Xcel Wealth Management, LLC
Q4 2019 13F Holdings
Location
Holly Hill, FL
Holdings as of
12/31/2019
Value ($000)
$120,390
Num holdings
71
Date filed
1/9/2020
Form type
13F-HR
Prev filing
11/12/2019
Next filing
4/7/2020
SEC
View on sec.gov
Compare Q4 2019 to
2024 Q3
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2022 Q4 - RESTATEMENT
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2019 Q3
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type