Xcel Wealth Management, LLC
CIK
1791002
City
Holly Hill
State / Country
FL
Top Portfolio Positions
110 positions ·
$337,770,713 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
134,063 | $27,921,301 | 8.27% | |
| RH |
Rh
Consumer Cyclical
|
149,593 | $20,916,093 | 6.19% | |
| NVDA |
Nvidia Corp
Technology
|
88,161 | $15,375,278 | 4.55% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
304,820 | $14,859,975 | 4.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,987 | $13,224,021 | 3.92% | |
| AAPL |
Apple Inc.
Technology
|
46,950 | $11,915,440 | 3.53% | |
| F |
Ford Motor Co
Consumer Cyclical
|
1,028,199 | $11,865,416 | 3.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
34,604 | $11,380,909 | 3.37% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,501 | $11,325,454 | 3.35% | |
| BA |
Boeing Co
Industrials
|
55,860 | $11,117,815 | 3.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $204,461 | 8,120 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $205,869 | 8,420 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $274,017 | 11,370 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $264,579 | 11,370 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $272,366 | 11,325 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $277,145 | 11,225 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $263,759 | 11,325 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $312,110 | 13,225 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $296,481 | 13,325 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $286,989 | 13,550 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $200,200 | 8,800 | Shares | Sole | 2023-07-26 | |
| 2021-03-31 | $216,097 | 8,226 | Shares | Sole | 2021-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||