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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

GOOGL 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.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
43,774
Value
$15.6M
% of portfolio
3.7%
Quarters held
22
Since Q1 2021
Holdings of GOOGL by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,774$15.6M3.7%−2,213−4.8%ReducedHolders
Q1 202645,987$13.2M3.7%+1,787+4.0%AddedHolders
Q4 202544,200$13.8M3.5%−575−1.3%ReducedHolders
Q3 202544,775$10.9M2.8%−14,988−25.1%ReducedHolders
Q2 202559,763$10.5M3.0%−19,628−24.7%ReducedHolders
Q1 202579,391$12.3M3.8%−12,417−13.5%ReducedHolders
Q4 202491,808$17.4M4.8%−3,318−3.5%ReducedHolders
Q3 202495,126$15.8M4.6%−10,195−9.7%ReducedHolders
Q2 2024105,321$19.2M6.0%−6,085−5.5%ReducedHolders
Q1 2024111,406$16.8M5.3%−5,459−4.7%ReducedHolders
Q4 2023116,865$16.3M5.7%−1,944−1.6%ReducedHolders
Q3 2023118,809$15.5M6.1%−3,661−3.0%ReducedHolders
Q2 2023122,470$14.7M4.6%−1,470−1.2%ReducedHolders
Q1 2023123,940$12.9M4.5%+780+0.6%AddedHolders
Q4 2022123,160$10.9M4.3%−11,392−8.5%ReducedHolders
Q3 2022134,552$12.9M4.8%+19,292+16.7%AddedConverted for a 20-for-1 splitHolders
Q2 20225,763$12.6M4.6%+1,591+38.1%AddedHolders
Q1 20224,172$11.6M3.2%+766+22.5%AddedHolders
Q4 20213,406$9.87M2.5%+99+3.0%AddedHolders
Q3 20213,307$8.84M2.6%+15+0.5%AddedHolders
Q2 20213,292$8.04M2.4%+66+2.0%AddedHolders
Q1 20213,226$6.65M2.4%––Holders

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