Xcel Wealth Management, LLC
Q2 2025 13F Holdings
Location
Holly Hill, FL
Holdings as of
6/30/2025
Value ($000)
$351,354
Num holdings
129
Date filed
7/15/2025
Form type
13F-HR
Prev filing
4/28/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
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2022 Q4 - RESTATEMENT
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2022 Q1
2021 Q4
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2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type