Xcel Wealth Management, LLC Incresed Positions in Q3 2024

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
1.61K
+ 1.31%
$237.89 - $348.93 $383K - $562K
125K $41.7M
F
Ford Motor CO

Consumer Cyclical
304K
+ 38.07%
$9.71 - $14.55 $2.95M - $4.42M
1.1M $11.6M
AAPL
Apple Inc.

Technology
381
+ 0.71%
$207.23 - $234.82 $79K - $89.5K
54.1K $12.6M
UPS
United Parcel Service Inc

Industrials
9.01K
+ 265.4%
$123.32 - $147.38 $1.11M - $1.33M
12.4K $1.69M
AMD
Advanced Micro Devices Inc

Technology
6.7K
+ 109.35%
$128.67 - $183.96 $863K - $1.23M
12.8K $2.11M
AMZN
Amazon Com Inc

Consumer Cyclical
10.2K
+ 8.72%
$161.02 - $200.0 $1.64M - $2.04M
127K $23.7M
NEE
Nextera Energy Inc

Utilities
1.35K
+ 2.29%
$69.9 - $84.97 $94.1K - $114K
60.2K $5.09M
TSLA
Tesla, Inc.

Consumer Cyclical
265
+ 2.07%
$191.76 - $263.26 $50.8K - $69.8K
13.1K $3.42M
DIS
Walt Disney CO

Communication Services
8.51K
+ 40.2%
$85.6 - $98.61 $729K - $839K
29.7K $2.86M
VZ
Verizon Communications Inc

Communication Services
127
+ 0.07%
$38.89 - $45.0 $4.94K - $5.72K
179K $8.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.59K
+ 106.6%
$217.89 - $392.15 $563K - $1.01M
5.01K $1.41M
WHR
Whirlpool Corp

Consumer Cyclical
1.79K
+ 3.12%
$90.25 - $112.34 $161K - $201K
59K $6.32M
META
Meta Platforms, Inc.

Communication Services
60
+ 1.21%
$453.41 - $572.44 $27.2K - $34.3K
5K $2.86M
MU
Micron Technology Inc

Technology
3.65K
+ 152.57%
$86.27 - $136.82 $315K - $500K
6.05K $627K
BXP
Boston Properties Inc

Real Estate
100
+ 0.64%
$60.3 - $82.49 $6.03K - $8.25K
15.8K $1.27M
PFE
Pfizer Inc

Healthcare
1.06K
+ 0.38%
$27.7 - $31.39 $29.2K - $33.1K
277K $8.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
525
+ 50.1%
$434.77 - $502.96 $228K - $264K
1.57K $767K
ABT
Abbott Laboratories

Healthcare
625
+ 3.95%
$100.07 - $118.13 $62.5K - $73.8K
16.4K $1.87M
PANW
Palo Alto Networks Inc

Technology
496
+ 4.07%
$294.18 - $368.01 $146K - $183K
12.7K $4.34M
SHOP
Shopify Inc.

Technology
1.34K
+ 21.04%
$52.26 - $80.75 $69.9K - $108K
7.7K $616K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
4.45K
+ 6.63%
$15.71 - $18.52 $69.9K - $82.4K
71.5K $1.26M
BAC
Bank Of America Corp

Financial Services
5.15K
+ 1.35%
$36.65 - $44.13 $189K - $227K
386K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 22.53%
$517.38 - $573.86 $106K - $118K
1.12K $639K
MSFT
Microsoft Corp

Technology
348
+ 18.64%
$395.15 - $467.56 $138K - $163K
2.22K $952K
SOFI
So Fi Technologies, Inc.

Financial Services
4K
+ 5.88%
$6.32 - $8.19 $25.3K - $32.8K
72K $566K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
40.2K
+ 19.35%
$15.38 - $20.85 $619K - $839K
248K $4.1M
ARCC
Ares Capital Corp

Financial Services
3.75K
+ 31.51%
$19.8 - $21.28 $74.3K - $79.8K
15.7K $327K
HYD
Vaneck High Yield Muni ETF

ETFs
1.25K
+ 20.0%
$51.46 - $53.07 $64.3K - $66.3K
7.5K $398K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 1.7%
$801.83 - $917.05 $20K - $22.9K
1.5K $1.33M
DD
Du Pont De Nemours, Inc.

Basic Materials
311
+ 7.33%
$77.22 - $89.49 $24K - $27.8K
4.55K $405K
DUK
Duke Energy Corp

Utilities
22
+ 0.71%
$99.35 - $117.71 $2.19K - $2.59K
3.14K $361K
GMED
Globus Medical Inc

Healthcare
75
+ 0.54%
$67.08 - $73.92 $5.03K - $5.54K
13.8K $990K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
862
+ 9.26%
$49.7 - $56.11 $42.8K - $48.4K
10.2K $558K
NFLX
Netflix Inc

Communication Services
10
+ 2.4%
$598.55 - $722.26 $5.99K - $7.22K
427 $302K
Bank America Corp
6
+ 0.28%
N/A
2.14K $0
XLK
Technology Sector Spdr

ETFs
2
+ 0.05%
$197.34 - $237.68 $395 - $475
4.22K $953K
CVX
Chevron Corp

Energy
131
+ 3.34%
$137.88 - $161.97 $18.1K - $21.2K
4.05K $596K
SWKS
Skyworks Solutions, Inc.

Technology
1K
+ 5.85%
$96.22 - $120.68 $96.2K - $121K
18.1K $1.79M
BP
Bp PLC

Energy
100
+ 0.99%
$30.78 - $37.05 $3.08K - $3.7K
10.2K $320K
BA
Boeing CO

Industrials
7.21K
+ 16.82%
$152.04 - $190.6 $1.1M - $1.37M
50.1K $7.61M
AVGO
Broadcom Inc.

Technology
19K
+ 714.11%
$136.27 - $1745.86 $2.59M - $33.2M
21.7K $3.74M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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