XW
| |
Xcel Wealth Management, LLC13F | |
| Xcel Wealth Management, LLC | |
| Last update 2025-07-15 | 129 Stocks (7 new) |
| Value $351.00 Mil | Turnover 6 % |
Xcel Wealth Management, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 136,751 | 30,001.8 | +2.63% | 8.540 | +0.22% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
RH | RH | 113,888 | 21,526.0 | -10.60% | 6.130 | -0.99% | 0.610 | +23.14% | -45.94% | 3,986.1 | Retail - Cyclical | |
BAC | Bank of America Corp | 356,454 | 16,867.4 | -0.44% | 4.800 | -0.02% | 0.000 | +25.40% | +10.02% | 355,250.2 | Banks | |
NVDA | NVIDIA Corp | 88,833 | 14,034.6 | -1.45% | 3.990 | -0.04% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 43,109 | 12,497.7 | -0.48% | 3.560 | -0.02% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
HD | The Home Depot Inc | 33,055 | 12,119.4 | +5.20% | 3.450 | +0.17% | 0.000 | +5.33% | -3.42% | 369,128.2 | Retail - Cyclical | |
F | Ford Motor Co | 1,068,227 | 11,590.3 | -0.88% | 3.300 | -0.03% | 0.030 | +17.65% | +18.43% | 44,497.6 | Vehicles & Parts | |
AAPL | Apple Inc | 51,711 | 10,609.5 | -1.75% | 3.020 | -0.06% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
GOOGL | Alphabet Inc | 59,763 | 10,532.0 | -24.72% | 3.000 | -0.95% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
COF | Capital One Financial Corp | 43,614 | 9,279.3 | +86.07% | 2.640 | +1.22% | 0.010 | +28.15% | +22.68% | 139,040.1 | Credit Services |
Xcel Wealth Management, LLC's Historical Top Holdings Breakdowns
Xcel Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 2025-06-30 | Add Add | +1.22% | 150.57 ($186.48) 212.76 | $217.42 | 16.59% | Add 86.07% | 43,614 | 20,174 | |
BACpL.PFD | Bank of America Corp | 2025-06-30 | Add Add | +1.06% | 1154 ($1180.49) 1234.57 | $1,222.00 | 3.52% | Add 143.25% | 5,225 | 3,077 | |
RH | RH | 2025-06-30 | Reduce Reduce | -0.99% | 145.66 ($186.49) 249.35 | $212.79 | 14.10% | Reduce -10.6% | 113,888 | -13,497 | |
GOOGL | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.95% | 144.7 ($163.55) 178.6 | $191.34 | 16.99% | Reduce -24.72% | 59,763 | -19,628 | |
BLMN | Bloomin Brands Inc | 2025-06-30 | Reduce Reduce | -0.86% | 6.26 ($8.02) 9.51 | $9.95 | 24.06% | Reduce -82.31% | 82,654 | -384,666 | |
SKT | Tanger Inc | 2025-06-30 | New Buy New Buy | +0.68% | 28.81 ($30.71) 34.65 | $31.75 | 3.39% | New holding | 78,286 | 78,286 | |
VZ | Verizon Communications Inc | 2025-06-30 | Reduce Reduce | -0.52% | 41.67 ($43.34) 45.62 | $42.96 | -0.88% | Reduce -28.5% | 93,047 | -37,083 | |
CAVA | Cava Group Inc | 2025-06-30 | Add Add | +0.50% | 73.99 ($85.3) 99.7 | $89.93 | 5.43% | Add 95.51% | 42,750 | 20,884 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.35% | 354.56 ($433.34) 497.45 | $505.27 | 16.60% | Add 106.77% | 4,731 | 2,443 | |
FDX | FedEx Corp | 2025-06-30 | New Buy New Buy | +0.34% | 198.07 ($219.37) 245.17 | $231.70 | 5.62% | New holding | 5,277 | 5,277 |
Xcel Wealth Management, LLC Total Holding History ($B)
Xcel Wealth Management, LLC's Asset Allocation
Xcel Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Xcel Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Xcel Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Xcel Wealth Management, LLC's Holdings Heat Map
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Xcel Wealth Management, LLC's Holdings Bubble Chart
Xcel Wealth Management, LLC News
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