Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CELH holding history

Celsius Holdings, 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.

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

Shares (Q2 2026): 15,218
Value: $445.6K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CELH by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,218	$445.6K	0.1%	+5,200+51.9%	Added	Holders
Q1 2026	10,018	$355.4K	0.1%	00.0%	Unchanged	Holders
Q4 2025	10,018	$458.2K	0.1%	−2,210−18.1%	Reduced	Holders
Q3 2025	12,228	$703.0K	0.2%	−2,600−17.5%	Reduced	Holders
Q2 2025	14,828	$687.9K	0.2%	−9,000−37.8%	Reduced	Holders
Q1 2025	23,828	$848.8K	0.3%	−24,110−50.3%	Reduced	Holders
Q4 2024	47,938	$1.26M	0.3%	−23,880−33.3%	Reduced	Holders
Q3 2024	71,818	$2.25M	0.7%	−7,195−9.1%	Reduced	Holders
Q2 2024	79,013	$4.51M	1.4%	−8,034−9.2%	Reduced	Holders
Q1 2024	87,047	$7.22M	2.3%	−15,821−15.4%	Reduced	Holders
Q4 2023	102,868	$5.61M	2.0%	+595+0.6%	AddedConverted for a 3-for-1 split	Holders
Q3 2023	34,091	$5.85M	2.3%	+7,641+28.9%	Added	Holders
Q2 2023	26,450	$3.95M	1.2%	−400−1.5%	Reduced	Holders
Q1 2023	26,850	$2.50M	0.9%	+3,449+14.7%	Added	Holders
Q4 2022	23,401	$2.43M	1.0%	−2,850−10.9%	Reduced	Holders
Q3 2022	26,251	$2.38M	0.9%	−2,450−8.5%	Reduced	Holders
Q2 2022	28,701	$1.87M	0.7%	−900−3.0%	Reduced	Holders
Q1 2022	29,601	$1.63M	0.4%	+9,400+46.5%	Added	Holders
Q4 2021	20,201	$1.51M	0.4%	+7,501+59.1%	Added	Holders
Q3 2021	12,700	$1.14M	0.3%	+5,700+81.4%	Added	Holders
Q2 2021	7,000	$533.0K	0.2%	+2,500+55.6%	Added	Holders
Q1 2021	4,500	$216.0K	0.1%	–	–	Holders

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