Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $314 Million
- Q1 2025
Xcel Wealth Management, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $314 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rh with a value of $29.9M, Amazon Com Inc with a value of $25.4M, Bank Of America Corp with a value of $14.9M, Alphabet Inc. with a value of $12.3M, and Apple Inc. with a value of $11.7M.
Examining the 13F form we can see an decrease of $42.4M in the current position value, from $356M to 314M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
Consumer Cyclical: $96.5 Million
Financial Services: $61.3 Million
Technology: $51.6 Million
Communication Services: $28.9 Million
Industrials: $17.5 Million
ETFs: $14.7 Million
Healthcare: $12.6 Million
Consumer Defensive: $10.8 Million
Other: $19.8 Million
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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