Xcel Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1791002
Holly Hill, FL
Position in PLTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,023,407
-$1,340,594 QoQ
Shares Held
17,343
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,016
of 2,820 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. PLTR ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
|
1,798 | $263,496 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,407 | 17,343 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,364,001 | 22,997 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,017,150 | 22,600 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,563,053 | 25,014 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,828,776 | 20,751 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,645,884 | 19,501 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,400,365 | 18,516 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $308,760 | 8,300 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||