Xcel Wealth Management, LLC Portfolio Holdings by Sector

Xcel Wealth Management, LLC

$356 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Retail \| Consumer Cyclical RH 1 stocks	$50,623 14.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC 3 stocks	$31,113 8.74% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$27,855 7.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO 4 stocks	$21,880 6.14% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD SWKS MU MRVL 6 stocks	$20,615 5.79% of portfolio	3	3	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F TSLA 2 stocks	$15,872 4.46% of portfolio	-	2	-	-	0 Calls 0 Puts
ETFs \| ETFs VOO XLF SGOL XLK QQQ GLD SPY JEPQ 18 stocks	$13,955 3.92% of portfolio	5	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,342 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$11,352 3.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$11,065 3.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW GS 3 stocks	$10,151 2.85% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW CRWD PLTR MDB MSFT 5 stocks	$9,852 2.77% of portfolio	4	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER CRM SHOP 4 stocks	$9,682 2.72% of portfolio	-	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TMUS 3 stocks	$8,650 2.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE BMY ABBV LLY AMGN 5 stocks	$8,266 2.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT COST 3 stocks	$8,245 2.32% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE PPL SO DUK 4 stocks	$6,774 1.9% of portfolio	1	2	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$6,765 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$6,589 1.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V SOFI MA 4 stocks	$6,085 1.71% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate DEA BXP 2 stocks	$5,869 1.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BLMN SBUX 2 stocks	$5,588 1.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$4,356 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate FRT 1 stocks	$4,168 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX GBAB ARCC EVT ARES CIK 6 stocks	$4,111 1.15% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT GMED MDT 3 stocks	$3,927 1.1% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN 2 stocks	$3,390 0.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$3,168 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$2,614 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2,427 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH KO PEP 3 stocks	$2,426 0.68% of portfolio	-	3	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$2,086 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$1,737 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1,550 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$1,348 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG NWL 2 stocks	$1,312 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX BP XOM 3 stocks	$1,010 0.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS 1 stocks	$763 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials GOLD 1 stocks	$669 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$641 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$603 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$585 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate RYN 1 stocks	$562 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$389 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$370 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$328 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$322 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$308 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$286 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SBCF 1 stocks	$230 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$211 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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Xcel Wealth Management, LLC Portfolio Holdings by Sector

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