Pacific Excel Wealth Advisors, Inc.
Position in MAR — Marriott International Inc /Md/
CIK 2110884
WALNUT CREEK, CA
Position in MAR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$730,803
New position
Shares Held
1,972
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#951
of 1,737 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $730,803 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
1,972 | $730,803 |
All Filings in MAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,803 | 1,972 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||