Position in NVDA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,116,498
+$1,741,220 QoQ
Shares Held
85,544
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
#1,954
of 5,893 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA 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. NVDA ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
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
|
1,464 | $1,689,880 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,740 | $1,326,091 |
All Filings in NVDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,116,498 | 85,544 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,375,278 | 88,161 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,468,696 | 88,304 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,463,072 | 88,236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,034,725 | 88,833 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,769,698 | 90,143 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,069,716 | 89,878 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,976,718 | 90,388 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,231,886 | 90,917 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,332,630 | 9,222 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,732,817 | 9,557 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,289,001 | 9,860 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,988,809 | 28,341 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,496,594 | 44,989 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $5,800,135 | 47,781 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,399,068 | 42,213 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $10,295,280 | 37,731 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $10,632,664 | 36,152 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,269,658 | 35,092 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,576,021 | 8,219 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,183,891 | 7,836 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,788,038 | 7,254 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,770,138 | 6,966 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,994,086 | 7,881 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,287,520 | 8,678 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||