Xcel Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationholly hill, FL
- CIK0001791002
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
126 | $360.85M | RH, AMZN, GOOGL, BAC | 13F-HR | Feb 5, 2025 | 000170581925000018 | ||
126 | $341.87M | RH, AMZN, GOOGL, BAC | 13F-HR | Oct 21, 2024 | 000170581924000056 | ||
123 | $319.37M | RH, AMZN, GOOGL, BAC | 13F-HR | Jul 23, 2024 | 000170581924000039 | ||
127 | $319.88M | RH, AMZN, GOOGL, BAC | 13F-HR | Apr 22, 2024 | 000170581924000025 | ||
115 | $285.17M | RH, AMZN, GOOGL, BAC | 13F-HR | Jan 29, 2024 | 000170581924000011 | ||
106 | $253.44M | RH, GOOGL, AMZN, JPM | 13F-HR | Oct 17, 2023 | 000170581923000077 | ||
136 | $316.49M | RH, AMZN, GOOGL, AAPL | 13F-HR | Jul 26, 2023 | 000170581923000065 | ||
130 | $284.19M | RH, AMZN, GOOGL, NVDA | 13F-HR | Apr 26, 2023 | 000170581923000049 | ||
129 | $253.93M | PFE, RH, GOOGL, AMZN | RESTATEMENT | Feb 15, 2023 | 000170581923000025 | ||
119 | $268.57M | PFE, AMZN, GOOGL, BAC | 13F-HR | Oct 20, 2022 | 000170581922000072 | ||
121 | $274.35M | PFE, BAC, AMZN, GOOGL | 13F-HR | Jul 26, 2022 | 000170581922000045 | ||
137 | $364.67M | PFE, AMZN, BAC, AAPL | 13F-HR | Apr 29, 2022 | 000170581922000032 | ||
142 | $388.99M | PFE, AMZN, BAC, AAPL | 13F-HR | Feb 3, 2022 | 000170581922000012 | ||
135 | $344.91M | AMZN, PFE, BAC, TWLO | 13F-HR | Oct 21, 2021 | 000170581921000061 | ||
141 | $331.29M | AMZN, PFE, TWLO, AAPL | 13F-HR | Jul 15, 2021 | 000170581921000043 | ||
129 | $280.39M | AMZN, PFE, TWLO, BMY | 13F-HR | Apr 15, 2021 | 000170581921000029 | ||
118 | $231.71M | AMZN, TWLO, AAPL, MDT | 13F-HR | Jan 13, 2021 | 000170581921000007 | ||
108 | $194.49M | AMZN, TWLO, PFE, AAPL | 13F-HR | Oct 27, 2020 | 000170581920000051 | ||
99 | $161.20M | AMZN, TWLO, PFE, AAPL | 13F-HR | Jul 10, 2020 | 000170581920000035 | ||
77 | $110.89M | AMZN, PFE, BAC, AAPL | 13F-HR | Apr 7, 2020 | 000170581920000017 | ||
71 | $120.39M | AMZN, JPM, PFE, BAC | 13F-HR | Jan 9, 2020 | 000170581920000004 | ||
74 | $107.99M | AMZN, JPM, PFE, BAC | 13F-HR | Nov 12, 2019 | 000170581919000056 | ||
75 | $102.04M | AMZN, JPM, BAC, T | 13F-HR | Nov 12, 2019 | 000170581919000054 | ||
79 | $96.98M | AMZN, JPM, BAC, GOOGL | 13F-HR | Nov 12, 2019 | 000170581919000052 | ||
64 | $81.77M | JPM, BAC, PFE, AMZN | 13F-HR | Nov 12, 2019 | 000170581919000050 |