Xcel Wealth Management, LLC
CIK: 0001791002SEC EDGAR →
Portfolio Value
$393.1B
Holdings
143
As of
Q4 2025
New Positions
143
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 136,370 | $31.5B | 8.01% |
| 2 | RHCall RH | 125,237 | $22.4B | 5.71% |
| 3 | BANK AMERICA CORP | 336,713 | $18.5B | 4.71% |
| 4 | NVIDIA CORPORATION | 88,304 | $16.5B | 4.19% |
| 5 | FORD MTR CO | 1,078,676 | $14.2B | 3.60% |
| 6 | ALPHABET INC | 44,200 | $13.8B | 3.52% |
| 7 | JPMORGAN CHASE & CO. | 42,717 | $13.8B | 3.50% |
| 8 | APPLE INC | 50,271 | $13.7B | 3.48% |
| 9 | HOME DEPOT INC | 34,641 | $11.9B | 3.03% |
| 10 | BOEING CO | 54,294 | $11.8B | 3.00% |
Quarterly Changes
New Positions (143)
$31.5B · 136K shares
$22.4B · 125K shares
$18.5B · 337K shares
$16.5B · 88K shares
$14.2B · 1.1M shares
$13.8B · 44K shares
$13.8B · 43K shares
$13.7B · 50K shares
$11.9B · 35K shares
$11.8B · 54K shares
$11.2B · 46K shares
$8.9B · 26K shares
$8.7B · 49K shares
$7.5B · 17K shares
$7.0B · 6K shares
$6.0B · 12K shares
$5.9B · 73K shares
$5.6B · 18K shares
$5.6B · 50K shares
$5.1B · 8K shares
$4.8B · 26K shares
$4.3B · 53K shares
$4.0B · 23K shares
$3.9B · 158K shares
$3.8B · 7K shares
$3.5B · 87K shares
$3.4B · 57K shares
$3.2B · 21K shares
$3.2B · 11K shares
$3.2B · 32K shares
$3.1B · 5K shares
$3.1B · 20K shares
$2.9B · 26K shares
$2.9B · 8K shares
$2.8B · 28K shares
$2.8B · 4K shares
$2.8B · 78K shares
$2.8B · 30K shares
$2.7B · 132K shares
$2.7B · 6K shares
$2.7B · 81K shares
$2.7B · 12K shares
$2.4B · 19K shares
$2.3B · 5K shares
$2.3B · 56K shares
$2.3B · 3K shares
$2.2B · 3K shares
$2.1B · 3K shares
$2.1B · 29K shares
$2.1B · 7K shares
$1.9B · 5K shares
$1.9B · 5K shares
$1.9B · 12K shares
$1.8B · 70K shares
$1.8B · 16K shares
$1.8B · 10K shares
$1.8B · 19K shares
$1.7B · 4K shares
$1.6B · 8K shares
$1.5B · 10K shares
$1.5B · 1K shares
$1.4B · 26K shares
$1.3B · 29K shares
$1.3B · 52K shares
$1.2B · 119K shares
$1.2B · 34K shares
$1.2B · 13K shares
$1.1B · 3K shares
$992.0M · 47K shares
$986.0M · 1K shares
$972.0M · 17K shares
$972.0M · 4K shares
$954.0M · 14K shares
$916.0M · 17K shares
$892.0M · 9K shares
$889.0M · 10K shares
$818.0M · 55K shares
$815.0M · 11K shares
$812.0M · 5K shares
$754.0M · 1 shares
$662.0M · 9K shares
$657.0M · 8K shares
$654.0M · 4K shares
$640.0M · 3K shares
$635.0M · 10K shares
$607.0M · 3K shares
$600.0M · 4K shares
$593.0M · 5K shares
$588.0M · 15K shares
$585.0M · 7K shares
$566.0M · 13K shares
$561.0M · 7K shares
$558.0M · 2K shares
$552.0M · 10K shares
$544.0M · 7K shares
$535.0M · 4K shares
$519.0M · 3K shares
$512.0M · 2K shares
$491.0M · 6K shares
$489.0M · 4K shares
$488.0M · 6K shares
$477.0M · 1K shares
$470.0M · 7K shares
$458.0M · 10K shares
$452.0M · 3K shares
$448.0M · 18K shares
$436.0M · 3K shares
$426.0M · 4K shares
$423.0M · 21K shares
$411.0M · 2K shares
$410.0M · 719 shares
$408.0M · 2K shares
$404.0M · 376 shares
$387.0M · 5K shares
$381.0M · 5K shares
$380.0M · 7K shares
$375.0M · 6K shares
$372.0M · 2K shares
$365.0M · 1K shares
$349.0M · 2K shares
$336.0M · 5K shares
$331.0M · 10K shares
$329.0M · 480 shares
$325.0M · 1K shares
$325.0M · 1K shares
$320.0M · 159 shares
$313.0M · 2K shares
$312.0M · 1K shares
$287.0M · 6K shares
$284.0M · 3K shares
$261.0M · 2K shares
$259.0M · 2K shares
$246.0M · 4K shares
$234.0M · 2K shares
$228.0M · 6K shares
$226.0M · 9K shares
$219.0M · 7K shares
$218.0M · 651 shares
$214.0M · 2K shares
$205.0M · 481 shares
$204.0M · 8K shares
$154.0M · 25K shares
$39.0M · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 14 | $101.4B | 25.8% |
| Financial Services | 38 | $86.7B | 22.1% |
| Technology | 25 | $75.4B | 19.2% |
| Industrials | 12 | $30.7B | 7.8% |
| Unknown | 11 | $28.0B | 7.1% |
| Communication Services | 8 | $25.2B | 6.4% |
| Healthcare | 10 | $12.1B | 3.1% |
| Utilities | 7 | $12.1B | 3.1% |
| Consumer Defensive | 7 | $10.2B | 2.6% |
| Real Estate | 4 | $7.8B | 2.0% |
| Energy | 4 | $1.9B | 0.5% |
| Basic Materials | 3 | $1.4B | 0.3% |