Xcel Wealth Management, LLC Buys Teladoc Health Inc, Boeing Co, Rackspace Technology Inc, Sells Livongo Health Inc, Goldman Sachs Group Inc, Bank of America Corp

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Investment company Xcel Wealth Management, LLC (Current Portfolio) buys Teladoc Health Inc, Boeing Co, Rackspace Technology Inc, Ford Motor Co, CarMax Inc, sells Livongo Health Inc, Goldman Sachs Group Inc, Bank of America Corp, BP PLC, Southwest Airlines Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Xcel Wealth Management, LLC. As of 2020Q4, Xcel Wealth Management, LLC owns 118 stocks with a total value of $232 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) - 4,741 shares, 6.66% of the total portfolio. Shares added by 0.47%
  2. Twilio Inc (TWLO) - 38,758 shares, 5.66% of the total portfolio. Shares reduced by 0.19%
  3. Apple Inc (AAPL) - 66,559 shares, 3.81% of the total portfolio. Shares added by 4.23%
  4. Medtronic PLC (MDT) - 69,943 shares, 3.54% of the total portfolio. Shares reduced by 0.66%
  5. Pfizer Inc (PFE) - 216,236 shares, 3.43% of the total portfolio. Shares reduced by 1.6%
New Purchase: Teladoc Health Inc (TDOC)

Xcel Wealth Management, LLC initiated holding in Teladoc Health Inc. The purchase prices were between $172.44 and $231.8, with an estimated average price of $202.94. The stock is now traded at around $232.510000. The impact to a portfolio due to this purchase was 0.72%. The holding were 8,335 shares as of 2020-12-31.

New Purchase: Ford Motor Co (F)

Xcel Wealth Management, LLC initiated holding in Ford Motor Co. The purchase prices were between $6.89 and $9.45, with an estimated average price of $8.42. The stock is now traded at around $9.715000. The impact to a portfolio due to this purchase was 0.45%. The holding were 118,314 shares as of 2020-12-31.

New Purchase: Rackspace Technology Inc (RXT)

Xcel Wealth Management, LLC initiated holding in Rackspace Technology Inc. The purchase prices were between $15.58 and $20.84, with an estimated average price of $18.05. The stock is now traded at around $19.110000. The impact to a portfolio due to this purchase was 0.45%. The holding were 54,548 shares as of 2020-12-31.

New Purchase: Crown Castle International Corp (CCI)

Xcel Wealth Management, LLC initiated holding in Crown Castle International Corp. The purchase prices were between $152.46 and $170.8, with an estimated average price of $162.04. The stock is now traded at around $152.010000. The impact to a portfolio due to this purchase was 0.3%. The holding were 4,375 shares as of 2020-12-31.

New Purchase: Fastly Inc (FSLY)

Xcel Wealth Management, LLC initiated holding in Fastly Inc. The purchase prices were between $63.51 and $128.83, with an estimated average price of $88.08. The stock is now traded at around $91.610000. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,000 shares as of 2020-12-31.

New Purchase: Viatris Inc (VIA)

Xcel Wealth Management, LLC initiated holding in Viatris Inc. The purchase prices were between $11.99 and $14.7, with an estimated average price of $13.48. The stock is now traded at around $15.000000. The impact to a portfolio due to this purchase was 0.2%. The holding were 25,116 shares as of 2020-12-31.

Added: Boeing Co (BA)

Xcel Wealth Management, LLC added to a holding in Boeing Co by 149.14%. The purchase prices were between $144.39 and $238.17, with an estimated average price of $193.37. The stock is now traded at around $206.265100. The impact to a portfolio due to this purchase was 0.57%. The holding were 10,384 shares as of 2020-12-31.

Added: CarMax Inc (KMX)

Xcel Wealth Management, LLC added to a holding in CarMax Inc by 31.37%. The purchase prices were between $86.44 and $100.46, with an estimated average price of $93.78. The stock is now traded at around $106.280000. The impact to a portfolio due to this purchase was 0.31%. The holding were 31,388 shares as of 2020-12-31.

Added: Merck & Co Inc (MRK)

Xcel Wealth Management, LLC added to a holding in Merck & Co Inc by 217.41%. The purchase prices were between $75.21 and $83.47, with an estimated average price of $80.13. The stock is now traded at around $82.815000. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,167 shares as of 2020-12-31.

Added: Constellation Brands Inc (STZ)

Xcel Wealth Management, LLC added to a holding in Constellation Brands Inc by 24.94%. The purchase prices were between $165.01 and $219.05, with an estimated average price of $197.21. The stock is now traded at around $226.180000. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,769 shares as of 2020-12-31.

Added: Nike Inc (NKE)

Xcel Wealth Management, LLC added to a holding in Nike Inc by 28.99%. The purchase prices were between $120.08 and $144.02, with an estimated average price of $132.77. The stock is now traded at around $143.620000. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,195 shares as of 2020-12-31.

Added: Walmart Inc (WMT)

Xcel Wealth Management, LLC added to a holding in Walmart Inc by 24.44%. The purchase prices were between $138.75 and $152.79, with an estimated average price of $145.79. The stock is now traded at around $148.670000. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,399 shares as of 2020-12-31.

Sold Out: Livongo Health Inc (LVGO)

Xcel Wealth Management, LLC sold out a holding in Livongo Health Inc. The sale prices were between $136.67 and $148.08, with an estimated average price of $141.69.

Sold Out: Bank of America Corp (BACPL.PFD)

Xcel Wealth Management, LLC sold out a holding in Bank of America Corp. The sale prices were between $1456.99 and $1541.95, with an estimated average price of $1495.65.



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