Institutions / Xcel Wealth Management, LLC / Holdings

Xcel Wealth Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ABBOTT LABORATORIES	—	$2.44M	19,447	0.6%
ADVANCED MICRO DEVICES INC	—	$2.66M	12,443	0.7%
TANGER INC.	—	$2.71M	81,166	0.7%
CrowdStrike Holdings, Inc.	—	$2.74M	5,840	0.7%
LEVI STRAUSS & CO	—	$2.74M	132,220	0.7%
WELLS FARGO & COMPANY/MN	—	$2.75M	29,539	0.7%
Toast, Inc.	—	$2.76M	77,796	0.7%
Meta Platforms Inc	—	$2.78M	4,206	0.7%
SCHWAB CHARLES CORP	—	$2.81M	28,171	0.7%
AMERICAN EXPRESS CO	—	$2.91M	7,878	0.7%
Walt Disney Co	—	$2.93M	25,768	0.8%
TJX Cos Inc/The	—	$3.09M	20,097	0.8%
GE Vernova Inc.	—	$3.12M	4,774	0.8%
FEDERAL REALTY INVESTMENT TRUST	—	$3.18M	31,555	0.8%
FedEx Corp	—	$3.21M	11,096	0.8%
ServiceNow Inc	—	$3.25M	21,210	0.8%
CAVA GROUP, INC.	—	$3.37M	57,355	0.9%
VERIZON COMMUNICATIONS INC	—	$3.55M	87,066	0.9%
CATERPILLAR INC	—	$3.77M	6,576	1.0%
PFIZER INC	—	$3.94M	158,187	1.0%
Palantir Technologies Inc	—	$4.02M	22,600	1.0%
Uber Technologies, Inc	—	$4.34M	53,096	1.1%
Palo Alto Networks Inc	—	$4.83M	26,210	1.2%
VANGUARD INDEX FDS	—	$5.06M	8,074	1.3%
Walmart Inc.	—	$5.55M	49,850	1.4%
GENERAL ELECTRIC CO	—	$5.59M	18,145	1.4%
NEXTERA ENERGY INC	—	$5.90M	73,442	1.5%
Warren E. Buffett	—	$6.04M	12,019	1.5%
BANK AMERICA CORP	—	$7.00M	5,595	1.8%
Tesla Inc	—	$7.53M	16,744	1.9%
Morgan Stanley	—	$8.71M	49,060	2.2%
Broadcom Inc.	—	$8.93M	25,804	2.3%
CAPITAL ONE FINANCIAL CORP	—	$11.20M	46,230	2.9%
The Boeing Company	—	$11.79M	54,294	3.0%
HOME DEPOT, INC.	—	$11.92M	34,641	3.1%
Apple Inc.	—	$13.67M	50,271	3.5%
JPMORGAN CHASE & CO	—	$13.76M	42,717	3.5%
Alphabet Inc.	—	$13.83M	44,200	3.5%
FORD MOTOR CO	—	$14.15M	1,078,676	3.6%
NVIDIA Corp	—	$16.47M	88,304	4.2%
BANK OF AMERICA CORP /DE	—	$18.52M	336,713	4.7%
RH	—	$19.73M	110,137	5.1%
Amazon.com Inc	—	$31.48M	136,370	8.1%