Xcel Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1791002 Holly Hill, FL

Position in SHOP

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

Position Value

$462,657

-$102,804 QoQ

Shares Held

4,052

-15.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,033

of 1,697 holders

Holding Since

Mar 2020

17 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. SHOP ranks #4 (8.1% of the industry book) .

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

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$462,657	4,052	-15.0%	Shares	Sole	2026-07-24
2026-03-31	$565,461	4,767	-5.5%	Shares	Sole	2026-04-21
2025-12-31	$812,254	5,046	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$758,059	5,101	-0.6%	Shares	Sole	2025-10-29
2025-06-30	$591,860	5,131	-19.4%	Shares	Sole	2025-07-15
2025-03-31	$607,634	6,364	-17.3%	Shares	Sole	2025-04-28
2024-12-31	$818,315	7,696	0.0%	Shares	Sole	2025-02-05
2024-09-30	$616,757	7,696	+21.0%	Shares	Sole	2024-10-21
2024-06-30	$419,945	6,358	+1815.1%	Shares	Sole	2024-07-23
2021-12-31	$457,293	332	-36.8%	Shares	Sole	2022-02-03
2021-09-30	$711,784	525	0.0%	Shares	Sole	2021-10-21
2021-06-30	$767,014	525	-16.0%	Shares	Sole	2021-07-15
2021-03-31	$691,562	625	0.0%	Shares	Sole	2021-04-15
2020-12-31	$707,468	625	+4.2%	Shares	Sole	2021-01-13
2020-09-30	$613,782	600	-7.7%	Shares	Sole	2020-10-27
2020-06-30	$616,980	650	-78.5%	Shares	Sole	2020-07-10
2020-03-31	$1,263,297	3,030	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.