Xcel Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1791002 Holly Hill, FL

Position in SOFI

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

Position Value

$4,836,402

+$2,312,038 QoQ

Shares Held

269,738

+69.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#174

of 913 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $18,663,153 across 4 Credit Services names. SOFI ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	54,770	$10,987,957
2	SOFI	SoFi Technologies, Inc. This page	269,738	$4,836,402
3	AXP	American Express Co	4,948	$1,673,661
4	V	Visa Inc.	3,396	$1,165,133

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,836,402	269,738	+69.7%	Shares	Sole	2026-07-24
2026-03-31	$2,524,364	158,965	+127.3%	Shares	Sole	2026-04-21
2025-12-31	$1,830,819	69,932	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$1,874,023	70,932	+0.6%	Shares	Sole	2025-10-29
2025-06-30	$1,284,533	70,540	-3.9%	Shares	Sole	2025-07-15
2025-03-31	$853,642	73,400	+2.3%	Shares	Sole	2025-04-28
2024-12-31	$1,104,488	71,720	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$566,077	72,020	+5.9%	Shares	Sole	2024-10-21
2024-06-30	$449,612	68,020	+13.8%	Shares	Sole	2024-07-23
2024-03-31	$436,321	59,770	+428.9%	Shares	Sole	2024-04-22
2023-12-31	$112,435	11,300	0.0%	Shares	Sole	2024-01-29
2023-09-30	$90,287	11,300	-55.3%	Shares	Sole	2023-10-17
2023-06-30	$210,835	25,280	-1.9%	Shares	Sole	2023-07-26
2023-03-31	$156,484	25,780	0.0%	Shares	Sole	2023-04-26
2022-12-31	$118,845	25,780	-0.8%	Shares	Sole	2023-02-15
2022-09-30	$126,782	25,980	+25.3%	Shares	Sole	2022-10-20
2022-06-30	$109,247	20,730	-5.9%	Shares	Sole	2022-07-26
2022-03-31	$208,183	22,030	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.