Xcel Wealth Management, LLC Purchases and Sells in Q3 2024

Xcel Wealth Management, LLC

$338 Million
Q3 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	1.61K + 1.31%	$237.89 - $348.93 $383K - $562K	125K $41.7M
F	304K + 38.07%	$9.71 - $14.55 $2.95M - $4.42M	1.1M $11.6M
AAPL	381 + 0.71%	$207.23 - $234.82 $79K - $89.5K	54.1K $12.6M
UPS	9.01K + 265.4%	$123.32 - $147.38 $1.11M - $1.33M	12.4K $1.69M
AMD	6.7K + 109.35%	$128.67 - $183.96 $863K - $1.23M	12.8K $2.11M
AMZN	10.2K + 8.72%	$161.02 - $200.0 $1.64M - $2.04M	127K $23.7M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX	4.77K New	$72.51 - $98.6 $346K - $470K	4.77K $464K
PLTR	8.3K New	$24.09 - $37.95 $200K - $315K	8.3K $308K
MO	4.57K New	$45.95 - $54.71 $210K - $250K	4.57K $233K
SBCF	8.36K New	$23.0 - $28.7 $192K - $240K	8.36K $222K
AWK	1.43K New	$127.76 - $149.9 $183K - $215K	1.43K $209K
VTI	731 New	$255.18 - $283.2 $187K - $207K	731 $206K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PPL	-138K - 69.76%	$27.36 - $33.08 $3.78M - $4.57M	59.8K $1.98M
GOOGL	-10.2K - 9.68%	$148.65 - $191.18 $1.52M - $1.95M	95.1K $15.8M
CELH	-7.2K - 9.11%	$31.02 - $58.9 $223K - $424K	71.8K $2.25M
CRM	-2.2K - 46.88%	$238.42 - $276.53 $525K - $609K	2.5K $682K
STZ	-1.58K - 19.81%	$236.42 - $259.82 $374K - $411K	6.4K $1.65M
NVDA	-529 - 0.58%	$98.91 - $134.91 $52.3K - $71.4K	90.4K $11M

Activity Summary All Purchases 50 New Holdings 8 Increased Positions 42 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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