Xcel Wealth Management, LLC Reduced Holdings in Q3 2025

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WHR
Whirlpool Corp

Consumer Cyclical
-2.45K
- 4.3%
$77.47 - $110.59 $189K - $271K
54.5K $4.28M
DIS
Walt Disney CO

Communication Services
-1.86K
- 4.37%
$112.25 - $124.0 $209K - $231K
40.7K $4.66M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-44.8K
- 54.23%
$6.21 - $10.54 $278K - $472K
37.8K $271K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-12.5K
- 21.05%
$31.86 - $39.7 $399K - $497K
47K $1.56M
PRU
Prudential Financial Inc

Financial Services
-2.3K
- 12.45%
$100.68 - $109.89 $232K - $253K
16.2K $1.68M
CRM
Salesforce, Inc.

Technology
-781
- 33.23%
$231.66 - $273.65 $181K - $214K
1.57K $371K
SBUX
Starbucks Corp

Consumer Cyclical
-2.2K
- 20.96%
$81.9 - $96.86 $181K - $213K
8.31K $703K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-948
- 7.36%
$459.11 - $506.91 $435K - $481K
11.9K $6M
VZ
Verizon Communications Inc

Communication Services
-6.47K
- 6.96%
$40.84 - $45.06 $264K - $292K
86.6K $3.8M
ABT
Abbott Laboratories

Healthcare
-1.07K
- 7.65%
$120.51 - $136.62 $129K - $147K
13K $1.74M
PFE
Pfizer Inc

Healthcare
-14.9K
- 7.44%
$23.29 - $25.88 $346K - $384K
185K $4.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-487
- 14.35%
$546.99 - $602.2 $266K - $293K
2.91K $1.75M
BMY
Bristol Myers Squibb CO

Healthcare
-2.17K
- 10.46%
$43.31 - $48.98 $93.9K - $106K
18.6K $837K
ARCC
Ares Capital Corp

Financial Services
-4.14K
- 17.79%
$20.41 - $23.25 $84.5K - $96.2K
19.1K $390K
KO
Coca Cola CO

Consumer Defensive
-913
- 14.02%
$65.67 - $71.67 $60K - $65.4K
5.6K $371K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-2.95K
- 25.95%
$23.6 - $24.47 $69.6K - $72.2K
8.42K $205K
XLC
Select Sector Spdr Tr Communic

ETFs
-1K
- 19.45%
$105.99 - $119.41 $106K - $120K
4.16K $492K
PG
Procter & Gamble CO

Consumer Defensive
-159
- 4.26%
$150.47 - $161.22 $23.9K - $25.6K
3.58K $549K
MRVL
Marvell Technology, Inc.

Technology
-741
- 22.88%
$62.31 - $84.07 $46.2K - $62.3K
2.5K $209K
LLY
Eli Lilly & CO

Healthcare
-40
- 9.57%
$625.65 - $812.69 $25K - $32.5K
378 $288K
META
Meta Platforms, Inc.

Communication Services
-20
- 0.46%
$695.21 - $791.73 $13.9K - $15.8K
4.29K $3.15M
LDOS
Leidos Holdings, Inc.

Technology
-625
- 19.94%
$159.2 - $188.96 $99.5K - $118K
2.51K $474K
HYD
Vaneck High Yield Muni ETF

ETFs
-500
- 6.29%
$48.85 - $50.94 $24.4K - $25.5K
7.45K $379K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-3.55K
- 5.17%
$14.8 - $15.89 $52.5K - $56.4K
65.2K $1.02M
IP
International Paper CO

Consumer Cyclical
-150
- 2.52%
$45.32 - $55.68 $6.8K - $8.35K
5.8K $269K
Listed Fds Tr
-35
- 0.49%
N/A
7.13K $0
Ge Vernova Inc
-8
- 0.47%
N/A
1.69K $0
Blackrock Inc
-151
- 10.02%
N/A
1.36K $0
Ferguson Enterprises Inc
-14
- 0.94%
N/A
1.48K $0
Barrick Mng Corp
-8.33K
- 25.19%
N/A
24.7K $0
Easterly Govt Pptys Inc
-4.93K
- 3.67%
N/A
130K $0
PEP
Pepsico Inc

Consumer Defensive
-156
- 5.1%
$133.81 - $152.16 $20.9K - $23.7K
2.9K $407K
CVX
Chevron Corp

Energy
-150
- 4.99%
$145.57 - $161.83 $21.8K - $24.3K
2.85K $443K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.6K
- 17.53%
$42.74 - $62.88 $111K - $163K
12.2K $702K
BXP
Boston Properties Inc

Real Estate
-900
- 5.96%
$62.11 - $78.93 $55.9K - $71K
14.2K $1.06M
BP
Bp PLC

Energy
-184
- 1.88%
$30.25 - $35.69 $5.57K - $6.57K
9.58K $330K
MDT
Medtronic PLC

Healthcare
-365
- 3.74%
$87.67 - $95.74 $32K - $34.9K
9.4K $894K
AXP
American Express CO

Financial Services
-130
- 1.29%
$294.27 - $342.31 $38.3K - $44.5K
9.94K $3.3M
WFC
Wells Fargo & Company

Financial Services
-10
- 0.03%
$77.05 - $85.16 $771 - $852
29.9K $2.5M
ABBV
Abb Vie Inc.

Healthcare
-25
- 0.88%
$184.85 - $231.54 $4.62K - $5.79K
2.81K $649K
UBER
Uber Technologies, Inc

Technology
-1.14K
- 2.09%
$86.91 - $99.57 $98.6K - $113K
53.2K $5.22M
SHOP
Shopify Inc.

Technology
-30
- 0.58%
$112.11 - $157.12 $3.36K - $4.71K
5.1K $758K
FRT
Federal Realty Investment Trust

Real Estate
-320
- 0.88%
$90.61 - $102.67 $29K - $32.9K
36.1K $3.66M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.08%
$696.56 - $806.32 $1.39K - $1.61K
2.53K $2.02M
WMT
Walmart Inc.

Consumer Defensive
-300
- 0.59%
$94.4 - $104.27 $28.3K - $31.3K
50.1K $5.17M
GOOGL
Alphabet Inc.

Communication Services
-15K
- 25.08%
$174.36 - $254.72 $2.61M - $3.82M
44.8K $10.9M
MDB
Mongo Db, Inc.

Technology
-30
- 0.64%
$201.0 - $334.87 $6.03K - $10K
4.65K $1.44M
LEVI
Levi Strauss & CO

Consumer Cyclical
-400
- 0.3%
$18.87 - $23.3 $7.55K - $9.32K
134K $3.12M
BAC
Bank Of America Corp

Financial Services
-15.3K
- 4.3%
$44.92 - $52.42 $689K - $804K
341K $17.6M
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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