Xcel Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1791002 Holly Hill, FL

Position in GS

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

Position Value

$2,951,177

+$414,899 QoQ

Shares Held

2,918

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,149

of 3,125 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $19,166,637 across 3 Capital Markets names. GS ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,660	$8,499,566
2	SCHW	Schwab Charles Corp	83,623	$7,715,894
3	GS	Goldman Sachs Group Inc This page	2,918	$2,951,177

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,951,177	2,918	-2.7%	Shares	Sole	2026-07-24
2026-03-31	$2,536,278	2,998	+15.9%	Shares	Sole	2026-04-21
2025-12-31	$2,273,094	2,586	+2.2%	Shares	Sole	2026-01-26
2025-09-30	$2,015,561	2,531	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$1,792,730	2,533	+36.9%	Shares	Sole	2025-07-15
2025-03-31	$1,010,636	1,850	-24.5%	Shares	Sole	2025-04-28
2024-12-31	$1,402,919	2,450	0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,213,019	2,450	-8.4%	Shares	Sole	2024-10-21
2024-06-30	$1,209,956	2,675	-0.6%	Shares	Sole	2024-07-23
2024-03-31	$1,124,421	2,692	+72.2%	Shares	Sole	2024-04-22
2023-12-31	$602,958	1,563	-0.1%	Shares	Sole	2024-01-29
2023-09-30	$506,387	1,565	-15.0%	Shares	Sole	2023-10-17
2023-06-30	$593,796	1,841	+6.7%	Shares	Sole	2023-07-26
2023-03-31	$564,264	1,725	-63.5%	Shares	Sole	2023-04-26
2022-09-30	$1,384,954	4,726	-1.0%	Shares	Sole	2022-10-20
2022-06-30	$1,418,567	4,776	-41.4%	Shares	Sole	2022-07-26
2022-03-31	$2,688,664	8,145	-2.4%	Shares	Sole	2022-04-29
2021-12-31	$3,192,379	8,345	-1.8%	Shares	Sole	2022-02-03
2021-09-30	$3,210,986	8,494	-2.3%	Shares	Sole	2021-10-21
2021-06-30	$3,299,633	8,694	-0.5%	Shares	Sole	2021-07-15
2021-03-31	$2,856,672	8,736	-0.8%	Shares	Sole	2021-04-15
2020-12-31	$2,322,230	8,806	-29.8%	Shares	Sole	2021-01-13
2020-09-30	$2,521,369	12,546	+71.4%	Shares	Sole	2020-10-27
2020-06-30	$1,446,380	7,319	+6.2%	Shares	Sole	2020-07-10
2020-03-31	$1,065,434	6,892	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.