Xcel Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1791002 Holly Hill, FL

Position in MS

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

Position Value

$8,499,566

+$1,135,882 QoQ

Shares Held

40,660

-9.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#603

of 2,723 holders

Holding Since

Mar 2020

26 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. MS ranks #1 (44.3% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,499,566	40,660	-9.1%	Shares	Sole	2026-07-24
2026-03-31	$7,363,684	44,745	-8.8%	Shares	Sole	2026-04-21
2025-12-31	$8,709,621	49,060	-0.0%	Shares	Sole	2026-01-26
2025-09-30	$7,800,167	49,070	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$6,982,430	49,570	-0.8%	Shares	Sole	2025-07-15
2025-03-31	$5,830,583	49,975	-5.7%	Shares	Sole	2025-04-28
2024-12-31	$6,663,788	53,005	-8.8%	Shares	Sole	2025-02-05
2024-09-30	$6,057,907	58,115	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$5,663,747	58,275	-1.1%	Shares	Sole	2024-07-23
2024-03-31	$5,550,261	58,945	-2.7%	Shares	Sole	2024-04-22
2023-12-31	$5,646,753	60,555	+35.8%	Shares	Sole	2024-01-29
2023-09-30	$3,641,583	44,589	+26.8%	Shares	Sole	2023-10-17
2023-06-30	$3,002,664	35,160	+2.8%	Shares	Sole	2023-07-26
2023-03-31	$3,003,638	34,210	-7.6%	Shares	Sole	2023-04-26
2022-12-31	$3,148,545	37,033	-18.2%	Shares	Sole	2023-02-15
2022-09-30	$3,577,809	45,283	+12.8%	Shares	Sole	2022-10-20
2022-06-30	$3,052,515	40,133	+5.3%	Shares	Sole	2022-07-26
2022-03-31	$3,330,814	38,110	+7.1%	Shares	Sole	2022-04-29
2021-12-31	$3,494,496	35,600	+41.6%	Shares	Sole	2022-02-03
2021-09-30	$2,446,957	25,146	+62.1%	Shares	Sole	2021-10-21
2021-06-30	$1,422,111	15,510	-0.3%	Shares	Sole	2021-07-15
2021-03-31	$1,208,389	15,560	0.0%	Shares	Sole	2021-04-15
2020-12-31	$1,066,326	15,560	-2.1%	Shares	Sole	2021-01-13
2020-09-30	$768,765	15,900	0.0%	Shares	Sole	2020-10-27
2020-06-30	$767,970	15,900	+13.3%	Shares	Sole	2020-07-10
2020-03-31	$477,224	14,036	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.