $1.05M - $1.29M	5.28K $1.2M
LLY	418 New	$713.71 - $898.95 $298K - $376K	418 $325K
ORCL	1.45K New	$122.82 - $218.63 $178K - $317K	1.45K $317K
NKE	4.06K New	$53.27 - $72.04 $216K - $292K	4.06K $288K
ETN	671 New	$246.52 - $356.99 $165K - $240K	671 $239K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	-13.5K - 10.6%	$145.66 - $249.35 $1.97M - $3.37M	114K $21.5M
BLMN	-385K - 82.31%	$6.26 - $9.51 $2.41M - $3.66M	82.7K $711K
VZ	-37.1K - 28.5%	$41.67 - $45.62 $1.55M - $1.69M	93K $4.03M
GOOGL	-19.6K - 24.72%	$144.7 - $178.6 $2.84M - $3.51M	59.8K $10.5M
AAPL	-919 - 1.75%	$172.42 - $223.89 $158K - $206K	51.7K $10.6M
PFE	-29.6K - 12.93%	$21.59 - $24.84 $640K - $736K	200K $4.84M

Activity Summary All Purchases 51 New Holdings 9 Increased Positions 42 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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