XW
| |
Xcel Wealth Management, LLC13F | |
| Xcel Wealth Management, LLC | |
| Last update 2025-04-28 | 129 Stocks (10 new) |
| Value $321.00 Mil | Turnover 7 % |
Xcel Wealth Management, LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RH | RH | 127,385 | 29,860.3 | -0.96% | 9.300 | -0.13% | 0.680 | +26.06% | -47.28% | 3,887.4 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 133,245 | 25,351.2 | +4.94% | 7.900 | +0.37% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
BAC | Bank of America Corp | 358,029 | 14,940.5 | -4.80% | 4.660 | -0.22% | 0.000 | +30.75% | +7.63% | 351,964.6 | Banks | |
GOOGL | Alphabet Inc | 79,391 | 12,277.1 | -13.52% | 3.830 | -0.65% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
AAPL | Apple Inc | 52,630 | 11,690.8 | -1.22% | 3.640 | -0.05% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
HD | The Home Depot Inc | 31,420 | 11,515.1 | +7.66% | 3.590 | +0.26% | 0.000 | +5.23% | -3.67% | 368,193.0 | Retail - Cyclical | |
F | Ford Motor Co | 1,077,657 | 10,808.9 | -1.61% | 3.370 | -0.05% | 0.030 | +28.10% | +24.67% | 46,843.7 | Vehicles & Parts | |
JPM | JPMorgan Chase & Co | 43,316 | 10,625.4 | -16.99% | 3.310 | -0.59% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
NVDA | NVIDIA Corp | 90,143 | 9,769.7 | +0.29% | 3.040 | +0.01% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
BA | Boeing Co | 44,488 | 7,587.4 | -6.26% | 2.360 | -0.15% | 0.010 | +44.63% | +28.16% | 171,038.6 | Aerospace & Defense |
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 | 2025-03-31 | New Buy New Buy | +1.31% | 163.87 ($188.9) 209.82 | $219.79 | 16.35% | New holding | 23,440 | 23,440 | |
TOST | Toast Inc | 2025-03-31 | New Buy New Buy | +0.77% | 32.61 ($37.44) 41.98 | $43.39 | 15.89% | New holding | 74,307 | 74,307 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.65% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Reduce -13.52% | 79,391 | -12,417 | |
CAVA | Cava Group Inc | 2025-03-31 | New Buy New Buy | +0.59% | 74.07 ($108.42) 142.9 | $92.05 | -15.10% | New holding | 21,866 | 21,866 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.59% | 225.19 ($254.94) 279.95 | $286.86 | 12.52% | Reduce -16.99% | 43,316 | -8,867 | |
LEVI | Levi Strauss & Co | 2025-03-31 | New Buy New Buy | +0.53% | 15.59 ($17.4) 19.22 | $21.95 | 26.15% | New holding | 109,711 | 109,711 | |
RTX | RTX Corp | 2025-03-31 | Reduce Reduce | -0.43% | 114.1 ($126.79) 135.66 | $146.87 | 15.84% | Reduce -58.29% | 9,605 | -13,425 | |
VZ | Verizon Communications Inc | 2025-03-31 | Reduce Reduce | -0.42% | 37.81 ($41.63) 46.49 | $41.62 | -0.02% | Reduce -22.38% | 130,130 | -37,511 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.37% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Add 4.94% | 133,245 | 6,278 | |
STZ | Constellation Brands Inc | 2025-03-31 | Sold Out Sold Out | -0.37% | 161.05 ($181.67) 222.93 | $172.19 | -5.22% | Sold Out | 0 | -6,104 |
Xcel Wealth Management, LLC Total Holding History ($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 |
|---|---|---|---|---|
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Xcel Wealth Management, LLC's Hypothetical Growth since 2025-03-31
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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