Xcel Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
XW Xcel Wealth Management, LLC | Institutional Filer | ▼ 8.04% | $361.5M | 132 |
Current Portfolio Holdings
Showing all 132 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 134K | $27.9M | 7.72% |
| 2 | RH | Rh | Consumer Cyclical | 150K | $20.9M | 5.79% |
| 3 | NVDA | NVIDIA Corporation | Technology | 88K | $15.4M | 4.25% |
| 4 | BAC | Bank of America Corporation | Financial Services | 305K | $14.9M | 4.11% |
| 5 | GOOGL | Alphabet Inc. | Technology | 46K | $13.2M | 3.66% |
| 6 | AAPL | Apple Inc. | Technology | 47K | $11.9M | 3.30% |
| 7 | F | Ford Motor Company | Consumer Cyclical | 1.0M | $11.9M | 3.28% |
| 8 | HD | The Home Depot, Inc. | Consumer Cyclical | 35K | $11.4M | 3.15% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 39K | $11.3M | 3.13% |
| 10 | BA | The Boeing Company | Industrials | 56K | $11.1M | 3.08% |
| 11 | COF | Capital One Financial Corporation | Financial Services | 54K | $9.9M | 2.74% |
| 12 | AVGO | Broadcom Inc. | Technology | 25K | $7.7M | 2.12% |
| 13 | MS | Morgan Stanley | Financial Services | 45K | $7.4M | 2.04% |
| 14 | TSLA | Tesla, Inc. | Consumer Cyclical | 19K | $7.0M | 1.95% |
| 15 | BACPRL | BANK AMERICA CORP | — | 6K | $7.0M | 1.93% |
Showing 1 to 15 of 132 holdings