Xcel Wealth Management, LLC
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 LEVI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,619,182 | 141,654 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,742,242 | 132,220 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,117,656 | 133,805 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,481,450 | 134,205 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,710,394 | 109,711 | Shares | Sole | 2025-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||