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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

MAS holding history

Masco Corp 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.

MAS overviewAll 13F holders of MASFull Q2 2026 holdings

Shares (Q2 2026)
8,522
Value
$693.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MAS by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,522$693.4K0.2%−500−5.5%ReducedHolders
Q1 20269,022$544.7K0.2%−1,000−10.0%ReducedHolders
Q4 202510,022$636.0K0.2%00.0%UnchangedHolders
Q3 202510,022$705.4K0.2%00.0%UnchangedHolders
Q2 202510,022$645.0K0.2%−500−4.8%ReducedHolders
Q1 202510,522$731.7K0.2%00.0%UnchangedHolders
Q4 202410,522$763.6K0.2%00.0%UnchangedHolders
Q3 202410,522$883.2K0.3%00.0%UnchangedHolders
Q2 202410,522$701.5K0.2%00.0%UnchangedHolders
Q1 202410,522$830.0K0.3%+22+0.2%AddedHolders
Q4 202310,500$703.3K0.2%00.0%UnchangedHolders
Q3 202310,500$561.2K0.2%−94−0.9%ReducedHolders
Q2 202310,594$607.9K0.2%00.0%UnchangedHolders
Q1 202310,594$526.7K0.2%−800−7.0%ReducedHolders
Q4 202211,394$531.8K0.2%+94+0.8%AddedHolders
Q3 202211,300$528.0K0.2%00.0%UnchangedHolders
Q2 202211,300$572.0K0.2%00.0%UnchangedHolders
Q1 202211,300$576.0K0.2%00.0%UnchangedHolders
Q4 202111,300$793.0K0.2%00.0%UnchangedHolders
Q3 202111,300$628.0K0.2%00.0%UnchangedHolders
Q2 202111,300$666.0K0.2%−2,700−19.3%ReducedHolders
Q1 202114,000$839.0K0.3%––Holders

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