Xcel Wealth Management, LLC
Q1 2024 13F Holdings
Location
Holly Hill, FL
Holdings as of
3/31/2024
Value ($000)
$319,874
Num holdings
127
Date filed
4/22/2024
Form type
13F-HR
Prev filing
1/29/2024
Next filing
7/23/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
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2022 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type