Xcel Wealth Management, LLC

Position in V — Visa Inc.

CIK 1791002 Holly Hill, FL

Position in V

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

Position Value

$1,165,133

+$130,868 QoQ

Shares Held

3,396

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,835

of 4,501 holders

Holding Since

Mar 2020

26 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. V ranks #4 (6.2% 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.	269,738	$4,836,402
3	AXP	American Express Co	4,948	$1,673,661
4	V	Visa Inc. This page	3,396	$1,165,133

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,165,133	3,396	-0.8%	Shares	Sole	2026-07-24
2026-03-31	$1,034,265	3,422	-36.9%	Shares	Sole	2026-04-21
2025-12-31	$1,901,549	5,422	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,850,962	5,422	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$1,921,175	5,411	+0.5%	Shares	Sole	2025-07-15
2025-03-31	$1,886,876	5,384	0.0%	Shares	Sole	2025-04-28
2024-12-31	$1,701,559	5,384	0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,480,330	5,384	-0.2%	Shares	Sole	2024-10-21
2024-06-30	$1,416,550	5,397	-5.8%	Shares	Sole	2024-07-23
2024-03-31	$1,599,686	5,732	+0.8%	Shares	Sole	2024-04-22
2023-12-31	$1,481,131	5,689	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,308,526	5,689	+4.4%	Shares	Sole	2023-10-17
2023-06-30	$1,294,503	5,451	-0.4%	Shares	Sole	2023-07-26
2023-03-31	$1,233,491	5,471	+1.9%	Shares	Sole	2023-04-26
2022-12-31	$1,115,878	5,371	-0.5%	Shares	Sole	2023-02-15
2022-09-30	$958,599	5,396	0.0%	Shares	Sole	2022-10-20
2022-06-30	$1,062,418	5,396	-78.0%	Shares	Sole	2022-07-26
2022-03-31	$5,451,328	24,581	-13.4%	Shares	Sole	2022-04-29
2021-12-31	$6,149,362	28,376	+0.2%	Shares	Sole	2022-02-03
2021-09-30	$6,308,725	28,322	0.0%	Shares	Sole	2021-10-21
2021-06-30	$6,622,250	28,322	-4.0%	Shares	Sole	2021-07-15
2021-03-31	$6,247,517	29,507	+5.5%	Shares	Sole	2021-04-15
2020-12-31	$6,117,221	27,967	-1.8%	Shares	Sole	2021-01-13
2020-09-30	$5,692,545	28,467	-0.3%	Shares	Sole	2020-10-27
2020-06-30	$5,517,321	28,562	+35.8%	Shares	Sole	2020-07-10
2020-03-31	$3,387,548	21,025	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.