Xcel Wealth Management, LLC

All 13F Filings

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