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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

F holding history

Ford Motor 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.

F overviewAll 13F holders of FFull Q2 2026 holdings

Shares (Q2 2026)
843,807
Value
$11.7M
% of portfolio
2.8%
Quarters held
22
Since Q1 2021
Holdings of F by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026843,807$11.7M2.8%−184,392−17.9%ReducedHolders
Q1 20261,028,199$11.9M3.3%−50,477−4.7%ReducedHolders
Q4 20251,078,676$14.2M3.6%+18,746+1.8%AddedHolders
Q3 20251,059,930$12.7M3.3%−8,297−0.8%ReducedHolders
Q2 20251,068,227$11.6M3.3%−9,430−0.9%ReducedHolders
Q1 20251,077,657$10.8M3.4%−17,656−1.6%ReducedHolders
Q4 20241,095,313$10.8M3.0%−6,843−0.6%ReducedHolders
Q3 20241,102,156$11.6M3.4%+303,881+38.1%AddedHolders
Q2 2024798,275$10.0M3.1%+172,762+27.6%AddedHolders
Q1 2024625,513$8.31M2.6%+100,502+19.1%AddedHolders
Q4 2023525,011$6.40M2.2%−8,000−1.5%ReducedHolders
Q3 2023533,011$6.62M2.6%−83,724−13.6%ReducedHolders
Q2 2023616,735$9.33M2.9%+14,200+2.4%AddedHolders
Q1 2023602,535$7.59M2.7%+19,526+3.3%AddedHolders
Q4 2022583,009$6.78M2.7%−13,300−2.2%ReducedHolders
Q3 2022596,309$6.68M2.5%+30,600+5.4%AddedHolders
Q2 2022565,709$6.30M2.3%+28,550+5.3%AddedHolders
Q1 2022537,159$9.08M2.5%+66,956+14.2%AddedHolders
Q4 2021470,203$9.77M2.5%−2,145−0.5%ReducedHolders
Q3 2021472,348$6.69M1.9%+279,225+144.6%AddedHolders
Q2 2021193,123$2.87M0.9%+54,645+39.5%AddedHolders
Q1 2021138,478$1.70M0.6%––Holders

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