Xcel Wealth Management, LLC Reduced Holdings in Q2 2025

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
-13.5K
- 10.6%
$145.66 - $249.35 $1.97M - $3.37M
114K $21.5M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-385K
- 82.31%
$6.26 - $9.51 $2.41M - $3.66M
82.7K $711K
VZ
Verizon Communications Inc

Communication Services
-37.1K
- 28.5%
$41.67 - $45.62 $1.55M - $1.69M
93K $4.03M
GOOGL
Alphabet Inc.

Communication Services
-19.6K
- 24.72%
$144.7 - $178.6 $2.84M - $3.51M
59.8K $10.5M
AAPL
Apple Inc.

Technology
-919
- 1.75%
$172.42 - $223.89 $158K - $206K
51.7K $10.6M
PFE
Pfizer Inc

Healthcare
-29.6K
- 12.93%
$21.59 - $24.84 $640K - $736K
200K $4.84M
UPS
United Parcel Service Inc

Industrials
-8.05K
- 64.53%
$91.92 - $110.2 $740K - $887K
4.42K $446K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-445
- 3.34%
$483.48 - $539.8 $215K - $240K
12.9K $6.25M
MRVL
Marvell Technology, Inc.

Technology
-10.9K
- 77.12%
$49.38 - $79.97 $539K - $873K
3.24K $250K
BMY
Bristol Myers Squibb CO

Healthcare
-988
- 4.55%
$44.12 - $59.6 $43.6K - $58.9K
20.7K $960K
T
At&T Inc.

Communication Services
-11.8K
- 17.35%
$26.33 - $28.94 $311K - $342K
56.2K $1.63M
MU
Micron Technology Inc

Technology
-3.78K
- 62.8%
$64.72 - $127.91 $244K - $483K
2.24K $275K
ABT
Abbott Laboratories

Healthcare
-2.07K
- 12.84%
$123.95 - $138.08 $256K - $285K
14K $1.91M
GMED
Globus Medical Inc

Healthcare
-60
- 0.44%
$55.82 - $75.5 $3.35K - $4.53K
13.6K $805K
PG
Procter & Gamble CO

Consumer Defensive
-865
- 18.8%
$157.66 - $172.39 $136K - $149K
3.74K $595K
PRU
Prudential Financial Inc

Financial Services
-790
- 4.1%
$95.12 - $112.71 $75.1K - $89K
18.5K $1.99M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-9K
- 37.77%
$33.89 - $46.39 $305K - $418K
14.8K $687K
MDT
Medtronic PLC

Healthcare
-1.34K
- 12.05%
$80.68 - $88.86 $108K - $119K
9.76K $850K
PPL
Ppl Corp

Utilities
-1.5K
- 3.98%
$33.45 - $36.5 $50.2K - $54.8K
36.1K $1.22M
PEP
Pepsico Inc

Consumer Defensive
-514
- 14.4%
$128.02 - $151.37 $65.8K - $77.8K
3.06K $403K
FRT
Federal Realty Investment Trust

Real Estate
-267
- 0.73%
$83.56 - $99.08 $22.3K - $26.5K
36.4K $3.46M
XOM
Exxon Mobil Corp

Energy
-595
- 11.02%
$99.93 - $119.04 $59.5K - $70.8K
4.8K $517K
ADP
Automatic Data Processing Inc

Industrials
-291
- 26.45%
$276.76 - $326.81 $80.5K - $95.1K
809 $249K
MAS
Masco Corp

Industrials
-500
- 4.75%
$58.73 - $71.06 $29.4K - $35.5K
10K $645K
IP
International Paper CO

Consumer Cyclical
-50
- 0.83%
$43.89 - $54.46 $2.19K - $2.72K
5.95K $278K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-400
- 0.58%
$14.51 - $15.62 $5.8K - $6.25K
68.7K $1.03M
BP
Bp PLC

Energy
-82
- 0.83%
$26.11 - $33.81 $2.14K - $2.77K
9.77K $292K
WM
Waste Management Inc

Industrials
-136
- 4.69%
$216.47 - $242.1 $29.4K - $32.9K
2.76K $632K
KO
Coca Cola CO

Consumer Defensive
-416
- 6.0%
$68.37 - $73.9 $28.4K - $30.7K
6.51K $460K
BXP
Boston Properties Inc

Real Estate
-600
- 3.82%
$56.86 - $74.12 $34.1K - $44.5K
15.1K $1.02M
SHOP
Shopify Inc.

Technology
-1.23K
- 19.37%
$76.89 - $115.35 $94.8K - $142K
5.13K $591K
Ferguson Enterprises Inc
-17
- 1.13%
N/A
1.49K $0
CRM
Salesforce, Inc.

Technology
-25
- 1.05%
$236.26 - $291.15 $5.91K - $7.28K
2.35K $640K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 4.64%
$498.8 - $620.9 $11.5K - $14.3K
473 $293K
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 3.68%
$105.69 - $140.64 $10.6K - $14.1K
2.62K $346K
IWM
Ishares Russell 2000 ETF

ETFs
-12
- 0.74%
$174.82 - $215.79 $2.1K - $2.59K
1.61K $346K
GOOG
Alphabet Inc.

Communication Services
-645
- 8.88%
$146.58 - $180.01 $94.5K - $116K
6.62K $1.17M
TWLO
Twilio Inc

Communication Services
-150
- 6.31%
$81.34 - $124.36 $12.2K - $18.7K
2.23K $276K
SGOL
Abrdn Gold ETF Trust

ETFs
-20
- 0.05%
$28.39 - $32.75 $568 - $655
40.2K $1.27M
RTX
Raytheon Technologies Corp

Industrials
-278
- 2.89%
$113.75 - $148.48 $31.6K - $41.3K
9.33K $1.36M
BX
Blackstone Inc.

Financial Services
-181
- 1.47%
$120.07 - $151.11 $21.7K - $27.4K
12.1K $1.81M
MDB
Mongo Db, Inc.

Technology
-300
- 6.03%
$145.85 - $225.38 $43.8K - $67.6K
4.68K $981K
WMT
Walmart Inc.

Consumer Defensive
-2.31K
- 4.38%
$81.79 - $99.98 $189K - $231K
50.4K $4.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-167
- 2.02%
$456.74 - $568.03 $76.3K - $94.9K
8.1K $4.6M
SCHW
Schwab Charles Corp

Financial Services
-24
- 0.09%
$69.06 - $91.24 $1.66K - $2.19K
28.2K $2.57M
AMD
Advanced Micro Devices Inc

Technology
-876
- 6.97%
$78.21 - $143.81 $68.5K - $126K
11.7K $1.66M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.86K
- 3.9%
$9.5 - $18.21 $27.2K - $52.1K
70.5K $1.28M
WHR
Whirlpool Corp

Consumer Cyclical
-1.9K
- 3.24%
$75.71 - $101.42 $144K - $193K
56.9K $5.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-136
- 1.22%
$221.86 - $362.89 $30.2K - $49.4K
11K $3.49M
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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