Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $314 Million
- Q1 2024
Xcel Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $314 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rh with a value of $38.9M, Amazon Com Inc with a value of $21.2M, Alphabet Inc. with a value of $16.8M, Bank Of America Corp with a value of $14.3M, and Jpmorgan Chase & CO with a value of $12.3M.
Examining the 13F form we can see an increase of $29.9M in the current position value, from $284M to 314M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.