Xcel Wealth Management, LLC
CIK: 0001791002SEC EDGAR →
Portfolio Value
$393.1M
Holdings
143
As of
Q4 2025
New Positions
143
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 136,370 | $31.5M | 8.01% |
| 2 | RHCall RH | 125,237 | $22.4M | 5.71% |
| 3 | BANK AMERICA CORP | 336,713 | $18.5M | 4.71% |
| 4 | NVIDIA CORPORATION | 88,304 | $16.5M | 4.19% |
| 5 | FORD MTR CO | 1,078,676 | $14.2M | 3.60% |
| 6 | ALPHABET INC | 44,200 | $13.8M | 3.52% |
| 7 | JPMORGAN CHASE & CO. | 42,717 | $13.8M | 3.50% |
| 8 | APPLE INC | 50,271 | $13.7M | 3.48% |
| 9 | HOME DEPOT INC | 34,641 | $11.9M | 3.03% |
| 10 | BOEING CO | 54,294 | $11.8M | 3.00% |
Quarterly Changes
New Positions (143)
$31.5M · 136K shares
$22.4M · 125K shares
$18.5M · 337K shares
$16.5M · 88K shares
$14.2M · 1.1M shares
$13.8M · 44K shares
$13.8M · 43K shares
$13.7M · 50K shares
$11.9M · 35K shares
$11.8M · 54K shares
$11.2M · 46K shares
$8.9M · 26K shares
$8.7M · 49K shares
$7.5M · 17K shares
$7.0M · 6K shares
$6.0M · 12K shares
$5.9M · 73K shares
$5.6M · 18K shares
$5.6M · 50K shares
$5.1M · 8K shares
$4.8M · 26K shares
$4.3M · 53K shares
$4.0M · 23K shares
$3.9M · 158K shares
$3.8M · 7K shares
$3.5M · 87K shares
$3.4M · 57K shares
$3.2M · 21K shares
$3.2M · 11K shares
$3.2M · 32K shares
$3.1M · 5K shares
$3.1M · 20K shares
$2.9M · 26K shares
$2.9M · 8K shares
$2.8M · 28K shares
$2.8M · 4K shares
$2.8M · 78K shares
$2.8M · 30K shares
$2.7M · 132K shares
$2.7M · 6K shares
$2.7M · 81K shares
$2.7M · 12K shares
$2.4M · 19K shares
$2.3M · 5K shares
$2.3M · 56K shares
$2.3M · 3K shares
$2.2M · 3K shares
$2.1M · 3K shares
$2.1M · 29K shares
$2.1M · 7K shares
$1.9M · 5K shares
$1.9M · 5K shares
$1.9M · 12K shares
$1.8M · 70K shares
$1.8M · 16K shares
$1.8M · 10K shares
$1.8M · 19K shares
$1.7M · 4K shares
$1.6M · 8K shares
$1.5M · 10K shares
$1.5M · 1K shares
$1.4M · 26K shares
$1.3M · 29K shares
$1.3M · 52K shares
$1.2M · 119K shares
$1.2M · 34K shares
$1.2M · 13K shares
$1.1M · 3K shares
$992K · 47K shares
$986K · 1K shares
$972K · 17K shares
$972K · 4K shares
$954K · 14K shares
$916K · 17K shares
$892K · 9K shares
$889K · 10K shares
$818K · 55K shares
$815K · 11K shares
$812K · 5K shares
$754K · 1 shares
$662K · 9K shares
$657K · 8K shares
$654K · 4K shares
$640K · 3K shares
$635K · 10K shares
$607K · 3K shares
$600K · 4K shares
$593K · 5K shares
$588K · 15K shares
$585K · 7K shares
$566K · 13K shares
$561K · 7K shares
$558K · 2K shares
$552K · 10K shares
$544K · 7K shares
$535K · 4K shares
$519K · 3K shares
$512K · 2K shares
$491K · 6K shares
$489K · 4K shares
$488K · 6K shares
$477K · 1K shares
$470K · 7K shares
$458K · 10K shares
$452K · 3K shares
$448K · 18K shares
$436K · 3K shares
$426K · 4K shares
$423K · 21K shares
$411K · 2K shares
$410K · 719 shares
$408K · 2K shares
$404K · 376 shares
$387K · 5K shares
$381K · 5K shares
$380K · 7K shares
$375K · 6K shares
$372K · 2K shares
$365K · 1K shares
$349K · 2K shares
$336K · 5K shares
$331K · 10K shares
$329K · 480 shares
$325K · 1K shares
$325K · 1K shares
$320K · 159 shares
$313K · 2K shares
$312K · 1K shares
$287K · 6K shares
$284K · 3K shares
$261K · 2K shares
$259K · 2K shares
$246K · 4K shares
$234K · 2K shares
$228K · 6K shares
$226K · 9K shares
$219K · 7K shares
$218K · 651 shares
$214K · 2K shares
$205K · 481 shares
$204K · 8K shares
$154K · 25K shares
$39K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 14 | $101.4M | 25.8% |
| Financial Services | 38 | $86.7M | 22.1% |
| Technology | 25 | $75.4M | 19.2% |
| Industrials | 12 | $30.7M | 7.8% |
| Unknown | 11 | $28.0M | 7.1% |
| Communication Services | 8 | $25.2M | 6.4% |
| Healthcare | 10 | $12.1M | 3.1% |
| Utilities | 7 | $12.1M | 3.1% |
| Consumer Defensive | 7 | $10.2M | 2.6% |
| Real Estate | 4 | $7.8M | 2.0% |
| Energy | 4 | $1.9M | 0.5% |
| Basic Materials | 3 | $1.4M | 0.3% |