Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
Xcel Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $338 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rh with a value of $41.7M, Amazon Com Inc with a value of $23.7M, Alphabet Inc. with a value of $15.8M, Bank Of America Corp with a value of $15.3M, and Apple Inc. with a value of $12.6M.
Examining the 13F form we can see an increase of $22.1M in the current position value, from $316M to 338M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
Consumer Cyclical: $108 Million
Financial Services: $57.4 Million
Technology: $52.2 Million
Communication Services: $32.9 Million
Industrials: $19.9 Million
Consumer Defensive: $15.9 Million
Healthcare: $14.1 Million
ETFs: $14.1 Million
Other: $23.1 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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