Xcel Wealth Management, LLC

Position in BX — Blackstone Inc.

CIK 1791002 Holly Hill, FL

Position in BX

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,137,596

-$729,347 QoQ

Shares Held

9,893

-18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Xcel Wealth Management, LLC holds $3,251,592 across 4 Asset Management names. BX ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	9,893	$1,137,596
2	BLK	BlackRock, Inc.	1,050	$1,009,795
3	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	50,116	$726,682
4	ARCC	Ares Capital Corp	20,950	$377,519

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,137,596	9,893	-18.3%	Shares	Sole	2026-04-21
2025-12-31	$1,866,943	12,112	0.0%	Shares	Sole	2026-01-26
2025-09-30	$2,069,335	12,112	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,811,712	12,112	-1.5%	Shares	Sole	2025-07-15
2025-03-31	$1,718,315	12,293	0.0%	Shares	Sole	2025-04-28
2024-12-31	$2,119,559	12,293	0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,882,427	12,293	0.0%	Shares	Sole	2024-10-21
2024-06-30	$1,521,873	12,293	0.0%	Shares	Sole	2024-07-23
2024-03-31	$1,614,931	12,293	-3.5%	Shares	Sole	2024-04-22
2023-12-31	$1,668,313	12,743	-6.7%	Shares	Sole	2024-01-29
2023-09-30	$1,463,318	13,658	-3.1%	Shares	Sole	2023-10-17
2023-06-30	$1,309,947	14,090	+12.4%	Shares	Sole	2023-07-26
2023-03-31	$1,101,513	12,540	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.