Xcel Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1791002 Holly Hill, FL

Position in UPS

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

Position Value

$927,080

+$480,522 QoQ

Shares Held

8,624

+94.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,040

of 2,129 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $5,028,937 across 3 Integrated Freight & Logistics names. UPS ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	10,672	$3,341,723
2	UPS	United Parcel Service Inc This page	8,624	$927,080
3	FDXF	FedEx Freight Holding Company, Inc.	5,034	$760,134

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,080	8,624	+94.9%	Shares	Sole	2026-07-24
2025-06-30	$446,558	4,424	-64.5%	Shares	Sole	2025-07-15
2025-03-31	$1,371,795	12,472	+1.5%	Shares	Sole	2025-04-28
2024-12-31	$1,550,021	12,292	-0.9%	Shares	Sole	2025-02-05
2024-09-30	$1,691,843	12,409	+265.4%	Shares	Sole	2024-10-21
2024-06-30	$464,742	3,396	-2.2%	Shares	Sole	2024-07-23
2024-03-31	$515,894	3,471	-16.3%	Shares	Sole	2024-04-22
2023-12-31	$651,875	4,146	-15.9%	Shares	Sole	2024-01-29
2023-09-30	$768,594	4,931	-10.9%	Shares	Sole	2023-10-17
2023-06-30	$991,790	5,533	+5.7%	Shares	Sole	2023-07-26
2023-03-31	$1,015,149	5,233	-1.4%	Shares	Sole	2023-04-26
2022-12-31	$922,568	5,307	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$854,385	5,289	0.0%	Shares	Sole	2022-10-20
2022-06-30	$965,454	5,289	-79.5%	Shares	Sole	2022-07-26
2022-03-31	$5,519,985	25,739	-33.3%	Shares	Sole	2022-04-29
2021-12-31	$8,270,094	38,584	-1.9%	Shares	Sole	2022-02-03
2021-09-30	$7,165,452	39,349	+7.4%	Shares	Sole	2021-10-21
2021-06-30	$7,616,485	36,623	-0.8%	Shares	Sole	2021-07-15
2021-03-31	$6,273,990	36,908	+17.7%	Shares	Sole	2021-04-15
2020-12-31	$5,280,687	31,358	+17.3%	Shares	Sole	2021-01-13
2020-09-30	$4,454,519	26,733	-1.0%	Shares	Sole	2020-10-27
2020-06-30	$3,002,749	27,008	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.