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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|