Xcel Wealth Management, LLC

Position in NOW — ServiceNow, Inc.

CIK 1791002 Holly Hill, FL

Position in NOW

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

Position Value

$1,959,290

-$624,140 QoQ

Shares Held

19,735

-20.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#928

of 2,206 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $5,731,774 across 5 Software - Application names. NOW ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	32,738	$2,362,374
2	NOW	ServiceNow, Inc. This page	19,735	$1,959,290
3	TTAN	ServiceTitan, Inc.	10,270	$726,191
4	SHOP	Shopify Inc.	4,052	$462,657
5	ADP	Automatic Data Processing Inc	988	$221,262

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,959,290	19,735	-20.1%	Shares	Sole	2026-07-24
2026-03-31	$2,583,430	24,710	+16.5%	Shares	Sole	2026-04-21
2025-12-31	$3,249,159	21,210	+368.2%	Shares	Sole	2026-01-26
2025-09-30	$4,168,868	4,530	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$4,647,949	4,521	-3.1%	Shares	Sole	2025-07-15
2025-03-31	$3,713,993	4,665	+6.3%	Shares	Sole	2025-04-28
2024-12-31	$4,653,926	4,390	0.0%	Shares	Sole	2025-02-05
2024-09-30	$3,926,372	4,390	-3.3%	Shares	Sole	2024-10-21
2024-06-30	$3,571,481	4,540	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$3,472,732	4,555	-0.4%	Shares	Sole	2024-04-22
2023-12-31	$3,232,191	4,575	-4.4%	Shares	Sole	2024-01-29
2023-09-30	$2,674,623	4,785	-0.8%	Shares	Sole	2023-10-17
2023-06-30	$2,711,505	4,825	+1.3%	Shares	Sole	2023-07-26
2023-03-31	$2,214,390	4,765	+49.6%	Shares	Sole	2023-04-26
2022-12-31	$1,236,639	3,185	+5.5%	Shares	Sole	2023-02-15
2022-09-30	$1,140,382	3,020	+202.0%	Shares	Sole	2022-10-20
2022-06-30	$475,520	1,000	+135.3%	Shares	Sole	2022-07-26
2021-06-30	$233,558	425	0.0%	Shares	Sole	2021-07-15
2021-03-31	$212,546	425	0.0%	Shares	Sole	2021-04-15
2020-12-31	$233,932	425	0.0%	Shares	Sole	2021-01-13
2020-09-30	$206,125	425	-61.4%	Shares	Sole	2020-10-27
2020-03-31	$315,238	1,100	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.