Xcel Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Holly Hill, FL
CIK
0001791002
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 126 341,872 RH, AMZN, GOOGL, BAC 13F-HR 10/21/2024 000170581924000056
Q2 2024 123 319,365 RH, AMZN, GOOGL, BAC 13F-HR 7/23/2024 000170581924000039
Q1 2024 127 319,874 RH, AMZN, GOOGL, BAC 13F-HR 4/22/2024 000170581924000025
Q4 2023 115 285,168 RH, AMZN, GOOGL, BAC 13F-HR 1/29/2024 000170581924000011
Q3 2023 106 253,442 RH, GOOGL, AMZN, JPM 13F-HR 10/17/2023 000170581923000077
Q2 2023 136 316,490 RH, AMZN, GOOGL, AAPL 13F-HR 7/26/2023 000170581923000065
Q1 2023 130 284,191 RH, AMZN, GOOGL, NVDA 13F-HR 4/25/2023 000170581923000049
Q4 2022 129 253,927 PFE, RH, GOOGL, AMZN RESTATEMENT 2/14/2023 000170581923000025
Q3 2022 119 268,566 PFE, AMZN, GOOGL, VZ 13F-HR 10/20/2022 000170581922000072
Q2 2022 121 274,350 PFE, VZ, AMZN, GOOGL 13F-HR 7/26/2022 000170581922000045
Q1 2022 137 364,668 PFE, AMZN, VZ, AAPL 13F-HR 4/28/2022 000170581922000032
Q4 2021 142 388,992 PFE, AMZN, VZ, AAPL 13F-HR 2/3/2022 000170581922000012
Q3 2021 135 344,908 AMZN, PFE, VZ, TWLO 13F-HR 10/21/2021 000170581921000061
Q2 2021 141 331,294 AMZN, PFE, TWLO, AAPL 13F-HR 7/15/2021 000170581921000043
Q1 2021 129 280,388 AMZN, PFE, TWLO, BMY 13F-HR 4/15/2021 000170581921000029
Q4 2020 118 231,706 AMZN, TWLO, AAPL, MDT 13F-HR 1/13/2021 000170581921000007
Q3 2020 108 194,490 AMZN, TWLO, PFE, AAPL 13F-HR 10/27/2020 000170581920000051
Q2 2020 99 161,203 AMZN, TWLO, PFE, AAPL 13F-HR 7/10/2020 000170581920000035
Q1 2020 77 110,885 AMZN, PFE, VZ, AAPL 13F-HR 4/7/2020 000170581920000017
Q4 2019 71 120,390 AMZN, JPM, PFE, BAC 13F-HR 1/9/2020 000170581920000004
Q3 2019 74 107,991 AMZN, JPM, PFE, BAC 13F-HR 11/12/2019 000170581919000056
Q2 2019 75 102,040 AMZN, JPM, BAC, T 13F-HR 11/12/2019 000170581919000054
Q1 2019 79 96,982 AMZN, JPM, BAC, GOOGL 13F-HR 11/12/2019 000170581919000052
Q4 2018 64 81,767 JPM, BAC, PFE, AMZN 13F-HR 11/12/2019 000170581919000050
Additional filings from Xcel Wealth Management, LLC that have since been restated