Xcel Wealth Management, LLC

CIK
0001791002
City
Holly Hill
State / Country
FL
Stock
RH — RH

Holdings in RH

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $19,731,043 110,137
2025-12-31 $2,705,165 15,100
2025-09-30 $25,532,539 125,677
2025-06-30 $21,525,970 113,888
2025-03-31 $29,860,317 127,385
2024-12-31 $50,623,152 128,619
2024-09-30 $41,653,256 124,550
2024-06-30 $30,050,964 122,938
2024-03-31 $38,873,129 111,621
2023-12-31 $27,799,322 95,373
2023-09-30 $23,583,026 89,208
2023-06-30 $23,794,420 72,194
2023-03-31 $14,532,384 59,669
2022-12-31 $12,245,050 45,829
2022-09-30 $8,777,070 35,669
2022-06-30 $2,612,071 12,306
2022-03-31 $2,668,068 8,182
2021-12-31 $2,452,997 4,577
2021-09-30 $1,854,009 2,780
2021-06-30 $1,062,635 1,565
2021-03-31 $1,357,265 2,275
2020-12-31 $1,018,108 2,275
2020-09-30 $870,460 2,275
2020-06-30 $644,651 2,590