Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AMD holding history

Advanced Micro Devices 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.

AMD overview All 13F holders of AMD Full Q2 2026 holdings

Shares (Q2 2026): 8,765
Value: $5.09M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of AMD by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,765	$5.09M	1.2%	−3,802−30.3%	Reduced	Holders
Q1 2026	12,567	$2.56M	0.7%	+124+1.0%	Added	Holders
Q4 2025	12,443	$2.66M	0.7%	−20−0.2%	Reduced	Holders
Q3 2025	12,463	$2.02M	0.5%	+766+6.5%	Added	Holders
Q2 2025	11,697	$1.66M	0.5%	−876−7.0%	Reduced	Holders
Q1 2025	12,573	$1.29M	0.4%	−1,439−10.3%	Reduced	Holders
Q4 2024	14,012	$1.69M	0.5%	+1,177+9.2%	Added	Holders
Q3 2024	12,835	$2.11M	0.6%	+6,704+109.3%	Added	Holders
Q2 2024	6,131	$994.5K	0.3%	−911−12.9%	Reduced	Holders
Q1 2024	7,042	$1.27M	0.4%	−3,498−33.2%	Reduced	Holders
Q4 2023	10,540	$1.55M	0.5%	−154−1.4%	Reduced	Holders
Q3 2023	10,694	$1.10M	0.4%	−14,964−58.3%	Reduced	Holders
Q2 2023	25,658	$2.92M	0.9%	−6,580−20.4%	Reduced	Holders
Q1 2023	32,238	$3.16M	1.1%	+728+2.3%	Added	Holders
Q4 2022	31,510	$2.04M	0.8%	−6,045−16.1%	Reduced	Holders
Q3 2022	37,555	$2.38M	0.9%	+3,305+9.6%	Added	Holders
Q2 2022	34,250	$2.62M	1.0%	+3,774+12.4%	Added	Holders
Q1 2022	30,476	$3.33M	0.9%	+5,068+19.9%	Added	Holders
Q4 2021	25,408	$3.66M	0.9%	−356−1.4%	Reduced	Holders
Q3 2021	25,764	$2.65M	0.8%	−6,700−20.6%	Reduced	Holders
Q2 2021	32,464	$3.05M	0.9%	+9,745+42.9%	Added	Holders
Q1 2021	22,719	$1.78M	0.6%	–	–	Holders

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