CIK 1791002
Xcel Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 136K | $1M+ | SH |
| RH | RH | 110K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 337K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 88K | $1M+ | SH |
| F | FORD MTR CO | 1.1M | $1M+ | SH |
| GOOGL | ALPHABET INC | 44K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 43K | $1M+ | SH |
| AAPL | APPLE INC | 50K | $1M+ | SH |
| HD | HOME DEPOT INC | 35K | $1M+ | SH |
| BA | BOEING CO | 54K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 46K | $1M+ | SH |
| AVGO | BROADCOM INC | 26K | $1M+ | SH |
| MS | MORGAN STANLEY | 49K | $1M+ | SH |
| TSLA | TESLA INC | 17K | $1M+ | SH |
| BAC-PL | BANK AMERICA CORP | 6K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 73K | $1M+ | SH |
| GE | GE AEROSPACE | 18K | $1M+ | SH |
| WMT | WALMART INC | 50K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 26K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 53K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 23K | $1M+ | SH |
| PFE | PFIZER INC | 158K | $1M+ | SH |
| CAT | CATERPILLAR INC | 7K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 87K | $1M+ | SH |
| CAVA | CAVA GROUP INC | 57K | $1M+ | SH |
| NOW | SERVICENOW INC | 21K | $1M+ | SH |
| FDX | FEDEX CORP | 11K | $1M+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 32K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| TJX | TJX COS INC NEW | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO | 26K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 28K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| TOST | TOAST INC | 78K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 30K | $1M+ | SH |
| LEVI | LEVI STRAUSS & CO NEW | 132K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 6K | $1M+ | SH |
| SKT | TANGER INC | 81K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 12K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 56K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| WHR | WHIRLPOOL CORP | 29K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |