Xcel Wealth Management, LLC

Position in TTAN — ServiceTitan, Inc.

CIK 1791002 Holly Hill, FL

Position in TTAN

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

Position Value

$726,191

+$107,203 QoQ

Shares Held

10,270

+5.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#196

of 363 holders

Holding Since

Dec 2025

3 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. TTAN ranks #3 (12.7% 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. This page	10,270	$726,191
4	SHOP	Shopify Inc.	4,052	$462,657
5	ADP	Automatic Data Processing Inc	988	$221,262

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,191	10,270	+5.3%	Shares	Sole	2026-07-24
2026-03-31	$618,988	9,754	+264.6%	Shares	Sole	2026-04-21
2025-12-31	$284,887	2,675	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.