Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 24,447
Value: $506.1K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,447	$506.1K	0.1%	−16,325−40.0%	Reduced	Holders
Q1 2026	40,772	$1.18M	0.3%	−11,280−21.7%	Reduced	Holders
Q4 2025	52,052	$1.29M	0.3%	+519+1.0%	Added	Holders
Q3 2025	51,533	$1.46M	0.4%	−4,716−8.4%	Reduced	Holders
Q2 2025	56,249	$1.63M	0.5%	−11,811−17.4%	Reduced	Holders
Q1 2025	68,060	$1.92M	0.6%	−2,934−4.1%	Reduced	Holders
Q4 2024	70,994	$1.62M	0.4%	−929−1.3%	Reduced	Holders
Q3 2024	71,923	$1.58M	0.5%	−570−0.8%	Reduced	Holders
Q2 2024	72,493	$1.39M	0.4%	−23,388−24.4%	Reduced	Holders
Q1 2024	95,881	$1.69M	0.5%	−13,797−12.6%	Reduced	Holders
Q4 2023	109,678	$1.84M	0.6%	−112,570−50.7%	Reduced	Holders
Q3 2023	222,248	$3.34M	1.3%	−125,879−36.2%	Reduced	Holders
Q2 2023	348,127	$5.55M	1.8%	−11,875−3.3%	Reduced	Holders
Q1 2023	360,002	$6.93M	2.4%	−2,685−0.7%	Reduced	Holders
Q4 2022	362,687	$6.68M	2.6%	+77,450+27.2%	Added	Holders
Q3 2022	285,237	$4.38M	1.6%	−6,586−2.3%	Reduced	Holders
Q2 2022	291,823	$6.12M	2.2%	+190,011+186.6%	Added	Holders
Q1 2022	101,812	$2.41M	0.7%	+7,842+8.3%	Added	Holders
Q4 2021	93,970	$2.31M	0.6%	−107,469−53.4%	Reduced	Holders
Q3 2021	201,439	$5.44M	1.6%	−156,395−43.7%	Reduced	Holders
Q2 2021	357,834	$10.3M	3.1%	+231,198+182.6%	Added	Holders
Q1 2021	126,636	$3.83M	1.4%	–	–	Holders

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