Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

TXT holding history

Textron 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.

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

Shares (Q2 2026): 4,875
Value: $447.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of TXT by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,875	$447.2K	0.1%	−567−10.4%	Reduced	Holders
Q1 2026	5,442	$476.5K	0.1%	−200−3.5%	Reduced	Holders
Q4 2025	5,642	$491.8K	0.1%	+5,642	New	Holders