Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
Xcel Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $356 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rh with a value of $50.6M, Amazon Com Inc with a value of $27.9M, Alphabet Inc. with a value of $17.4M, Bank Of America Corp with a value of $16.5M, and Apple Inc. with a value of $13.3M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $338M to 356M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
Consumer Cyclical: $124 Million
Financial Services: $62.1 Million
Technology: $55.2 Million
Communication Services: $34.9 Million
Industrials: $19.8 Million
ETFs: $14.2 Million
Consumer Defensive: $13.9 Million
Healthcare: $12.5 Million
Other: $19.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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