Xcel Wealth Management, LLC

Position in UBER — Uber Technologies, Inc

CIK 1791002 Holly Hill, FL

Position in UBER

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

Position Value

$2,362,374

-$975,825 QoQ

Shares Held

32,738

-29.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,001

of 2,397 holders

Holding Since

Mar 2020

26 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. UBER ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	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.	4,052	$462,657
5	ADP	Automatic Data Processing Inc	988	$221,262

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,362,374	32,738	-29.5%	Shares	Sole	2026-07-24
2026-03-31	$3,338,199	46,409	-12.6%	Shares	Sole	2026-04-21
2025-12-31	$4,338,474	53,096	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$5,216,510	53,246	-2.1%	Shares	Sole	2025-10-29
2025-06-30	$5,073,747	54,381	-1.8%	Shares	Sole	2025-07-15
2025-03-31	$4,036,444	55,400	-1.5%	Shares	Sole	2025-04-28
2024-12-31	$3,391,492	56,225	-16.5%	Shares	Sole	2025-02-05
2024-09-30	$5,061,650	67,345	-4.5%	Shares	Sole	2024-10-21
2024-06-30	$5,127,210	70,545	-9.7%	Shares	Sole	2024-07-23
2024-03-31	$6,014,458	78,120	-45.7%	Shares	Sole	2024-04-22
2023-12-31	$8,860,784	143,914	-11.8%	Shares	Sole	2024-01-29
2023-09-30	$7,506,855	163,228	-9.7%	Shares	Sole	2023-10-17
2023-06-30	$7,801,293	180,711	+1.1%	Shares	Sole	2023-07-26
2023-03-31	$5,665,899	178,735	+14.7%	Shares	Sole	2023-04-26
2022-12-31	$3,852,439	155,780	-14.6%	Shares	Sole	2023-02-15
2022-09-30	$4,833,070	182,380	-9.9%	Shares	Sole	2022-10-20
2022-06-30	$4,141,185	202,404	+3.6%	Shares	Sole	2022-07-26
2022-03-31	$6,969,980	195,347	+21.9%	Shares	Sole	2022-04-29
2021-12-31	$6,718,108	160,222	+14.4%	Shares	Sole	2022-02-03
2021-09-30	$6,272,896	140,020	+52.9%	Shares	Sole	2021-10-21
2021-06-30	$4,588,886	91,558	+13.8%	Shares	Sole	2021-07-15
2021-03-31	$4,387,073	80,482	+1.8%	Shares	Sole	2021-04-15
2020-12-31	$4,032,672	79,072	+2.2%	Shares	Sole	2021-01-13
2020-09-30	$2,822,858	77,381	+3.1%	Shares	Sole	2020-10-27
2020-06-30	$2,333,517	75,081	+220.4%	Shares	Sole	2020-07-10
2020-03-31	$654,305	23,435	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.