Xcel Wealth Management, LLC

Position in MDT — Medtronic plc

CIK 1791002 Holly Hill, FL

Position in MDT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$760,873

-$132,004 QoQ

Shares Held

8,781

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $2,829,945 across 2 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	21,484	$1,949,458
2	GMED	Globus Medical Inc	11,144	$880,487

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$760,873	8,781	-5.5%	Shares	Sole	2026-04-21
2025-12-31	$892,877	9,295	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$894,779	9,395	-3.7%	Shares	Sole	2025-10-29
2025-06-30	$850,779	9,760	-12.0%	Shares	Sole	2025-07-15
2025-03-31	$997,176	11,097	-1.6%	Shares	Sole	2025-04-28
2024-12-31	$900,726	11,276	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$1,028,682	11,426	-1.6%	Shares	Sole	2024-10-21
2024-06-30	$914,295	11,616	-1.7%	Shares	Sole	2024-07-23
2024-03-31	$1,030,113	11,820	+1.2%	Shares	Sole	2024-04-22
2023-12-31	$962,198	11,680	-17.9%	Shares	Sole	2024-01-29
2023-09-30	$1,114,984	14,229	-20.6%	Shares	Sole	2023-10-17
2023-06-30	$1,579,721	17,931	-8.5%	Shares	Sole	2023-07-26
2023-03-31	$1,579,507	19,592	-0.9%	Shares	Sole	2023-04-26
2022-12-31	$1,536,135	19,765	-68.3%	Shares	Sole	2023-02-15
2022-09-30	$5,034,924	62,352	-17.3%	Shares	Sole	2022-10-20
2022-06-30	$6,770,650	75,439	-0.6%	Shares	Sole	2022-07-26
2022-03-31	$8,421,437	75,903	+32.7%	Shares	Sole	2022-04-29
2021-09-30	$7,171,524	57,212	-19.0%	Shares	Sole	2021-10-21
2021-06-30	$8,762,584	70,592	-0.2%	Shares	Sole	2021-07-15
2021-03-31	$8,358,051	70,753	+1.2%	Shares	Sole	2021-04-15
2020-12-31	$8,193,123	69,943	-0.7%	Shares	Sole	2021-01-13
2020-09-30	$7,316,591	70,406	+1.9%	Shares	Sole	2020-10-27
2020-06-30	$6,335,186	69,086	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.