Xcel Wealth Management, LLC
Q4 2025 13F Holdings
Location
Holly Hill, FL
Holdings as of
12/31/2025
Value ($000)
$393,149
Num holdings
144
Date filed
1/26/2026
Form type
13F-HR
Prev filing
10/29/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
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2022 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type