Xcel Wealth Management, LLC
Q3 2021 13F Holdings
Location
Holly Hill, FL
Holdings as of
9/30/2021
Value ($000)
$344,908
Num holdings
135
Date filed
10/21/2021
Form type
13F-HR
Prev filing
7/15/2021
Next filing
2/3/2022
SEC
View on sec.gov
Compare Q3 2021 to
2024 Q1
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type