Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/15 申報。只含多頭部位。
- 持股檔數
- 129
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.80 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TRMKTrustmark Corp | COM | 6,000 | $20.2 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 2,113 | $20.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,801 | $20.9 萬 | 0.1% | – | – | – |
| SWKSSkyworks Solutions, Inc. | Stock | 1,155 | $21.2 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $21.3 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,434 | $21.5 萬 | 0.1% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,736 | $21.6 萬 | 0.1% | – | – | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 8,226 | $21.6 萬 | 0.1% | – | – | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 4,500 | $21.6 萬 | 0.1% | – | – | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 5,000 | $21.8 萬 | 0.1% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 2,031 | $22.8 萬 | 0.1% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,970 | $23.6 萬 | 0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 3,914 | $24.0 萬 | 0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 18,670 | $26.1 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 969 | $27.1 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,200 | $28.4 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,537 | $29.0 萬 | 0.1% | – | – | 歷史 |
| KEYKeycorp | COM | 14,500 | $29.0 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,212 | $29.5 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 3,400 | $30.0 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,343 | $30.1 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,996 | $31.1 萬 | 0.1% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,328 | $31.4 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 6,204 | $32.1 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 681 | $32.4 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,714 | $32.6 萬 | 0.1% | – | – | 歷史 |
| RYNRayonier Inc | COM | 10,100 | $32.6 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,765 | $33.0 萬 | 0.1% | – | – | 歷史 |
| PETQPetIQ, Inc. | COM CL A | 10,322 | $36.4 萬 | 0.1% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,505 | $37.1 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,333 | $38.3 萬 | 0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 16,190 | $39.4 萬 | 0.1% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 3,205 | $40.2 萬 | 0.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,646 | $41.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,028 | $41.9 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,209 | $43.0 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,361 | $43.4 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,770 | $44.3 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,295 | $45.6 萬 | 0.2% | – | – | 歷史 |
| GENGen Digital Inc. | Stock | 21,700 | $46.1 萬 | 0.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 6,436 | $46.8 萬 | 0.2% | – | – | 歷史 |
| UUnity Software Inc. | COM | 4,948 | $49.6 萬 | 0.2% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 3,677 | $49.8 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 8,968 | $52.3 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 2,505 | $53.6 萬 | 0.2% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 8,989 | $54.9 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,935 | $55.0 萬 | 0.2% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,721 | $56.9 萬 | 0.2% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 9,170 | $57.8 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 5,535 | $58.0 萬 | 0.2% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 4,480 | $58.7 萬 | 0.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 5,031 | $63.0 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 3,328 | $64.1 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,773 | $64.6 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,033 | $65.5 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,785 | $66.0 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 625 | $69.2 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,200 | $70.5 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 10,150 | $71.2 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,093 | $73.0 萬 | 0.3% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,150 | $74.9 萬 | 0.3% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,300 | $75.7 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,433 | $77.8 萬 | 0.3% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 10,460 | $80.8 萬 | 0.3% | – | – | 歷史 |
| MASMasco Corp | COM | 14,000 | $83.9 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,555 | $86.3 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,437 | $87.8 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 12,944 | $97.9 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,661 | $99.0 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,700 | $101.0 萬 | 0.4% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,173 | $112.7 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 29,548 | $115.4 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,083 | $117.9 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 15,560 | $120.8 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 585 | $121.0 萬 | 0.4% | – | – | 歷史 |
| IPInternational Paper Co | COM | 23,050 | $124.6 萬 | 0.4% | – | – | 歷史 |
| RXTRackspace Technology, Inc. | COM | 54,547 | $129.7 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,942 | $130.6 萬 | 0.5% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 4,695 | $131.3 萬 | 0.5% | – | – | 歷史 |
| RHRH | COM | 2,275 | $135.7 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,772 | $136.1 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,500 | $138.4 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,830 | $147.6 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 6,834 | $148.3 萬 | 0.5% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 8,390 | $152.5 萬 | 0.5% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 9,733 | $167.5 萬 | 0.6% | – | – | 歷史 |
| FFord Motor Co | Stock | 138,478 | $169.6 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 13,015 | $173.0 萬 | 0.6% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 12,365 | $175.6 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,719 | $178.3 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 13,504 | $179.0 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 18,902 | $206.5 萬 | 0.7% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,769 | $222.7 萬 | 0.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 29,630 | $222.9 萬 | 0.8% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 17,720 | $228.6 萬 | 0.8% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 46,398 | $244.6 萬 | 0.9% | – | – | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 152,385 | $249.9 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 10,904 | $271.3 萬 | 1.0% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 10,667 | $285.3 萬 | 1.0% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 8,736 | $285.7 萬 | 1.0% | – | – | 歷史 |