Xcel Wealth Management, LLC Buys Raytheon Technologies Corp, Bloomin Brands Inc, ABERDEEN STANDRD, Sells BP PLC, ISHARES TRUST, Chevron Corp

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Investment company Xcel Wealth Management, LLC (Current Portfolio) buys Raytheon Technologies Corp, Bloomin Brands Inc, ABERDEEN STANDRD, Goldman Sachs Group Inc, Honeywell International Inc, sells BP PLC, ISHARES TRUST, Chevron Corp, Alibaba Group Holding, Cisco Systems Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Xcel Wealth Management, LLC. As of 2020Q3, Xcel Wealth Management, LLC owns 107 stocks with a total value of $193 million. These are the details of the buys and sells.

For the details of Xcel Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/xcel+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Xcel Wealth Management, LLC
  1. Amazon.com Inc (AMZN) - 4,719 shares, 7.68% of the total portfolio. Shares added by 5.76%
  2. Twilio Inc (TWLO) - 38,831 shares, 4.96% of the total portfolio. Shares reduced by 6.9%
  3. Pfizer Inc (PFE) - 219,755 shares, 4.17% of the total portfolio. Shares added by 0.17%
  4. Apple Inc (AAPL) - 63,858 shares, 3.82% of the total portfolio. Shares reduced by 12.16%
  5. Medtronic PLC (MDT) - 70,406 shares, 3.78% of the total portfolio. Shares added by 1.91%
New Purchase: Raytheon Technologies Corp (RTX)

Xcel Wealth Management, LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $56.68 and $64.29, with an estimated average price of $60.9. The stock is now traded at around $56.53. The impact to a portfolio due to this purchase was 1.25%. The holding were 41,877 shares as of .

New Purchase: Honeywell International Inc (HON)

Xcel Wealth Management, LLC initiated holding in Honeywell International Inc. The purchase prices were between $141.37 and $172.47, with an estimated average price of $157.6. The stock is now traded at around $166.75. The impact to a portfolio due to this purchase was 0.54%. The holding were 6,369 shares as of .

New Purchase: Nike Inc (NKE)

Xcel Wealth Management, LLC initiated holding in Nike Inc. The purchase prices were between $95.65 and $127.11, with an estimated average price of $107.3. The stock is now traded at around $127.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 7,904 shares as of .

New Purchase: Advanced Micro Devices Inc (AMD)

Xcel Wealth Management, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $52.34 and $92.18, with an estimated average price of $74.04. The stock is now traded at around $78.88. The impact to a portfolio due to this purchase was 0.26%. The holding were 6,116 shares as of .

New Purchase: SPDR GOLD TRUST (GLD)

Xcel Wealth Management, LLC initiated holding in SPDR GOLD TRUST. The purchase prices were between $166.62 and $193.89, with an estimated average price of $179.71. The stock is now traded at around $179.02. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,720 shares as of .

New Purchase: Tesla Inc (TSLA)

Xcel Wealth Management, LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $424.68. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,020 shares as of .

Added: Bloomin Brands Inc (BLMN)

Xcel Wealth Management, LLC added to a holding in Bloomin Brands Inc by 69.30%. The purchase prices were between $9.69 and $16.9, with an estimated average price of $12.96. The stock is now traded at around $14.77. The impact to a portfolio due to this purchase was 1.12%. The holding were 346,631 shares as of .

Added: ABERDEEN STANDRD (SGOL)

Xcel Wealth Management, LLC added to a holding in ABERDEEN STANDRD by 346.13%. The purchase prices were between $17.05 and $19.85, with an estimated average price of $18.39. The stock is now traded at around $18.35. The impact to a portfolio due to this purchase was 1.06%. The holding were 145,885 shares as of .

Added: Goldman Sachs Group Inc (GS)

Xcel Wealth Management, LLC added to a holding in Goldman Sachs Group Inc by 71.42%. The purchase prices were between $186.12 and $216.9, with an estimated average price of $203.48. The stock is now traded at around $195.68. The impact to a portfolio due to this purchase was 0.54%. The holding were 12,546 shares as of .

Added: Livongo Health Inc (LVGO)

Xcel Wealth Management, LLC added to a holding in Livongo Health Inc by 107.76%. The purchase prices were between $72.81 and $144.53, with an estimated average price of $121.16. The stock is now traded at around $142.89. The impact to a portfolio due to this purchase was 0.52%. The holding were 13,814 shares as of .

Added: Bank of America Corp (BAC)

Xcel Wealth Management, LLC added to a holding in Bank of America Corp by 29.96%. The purchase prices were between $22.77 and $26.92, with an estimated average price of $24.9. The stock is now traded at around $23.85. The impact to a portfolio due to this purchase was 0.48%. The holding were 166,876 shares as of .

Added: Starbucks Corp (SBUX)

Xcel Wealth Management, LLC added to a holding in Starbucks Corp by 117.09%. The purchase prices were between $72.65 and $88.38, with an estimated average price of $79.77. The stock is now traded at around $90.05. The impact to a portfolio due to this purchase was 0.45%. The holding were 18,874 shares as of .

Sold Out: ISHARES TRUST (EFA)

Xcel Wealth Management, LLC sold out a holding in ISHARES TRUST. The sale prices were between $61.1 and $65.92, with an estimated average price of $63.99.

Sold Out: Alibaba Group Holding Ltd (BABA)

Xcel Wealth Management, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $215.95 and $298, with an estimated average price of $263.14.

Sold Out: Calamos Strategic Total Return Fund (CSQ)

Xcel Wealth Management, LLC sold out a holding in Calamos Strategic Total Return Fund. The sale prices were between $12.47 and $14.4, with an estimated average price of $13.44.



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