Xcel Wealth Management, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $316 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rh with a value of $30.1M, Amazon Com Inc with a value of $22.6M, Alphabet Inc. with a value of $19.2M, Bank Of America Corp with a value of $15.1M, and Apple Inc. with a value of $11.3M.
Examining the 13F form we can see an increase of $1.72M in the current position value, from $314M to 316M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$316 Million
Consumer Cyclical: $90.2 Million
Financial Services: $55.2 Million
Technology: $49.2 Million
Communication Services: $34.4 Million
Industrials: $17.9 Million
Consumer Defensive: $17.8 Million
ETFs: $13.5 Million
Healthcare: $13.3 Million
Other: $24.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more