Xcel Wealth Management, LLC

Position in ARCC — Ares Capital Corp

CIK 1791002 Holly Hill, FL

Position in ARCC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$386,609

+$9,090 QoQ

Shares Held

20,864

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#440

of 783 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $2,562,681 across 4 Asset Management names. ARCC ranks #4 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	7,705	$906,647
2	BLK	BlackRock, Inc.	805	$774,055
3	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	34,258	$495,370
4	ARCC	Ares Capital Corp This page	20,864	$386,609

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,609	20,864	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$377,519	20,950	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$423,515	20,935	+9.5%	Shares	Sole	2026-01-26
2025-09-30	$390,300	19,123	-17.8%	Shares	Sole	2025-10-29
2025-06-30	$510,811	23,261	+16.9%	Shares	Sole	2025-07-15
2025-03-31	$440,984	19,900	+21.7%	Shares	Sole	2025-04-28
2024-12-31	$357,901	16,350	+4.5%	Shares	Sole	2025-02-05
2024-09-30	$327,711	15,650	+31.5%	Shares	Sole	2024-10-21
2024-06-30	$247,996	11,900	+3.5%	Shares	Sole	2024-07-23
2024-03-31	$239,430	11,500	+13.3%	Shares	Sole	2024-04-22
2023-12-31	$203,304	10,150	0.0%	Shares	Sole	2024-01-29
2023-09-30	$197,620	10,150	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.