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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

RH holding history

RH 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.

RH overviewAll 13F holders of RHFull Q2 2026 holdings

Shares (Q2 2026)
157,745
Value
$26.0M
% of portfolio
6.2%
Quarters held
22
Since Q1 2021
Holdings of RH by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026157,745$26.0M6.2%+21,952+16.2%AddedHolders
Q1 2026135,793$19.0M5.3%+25,656+23.3%AddedHolders
Q4 2025110,137$19.7M5.1%−15,540−12.4%ReducedHolders
Q3 2025125,677$25.5M6.6%+11,789+10.4%AddedHolders
Q2 2025113,888$21.5M6.1%−13,497−10.6%ReducedHolders
Q1 2025127,385$29.9M9.3%−1,234−1.0%ReducedHolders
Q4 2024128,619$50.6M14.0%+4,069+3.3%AddedHolders
Q3 2024124,550$41.7M12.2%+1,612+1.3%AddedHolders
Q2 2024122,938$30.1M9.4%+11,317+10.1%AddedHolders
Q1 2024111,621$38.9M12.2%+16,248+17.0%AddedHolders
Q4 202395,373$27.8M9.7%+6,165+6.9%AddedHolders
Q3 202389,208$23.6M9.3%+17,014+23.6%AddedHolders
Q2 202372,194$23.8M7.5%+12,525+21.0%AddedHolders
Q1 202359,669$14.5M5.1%+13,840+30.2%AddedHolders
Q4 202245,829$12.2M4.8%+10,160+28.5%AddedHolders
Q3 202235,669$8.78M3.3%+23,363+189.9%AddedHolders
Q2 202212,306$2.61M1.0%+4,124+50.4%AddedHolders
Q1 20228,182$2.67M0.7%+3,605+78.8%AddedHolders
Q4 20214,577$2.45M0.6%+1,797+64.6%AddedHolders
Q3 20212,780$1.85M0.5%+1,215+77.6%AddedHolders
Q2 20211,565$1.06M0.3%−710−31.2%ReducedHolders
Q1 20212,275$1.36M0.5%––Holders

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