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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

VZ holding history

Verizon Communications 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.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
28,197
Value
$1.19M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of VZ by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,197$1.19M0.3%−35,220−55.5%ReducedHolders
Q1 202663,417$3.18M0.9%−23,649−27.2%ReducedHolders
Q4 202587,066$3.55M0.9%+491+0.6%AddedHolders
Q3 202586,575$3.80M1.0%−6,472−7.0%ReducedHolders
Q2 202593,047$4.03M1.1%−37,083−28.5%ReducedHolders
Q1 2025130,130$5.90M1.8%−37,511−22.4%ReducedHolders
Q4 2024167,641$6.70M1.9%−10,867−6.1%ReducedHolders
Q3 2024178,508$8.02M2.3%+127+0.1%AddedHolders
Q2 2024178,381$7.36M2.3%−3,306−1.8%ReducedHolders
Q1 2024181,687$7.62M2.4%+3,123+1.7%AddedHolders
Q4 2023178,564$6.73M2.4%+33,295+22.9%AddedHolders
Q3 2023145,269$4.71M1.9%−24,545−14.5%ReducedHolders
Q2 2023169,814$6.32M2.0%−1,124−0.7%ReducedHolders
Q1 2023170,938$6.65M2.3%−4,044−2.3%ReducedHolders
Q4 2022174,982$6.89M2.7%−148,448−45.9%ReducedHolders
Q3 2022323,430$12.3M4.6%+12,500+4.0%AddedHolders
Q2 2022310,930$15.8M5.8%+2,626+0.9%AddedHolders
Q1 2022308,304$15.7M4.3%+45,884+17.5%AddedHolders
Q4 2021262,420$13.6M3.5%−12,859−4.7%ReducedHolders
Q3 2021275,279$14.9M4.3%+117,953+75.0%AddedHolders
Q2 2021157,326$8.81M2.7%+20,399+14.9%AddedHolders
Q1 2021136,927$7.96M2.8%––Holders

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