Xcel Wealth Management, LLC Portfolio Holdings
Xcel Wealth Management, LLC
- $378 Million
- Q4 2025
Xcel Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $378 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $32M, Service Now, Inc. with a value of $17.7M, Bank Of America Corp with a value of $17.3M, Nvidia Corp with a value of $16.5M, and Rh with a value of $16.5M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $364M to 378M.
Below you can find more details about Xcel Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$378 Million
Consumer Cyclical: $94.8 Million
Technology: $89.9 Million
Financial Services: $73.6 Million
Industrials: $29.6 Million
Communication Services: $26.9 Million
ETFs: $21.4 Million
Healthcare: $12.2 Million
Consumer Defensive: $10.4 Million
Other: $19 Million