Skip to main content

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

WY holding history

Weyerhaeuser Co 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.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
17,778
Value
$425.6K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of WY by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,778$425.6K0.1%+17,778NewHolders