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 51–100 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDB | MONGODB INC | 5K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| BX | BLACKSTONE INC | 12K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 70K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 16K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| NFLX | NETFLIX INC | 19K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| GRMN | GARMIN LTD | 8K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| YETI | YETI HLDGS INC | 29K | $1M+ | SH |
| T | AT&T INC | 52K | $1M+ | SH |
| KURA | KURA ONCOLOGY INC | 119K | $1M+ | SH |
| PPL | PPL CORP | 34K | $1M+ | SH |
| GMED | GLOBUS MED INC | 13K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| DEA | EASTERLY GOVT PPTYS INC | 47K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| AVAV | AEROVIRONMENT INC | 4K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| BXP | BXP INC | 14K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 17K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 10K | $500K+ | SH |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | 55K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 9K | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| MAS | MASCO CORP | 10K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| DD | DUPONT DE NEMOURS INC | 15K | $500K+ | SH |
| Q | QNITY ELECTRONICS INC | 7K | $500K+ | SH |
| B | BARRICK MNG CORP | 13K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 7K | $500K+ | SH |
| ABNB | AIRBNB INC | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| TXT | TEXTRON INC | 6K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |