Holdings
Xcel Wealth Management, LLC
As of Jun 30, 2026, Xcel Wealth Management, LLC reported 104 positions worth US$385M. Largest: Amazon.com, Inc., Rh and Bank Of America Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 131K | US$31.1M | −3,371 | Jun 30, 2026 |
| Rh | 158K | US$26M | +21,952 | Jun 30, 2026 |
| Bank Of America Corporation | 417K | US$23.6M | −31,016 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 49,985 | US$17.9M | −2,275 | Jun 30, 2026 |
| Nvidia Corporation | 85,544 | US$17.1M | −2,617 | Jun 30, 2026 |
| Apple Inc | 46,195 | US$13.4M | −755 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 36,233 | US$12.8M | +1,629 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 37,089 | US$12.1M | −1,412 | Jun 30, 2026 |
| Ford Mtr Co Del | 844K | US$11.7M | −184K | Jun 30, 2026 |
| Boeing Company (the) | 53,394 | US$11.6M | −2,466 | Jun 30, 2026 |