Institutions / Xcel Wealth Management, LLC
Xcel Wealth Management, LLC
CIK 1791002 · Institution · as of Dec 31, 2025
Portfolio value
$390.44M
Positions
143
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 143 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $31.48M | 8.1% |
| Rh | $19.73M | 5.1% |
| Bank of America Corp /De | $18.52M | 4.7% |
| NVIDIA Corp | $16.47M | 4.2% |
| Ford Motor Co | $14.15M | 3.6% |
| Alphabet Inc. | $13.83M | 3.5% |
| JPMorgan Chase & Co | $13.76M | 3.5% |
| Apple Inc. | $13.67M | 3.5% |
| Home Depot, Inc. | $11.92M | 3.1% |
| The Boeing Company | $11.79M | 3.0% |
| Capital One Financial Corp | $11.20M | 2.9% |
| Broadcom Inc. | $8.93M | 2.3% |
| Morgan Stanley | $8.71M | 2.2% |
| Tesla Inc | $7.53M | 1.9% |
| Bank America Corp | $7.00M | 1.8% |
| Warren E. Buffett | $6.04M | 1.5% |
| Nextera Energy Inc | $5.90M | 1.5% |
| General Electric Co | $5.59M | 1.4% |
| Walmart Inc. | $5.55M | 1.4% |
| Vanguard Index Fds | $5.06M | 1.3% |
| Palo Alto Networks Inc | $4.83M | 1.2% |
| Uber Technologies, Inc | $4.34M | 1.1% |
| Palantir Technologies Inc | $4.02M | 1.0% |
| Pfizer Inc | $3.94M | 1.0% |
| Caterpillar Inc | $3.77M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.