Xcel Wealth Management, LLC
Top Portfolio Positions
109 positions ·
$331,486,485 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
134,063 | $27,921,301 | 8.42% |
| RH |
Rh
Consumer Cyclical
|
149,593 | $20,916,093 | 6.31% |
| NVDA |
Nvidia Corp
Technology
|
88,161 | $15,375,278 | 4.64% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
304,820 | $14,859,975 | 4.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,987 | $13,224,021 | 3.99% |
| AAPL |
Apple Inc.
Technology
|
46,950 | $11,915,440 | 3.59% |
| F |
Ford Motor Co
Consumer Cyclical
|
1,028,199 | $11,865,416 | 3.58% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
34,604 | $11,380,909 | 3.43% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,501 | $11,325,454 | 3.42% |
| BA |
Boeing Co
Industrials
|
55,860 | $11,117,815 | 3.35% |
Holdings in ET
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,138,410 | 58,985 | Shares | Sole | 2026-04-21 | |
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