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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

ROAD holding history

Construction Partners, 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.

ROAD overviewAll 13F holders of ROADFull Q2 2026 holdings

Shares (Q2 2026)
16,155
Value
$1.92M
% of portfolio
0.5%
Quarters held
1
Since Q2 2026
Holdings of ROAD by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,155$1.92M0.5%+16,155NewHolders