Xcel Wealth Management, LLC Portfolio Holdings

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

Xcel Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $334 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $30M, Rh with a value of $21.5M, Bank Of America Corp with a value of $16.9M, Nvidia Corp with a value of $14M, and Jpmorgan Chase & CO with a value of $12.5M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $314M to 334M.

Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $334 Million
Consumer Cyclical: $93.9 Million
Financial Services: $72.8 Million
Technology: $65.1 Million
Communication Services: $27.5 Million
Industrials: $21 Million
ETFs: $16.3 Million
Healthcare: $10.6 Million
Consumer Defensive: $10.6 Million
Other: $16.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.1B
$1.22 Million 0.37% of portfolio
36,144
Q2 2025 Reduced 3.98%
$60.3B
$1.2 Million 0.36% of portfolio
5,277
Q2 2025 New
$1.17T
$1.17 Million 0.35% of portfolio
6,615
Q2 2025 Reduced 8.88%
$530B
$1.07 Million 0.32% of portfolio
797
Q2 2025 Added 61.99%
$0
$1.03 Million 0.31% of portfolio
68,721
Q2 2025 Reduced 0.58%
$11.1B
$1.02 Million 0.3% of portfolio
15,100
Q2 2025 Reduced 3.82%
$15.4B
$981,000 0.29% of portfolio
4,675
Q2 2025 Reduced 6.03%
$111B
$963,000 0.29% of portfolio
10,514
Q2 2025 Added 112.23%
$102B
$960,000 0.29% of portfolio
20,744
Q2 2025 Reduced 4.55%
$104B
$849,000 0.25% of portfolio
9,246
Q2 2025 Added 4.93%
$122B
$850,000 0.25% of portfolio
9,760
Q2 2025 Reduced 12.05%
$4.08B
$805,000 0.24% of portfolio
13,643
Q2 2025 Reduced 0.44%
$29.2B
$757,000 0.23% of portfolio
6,834
Q1 2025 Added 8.75%
$153B
$778,000 0.23% of portfolio
1,531
Q2 2025 Added 0.39%
$429B
$728,000 0.22% of portfolio
1
Q1 2025 New
$3.35B
$687,000 0.21% of portfolio
14,828
Q2 2025 Reduced 37.77%
$15B
$645,000 0.19% of portfolio
10,022
Q2 2025 Reduced 4.75%
$264B
$640,000 0.19% of portfolio
2,350
Q2 2025 Reduced 1.05%
$256B
$626,000 0.19% of portfolio
3,441
Q2 2025 Added 13.49%
$93.2B
$632,000 0.19% of portfolio
2,764
Q2 2025 Reduced 4.69%
$147B
$591,000 0.18% of portfolio
5,131
Q2 2025 Reduced 19.37%
$375B
$595,000 0.18% of portfolio
3,735
Q2 2025 Reduced 18.8%
$331B
$525,000 0.16% of portfolio
2,830
Q2 2025 Added 1.36%
$452B
$517,000 0.15% of portfolio
4,803
Q2 2025 Reduced 11.02%
$0
$510,000 0.15% of portfolio
23,261
Q2 2025 Added 16.89%
$22B
$494,000 0.15% of portfolio
3,134
Q1 2025 New
$301B
$460,000 0.14% of portfolio
6,514
Q2 2025 Reduced 6.0%
$93B
$430,000 0.13% of portfolio
3,647
Q2 2025 Added 16.18%
$73.8B
$446,000 0.13% of portfolio
4,424
Q2 2025 Reduced 64.53%
$55.6B
$438,000 0.13% of portfolio
1,800
Q1 2025 Added 4.35%
$294B
$430,000 0.13% of portfolio
3,004
Q2 2025 Added 1.38%
$107B
$437,000 0.13% of portfolio
7,468
Q2 2025 Added 59.44%
$164B
$407,000 0.12% of portfolio
1,460
Q4 2023 Reduced 3.31%
$533B
$404,000 0.12% of portfolio
719
Q2 2025 Added 0.98%
$201B
$403,000 0.12% of portfolio
3,056
Q2 2025 Reduced 14.4%
$290B
$357,000 0.11% of portfolio
1,500
Q3 2023 Reduced 0.07%
$55.7B
$346,000 0.1% of portfolio
2,616
Q2 2025 Reduced 3.68%
$738B
$325,000 0.1% of portfolio
418
Q2 2025 New
$53.5B
$329,000 0.1% of portfolio
18,150
Q2 2025 Added 30.58%
$95B
$288,000 0.09% of portfolio
4,055
Q2 2025 New
$642B
$317,000 0.09% of portfolio
1,450
Q2 2025 New
$99.7B
$292,000 0.09% of portfolio
9,768
Q2 2025 Reduced 0.83%
$22.7B
$276,000 0.08% of portfolio
2,226
Q2 2025 Reduced 6.31%
$119B
$275,000 0.08% of portfolio
2,237
Q2 2025 Reduced 62.8%
$18.7B
$278,000 0.08% of portfolio
5,951
Q2 2025 Reduced 0.83%
$0
$274,000 0.08% of portfolio
11,370
Q1 2025 Added 0.4%
$148B
$239,000 0.07% of portfolio
671
Q2 2025 New
$30.7B
$225,000 0.07% of portfolio
1,300
Q2 2025 New
$126B
$249,000 0.07% of portfolio
809
Q2 2025 Reduced 26.45%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $334 Million
  • Prior Value $314 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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