Xcel Wealth Management, LLC Incresed Positions in Q2 2025

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
20.2K
+ 86.07%
$150.57 - $212.76 $3.04M - $4.29M
43.6K $9.28M
AMZN
Amazon Com Inc

Consumer Cyclical
3.51K
+ 2.63%
$167.32 - $223.3 $587K - $783K
137K $30M
AVGO
Broadcom Inc.

Technology
1.14K
+ 4.45%
$146.29 - $275.65 $167K - $315K
26.8K $7.38M
MSFT
Microsoft Corp

Technology
2.44K
+ 106.77%
$354.56 - $497.45 $866K - $1.22M
4.73K $2.35M
PLTR
Palantir Technologies Inc.

Technology
1.25K
+ 6.41%
$74.01 - $144.25 $92.5K - $180K
20.8K $2.83M
DIS
Walt Disney CO

Communication Services
446
+ 1.06%
$81.72 - $124.01 $36.4K - $55.3K
42.6K $5.28M
TOST
Toast, Inc.

Technology
4.09K
+ 5.5%
$30.03 - $45.23 $123K - $185K
78.4K $3.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
26
+ 0.45%
$321.63 - $509.31 $8.36K - $13.2K
5.76K $2.93M
GS
Goldman Sachs Group Inc

Financial Services
683
+ 36.92%
$462.22 - $707.75 $316K - $483K
2.53K $1.79M
LEVI
Levi Strauss & CO

Consumer Cyclical
24.5K
+ 22.33%
$12.42 - $18.62 $304K - $456K
134K $2.48M
NFLX
Netflix Inc

Communication Services
305
+ 61.99%
$855.86 - $1339.13 $261K - $408K
797 $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
1.64K
+ 5.2%
$335.24 - $380.78 $548K - $623K
33.1K $12.1M
AXP
American Express CO

Financial Services
300
+ 3.07%
$231.39 - $318.98 $69.4K - $95.7K
10.1K $3.21M
NEE
Nextera Energy Inc

Utilities
8.46K
+ 13.17%
$64.11 - $75.0 $542K - $634K
72.7K $5.05M
SBUX
Starbucks Corp

Consumer Cyclical
5.56K
+ 112.23%
$79.69 - $99.41 $443K - $553K
10.5K $963K
QQQ
Invesco Qqq Trust, Series 1

ETFs
213
+ 6.7%
$416.06 - $551.64 $88.6K - $117K
3.39K $1.87M
CAT
Caterpillar Inc

Industrials
439
+ 12.47%
$273.94 - $388.21 $120K - $170K
3.96K $1.54M
XLK
Technology Sector Spdr

ETFs
310
+ 7.27%
$179.73 - $253.23 $55.7K - $78.5K
4.57K $1.16M
WFC
Wells Fargo & Company

Financial Services
306
+ 1.03%
$60.98 - $80.12 $18.7K - $24.5K
29.9K $2.39M
MO
Altria Group, Inc.

Consumer Defensive
2.78K
+ 59.44%
$55.56 - $60.91 $155K - $170K
7.47K $437K
PM
Philip Morris International Inc.

Consumer Defensive
409
+ 13.49%
$149.23 - $184.95 $61K - $75.6K
3.44K $626K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.98K
+ 18.59%
$45.88 - $54.4 $91K - $108K
12.7K $688K
TJX
Tjx Companies Inc

Consumer Cyclical
715
+ 3.69%
$119.13 - $135.03 $85.2K - $96.5K
20.1K $2.48M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.04%
$908.13 - $1056.85 $908 - $1.06K
2.5K $2.47M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
541
+ 9.1%
$62.73 - $78.42 $33.9K - $42.4K
6.49K $502K
ET
Energy Transfer LP

Energy
4.25K
+ 30.58%
$15.65 - $18.93 $66.5K - $80.5K
18.2K $329K
ARCC
Ares Capital Corp

Financial Services
3.36K
+ 16.89%
$18.91 - $22.43 $63.6K - $75.4K
23.3K $510K
DE
Deere & CO

Industrials
6
+ 0.39%
$412.99 - $531.48 $2.48K - $3.19K
1.53K $778K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.49%
$496.48 - $617.85 $2.48K - $3.09K
1.03K $636K
DUK
Duke Energy Corp

Utilities
508
+ 16.18%
$112.46 - $124.05 $57.1K - $63K
3.65K $430K
SO
Southern CO

Utilities
434
+ 4.93%
$84.91 - $92.56 $36.9K - $40.2K
9.25K $849K
V
Visa Inc.

Financial Services
27
+ 0.5%
$308.27 - $373.31 $8.32K - $10.1K
5.41K $1.92M
MA
Mastercard Inc

Financial Services
7
+ 0.98%
$479.92 - $590.74 $3.36K - $4.14K
719 $404K
Blackrock Inc
30
+ 2.03%
N/A
1.51K $0
Bank America Corp
3.08K
+ 143.25%
N/A
5.23K $0
Ge Vernova Inc
2
+ 0.12%
N/A
1.69K $0
Linde PLC
5
+ 1.05%
N/A
479 $0
Listed Fds Tr
750
+ 11.7%
N/A
7.16K $0
Cava Group Inc
20.9K
+ 95.51%
N/A
42.8K $0
ABBV
Abb Vie Inc.

Healthcare
38
+ 1.36%
$170.16 - $206.27 $6.47K - $7.84K
2.83K $525K
CVX
Chevron Corp

Energy
41
+ 1.38%
$133.73 - $168.51 $5.48K - $6.91K
3K $430K
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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