Xcel Wealth Management, LLC Purchases in Q4 2024

Xcel Wealth Management, LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
4.07K
+ 3.27%
$311.9 - $446.04 $1.27M - $1.81M
129K $50.6M
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.03%
$180.88 - $232.93 $7.24K - $9.32K
127K $27.9M
DIS
Walt Disney CO

Communication Services
6.03K
+ 20.3%
$92.39 - $117.6 $557K - $709K
35.7K $3.98M
PLTR
Palantir Technologies Inc.

Technology
10.2K
+ 123.08%
$36.46 - $82.38 $372K - $842K
18.5K $1.4M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
174K
+ 70.15%
$11.46 - $17.04 $1.99M - $2.97M
422K $5.15M
HD
Home Depot, Inc.

Consumer Cyclical
2.51K
+ 9.41%
$385.02 - $431.37 $966K - $1.08M
29.2K $11.4M
WHR
Whirlpool Corp

Consumer Cyclical
85
+ 0.14%
$99.28 - $124.45 $8.44K - $10.6K
59.1K $6.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
390
+ 7.78%
$275.15 - $388.2 $107K - $151K
5.4K $1.85M
BMY
Bristol Myers Squibb CO

Healthcare
7.03K
+ 90.23%
$51.92 - $59.94 $365K - $421K
14.8K $838K
NWL
Newell Brands Inc.

Consumer Defensive
21.6K
+ 65.88%
$7.18 - $11.63 $155K - $251K
54.4K $541K
MRVL
Marvell Technology, Inc.

Technology
300
+ 7.89%
$70.31 - $124.78 $21.1K - $37.4K
4.1K $452K
PANW
Palo Alto Networks Inc

Technology
12K
+ 94.42%
$181.96 - $405.9 $2.18M - $4.87M
24.7K $4.49M
LNG
Cheniere Energy, Inc.

Energy
25
+ 1.47%
$181.07 - $225.92 $4.53K - $5.65K
1.73K $370K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 1.33%
$873.59 - $994.69 $17.5K - $19.9K
1.52K $1.39M
XLK
Technology Sector Spdr

ETFs
48
+ 1.14%
$220.26 - $241.44 $10.6K - $11.6K
4.27K $993K
ARCC
Ares Capital Corp

Financial Services
700
+ 4.47%
$20.74 - $22.27 $14.5K - $15.6K
16.4K $357K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3
+ 0.03%
$53.94 - $58.15 $162 - $174
10.2K $573K
HYD
Vaneck High Yield Muni ETF

ETFs
450
+ 6.0%
$51.09 - $53.06 $23K - $23.9K
7.95K $412K
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 3.09%
$570.51 - $610.59 $8.56K - $9.16K
501 $294K
IWM
Ishares Russell 2000 ETF

ETFs
49
+ 3.11%
$216.13 - $242.4 $10.6K - $11.9K
1.63K $359K
ABT
Abbott Laboratories

Healthcare
225
+ 1.37%
$111.93 - $119.39 $25.2K - $26.9K
16.7K $1.88M
MO
Altria Group, Inc.

Consumer Defensive
16
+ 0.35%
$49.06 - $57.74 $785 - $924
4.58K $239K
MSFT
Microsoft Corp

Technology
57
+ 2.57%
$406.35 - $454.46 $23.2K - $25.9K
2.27K $957K
Listed Fd Tr
5.47K
New
N/A
5.47K $0
Blackrock Inc
713
New
N/A
713 $0
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
100
+ 0.89%
$23.75 - $25.68 $2.38K - $2.57K
11.3K $272K
SO
Southern CO

Utilities
147
+ 1.7%
$81.5 - $94.15 $12K - $13.8K
8.78K $722K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 0.14%
$442.29 - $483.08 $9.29K - $10.1K
14.5K $6.59M
MU
Micron Technology Inc

Technology
108
+ 1.79%
$84.16 - $113.41 $9.09K - $12.2K
6.16K $518K
FRT
Federal Realty Investment Trust

Real Estate
8
+ 0.02%
$109.55 - $117.53 $876 - $940
37.2K $4.17M
CAT
Caterpillar Inc

Industrials
1
+ 0.03%
$360.37 - $416.88 $360 - $417
3.97K $1.44M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
100
+ 0.14%
$15.0 - $17.55 $1.5K - $1.76K
71.6K $1.09M
AMD
Advanced Micro Devices Inc

Technology
1.18K
+ 9.17%
$118.88 - $172.8 $140K - $203K
14K $1.69M
DEA
Easterly Government Properties, Inc.

Real Estate
20.1K
+ 5.12%
$10.93 - $14.48 $220K - $291K
413K $4.7M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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