Xcel Wealth Management, LLC

Position in BA — Boeing Co

CIK 1791002 Holly Hill, FL

Position in BA

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

Position Value

$11,558,199

+$440,384 QoQ

Shares Held

53,394

-4.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#110

of 1,478 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $20,292,722 across 5 Aerospace & Defense names. BA ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	53,394	$11,558,199
2	SPCX	Space Exploration Technologies Corp	29,302	$5,006,539
3	GE	General Electric Co	4,836	$1,807,358
4	RTX	RTX Corp	7,766	$1,473,443
5	TXT	Textron Inc	4,875	$447,183

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,558,199	53,394	-4.4%	Shares	Sole	2026-07-24
2026-03-31	$11,117,815	55,860	+2.9%	Shares	Sole	2026-04-21
2025-12-31	$11,788,313	54,294	+10.3%	Shares	Sole	2026-01-26
2025-09-30	$10,625,310	49,230	+12.1%	Shares	Sole	2025-10-29
2025-06-30	$9,198,995	43,903	-1.3%	Shares	Sole	2025-07-15
2025-03-31	$7,587,428	44,488	-6.3%	Shares	Sole	2025-04-28
2024-12-31	$8,400,066	47,458	-5.2%	Shares	Sole	2025-02-05
2024-09-30	$7,614,619	50,083	+16.8%	Shares	Sole	2024-10-21
2024-06-30	$7,802,950	42,871	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$8,253,410	42,766	+4.8%	Shares	Sole	2024-04-22
2023-12-31	$10,635,188	40,801	-0.9%	Shares	Sole	2024-01-29
2023-09-30	$7,888,973	41,157	-9.7%	Shares	Sole	2023-10-17
2023-06-30	$9,621,505	45,565	-1.8%	Shares	Sole	2023-07-26
2023-03-31	$9,856,752	46,400	-2.4%	Shares	Sole	2023-04-26
2022-12-31	$9,059,513	47,559	-0.7%	Shares	Sole	2023-02-15
2022-09-30	$5,797,794	47,884	+6.5%	Shares	Sole	2022-10-20
2022-06-30	$6,145,153	44,947	-2.3%	Shares	Sole	2022-07-26
2022-03-31	$8,805,936	45,984	+18.2%	Shares	Sole	2022-04-29
2021-12-31	$7,834,166	38,914	+20.9%	Shares	Sole	2022-02-03
2021-09-30	$7,080,088	32,191	+55.8%	Shares	Sole	2021-10-21
2021-06-30	$4,948,830	20,658	+15.7%	Shares	Sole	2021-07-15
2021-03-31	$4,547,261	17,852	+71.9%	Shares	Sole	2021-04-15
2020-12-31	$2,222,799	10,384	+149.1%	Shares	Sole	2021-01-13
2020-09-30	$688,803	4,168	+28.4%	Shares	Sole	2020-10-27
2020-06-30	$595,175	3,247	-9.2%	Shares	Sole	2020-07-10
2020-03-31	$533,473	3,577	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.