Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 126
- 0 vs. Q3 2024
- Portfolio value
- $360.8M
- +$19.0M (+5.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 35,712 | $3.98M | 1.1% | +6,027+20.3% | Added | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 37,235 | $4.17M | 1.2% | +80.0% | Added | History |
| NEENextera Energy Inc | Stock | 58,365 | $4.18M | 1.2% | −1,855−3.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,257 | $4.45M | 1.2% | −40.0% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 24,681 | $4.49M | 1.2% | −709−2.8% | ReducedConverted for a 2-for-1 split | History |
| NOWServiceNow, Inc. | Stock | 4,390 | $4.65M | 1.3% | 00.0% | Unchanged | History |
| DEAEasterly Government Properties, Inc. | COM | 413,352 | $4.70M | 1.3% | +20,129+5.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 21,539 | $4.99M | 1.4% | −157−0.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 12,453 | $5.03M | 1.4% | −614−4.7% | Reduced | History |
| BLMNBloomin' Brands, Inc. | COM | 422,114 | $5.15M | 1.4% | +174,036+70.2% | Added | History |
| WMTWalmart Inc. | Stock | 59,966 | $5.42M | 1.5% | −3,347−5.3% | Reduced | History |
| PFEPfizer Inc | Stock | 232,167 | $6.16M | 1.7% | −44,544−16.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,537 | $6.59M | 1.8% | +21+0.1% | Added | History |
| MSMorgan Stanley | Stock | 53,005 | $6.66M | 1.8% | −5,110−8.8% | Reduced | History |
| VZVerizon Communications Inc | Stock | 167,641 | $6.70M | 1.9% | −10,867−6.1% | Reduced | History |
| WHRWhirlpool Corp | Stock | 59,098 | $6.77M | 1.9% | +85+0.1% | Added | History |
| BABoeing Co | Stock | 47,458 | $8.40M | 2.3% | −2,625−5.2% | Reduced | History |
| FFord Motor Co | Stock | 1,095,313 | $10.8M | 3.0% | −6,843−0.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 29,184 | $11.4M | 3.1% | +2,510+9.4% | Added | History |
| NVDANVIDIA Corp | Stock | 89,878 | $12.1M | 3.3% | −510−0.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 52,183 | $12.5M | 3.5% | −1,010−1.9% | Reduced | History |
| AAPLApple Inc. | Stock | 53,280 | $13.3M | 3.7% | −804−1.5% | Reduced | History |
| BACBank of America Corp | Stock | 376,099 | $16.5M | 4.6% | −9,875−2.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 91,808 | $17.4M | 4.8% | −3,318−3.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 126,967 | $27.9M | 7.7% | +400.0% | Added | History |
| RHRH | COM | 128,619 | $50.6M | 14.0% | +4,069+3.3% | Added | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.