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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$30 Million 8.98% of portfolio
136,751
Q2 2025 Added 2.63%
$383B
$16.9 Million 5.05% of portfolio
356,454
Q2 2025 Reduced 0.44%
$416B
$14 Million 4.2% of portfolio
88,833
Q2 2025 Reduced 1.45%
$855B
$12.5 Million 3.74% of portfolio
43,109
Q2 2025 Reduced 0.48%
$380B
$12.1 Million 3.63% of portfolio
33,055
Q2 2025 Added 5.2%
$3.45T
$10.6 Million 3.17% of portfolio
51,711
Q2 2025 Reduced 1.75%
$1.14T
$10.5 Million 3.15% of portfolio
59,763
Q2 2025 Reduced 24.72%
$237B
$6.98 Million 2.09% of portfolio
49,570
Q2 2025 Reduced 0.81%
$622B
$6.25 Million 1.87% of portfolio
12,875
Q2 2025 Reduced 3.34%
$221B
$5.28 Million 1.58% of portfolio
42,555
Q2 2025 Added 1.06%
$260B
$4.93 Million 1.48% of portfolio
50,430
Q2 2025 Reduced 4.38%
$283B
$4.67 Million 1.4% of portfolio
18,133
Q2 2025 Reduced 0.17%
$1.05T
$3.49 Million 1.04% of portfolio
10,996
Q2 2025 Reduced 1.22%
$227B
$3.21 Million 0.96% of portfolio
10,073
Q2 2025 Added 3.07%
$1.58T
$3.18 Million 0.95% of portfolio
4,308
Q2 2025 Added 1.89%
$293B
$2.83 Million 0.85% of portfolio
20,751
Q2 2025 Added 6.41%
$313B
$2.39 Million 0.72% of portfolio
29,875
Q2 2025 Added 1.03%
$3.77T
$2.35 Million 0.7% of portfolio
4,731
Q2 2025 Added 106.77%
$220B
$1.91 Million 0.57% of portfolio
14,030
Q2 2025 Reduced 12.84%
$575B
$1.92 Million 0.57% of portfolio
5,411
Q2 2025 Added 0.5%
$239B
$1.79 Million 0.54% of portfolio
2,533
Q2 2025 Added 36.92%
$250B
$1.66 Million 0.5% of portfolio
11,697
Q2 2025 Reduced 6.97%
$220B
$1.54 Million 0.46% of portfolio
3,960
Q2 2025 Added 12.47%
$219B
$1.36 Million 0.41% of portfolio
9,327
Q2 2025 Reduced 2.89%
$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%
$429B
$728,000 0.22% of portfolio
1
Q1 2025 New
$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%
$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%
$301B
$460,000 0.14% of portfolio
6,514
Q2 2025 Reduced 6.0%
$294B
$430,000 0.13% of portfolio
3,004
Q2 2025 Added 1.38%
$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%
$738B
$325,000 0.1% of portfolio
418
Q2 2025 New
$642B
$317,000 0.09% of portfolio
1,450
Q2 2025 New

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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