Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $316 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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