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 101–143 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 6K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 7K | $100K–$500K | SH |
| CELH | CELSIUS HLDGS INC | 10K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 3K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 18K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 21K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 719 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 376 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| BP | BP PLC | 10K | $100K–$500K | SH |
| IVV | ISHARES TR | 480 | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 159 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 6K | $100K–$500K | SH |
| TTAN | SERVICETITAN INC | 3K | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 4K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 6K | $100K–$500K | SH |
| GRNY | TIDAL TRUST I | 9K | $100K–$500K | SH |
| SBCF | SEACOAST BKG CORP FLA | 7K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 651 | $100K–$500K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 481 | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 8K | $100K–$500K | SH |
| BLMN | BLOOMIN BRANDS INC | 25K | $100K–$500K | SH |
| IBRX | IMMUNITYBIO INC | 20K | $15K–$50K | SH |