Xcel Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Holly Hill, FL
CIK
0001791002
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 136 316,490 13F-HR 7/26/2023 000170581923000065 Xcel Wealth Management, LLC
Q1 2023 130 284,191 13F-HR 4/25/2023 000170581923000049 Xcel Wealth Management, LLC
Q4 2022 129 253,927 RESTATEMENT 2/14/2023 000170581923000025 Xcel Wealth Management, LLC
Q4 2022 129 253,930 13F-HR 1/19/2023 000170581923000012 Xcel Wealth Management, LLC
Q3 2022 119 268,566 13F-HR 10/20/2022 000170581922000072 Xcel Wealth Management, LLC
Q2 2022 121 274,350 13F-HR 7/26/2022 000170581922000045 Xcel Wealth Management, LLC
Q1 2022 137 364,668 13F-HR 4/28/2022 000170581922000032 Xcel Wealth Management, LLC
Q4 2021 142 388,992 13F-HR 2/3/2022 000170581922000012 Xcel Wealth Management, LLC
Q3 2021 135 344,908 13F-HR 10/21/2021 000170581921000061 Xcel Wealth Management, LLC
Q2 2021 141 331,294 13F-HR 7/15/2021 000170581921000043 Xcel Wealth Management, LLC
Q1 2021 129 280,388 13F-HR 4/15/2021 000170581921000029 Xcel Wealth Management, LLC
Q4 2020 118 231,706 13F-HR 1/13/2021 000170581921000007 Xcel Wealth Management, LLC
Q3 2020 108 194,490 13F-HR 10/27/2020 000170581920000051 Xcel Wealth Management, LLC
Q2 2020 99 161,203 13F-HR 7/10/2020 000170581920000035 Xcel Wealth Management, LLC
Q1 2020 77 110,885 13F-HR 4/7/2020 000170581920000017 Xcel Wealth Management, LLC
Q4 2019 71 120,390 13F-HR 1/9/2020 000170581920000004 Xcel Wealth Management, LLC
Q3 2019 74 107,991 13F-HR 11/12/2019 000170581919000056 Xcel Wealth Management, LLC
Q2 2019 75 102,040 13F-HR 11/12/2019 000170581919000054 Xcel Wealth Management, LLC
Q1 2019 79 96,982 13F-HR 11/12/2019 000170581919000052 Xcel Wealth Management, LLC
Q4 2018 64 81,767 13F-HR 11/12/2019 000170581919000050 Xcel Wealth Management, LLC