Xcel Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Eaton Corp plc | $558.7K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $561.6K | 0.1% |
| BARRICK MNG CORP | $566.1K | 0.1% |
| Qnity Electronics, Inc. | $585.5K | 0.1% |
| DuPont de Nemours, Inc. | $588.3K | 0.2% |
| EXXON MOBIL CORP | $593.8K | 0.2% |
| PROCTER & GAMBLE Co | $600.0K | 0.2% |
| WASTE MANAGEMENT INC | $607.3K | 0.2% |
| MASCO CORP /DE | $636.0K | 0.2% |
| AbbVie Inc. | $640.9K | 0.2% |
| CHEVRON CORP | $654.0K | 0.2% |
| CORNING INC /NY | $657.8K | 0.2% |
| FIDELITY COVINGTON TRUST | $662.1K | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.2% |
| SHOPIFY INC | $812.3K | 0.2% |
| CISCO SYSTEMS, INC. | $815.6K | 0.2% |
| GUGGENHEIM TAXABLE MUNICP BO | $818.6K | 0.2% |
| SOUTHERN CO | $890.0K | 0.2% |
| Medtronic plc | $892.9K | 0.2% |
| BRISTOL MYERS SQUIBB CO | $916.8K | 0.2% |
| BXP, Inc. | $954.8K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $972.2K | 0.2% |
| AeroVironment Inc | $972.4K | 0.2% |
| SPDR S&P 500 ETF TR | $986.7K | 0.3% |
| Easterly Government Properties, Inc. | $992.2K | 0.3% |
| SPDR GOLD TR | $1.11M | 0.3% |
| Globus Medical Inc | $1.17M | 0.3% |
| PPL Corp | $1.18M | 0.3% |
| Kura Oncology, Inc. | $1.23M | 0.3% |
| AT&T INC. | $1.29M | 0.3% |
| YETI Holdings, Inc. | $1.30M | 0.3% |
| SELECT SECTOR SPDR TR | $1.45M | 0.4% |
| BlackRock, Inc. | $1.45M | 0.4% |
| SELECT SECTOR SPDR TR | $1.51M | 0.4% |
| Garmin Ltd | $1.63M | 0.4% |
| DEERE & CO | $1.67M | 0.4% |
| Netflix Inc | $1.75M | 0.4% |
| RTX Corp | $1.79M | 0.5% |
| PRUDENTIAL FINANCIAL INC | $1.81M | 0.5% |
| SoFi Technologies, Inc. | $1.83M | 0.5% |
| Blackstone Inc | $1.87M | 0.5% |
| Visa Inc | $1.90M | 0.5% |
| MongoDB, Inc. | $1.91M | 0.5% |
| Alphabet Inc. | $2.08M | 0.5% |
| Whirlpool Corp | $2.09M | 0.5% |
| INVESCO QQQ TR | $2.10M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $2.20M | 0.6% |
| THE GOLDMAN SACHS GROUP, INC. | $2.27M | 0.6% |
| ETFS GOLD TR | $2.28M | 0.6% |
| MICROSOFT CORP | $2.29M | 0.6% |