Xcel Wealth Management, LLC 13F Holdings

CIK 0001791002

As of Sep 30, 2025, Xcel Wealth Management, LLC reported 138 positions worth $384.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity136,786$30.0M7.81%
RHRHConsumer Cyclical125,677$25.5M6.64%
BANK OF AMERICA CORPBACFinancial Services341,125 7.6M4.57%
NVIDIA CORPNVDATechnology88,236 6.5M4.28%
JPMORGAN CHASE & COJPMFinancial Services42,766 3.5M3.51%
HOME DEPOT INCHDConsumer Cyclical33,178 3.4M3.49%
APPLE INCAAPLTechnology50,739 2.9M3.36%
FORD MOTOR COFConsumer Cyclical1,059,930 2.7M3.30%
ALPHABET INCGOOGLEquity44,775 0.9M2.83%
BOEING COBAIndustrials49,230 0.6M2.76%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services43,987$9.4M2.43%
BROADCOM INCAVGOTechnology25,689$8.5M2.20%
MORGAN STANLEYMSFinancial Services49,070$7.8M2.03%
BANK OF AMERICA CORPBAC-PLFinancial Services5,645$7.2M1.88%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,927$6.0M1.56%
NEXTERA ENERGY INCNEEUtilities73,560$5.6M1.44%
GE AEROSPACEGEIndustrials18,145$5.5M1.42%
PALO ALTO NETWORKS INCPANWTechnology26,210$5.3M1.39%
UBER TECHNOLOGIES INCUBERTechnology53,246$5.2M1.36%
WALMART INCWMTConsumer Defensive50,130$5.2M1.34%
VANGUARD 500 INDEX FUNDVOO—8,097$5.0M1.29%
TESLA INCTSLAConsumer Cyclical11,093$4.9M1.28%
PFIZER INCPFEHealthcare184,782$4.7M1.22%
WALT DISNEY CODISCommunication Services40,695$4.7M1.21%
PALANTIR TECHNOLOGIES INCPLTRTechnology25,014$4.6M1.19%