Position in TSLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,630,712
+$1,584,935 QoQ
Shares Held
20,520
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#909
of 4,244 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Xcel Wealth Management, LLC holds $20,359,629 across 2 Auto Manufacturers names. TSLA ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | F |
Ford Motor Co
|
843,807 | $11,728,917 | |
| 2 | TSLA |
Tesla, Inc.
This page
|
20,520 | $8,630,712 |
All Filings in TSLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,630,712 | 20,520 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,045,777 | 18,953 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,530,111 | 16,744 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,933,278 | 11,093 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,492,989 | 10,996 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,884,969 | 11,132 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,029,019 | 12,453 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,418,719 | 13,067 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,533,259 | 12,802 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,930,877 | 10,984 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,309,124 | 9,293 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $1,319,320 | 5,040 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $955,353 | 4,605 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $1,264,977 | 4,769 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $991,947 | 1,473 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,509,717 | 1,401 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,368,530 | 1,295 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,028,286 | 1,326 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $844,867 | 1,243 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $730,047 | 1,093 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $748,715 | 1,061 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $437,590 | 1,020 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||