- New Purchases: TDOC, F, RXT, CCI, FSLY, VIA, WYNN, BABA, PTON, DD, ROST, DUK, LLY,
- Added Positions: BA, BLMN, CRM, UPS, KMX, ABBV, MRK, STZ, AAPL, NKE, WMT, CRWD, GE, NVDA, PETQ, BMY, UBER, MSFT, NLOK, GOOGL, T, KO, AMD, ECL, TSLA, SHOP, QCOM, VTI, PM,
- Reduced Positions: GS, BP, LUV, FB, CVX, VZ, PFE, IP, V, UNH, JNJ, BRK.B, ORCL, JPM, MDB, BAC, VGK, MS, MU, FDX, URI, CAT, QQQ, CSCO,
- Sold Out: LVGO, BACPL.PFD,
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- Amazon.com Inc (AMZN) - 4,741 shares, 6.66% of the total portfolio. Shares added by 0.47%
- Twilio Inc (TWLO) - 38,758 shares, 5.66% of the total portfolio. Shares reduced by 0.19%
- Apple Inc (AAPL) - 66,559 shares, 3.81% of the total portfolio. Shares added by 4.23%
- Medtronic PLC (MDT) - 69,943 shares, 3.54% of the total portfolio. Shares reduced by 0.66%
- Pfizer Inc (PFE) - 216,236 shares, 3.43% of the total portfolio. Shares reduced by 1.6%
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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