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Xcel Wealth Management, LLC 13F holdings

Filed 2026-07-24 · Xcel Wealth Management, LLC · 140 positions · $419.1M

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC130.7K$31.1M7.4%
RHRH157.7K$26.0M6.2%
NVDANVIDIA CORPORATION85.5K$17.1M4.1%
GOOGLALPHABET INC43.8K$15.6M3.7%
BACBANK OF AMER CORP271.3K$15.5M3.7%
AAPLAPPLE INC46.2K$13.4M3.2%
HDHOME DEPOT INC36.2K$12.8M3.0%
JPMJPMORGAN CHASE & CO37.1K$12.1M2.9%
FFORD MTR CO843.8K$11.7M2.8%
BABOEING CO53.4K$11.6M2.8%
COFCAPITAL ONE FINL CORP54.8K$11.0M2.6%
GLWCORNING INC37.5K$9.6M2.3%
AVGOBROADCOM INC23.5K$8.9M2.1%
TSLATESLA INC20.5K$8.6M2.1%
MSMORGAN STANLEY40.7K$8.5M2.0%
BAC 7.25 PERP LBANK OF AMER CORP6.6K$8.2M2.0%
PANWPALO ALTO NETWORKS INC22.9K$7.8M1.9%
SCHWSCHWAB CHARLES CORP83.6K$7.7M1.8%
BRK-BBERKSHIRE HATHAWAY INC DEL13.4K$6.7M1.6%
NEENEXTERA ENERGY INC66.7K$5.9M1.4%
VOOVANGUARD INDEX FDS7.8K$5.4M1.3%
CATCATERPILLAR INC5.0K$5.4M1.3%
AMDADVANCED MICRO DEVICES INC8.8K$5.1M1.2%
SPCXSPACE EXPLORATION TECHN CORP29.3K$5.0M1.2%
PRUPRUDENTIAL FINL INC45.9K$5.0M1.2%
SOFISOFI TECHNOLOGIES INC269.7K$4.8M1.2%
GEVGE VERNOVA INC4.1K$4.8M1.2%
WMTWALMART INC35.2K$4.0M1.0%
PFEPFIZER INC164.1K$4.0M0.9%
CRWDCROWDSTRIKE HLDGS INC5.1K$3.9M0.9%
CAVACAVA GROUP INC47.8K$3.8M0.9%
LEVILEVI STRAUSS & CO NEW140.0K$3.5M0.8%
FDXFEDEX CORP10.7K$3.3M0.8%
SKTTANGER INC83.7K$3.3M0.8%
QQQINVESCO QQQ TR4.3K$3.1M0.7%
GSGOLDMAN SACHS GROUP INC2.9K$3.0M0.7%
NFLXNETFLIX INC.40.0K$2.9M0.7%
TJXTJX COS INC NEW18.7K$2.8M0.7%
INTCINTEL CORP19.8K$2.8M0.7%
COSTCOSTCO WHOLESALE CORPORATION2.6K$2.4M0.6%
UBERUBER TECHNOLOGIES INC32.7K$2.4M0.6%
DEDEERE & CO3.7K$2.3M0.6%
FRTFEDERAL RLTY INVT TR NEW18.2K$2.2M0.5%
ETNEATON CORP PLC5.2K$2.2M0.5%
GOOGALPHABET INC6.3K$2.2M0.5%
SGOLETFS GOLD TR56.8K$2.2M0.5%
XLKSELECT SECTOR SPDR TR11.2K$2.1M0.5%
PLTRPALANTIR TECHNOLOGIES INC17.3K$2.0M0.5%
MRVLMARVELL TECHNOLOGY INC6.8K$2.0M0.5%
NOWSERVICENOW INC19.7K$2.0M0.5%
ABTABBOTT LABORATORIES21.5K$1.9M0.5%
ROADCONSTRUCTION PARTNERS INC16.2K$1.9M0.5%
GEGE AEROSPACE4.8K$1.8M0.4%
—GARMIN LTD7.3K$1.7M0.4%
MUMICRON TECHNOLOGY INC1.5K$1.7M0.4%
AXPAMERICAN EXPRESS CO4.9K$1.7M0.4%
METAMETA PLATFORMS INC2.9K$1.6M0.4%
MSFTMICROSOFT CORP4.1K$1.5M0.4%
SNPSSYNOPSYS INC3.3K$1.5M0.4%
RTXRTX CORPORATION7.8K$1.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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