Xcel Wealth Management, LLC Sells in Q3 2024

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
-138K
- 69.76%
$27.36 - $33.08 $3.78M - $4.57M
59.8K $1.98M
GOOGL
Alphabet Inc.

Communication Services
-10.2K
- 9.68%
$148.65 - $191.18 $1.52M - $1.95M
95.1K $15.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-7.2K
- 9.11%
$31.02 - $58.9 $223K - $424K
71.8K $2.25M
CRM
Salesforce, Inc.

Technology
-2.2K
- 46.88%
$238.42 - $276.53 $525K - $609K
2.5K $682K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.58K
- 19.81%
$236.42 - $259.82 $374K - $411K
6.4K $1.65M
NVDA
Nvidia Corp

Technology
-529
- 0.58%
$98.91 - $134.91 $52.3K - $71.4K
90.4K $11M
KO
Coca Cola CO

Consumer Defensive
-4.82K
- 30.1%
$62.69 - $73.01 $302K - $352K
11.2K $804K
TGT
Target Corp

Consumer Defensive
-2.1K
- 12.07%
$133.47 - $159.25 $280K - $334K
15.3K $2.39M
WFC
Wells Fargo & Company

Financial Services
-1.56K
- 4.93%
$51.58 - $60.97 $80.4K - $95K
30.1K $1.7M
PRU
Prudential Financial Inc

Financial Services
-2.46K
- 8.02%
$105.53 - $127.32 $259K - $313K
28.1K $3.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-639
- 7.18%
$475.2 - $527.7 $304K - $337K
8.26K $4.36M
UBER
Uber Technologies, Inc

Technology
-3.2K
- 4.54%
$58.48 - $77.47 $187K - $248K
67.3K $5.06M
MRVL
Marvell Technology, Inc.

Technology
-1K
- 20.83%
$56.15 - $76.24 $56.2K - $76.2K
3.8K $274K
LLY
Eli Lilly & CO

Healthcare
-46
- 8.29%
$772.14 - $960.02 $35.5K - $44.2K
509 $450K
PEP
Pepsico Inc

Consumer Defensive
-400
- 8.45%
$161.9 - $179.3 $64.8K - $71.7K
4.33K $736K
XOM
Exxon Mobil Corp

Energy
-168
- 6.88%
$109.72 - $119.0 $18.4K - $20K
2.27K $266K
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 7.07%
$520.18 - $576.82 $19.2K - $21.3K
486 $280K
Ge Healthcare Technologies I
-77
- 1.12%
N/A
6.77K $0
Ge Vernova Inc
-18
- 1.05%
N/A
1.69K $0
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-120
- 0.76%
$2.9 - $3.12 $348 - $374
15.8K $48K
JPM
Jpmorgan Chase & CO

Financial Services
-2.23K
- 4.03%
$194.9 - $224.8 $435K - $502K
53.2K $11.2M
GS
Goldman Sachs Group Inc

Financial Services
-225
- 8.41%
$459.02 - $510.25 $103K - $115K
2.45K $1.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-200
- 4.35%
$65.06 - $71.72 $13K - $14.3K
4.39K $312K
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 4.83%
$200.87 - $224.6 $16.1K - $18K
1.58K $348K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-100
- 0.88%
$22.96 - $24.67 $2.3K - $2.47K
11.2K $276K
SO
Southern CO

Utilities
-849
- 8.96%
$77.0 - $90.52 $65.4K - $76.9K
8.63K $778K
CAT
Caterpillar Inc

Industrials
-529
- 11.76%
$316.8 - $391.12 $168K - $207K
3.97K $1.55M
RYN
Rayonier Inc

Real Estate
-550
- 2.33%
$27.69 - $32.25 $15.2K - $17.7K
23.1K $741K
DE
Deere & CO

Industrials
-25
- 1.61%
$344.84 - $418.0 $8.62K - $10.5K
1.53K $636K
GOLD
Barrick Gold Corp

Basic Materials
-7.7K
- 11.73%
$16.56 - $21.01 $128K - $162K
58K $1.15M
V
Visa Inc.

Financial Services
-13
- 0.24%
$253.74 - $291.56 $3.3K - $3.79K
5.38K $1.48M
GRMN
Garmin LTD

Technology
-149
- 1.73%
$161.1 - $183.29 $24K - $27.3K
8.45K $1.49M
XLF
Financial Sector Spdr

ETFs
-550
- 2.04%
$40.84 - $45.74 $22.5K - $25.2K
26.4K $1.2M
MDB
Mongo Db, Inc.

Technology
-25
- 0.5%
$221.5 - $296.69 $5.54K - $7.42K
4.98K $1.34M
MDT
Medtronic PLC

Healthcare
-190
- 1.64%
$76.84 - $91.03 $14.6K - $17.3K
11.4K $1.03M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-1.99K
- 2.73%
$36.07 - $43.12 $71.8K - $85.8K
70.9K $2.91M
TJX
Tjx Companies Inc

Consumer Cyclical
-20
- 0.1%
$107.93 - $120.23 $2.16K - $2.4K
20.6K $2.42M
T
At&T Inc.

Communication Services
-570
- 0.79%
$18.21 - $22.28 $10.4K - $12.7K
71.9K $1.58M
FRT
Federal Realty Investment Trust

Real Estate
-2.86K
- 7.13%
$100.42 - $117.38 $287K - $336K
37.2K $4.28M
RTX
Raytheon Technologies Corp

Industrials
-2.54K
- 9.72%
$99.55 - $123.34 $252K - $313K
23.5K $2.85M
NOW
Service Now, Inc.

Technology
-150
- 3.3%
$730.87 - $937.36 $110K - $141K
4.39K $3.93M
AXP
American Express CO

Financial Services
-30
- 0.31%
$225.92 - $271.17 $6.78K - $8.14K
9.79K $2.66M
MS
Morgan Stanley

Financial Services
-160
- 0.27%
$92.07 - $106.96 $14.7K - $17.1K
58.1K $6.06M
GE
General Electric CO

Industrials
-75
- 0.39%
$156.66 - $189.66 $11.7K - $14.2K
19.1K $3.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-175
- 1.19%
$405.19 - $478.57 $70.9K - $83.7K
14.5K $6.68M
WMT
Walmart Inc.

Consumer Defensive
-650
- 1.02%
$66.91 - $81.4 $43.5K - $52.9K
63.3K $5.11M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 0.13%
$333.64 - $405.2 $11.7K - $14.2K
26.7K $10.8M
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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