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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
2,918
Value
$2.95M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of GS by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,918$2.95M0.7%−80−2.7%ReducedHolders
Q1 20262,998$2.54M0.7%+412+15.9%AddedHolders
Q4 20252,586$2.27M0.6%+55+2.2%AddedHolders
Q3 20252,531$2.02M0.5%−2−0.1%ReducedHolders
Q2 20252,533$1.79M0.5%+683+36.9%AddedHolders
Q1 20251,850$1.01M0.3%−600−24.5%ReducedHolders
Q4 20242,450$1.40M0.4%00.0%UnchangedHolders
Q3 20242,450$1.21M0.4%−225−8.4%ReducedHolders
Q2 20242,675$1.21M0.4%−17−0.6%ReducedHolders
Q1 20242,692$1.12M0.4%+1,129+72.2%AddedHolders
Q4 20231,563$603.0K0.2%−2−0.1%ReducedHolders
Q3 20231,565$506.4K0.2%−276−15.0%ReducedHolders
Q2 20231,841$593.8K0.2%+116+6.7%AddedHolders
Q1 20231,725$564.3K0.2%−1−0.1%ReducedHolders
Q4 20221,726$592.7K0.2%−3,000−63.5%ReducedHolders
Q3 20224,726$1.39M0.5%−50−1.0%ReducedHolders
Q2 20224,776$1.42M0.5%−3,369−41.4%ReducedHolders
Q1 20228,145$2.69M0.7%−200−2.4%ReducedHolders
Q4 20218,345$3.19M0.8%−149−1.8%ReducedHolders
Q3 20218,494$3.21M0.9%−200−2.3%ReducedHolders
Q2 20218,694$3.30M1.0%−42−0.5%ReducedHolders
Q1 20218,736$2.86M1.0%––Holders

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