Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 15, 2021. Long positions only.
- Positions
- 129
- No 13F data for Q4 2020
- Portfolio value
- $280.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 21,298 | $3.01M | 1.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,444 | $3.08M | 1.1% | – | – | – |
| RTXRTX Corp | Stock | 45,525 | $3.52M | 1.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 12,061 | $3.68M | 1.3% | – | – | History |
| TAT&T Inc. | Stock | 126,636 | $3.83M | 1.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 13,730 | $4.04M | 1.4% | – | – | History |
| KMXCarMax Inc | COM | 30,988 | $4.11M | 1.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 7,836 | $4.18M | 1.5% | – | – | History |
| UBERUber Technologies, Inc | Stock | 80,482 | $4.39M | 1.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 9,726 | $4.51M | 1.6% | – | – | History |
| BABoeing Co | Stock | 17,852 | $4.55M | 1.6% | – | – | History |
| WMTWalmart Inc. | Stock | 35,544 | $4.83M | 1.7% | – | – | History |
| GEGeneral Electric Co | COM | 370,278 | $4.86M | 1.7% | – | – | History |
| ROKURoku, Inc | COM CL A | 17,357 | $5.65M | 2.0% | – | – | History |
| ABBVAbbVie Inc. | Stock | 57,106 | $6.18M | 2.2% | – | – | History |
| VVisa Inc. | Stock | 29,507 | $6.25M | 2.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 36,908 | $6.27M | 2.2% | – | – | History |
| BACBank of America Corp | Stock | 164,679 | $6.37M | 2.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 3,226 | $6.65M | 2.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 136,927 | $7.96M | 2.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 38,502 | $8.16M | 2.9% | – | – | History |
| MDTMedtronic plc | Stock | 70,753 | $8.36M | 3.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 55,795 | $8.49M | 3.0% | – | – | History |
| AAPLApple Inc. | Stock | 74,425 | $9.09M | 3.2% | – | – | History |
| BLMNBloomin' Brands, Inc. | COM | 349,175 | $9.45M | 3.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 152,991 | $9.66M | 3.4% | – | – | History |
| TWLOTwilio Inc | CL A | 36,105 | $12.3M | 4.4% | – | – | History |
| PFEPfizer Inc | Stock | 415,715 | $15.1M | 5.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,383 | $16.7M | 5.9% | – | – | History |