Xcel Wealth Management, LLC Reduced Holdings in Q1 2025

Xcel Wealth Management, LLC

  • $314 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
-1.23K
- 0.96%
$216.63 - $454.52 $267K - $561K
127K $29.9M
GOOGL
Alphabet Inc.

Communication Services
-12.4K
- 13.52%
$154.33 - $206.19 $1.92M - $2.56M
79.4K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.32K
- 10.61%
$222.15 - $428.22 $293K - $566K
11.1K $2.88M
JPM
Jpmorgan Chase & CO

Financial Services
-8.87K
- 16.99%
$225.19 - $279.95 $2M - $2.48M
43.3K $10.6M
AAPL
Apple Inc.

Technology
-650
- 1.22%
$209.68 - $247.1 $136K - $161K
52.6K $11.7M
BAC
Bank Of America Corp

Financial Services
-18.1K
- 4.8%
$39.61 - $47.74 $716K - $863K
358K $14.9M
WHR
Whirlpool Corp

Consumer Cyclical
-290
- 0.49%
$88.58 - $133.14 $25.7K - $38.6K
58.8K $5.3M
RTX
Raytheon Technologies Corp

Industrials
-13.4K
- 58.29%
$114.1 - $135.66 $1.53M - $1.82M
9.61K $1.27M
TGT
Target Corp

Consumer Defensive
-8.17K
- 76.77%
$103.65 - $142.5 $846K - $1.16M
2.47K $257K
PRU
Prudential Financial Inc

Financial Services
-7.46K
- 27.9%
$105.04 - $122.33 $783K - $912K
19.3K $2.15M
BA
Boeing CO

Industrials
-2.97K
- 6.26%
$148.15 - $186.25 $440K - $553K
44.5K $7.59M
VZ
Verizon Communications Inc

Communication Services
-37.5K
- 22.38%
$37.81 - $46.49 $1.42M - $1.74M
130K $5.9M
WMT
Walmart Inc.

Consumer Defensive
-7.23K
- 12.05%
$84.5 - $105.05 $611K - $759K
52.7K $4.63M
FRT
Federal Realty Investment Trust

Real Estate
-565
- 1.52%
$94.7 - $111.82 $53.5K - $63.2K
36.7K $3.59M
DEA
Easterly Government Properties, Inc.

Real Estate
-14.8K
- 3.58%
$10.26 - $11.77 $152K - $174K
399K $4.22M
NWL
Newell Brands Inc.

Consumer Defensive
-37.2K
- 68.52%
$6.2 - $10.66 $231K - $397K
17.1K $106K
META
Meta Platforms, Inc.

Communication Services
-626
- 12.9%
$576.36 - $736.67 $361K - $461K
4.23K $2.44M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-24.1K
- 50.29%
$21.28 - $35.62 $513K - $859K
23.8K $848K
AMD
Advanced Micro Devices Inc

Technology
-1.44K
- 10.27%
$96.63 - $129.55 $139K - $186K
12.6K $1.29M
GS
Goldman Sachs Group Inc

Financial Services
-600
- 24.49%
$524.81 - $672.19 $315K - $403K
1.85K $1.01M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-610
- 0.9%
$31.92 - $38.83 $19.5K - $23.7K
67.3K $2.23M
PFE
Pfizer Inc

Healthcare
-2.89K
- 1.24%
$25.01 - $27.13 $72.3K - $78.4K
229K $5.81M
PANW
Palo Alto Networks Inc

Technology
-125
- 0.51%
$167.82 - $208.28 $21K - $26K
24.6K $4.19M
CAT
Caterpillar Inc

Industrials
-449
- 11.31%
$326.75 - $407.63 $147K - $183K
3.52K $1.16M
AXP
American Express CO

Financial Services
-20
- 0.2%
$255.39 - $325.87 $5.11K - $6.52K
9.77K $2.63M
SHOP
Shopify Inc.

Technology
-1.33K
- 17.31%
$90.59 - $129.31 $121K - $172K
6.36K $607K
CRM
Salesforce, Inc.

Technology
-80
- 3.26%
$268.36 - $359.95 $21.5K - $28.8K
2.38K $637K
PPL
Ppl Corp

Utilities
-9.5K
- 20.15%
$31.68 - $36.11 $301K - $343K
37.6K $1.36M
GMED
Globus Medical Inc

Healthcare
-126
- 0.91%
$69.68 - $93.32 $8.78K - $11.8K
13.7K $1M
KO
Coca Cola CO

Consumer Defensive
-3.2K
- 31.59%
$60.81 - $72.32 $195K - $231K
6.93K $496K
BXP
Boston Properties Inc

Real Estate
-100
- 0.63%
$63.97 - $74.91 $6.4K - $7.49K
15.7K $1.05M
XLK
Technology Sector Spdr

ETFs
-8
- 0.19%
$206.38 - $242.18 $1.65K - $1.94K
4.26K $880K
SPY
Spdr S&P 500 ETF Trust

ETFs
-79
- 7.16%
$551.42 - $612.93 $43.6K - $48.4K
1.03K $573K
TJX
Tjx Companies Inc

Consumer Cyclical
-714
- 3.55%
$112.81 - $126.16 $80.5K - $90.1K
19.4K $2.36M
ABNB
Airbnb, Inc.

Consumer Cyclical
-250
- 8.43%
$119.38 - $161.42 $29.8K - $40.4K
2.72K $324K
UNH
Unitedhealth Group Inc

Healthcare
-105
- 17.21%
$461.52 - $548.18 $48.5K - $57.6K
505 $264K
IWM
Ishares Russell 2000 ETF

ETFs
-9
- 0.55%
$198.1 - $229.79 $1.78K - $2.07K
1.62K $322K
RYN
Rayonier Inc

Real Estate
-2.67K
- 12.39%
$24.95 - $28.24 $66.6K - $75.4K
18.9K $526K
F
Ford Motor CO

Consumer Cyclical
-17.7K
- 1.61%
$9.12 - $10.43 $161K - $184K
1.08M $10.8M
GOLD
Barrick Gold Corp

Basic Materials
-10.2K
- 23.5%
$15.45 - $19.56 $157K - $199K
33.1K $642K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 1.0%
$554.06 - $615.85 $2.77K - $3.08K
496 $278K
DD
Du Pont De Nemours, Inc.

Basic Materials
-101
- 2.69%
$72.7 - $84.32 $7.34K - $8.52K
3.65K $272K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-2.5K
- 3.49%
$15.28 - $15.95 $38.2K - $39.9K
69.1K $1.07M
IP
International Paper CO

Consumer Cyclical
-100
- 1.64%
$49.38 - $60.09 $4.94K - $6.01K
6K $320K
MU
Micron Technology Inc

Technology
-144
- 2.34%
$86.89 - $109.38 $12.5K - $15.8K
6.01K $522K
GRMN
Garmin LTD

Technology
-400
- 4.75%
$204.55 - $241.93 $81.8K - $96.8K
8.03K $1.74M
CVX
Chevron Corp

Energy
-300
- 9.19%
$146.71 - $167.97 $44K - $50.4K
2.96K $495K
BP
Bp PLC

Energy
-119
- 1.19%
$29.93 - $35.31 $3.56K - $4.2K
9.85K $332K
ABBV
Abb Vie Inc.

Healthcare
-9
- 0.32%
$169.2 - $216.66 $1.52K - $1.95K
2.79K $584K
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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