Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 5,536
Value: $457.5K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,536	$457.5K	0.1%	−17,569−76.0%	Reduced	Holders
Q1 2026	23,105	$1.84M	0.5%	−6,434−21.8%	Reduced	Holders
Q4 2025	29,539	$2.75M	0.7%	−326−1.1%	Reduced	Holders
Q3 2025	29,865	$2.50M	0.7%	−100.0%	Reduced	Holders
Q2 2025	29,875	$2.39M	0.7%	+306+1.0%	Added	Holders
Q1 2025	29,569	$2.12M	0.7%	00.0%	Unchanged	Holders
Q4 2024	29,569	$2.08M	0.6%	−482−1.6%	Reduced	Holders
Q3 2024	30,051	$1.70M	0.5%	−1,558−4.9%	Reduced	Holders
Q2 2024	31,609	$1.88M	0.6%	−10,970−25.8%	Reduced	Holders
Q1 2024	42,579	$2.47M	0.8%	−1,231−2.8%	Reduced	Holders
Q4 2023	43,810	$2.16M	0.8%	−1,300−2.9%	Reduced	Holders
Q3 2023	45,110	$1.84M	0.7%	−3,625−7.4%	Reduced	Holders
Q2 2023	48,735	$2.08M	0.7%	+1,832+3.9%	Added	Holders
Q1 2023	46,903	$1.75M	0.6%	+1,230+2.7%	Added	Holders
Q4 2022	45,673	$1.89M	0.7%	−4,000−8.1%	Reduced	Holders
Q3 2022	49,673	$2.00M	0.7%	+800+1.6%	Added	Holders
Q2 2022	48,873	$1.91M	0.7%	−596−1.2%	Reduced	Holders
Q1 2022	49,469	$2.40M	0.7%	−2,734−5.2%	Reduced	Holders
Q4 2021	52,203	$2.50M	0.6%	−338−0.6%	Reduced	Holders
Q3 2021	52,541	$2.44M	0.7%	+22,900+77.3%	Added	Holders
Q2 2021	29,641	$1.34M	0.4%	+93+0.3%	Added	Holders
Q1 2021	29,548	$1.15M	0.4%	–	–	Holders

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