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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of WM by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,764−100.0%Sold outHolders
Q4 20252,764$607.3K0.2%00.0%UnchangedHolders
Q3 20252,764$610.4K0.2%00.0%UnchangedHolders
Q2 20252,764$632.5K0.2%−136−4.7%ReducedHolders
Q1 20252,900$671.4K0.2%00.0%UnchangedHolders
Q4 20242,900$585.2K0.2%00.0%UnchangedHolders
Q3 20242,900$602.0K0.2%00.0%UnchangedHolders
Q2 20242,900$618.7K0.2%−107−3.6%ReducedHolders
Q1 20243,007$640.9K0.2%00.0%UnchangedHolders
Q4 20233,007$538.5K0.2%+10.0%AddedHolders
Q3 20233,006$458.3K0.2%+106+3.7%AddedHolders
Q2 20232,900$502.9K0.2%00.0%UnchangedHolders
Q1 20232,900$473.2K0.2%+145+5.3%AddedHolders
Q4 20222,755$432.2K0.2%−600−17.9%ReducedHolders
Q3 20223,355$538.0K0.2%00.0%UnchangedHolders
Q2 20223,355$513.0K0.2%−13,515−80.1%ReducedHolders
Q1 202216,870$2.67M0.7%00.0%UnchangedHolders
Q4 202116,870$2.82M0.7%−800−4.5%ReducedHolders
Q3 202117,670$2.64M0.8%00.0%UnchangedHolders
Q2 202117,670$2.48M0.7%−50−0.3%ReducedHolders
Q1 202117,720$2.29M0.8%––Holders

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