Xcel Wealth Management, LLC

Position in AXP — American Express Co

CIK 1791002 Holly Hill, FL

Position in AXP

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

Position Value

$1,673,661

-$539,585 QoQ

Shares Held

4,948

-32.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,283

of 2,990 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $18,663,153 across 4 Credit Services names. AXP ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	54,770	$10,987,957
2	SOFI	SoFi Technologies, Inc.	269,738	$4,836,402
3	AXP	American Express Co This page	4,948	$1,673,661
4	V	Visa Inc.	3,396	$1,165,133

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,673,661	4,948	-32.4%	Shares	Sole	2026-07-24
2026-03-31	$2,213,246	7,317	-7.1%	Shares	Sole	2026-04-21
2025-12-31	$2,914,466	7,878	-20.8%	Shares	Sole	2026-01-26
2025-09-30	$3,302,666	9,943	-1.3%	Shares	Sole	2025-10-29
2025-06-30	$3,213,085	10,073	+3.1%	Shares	Sole	2025-07-15
2025-03-31	$2,629,425	9,773	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$2,906,464	9,793	0.0%	Shares	Sole	2025-02-05
2024-09-30	$2,655,861	9,793	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$2,274,515	9,823	-3.9%	Shares	Sole	2024-07-23
2024-03-31	$2,327,674	10,223	-13.2%	Shares	Sole	2024-04-22
2023-12-31	$2,205,553	11,773	-6.0%	Shares	Sole	2024-01-29
2023-09-30	$1,868,306	12,523	-2.3%	Shares	Sole	2023-10-17
2023-06-30	$2,233,766	12,823	+2.4%	Shares	Sole	2023-07-26
2023-03-31	$2,065,668	12,523	+405.0%	Shares	Sole	2023-04-26
2022-03-31	$463,760	2,480	0.0%	Shares	Sole	2022-04-29
2021-12-31	$405,728	2,480	+0.0%	Shares	Sole	2022-02-03
2021-09-30	$415,306	2,479	0.0%	Shares	Sole	2021-10-21
2021-06-30	$409,605	2,479	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.