Back to Xcel Wealth Management, LLC

Xcel Wealth Management, LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
Marvell Technology, Inc.$488.3K5,7460.1%
AMGEN INC$477.9K1,4600.1%
LISTED FDS TR$470.2K7,1280.1%
Celsius Holdings, Inc.$458.2K10,0180.1%
Leidos Holdings Inc$452.6K2,5090.1%
SPDR SERIES TRUST$448.9K18,0000.1%
PEPSICO INC$436.2K3,0390.1%
Duke Energy Corp$426.3K3,6370.1%
ARES CAPITAL CORPARCCCommon Stock$423.5K20,9350.1%
ISHARES TR$411.3K1,6710.1%
Mastercard Inc$410.5K7190.1%
ORACLE CORP$408.9K2,0980.1%
ELI LILLY & Co$404.1K3760.1%
STARBUCKS CORP$387.3K4,5990.1%
COCA COLA CO$381.1K5,4510.1%
VANECK ETF TRUST$380.8K7,4500.1%
DOMINION ENERGY, INC$376.0K6,4170.1%
FIRST TR EXCHANGE-TRADED ALP$372.7K2,3310.1%
INTERNATIONAL BUSINESS MACHINES CORP$365.5K1,2340.1%
Cheniere Energy, Inc.$349.9K1,8000.1%
FIRST TR EXCHANGE TRADED FD$336.6K4,8450.1%
BP PLC$331.0K9,5310.1%
ISHARES TR$329.0K4800.1%
Ferguson Enterprises Inc. /DE$325.9K1,4640.1%
Salesforce Inc$325.6K1,2290.1%
MercadoLibre, Inc.$320.3K1590.1%
T-Mobile US, Inc.TMUSCommon Stock$313.1K1,5420.1%
AUTOMATIC DATA PROCESSING INC$312.6K1,2150.1%
FIRST TR EXCH TRADED FD III$287.6K6,0000.1%
ServiceTitan, Inc.$284.9K2,6750.1%
Vistra Corp.$261.7K1,6220.1%
TWILIO INC$259.7K1,8260.1%
ABRDN SILVER ETF TRUST$246.6K3,6460.1%
SPDR SERIES TRUST$234.0K2,1930.1%
INTERNATIONAL PAPER CO /NEW$228.5K5,8010.1%
TIDAL TRUST I$226.1K9,1320.1%
SEACOAST BANKING CORP OF FLORIDA$219.9K7,0000.1%
VANGUARD INDEX FDS$218.3K6510.1%
Somnigroup International Inc$214.3K2,4000.1%
LINDE PLC$205.1K4810.1%
EATON VANCE TAX ADVT DIV INC$204.5K8,1200.1%
Bloomin' Brands, Inc.$154.6K25,0550.0%
ImmunityBio, Inc.IBRXCommon Stock$39.6K20,0000.0%
← PrevPage 3 of 3Next →