Xcel Wealth Management, LLC Reduced Holdings in Q4 2024

Xcel Wealth Management, LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-44.5K
- 16.1%
$24.8 - $30.19 $1.1M - $1.34M
232K $6.16M
UBER
Uber Technologies, Inc

Technology
-11.1K
- 16.51%
$59.93 - $86.34 $666K - $960K
56.2K $3.39M
VZ
Verizon Communications Inc

Communication Services
-10.9K
- 6.09%
$39.6 - $45.21 $430K - $491K
168K $6.7M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-23.9K
- 33.25%
$25.66 - $34.91 $613K - $834K
47.9K $1.26M
TGT
Target Corp

Consumer Defensive
-4.67K
- 30.51%
$121.59 - $160.69 $568K - $750K
10.6K $1.44M
NEE
Nextera Energy Inc

Utilities
-1.86K
- 3.08%
$69.77 - $85.43 $129K - $158K
58.4K $4.18M
SWKS
Skyworks Solutions, Inc.

Technology
-8.06K
- 44.51%
$83.18 - $99.15 $670K - $799K
10K $891K
F
Ford Motor CO

Consumer Cyclical
-6.84K
- 0.62%
$9.69 - $11.4 $66.3K - $78K
1.1M $10.8M
GOLD
Barrick Gold Corp

Basic Materials
-14.8K
- 25.45%
$15.23 - $21.19 $225K - $313K
43.2K $669K
PPL
Ppl Corp

Utilities
-12.7K
- 21.23%
$31.47 - $35.0 $400K - $445K
47.1K $1.53M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-3K
- 4.23%
$35.21 - $44.8 $106K - $134K
67.9K $2.61M
PRU
Prudential Financial Inc

Financial Services
-1.41K
- 5.01%
$114.59 - $129.52 $162K - $183K
26.7K $3.17M
PEP
Pepsico Inc

Consumer Defensive
-816
- 18.84%
$151.29 - $176.1 $123K - $144K
3.52K $534K
RTX
Raytheon Technologies Corp

Industrials
-515
- 2.19%
$114.45 - $127.21 $58.9K - $65.5K
23K $2.67M
RYN
Rayonier Inc

Real Estate
-1.5K
- 6.51%
$25.89 - $32.34 $38.8K - $48.5K
21.6K $562K
KO
Coca Cola CO

Consumer Defensive
-1.06K
- 9.48%
$61.74 - $71.71 $65.5K - $76.1K
10.1K $630K
UPS
United Parcel Service Inc

Industrials
-117
- 0.94%
$122.65 - $138.35 $14.4K - $16.2K
12.3K $1.55M
MDT
Medtronic PLC

Healthcare
-150
- 1.31%
$79.61 - $92.24 $11.9K - $13.8K
11.3K $900K
CVX
Chevron Corp

Energy
-785
- 19.39%
$141.15 - $162.53 $111K - $128K
3.26K $472K
DD
Du Pont De Nemours, Inc.

Basic Materials
-800
- 17.57%
$75.95 - $88.05 $60.8K - $70.4K
3.75K $286K
PG
Procter & Gamble CO

Consumer Defensive
-60
- 1.29%
$161.05 - $179.7 $9.66K - $10.8K
4.6K $771K
BP
Bp PLC

Energy
-231
- 2.26%
$28.16 - $33.14 $6.5K - $7.66K
9.97K $294K
META
Meta Platforms, Inc.

Communication Services
-150
- 3.0%
$554.08 - $632.68 $83.1K - $94.9K
4.85K $2.86M
Bank America Corp
-1
- 0.05%
N/A
2.14K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-50
- 1.66%
$125.36 - $147.37 $6.27K - $7.37K
2.97K $389K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.99%
$567.81 - $607.81 $6.25K - $6.69K
1.1K $647K
TJX
Tjx Companies Inc

Consumer Cyclical
-475
- 2.31%
$112.15 - $127.2 $53.3K - $60.4K
20.1K $2.43M
MA
Mastercard Inc

Financial Services
-12
- 1.66%
$491.3 - $536.15 $5.9K - $6.43K
712 $374K
T
At&T Inc.

Communication Services
-929
- 1.29%
$21.22 - $23.88 $19.7K - $22.2K
71K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.05%
$521.84 - $558.82 $2.09K - $2.24K
8.26K $4.45M
CRM
Salesforce, Inc.

Technology
-40
- 1.6%
$270.87 - $367.87 $10.8K - $14.7K
2.46K $820K
GMED
Globus Medical Inc

Healthcare
-20
- 0.14%
$69.79 - $85.61 $1.4K - $1.71K
13.8K $1.14M
SCHW
Schwab Charles Corp

Financial Services
-1K
- 3.43%
$63.31 - $82.85 $63.3K - $82.9K
28.2K $2.09M
GRMN
Garmin LTD

Technology
-25
- 0.3%
$161.91 - $220.77 $4.05K - $5.52K
8.43K $1.74M
WMT
Walmart Inc.

Consumer Defensive
-3.35K
- 5.29%
$79.1 - $95.7 $265K - $320K
60K $5.42M
WFC
Wells Fargo & Company

Financial Services
-482
- 1.6%
$54.98 - $77.35 $26.5K - $37.3K
29.6K $2.08M
SOFI
So Fi Technologies, Inc.

Financial Services
-300
- 0.42%
$7.63 - $16.88 $2.29K - $5.06K
71.7K $1.1M
MS
Morgan Stanley

Financial Services
-5.11K
- 8.79%
$104.42 - $134.99 $534K - $690K
53K $6.66M
AAPL
Apple Inc.

Technology
-804
- 1.49%
$221.69 - $259.02 $178K - $208K
53.3K $13.3M
BA
Boeing CO

Industrials
-2.63K
- 5.24%
$138.14 - $180.72 $363K - $474K
47.5K $8.4M
NVDA
Nvidia Corp

Technology
-510
- 0.56%
$117.0 - $148.88 $59.7K - $75.9K
89.9K $12.1M
BAC
Bank Of America Corp

Financial Services
-9.88K
- 2.56%
$39.22 - $47.77 $387K - $472K
376K $16.5M
AVGO
Broadcom Inc.

Technology
-157
- 0.72%
$159.67 - $250.0 $25.1K - $39.3K
21.5K $4.99M
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 1.9%
$205.18 - $250.29 $207K - $253K
52.2K $12.5M
GOOGL
Alphabet Inc.

Communication Services
-3.32K
- 3.49%
$161.86 - $196.66 $537K - $653K
91.8K $17.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-614
- 4.7%
$213.65 - $479.86 $131K - $295K
12.5K $5.03M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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