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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABBV overviewAll 13F holders of ABBVFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of ABBV by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,805−100.0%Sold outHolders
Q4 20252,805$640.9K0.2%00.0%UnchangedHolders
Q3 20252,805$649.5K0.2%−25−0.9%ReducedHolders
Q2 20252,830$525.3K0.1%+38+1.4%AddedHolders
Q1 20252,792$585.0K0.2%−9−0.3%ReducedHolders
Q4 20242,801$497.7K0.1%00.0%UnchangedHolders
Q3 20242,801$553.1K0.2%00.0%UnchangedHolders
Q2 20242,801$480.4K0.2%−55−1.9%ReducedHolders
Q1 20242,856$520.1K0.2%+22+0.8%AddedHolders
Q4 20232,834$439.2K0.2%−250−8.1%ReducedHolders
Q3 20233,084$459.7K0.2%−11,580−79.0%ReducedHolders
Q2 202314,664$1.98M0.6%−911−5.8%ReducedHolders
Q1 202315,575$2.48M0.9%+138+0.9%AddedHolders
Q4 202215,437$2.49M1.0%−109−0.7%ReducedHolders
Q3 202215,546$2.09M0.8%+50.0%AddedHolders
Q2 202215,541$2.38M0.9%−9,576−38.1%ReducedHolders
Q1 202225,117$4.07M1.1%−42,753−63.0%ReducedHolders
Q4 202167,870$9.19M2.4%−139−0.2%ReducedHolders
Q3 202168,009$7.34M2.1%+9,118+15.5%AddedHolders
Q2 202158,891$6.63M2.0%+1,785+3.1%AddedHolders
Q1 202157,106$6.18M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.