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Xcel Wealth Management, LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
Amazon.com Inc—$31.48M136,3708.1%
RH—$19.73M110,1375.1%
BANK OF AMERICA CORP /DE—$18.52M336,7134.7%
NVIDIA Corp—$16.47M88,3044.2%
FORD MOTOR CO—$14.15M1,078,6763.6%
Alphabet Inc.—$13.83M44,2003.5%
JPMORGAN CHASE & CO—$13.76M42,7173.5%
Apple Inc.—$13.67M50,2713.5%
HOME DEPOT, INC.—$11.92M34,6413.1%
The Boeing Company—$11.79M54,2943.0%
CAPITAL ONE FINANCIAL CORP—$11.20M46,2302.9%
Broadcom Inc.—$8.93M25,8042.3%
Morgan Stanley—$8.71M49,0602.2%
Tesla Inc—$7.53M16,7441.9%
BANK AMERICA CORP—$7.00M5,5951.8%
Warren E. Buffett—$6.04M12,0191.5%
NEXTERA ENERGY INC—$5.90M73,4421.5%
GENERAL ELECTRIC CO—$5.59M18,1451.4%
Walmart Inc.—$5.55M49,8501.4%
VANGUARD INDEX FDS—$5.06M8,0741.3%
Palo Alto Networks Inc—$4.83M26,2101.2%
Uber Technologies, Inc—$4.34M53,0961.1%
Palantir Technologies Inc—$4.02M22,6001.0%
PFIZER INC—$3.94M158,1871.0%
CATERPILLAR INC—$3.77M6,5761.0%
VERIZON COMMUNICATIONS INC—$3.55M87,0660.9%
CAVA GROUP, INC.—$3.37M57,3550.9%
ServiceNow Inc—$3.25M21,2100.8%
FedEx Corp—$3.21M11,0960.8%
FEDERAL REALTY INVESTMENT TRUST—$3.18M31,5550.8%
GE Vernova Inc.—$3.12M4,7740.8%
TJX Cos Inc/The—$3.09M20,0970.8%
Walt Disney Co—$2.93M25,7680.8%
AMERICAN EXPRESS CO—$2.91M7,8780.7%
SCHWAB CHARLES CORP—$2.81M28,1710.7%
Meta Platforms Inc—$2.78M4,2060.7%
Toast, Inc.—$2.76M77,7960.7%
WELLS FARGO & COMPANY/MN—$2.75M29,5390.7%
LEVI STRAUSS & CO—$2.74M132,2200.7%
CrowdStrike Holdings, Inc.—$2.74M5,8400.7%
TANGER INC.—$2.71M81,1660.7%
ADVANCED MICRO DEVICES INC—$2.66M12,4430.7%
ABBOTT LABORATORIES—$2.44M19,4470.6%
MICROSOFT CORP—$2.29M4,7450.6%
ETFS GOLD TR—$2.28M55,5290.6%
THE GOLDMAN SACHS GROUP, INC.—$2.27M2,5860.6%
COSTCO WHOLESALE CORP /NEW—$2.20M2,5530.6%
INVESCO QQQ TR—$2.10M3,4140.5%
Whirlpool Corp—$2.09M28,9790.5%
Alphabet Inc.—$2.08M6,6150.5%
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