Xcel Wealth Management, LLC Incresed Positions in Q1 2025

Xcel Wealth Management, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
980
+ 64.52%
$890.62 - $1076.86 $873K - $1.06M
2.5K $2.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.61K
+ 102.23%
$468.34 - $539.52 $753K - $868K
3.18K $1.49M
BMY
Bristol Myers Squibb CO

Healthcare
6.91K
+ 46.65%
$53.9 - $63.11 $373K - $436K
21.7K $1.33M
MRVL
Marvell Technology, Inc.

Technology
10.1K
+ 245.2%
$61.57 - $126.06 $619K - $1.27M
14.2K $871K
XOM
Exxon Mobil Corp

Energy
3.13K
+ 137.48%
$105.44 - $118.93 $330K - $372K
5.4K $641K
NEE
Nextera Energy Inc

Utilities
5.87K
+ 10.06%
$66.96 - $76.16 $393K - $447K
64.2K $4.55M
PLTR
Palantir Technologies Inc.

Technology
985
+ 5.32%
$64.98 - $124.62 $64K - $123K
19.5K $1.65M
BRO
Brown & Brown, Inc.

Financial Services
550
+ 8.75%
$100.54 - $124.4 $55.3K - $68.4K
6.83K $850K
DIS
Walt Disney CO

Communication Services
6.4K
+ 17.91%
$96.87 - $114.0 $620K - $729K
42.1K $4.16M
CRWD
Crowd Strike Holdings, Inc.

Technology
336
+ 6.22%
$308.86 - $455.36 $104K - $153K
5.74K $2.02M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.55K
+ 35.28%
$63.07 - $73.5 $97.8K - $114K
5.94K $417K
SO
Southern CO

Utilities
36
+ 0.41%
$80.96 - $92.96 $2.91K - $3.35K
8.81K $810K
ARCC
Ares Capital Corp

Financial Services
3.55K
+ 21.71%
$21.28 - $23.81 $75.5K - $84.5K
19.9K $440K
NFLX
Netflix Inc

Communication Services
65
+ 15.22%
$828.4 - $1058.6 $53.8K - $68.8K
492 $458K
SBUX
Starbucks Corp

Consumer Cyclical
189
+ 3.97%
$91.75 - $115.81 $17.3K - $21.9K
4.95K $485K
LNG
Cheniere Energy, Inc.

Energy
75
+ 4.35%
$209.32 - $253.66 $15.7K - $19K
1.8K $416K
MO
Altria Group, Inc.

Consumer Defensive
100
+ 2.18%
$50.81 - $60.02 $5.08K - $6K
4.68K $281K
PEP
Pepsico Inc

Consumer Defensive
54
+ 1.54%
$142.64 - $156.42 $7.7K - $8.45K
3.57K $535K
Bank America Corp
11
+ 0.51%
N/A
2.15K $0
Blackrock Inc
764
+ 107.15%
N/A
1.48K $0
Listed Fd Tr
945
+ 17.29%
N/A
6.41K $0
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
45
+ 0.4%
$22.77 - $24.73 $1.02K - $1.11K
11.4K $264K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
502
+ 4.93%
$51.45 - $58.51 $25.8K - $29.4K
10.7K $552K
MSFT
Microsoft Corp

Technology
16
+ 0.7%
$375.39 - $447.2 $6.01K - $7.16K
2.29K $858K
UPS
United Parcel Service Inc

Industrials
180
+ 1.46%
$109.66 - $136.26 $19.7K - $24.5K
12.5K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.07%
$507.05 - $563.67 $3.04K - $3.38K
8.26K $4.25M
SOFI
So Fi Technologies, Inc.

Financial Services
1.68K
+ 2.34%
$11.18 - $18.03 $18.8K - $30.3K
73.4K $853K
AVGO
Broadcom Inc.

Technology
4.1K
+ 19.03%
$167.43 - $244.7 $686K - $1M
25.6K $4.29M
NOW
Service Now, Inc.

Technology
275
+ 6.26%
$783.83 - $1170.39 $216K - $322K
4.67K $3.71M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
45.2K
+ 10.71%
$7.17 - $12.89 $324K - $583K
467K $3.35M
NVDA
Nvidia Corp

Technology
265
+ 0.29%
$106.98 - $149.43 $28.3K - $39.6K
90.1K $9.77M
AMZN
Amazon Com Inc

Consumer Cyclical
6.28K
+ 4.94%
$190.26 - $242.06 $1.19M - $1.52M
133K $25.4M
Activity Summary
Buys All Purchases 43 New Holdings 10 Increased Positions 33 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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