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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

GOOG holding history

Alphabet 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.

GOOG overviewAll 13F holders of GOOGFull Q2 2026 holdings

Shares (Q2 2026)
6,282
Value
$2.22M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of GOOG by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,282$2.22M0.5%−6−0.1%ReducedHolders
Q1 20266,288$1.80M0.5%−327−4.9%ReducedHolders
Q4 20256,615$2.08M0.5%00.0%UnchangedHolders
Q3 20256,615$1.61M0.4%00.0%UnchangedHolders
Q2 20256,615$1.17M0.3%−645−8.9%ReducedHolders
Q1 20257,260$1.13M0.4%00.0%UnchangedHolders
Q4 20247,260$1.38M0.4%00.0%UnchangedHolders
Q3 20247,260$1.21M0.4%00.0%UnchangedHolders
Q2 20247,260$1.33M0.4%−300−4.0%ReducedHolders
Q1 20247,560$1.15M0.4%00.0%UnchangedHolders
Q4 20237,560$1.07M0.4%−682−8.3%ReducedHolders
Q3 20238,242$1.09M0.4%−9,353−53.2%ReducedHolders
Q2 202317,595$2.13M0.7%−950−5.1%ReducedHolders
Q1 202318,545$1.93M0.7%+1,110+6.4%AddedHolders
Q4 202217,435$1.55M0.6%+447+2.6%AddedHolders
Q3 202216,988$1.63M0.6%+508+3.1%AddedConverted for a 20-for-1 splitHolders
Q2 2022824$1.80M0.7%+58+7.6%AddedHolders
Q1 2022766$2.14M0.6%+166+27.7%AddedHolders
Q4 2021600$1.74M0.4%−24−3.8%ReducedHolders
Q3 2021624$1.66M0.5%+36+6.1%AddedHolders
Q2 2021588$1.47M0.4%+3+0.5%AddedHolders
Q1 2021585$1.21M0.4%––Holders

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