Xcel Wealth Management, LLC Portfolio Holdings by Sector

Xcel Wealth Management, LLC

$314 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Retail \| Consumer Cyclical RH 1 stocks	$29,860 9.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC 3 stocks	$27,687 8.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$25,351 8.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD MRVL MU 5 stocks	$16,745 5.34% of portfolio	3	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO 4 stocks	$16,079 5.13% of portfolio	-	2	-	-	0 Calls 0 Puts
ETFs \| ETFs VOO QQQ XLF SGOL XLK GLD SPY JEPQ 18 stocks	$14,652 4.67% of portfolio	4	5	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F TSLA 2 stocks	$13,692 4.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW TOST CRWD PLTR MDB MSFT 6 stocks	$12,051 3.84% of portfolio	4	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$11,690 3.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$11,515 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF AXP V SOFI MA 5 stocks	$9,960 3.18% of portfolio	2	1	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW GS 3 stocks	$9,047 2.88% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER NOW CRM SHOP 4 stocks	$8,993 2.87% of portfolio	1	3	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$8,859 2.82% of portfolio	-	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TMUS 3 stocks	$8,226 2.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE BMY ABBV AMGN 4 stocks	$8,172 2.61% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7,891 2.52% of portfolio	1	1	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$7,249 2.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE PPL SO DUK 4 stocks	$7,104 2.27% of portfolio	2	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$5,300 1.69% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate DEA BXP 2 stocks	$5,278 1.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$4,614 1.47% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT GMED MDT 3 stocks	$4,135 1.32% of portfolio	-	3	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BLMN SBUX 2 stocks	$3,835 1.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$3,635 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate FRT 1 stocks	$3,587 1.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX GBAB ARCC EVT CIK 5 stocks	$3,541 1.13% of portfolio	2	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2,360 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$2,227 0.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$2,152 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH PEP KO 3 stocks	$1,879 0.6% of portfolio	1	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1,876 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$1,742 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical LEVI 1 stocks	$1,710 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$1,468 0.47% of portfolio	1	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1,371 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG NWL 2 stocks	$889 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$850 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$762 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS 1 stocks	$731 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG ET 2 stocks	$674 0.21% of portfolio	2	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$671 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$642 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate RYN 1 stocks	$526 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology LDOS 1 stocks	$422 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$336 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$324 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$320 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$272 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$264 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SBCF 1 stocks	$215 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$211 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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Xcel Wealth Management, LLC Portfolio Holdings by Sector

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