Xcel Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1791002
Holly Hill, FL
Position in ADP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$221,262
+$15,035 QoQ
Shares Held
988
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,936
of 2,277 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Xcel Wealth Management, LLC holds $5,731,774 across 5 Software - Application names. ADP ranks #5 (3.9% of the industry book) .
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,262 | 988 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $206,227 | 1,015 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $312,534 | 1,215 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $237,441 | 809 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $249,495 | 809 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $336,083 | 1,100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $322,003 | 1,100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $304,403 | 1,100 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $262,559 | 1,100 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $374,610 | 1,500 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $358,074 | 1,537 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $369,771 | 1,537 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $337,817 | 1,537 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $342,182 | 1,537 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $367,127 | 1,537 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $347,880 | 1,538 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $323,041 | 1,538 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $349,728 | 1,537 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $379,240 | 1,538 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $307,277 | 1,537 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $305,278 | 1,537 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $289,678 | 1,537 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $270,819 | 1,537 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $214,396 | 1,537 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $228,843 | 1,537 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||