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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

TGT holding history

Target 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.

TGT overviewAll 13F holders of TGTFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2022
Holdings of TGT by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,470−100.0%Sold outHolders
Q1 20252,470$257.8K0.1%−8,165−76.8%ReducedHolders
Q4 202410,635$1.44M0.4%−4,670−30.5%ReducedHolders
Q3 202415,305$2.39M0.7%−2,100−12.1%ReducedHolders
Q2 202417,405$2.58M0.8%−515−2.9%ReducedHolders
Q1 202417,920$3.18M1.0%−2,601−12.7%ReducedHolders
Q4 202320,521$2.92M1.0%−789−3.7%ReducedHolders
Q3 202321,310$2.36M0.9%+2,476+13.1%AddedHolders
Q2 202318,834$2.48M0.8%+3,880+25.9%AddedHolders
Q1 202314,954$2.48M0.9%+24+0.2%AddedHolders
Q4 202214,930$2.23M0.9%−1,120−7.0%ReducedHolders
Q3 202216,050$2.38M0.9%+16,050NewHolders