Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BA holding history

Boeing Co 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.

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

Shares (Q2 2026): 53,394
Value: $11.6M
% of portfolio: 2.8%
Quarters held: 22; Since Q1 2021

Holdings of BA by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,394	$11.6M	2.8%	−2,466−4.4%	Reduced	Holders
Q1 2026	55,860	$11.1M	3.1%	+1,566+2.9%	Added	Holders
Q4 2025	54,294	$11.8M	3.0%	+5,064+10.3%	Added	Holders
Q3 2025	49,230	$10.6M	2.8%	+5,327+12.1%	Added	Holders
Q2 2025	43,903	$9.20M	2.6%	−585−1.3%	Reduced	Holders
Q1 2025	44,488	$7.59M	2.4%	−2,970−6.3%	Reduced	Holders
Q4 2024	47,458	$8.40M	2.3%	−2,625−5.2%	Reduced	Holders
Q3 2024	50,083	$7.61M	2.2%	+7,212+16.8%	Added	Holders
Q2 2024	42,871	$7.80M	2.4%	+105+0.2%	Added	Holders
Q1 2024	42,766	$8.25M	2.6%	+1,965+4.8%	Added	Holders
Q4 2023	40,801	$10.6M	3.7%	−356−0.9%	Reduced	Holders
Q3 2023	41,157	$7.89M	3.1%	−4,408−9.7%	Reduced	Holders
Q2 2023	45,565	$9.62M	3.0%	−835−1.8%	Reduced	Holders
Q1 2023	46,400	$9.86M	3.5%	−1,159−2.4%	Reduced	Holders
Q4 2022	47,559	$8.97M	3.5%	−325−0.7%	Reduced	Holders
Q3 2022	47,884	$5.92M	2.2%	+2,937+6.5%	Added	Holders
Q2 2022	44,947	$6.14M	2.2%	−1,037−2.3%	Reduced	Holders
Q1 2022	45,984	$8.81M	2.4%	+7,070+18.2%	Added	Holders
Q4 2021	38,914	$7.83M	2.0%	+6,723+20.9%	Added	Holders
Q3 2021	32,191	$7.08M	2.1%	+11,533+55.8%	Added	Holders
Q2 2021	20,658	$4.95M	1.5%	+2,806+15.7%	Added	Holders
Q1 2021	17,852	$4.55M	1.6%	–	–	Holders

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