Xcel Wealth Management, LLC Incresed Positions in Q3 2025

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
11.8K
+ 10.35%
$187.54 - $251.0 $2.21M - $2.96M
126K $25.5M
PLTR
Palantir Technologies Inc.

Technology
4.26K
+ 20.54%
$130.68 - $186.97 $557K - $797K
25K $4.56M
CAT
Caterpillar Inc

Industrials
2.59K
+ 65.28%
$390.92 - $477.15 $1.01M - $1.23M
6.55K $3.12M
TSLA
Tesla, Inc.

Consumer Cyclical
97
+ 0.88%
$293.94 - $444.72 $28.5K - $43.1K
11.1K $4.93M
BA
Boeing CO

Industrials
5.33K
+ 12.13%
$209.79 - $237.38 $1.12M - $1.26M
49.2K $10.6M
FDX
Fedex Corp

Industrials
5.82K
+ 110.27%
$217.1 - $243.2 $1.26M - $1.42M
11.1K $2.62M
HD
Home Depot, Inc.

Consumer Cyclical
123
+ 0.37%
$357.4 - $423.42 $44K - $52.1K
33.2K $13.4M
GE
General Electric CO

Industrials
12
+ 0.07%
$244.75 - $305.63 $2.94K - $3.67K
18.1K $5.46M
SGOL
Abrdn Gold ETF Trust

ETFs
15.3K
+ 38.11%
$31.18 - $36.81 $478K - $564K
55.5K $2.04M
SOFI
So Fi Technologies, Inc.

Financial Services
392
+ 0.56%
$17.64 - $29.81 $6.91K - $11.7K
70.9K $1.87M
PANW
Palo Alto Networks Inc

Technology
2.15K
+ 8.95%
$167.06 - $208.19 $360K - $448K
26.2K $5.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$567.77 - $614.76 $568 - $615
8.1K $4.96M
AMD
Advanced Micro Devices Inc

Technology
766
+ 6.55%
$134.8 - $184.42 $103K - $141K
12.5K $2.02M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2.1K
+ 2.68%
$29.52 - $34.78 $62K - $73K
80.4K $2.72M
RTX
Raytheon Technologies Corp

Industrials
458
+ 4.91%
$144.19 - $167.33 $66K - $76.6K
9.79K $1.64M
XLK
Technology Sector Spdr

ETFs
355
+ 7.76%
$250.97 - $282.66 $89.1K - $100K
4.93K $1.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.14K
+ 24.78%
$53.81 - $57.52 $169K - $180K
15.8K $908K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.55K
+ 59.4%
$118.3 - $142.16 $184K - $221K
4.17K $506K
MO
Altria Group, Inc.

Consumer Defensive
1.55K
+ 20.81%
$57.75 - $67.68 $89.7K - $105K
9.02K $595K
SPY
Spdr S&P 500 ETF Trust

ETFs
117
+ 11.36%
$617.65 - $666.84 $72.3K - $78K
1.15K $764K
MSFT
Microsoft Corp

Technology
39
+ 0.82%
$491.09 - $535.64 $19.2K - $20.9K
4.77K $2.47M
MU
Micron Technology Inc

Technology
60
+ 2.68%
$104.88 - $168.89 $6.29K - $10.1K
2.3K $384K
ORCL
Oracle Corp

Technology
4
+ 0.28%
$218.96 - $328.33 $876 - $1.31K
1.45K $408K
COF
Capital One Financial Corp

Financial Services
373
+ 0.86%
$207.29 - $229.74 $77.3K - $85.7K
44K $9.35M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
670
+ 10.33%
$75.26 - $80.19 $50.4K - $53.7K
7.16K $570K
SO
Southern CO

Utilities
347
+ 3.75%
$90.83 - $96.0 $31.5K - $33.3K
9.59K $909K
ETN
Eaton Corp PLC

Industrials
130
+ 19.37%
$342.99 - $392.76 $44.6K - $51.1K
801 $299K
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 4.05%
$214.92 - $244.84 $14K - $15.9K
1.67K $404K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.03%
$211.65 - $238.24 $7.41K - $8.34K
137K $30M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 1.48%
$620.67 - $670.08 $4.34K - $4.69K
480 $321K
XOM
Exxon Mobil Corp

Energy
9
+ 0.19%
$105.83 - $117.22 $952 - $1.05K
4.81K $542K
TMUS
T Mobile Us, Inc.

Communication Services
42
+ 2.8%
$226.02 - $259.01 $9.49K - $10.9K
1.54K $369K
Linde PLC
2
+ 0.42%
N/A
481 $0
Bank America Corp
420
+ 8.04%
N/A
5.65K $0
Cava Group Inc
11.8K
+ 27.7%
N/A
54.6K $0
ET
Energy Transfer LP

Energy
1K
+ 5.51%
$17.11 - $18.16 $17.1K - $18.2K
19.2K $328K
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 5.12%
$915.95 - $994.57 $117K - $127K
2.63K $2.43M
DE
Deere & CO

Industrials
20
+ 1.31%
$457.26 - $524.37 $9.15K - $10.5K
1.55K $709K
V
Visa Inc.

Financial Services
11
+ 0.2%
$332.09 - $358.86 $3.65K - $3.95K
5.42K $1.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
75
+ 1.3%
$412.46 - $514.1 $30.9K - $38.6K
5.84K $2.86M
NFLX
Netflix Inc

Communication Services
12
+ 1.51%
$1147.87 - $1297.18 $13.8K - $15.6K
809 $969K
NOW
Service Now, Inc.

Technology
9
+ 0.2%
$850.86 - $1044.69 $7.66K - $9.4K
4.53K $4.17M
TOST
Toast, Inc.

Technology
1.2K
+ 1.53%
$36.51 - $49.3 $43.8K - $59.2K
79.6K $2.91M
Activity Summary
Buys All Purchases 57 New Holdings 13 Increased Positions 44 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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