Position in MU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,689,880
+$1,091,228 QoQ
Shares Held
1,464
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,193
of 3,877 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Xcel Wealth Management, LLC holds $38,887,608 across 7 Semiconductors names. MU ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
85,544 | $17,116,498 | |
| 2 | AVGO |
Broadcom Inc.
|
23,529 | $8,888,079 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,765 | $5,091,676 | |
| 4 | INTC |
Intel Corp
|
19,789 | $2,763,138 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
6,755 | $2,012,246 | |
| 6 | MU |
Micron Technology Inc
This page
|
1,464 | $1,689,880 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,740 | $1,326,091 |
All Filings in MU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,689,880 | 1,464 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $598,652 | 1,772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $512,881 | 1,797 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $384,334 | 2,297 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $275,710 | 2,237 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $522,469 | 6,013 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $518,173 | 6,157 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $627,341 | 6,049 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $315,014 | 2,395 | Shares | Sole | 2024-07-23 | |
| 2021-06-30 | $279,584 | 3,290 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $299,914 | 3,400 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $577,382 | 7,680 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $377,088 | 8,030 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $501,289 | 9,730 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $402,934 | 9,580 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||