Xcel Wealth Management, LLC Reduced Holdings in Q4 2025

Xcel Wealth Management, LLC

  • $378 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
-15.5K
- 12.37%
$149.41 - $207.5 $2.32M - $3.22M
110K $16.5M
WHR
Whirlpool Corp

Consumer Cyclical
-25.5K
- 46.79%
$65.5 - $80.05 $1.67M - $2.04M
29K $2.04M
DIS
Walt Disney CO

Communication Services
-14.9K
- 36.68%
$105.69 - $116.65 $1.58M - $1.74M
25.8K $2.72M
PFE
Pfizer Inc

Healthcare
-26.6K
- 14.39%
$24.23 - $27.37 $644K - $728K
158K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.11%
$294.11 - $320.41 $14.4K - $15.7K
42.7K $12.8M
PLTR
Palantir Technologies Inc.

Technology
-2.41K
- 9.65%
$172.14 - $207.18 $416K - $500K
22.6K $3.93M
AXP
American Express CO

Financial Services
-2.07K
- 20.77%
$316.26 - $372.77 $653K - $770K
7.88K $2.69M
FRT
Federal Realty Investment Trust

Real Estate
-4.53K
- 12.55%
$94.87 - $101.3 $430K - $459K
31.6K $3.06M
META
Meta Platforms, Inc.

Communication Services
-82
- 1.91%
$609.01 - $751.67 $49.9K - $61.6K
4.21K $2.56M
DD
Du Pont De Nemours, Inc.

Basic Materials
-142
- 0.96%
$34.69 - $82.16 $4.93K - $11.7K
14.6K $581K
UBER
Uber Technologies, Inc

Technology
-150
- 0.28%
$91.62 - $100.1 $13.7K - $15K
53.1K $4.86M
SBUX
Starbucks Corp

Consumer Cyclical
-3.71K
- 44.66%
$78.46 - $87.26 $291K - $324K
4.6K $389K
LEVI
Levi Strauss & CO

Consumer Cyclical
-1.59K
- 1.18%
$19.47 - $24.66 $30.9K - $39.1K
132K $2.83M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.21K
- 18.07%
$41.52 - $64.86 $91.8K - $143K
10K $428K
BAC
Bank Of America Corp

Financial Services
-4.41K
- 1.29%
$48.65 - $54.11 $215K - $239K
337K $17.3M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-10.3K
- 15.81%
$15.26 - $15.77 $157K - $162K
54.9K $848K
TOST
Toast, Inc.

Technology
-1.8K
- 2.26%
$34.39 - $39.02 $61.9K - $70.2K
77.8K $2.79M
PPL
Ppl Corp

Utilities
-2.59K
- 7.17%
$36.25 - $37.97 $93.9K - $98.3K
33.6K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 2.85%
$910.94 - $954.99 $68.3K - $71.6K
2.55K $2.33M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-12.8K
- 33.77%
$6.35 - $7.98 $81.1K - $102K
25.1K $169K
CRM
Salesforce, Inc.

Technology
-340
- 21.67%
$235.69 - $263.41 $80.1K - $89.6K
1.23K $291K
PM
Philip Morris International Inc.

Consumer Defensive
-200
- 5.81%
$144.33 - $160.86 $28.9K - $32.2K
3.24K $495K
MSFT
Microsoft Corp

Technology
-25
- 0.52%
$496.82 - $542.07 $12.4K - $13.6K
4.75K $2.41M
BXP
Boston Properties Inc

Real Estate
-50
- 0.35%
$69.37 - $76.32 $3.47K - $3.82K
14.2K $999K
ABNB
Airbnb, Inc.

Consumer Cyclical
-225
- 5.4%
$117.6 - $129.07 $26.5K - $29K
3.95K $463K
BMY
Bristol Myers Squibb CO

Healthcare
-1.58K
- 8.5%
$42.6 - $49.08 $67.3K - $77.5K
17K $795K
WFC
Wells Fargo & Company

Financial Services
-326
- 1.09%
$77.62 - $87.3 $25.3K - $28.5K
29.5K $2.46M
WMT
Walmart Inc.

Consumer Defensive
-280
- 0.56%
$101.18 - $109.03 $28.3K - $30.5K
49.9K $5.13M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-438
- 6.12%
$79.18 - $82.25 $34.7K - $36K
6.72K $544K
SPYG
Spdr Portfolio

ETFs
-223
- 9.23%
$102.4 - $109.39 $22.8K - $24.4K
2.19K $229K
SHOP
Shopify Inc.

Technology
-55
- 1.08%
$146.04 - $179.01 $8.03K - $9.85K
5.05K $736K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-300
- 3.56%
$24.01 - $24.68 $7.2K - $7.4K
8.12K $194K
Easterly Govt Pptys Inc
-82.7K
- 63.86%
N/A
46.8K $0
Ferguson Enterprises Inc
-16
- 1.08%
N/A
1.46K $0
Bank America Corp
-50
- 0.89%
N/A
5.6K $0
MDT
Medtronic PLC

Healthcare
-100
- 1.06%
$90.06 - $98.43 $9.01K - $9.84K
9.3K $894K
Barrick Mng Corp
-11.7K
- 47.42%
N/A
13K $0
DUK
Duke Energy Corp

Utilities
-10
- 0.27%
$121.57 - $129.03 $1.22K - $1.29K
3.64K $455K
KO
Coca Cola CO

Consumer Defensive
-150
- 2.68%
$66.1 - $71.61 $9.92K - $10.7K
5.45K $385K
BP
Bp PLC

Energy
-53
- 0.55%
$32.78 - $37.35 $1.74K - $1.98K
9.53K $347K
MS
Morgan Stanley

Financial Services
-10
- 0.02%
$151.86 - $169.92 $1.52K - $1.7K
49.1K $7.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.28%
$600.51 - $631.95 $13.8K - $14.5K
8.07K $4.99M
PRU
Prudential Financial Inc

Financial Services
-130
- 0.8%
$99.13 - $107.85 $12.9K - $14K
16.1K $1.72M
MU
Micron Technology Inc

Technology
-500
- 21.77%
$181.6 - $253.3 $90.8K - $127K
1.8K $443K
SOFI
So Fi Technologies, Inc.

Financial Services
-1K
- 1.41%
$25.24 - $32.21 $25.2K - $32.2K
69.9K $1.95M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.53%
$799.57 - $1025.28 $1.6K - $2.05K
376 $384K
MDB
Mongo Db, Inc.

Technology
-100
- 2.15%
$313.81 - $373.89 $31.4K - $37.4K
4.55K $1.6M
GMED
Globus Medical Inc

Healthcare
-200
- 1.47%
$56.57 - $86.36 $11.3K - $17.3K
13.4K $1.14M
AAPL
Apple Inc.

Technology
-468
- 0.92%
$245.27 - $275.25 $115K - $129K
50.3K $13.4M
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email