The Analysis of Xcel Wealth Management, LLC's Holdings
Currently, Xcel Wealth Management, LLC holds 143 types of securities in its portfolio with a total value $390.4M. In the most recent quarter, they have increased their positions in NOW (+16.7K shares, valued at $2.6M), TSLA (+5.7K shares, valued at $2.5M), GEV (+3.1K shares, valued at $2.0M); decreased their positions in RH (-15.5K shares, valued at $2.8M), WHR (-25.5K shares, valued at $1.8M), N/A (-82.7K shares, valued at $1.8M); initiated new positions in GLW (+7.5K shares, valued at $657.8K), N/A (+7.2K shares, valued at $585.5K), TXT (+5.6K shares, valued at $491.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC136.4K shares-0.30%2025-12-312026-01-26
RH RH110.1K shares-12.37%2025-12-312026-01-26 BAC BANK AMERICA CORP336.7K shares-1.29%2025-12-312026-01-26 NVDA NVIDIA CORPORATION88.3K shares0.08%2025-12-312026-01-26 F FORD MTR CO1.1M shares1.77%2025-12-312026-01-26 ALPHABET INC ALPHABET INC44.2K shares-1.28%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.42.7K shares-0.11%2025-12-312026-01-26 AAPL APPLE INC50.3K shares-0.92%2025-12-312026-01-26 HD HOME DEPOT INC34.6K shares4.41%2025-12-312026-01-26 BA BOEING CO54.3K shares10.29%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP46.2K shares5.10%2025-12-312026-01-26 BROADCOM INC BROADCOM INC25.8K shares0.45%2025-12-312026-01-26 MS MORGAN STANLEY49.1K shares-0.02%2025-12-312026-01-26 TSLA TESLA INC16.7K shares50.94%2025-12-312026-01-26 BAC-PL BANK AMERICA CORP5.6K shares-0.89%2025-12-312026-01-26 NEE NEXTERA ENERGY INC73.4K shares-0.16%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE18.1K shares0.00%2025-12-312026-01-26 WMT WALMART INC49.9K shares-0.56%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC26.2K shares0.00%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC53.1K shares-0.28%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC22.6K shares-9.65%2025-12-312026-01-26 PFE PFIZER INC158.2K shares-14.39%2025-12-312026-01-26 CAT CATERPILLAR INC6.6K shares0.47%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC87.1K shares0.57%2025-12-312026-01-26 CAVA CAVA GROUP INC57.4K shares5.06%2025-12-312026-01-26 NOW SERVICENOW INC21.2K shares368.21%2025-12-312026-01-26 FDX FEDEX CORP11.1K shares0.00%2025-12-312026-01-26 GEV GE VERNOVA INC4.8K shares183.16%2025-12-312026-01-26 TJX TJX COS INC NEW20.1K shares0.00%2025-12-312026-01-26 DIS DISNEY WALT CO25.8K shares-36.68%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO7.9K shares-20.77%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP28.2K shares0.00%2025-12-312026-01-26 META META PLATFORMS INC4.2K shares-1.91%2025-12-312026-01-26 TOST TOAST INC77.8K shares-2.26%2025-12-312026-01-26 WFC WELLS FARGO CO NEW29.5K shares-1.09%2025-12-312026-01-26 LEVI LEVI STRAUSS & CO NEW132.2K shares-1.18%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC5.8K shares0.05%2025-12-312026-01-26 SKT TANGER INC81.2K shares0.97%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC12.4K shares-0.16%2025-12-312026-01-26 ABT ABBOTT LABS19.4K shares50.09%2025-12-312026-01-26 MSFT MICROSOFT CORP4.7K shares-0.52%2025-12-312026-01-26 ETFS GOLD TR ETFS GOLD TR55.5K shares0.00%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC2.6K shares2.17%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW2.6K shares-2.85%2025-12-312026-01-26 WHR WHIRLPOOL CORP29.0K shares-46.79%2025-12-312026-01-26 ALPHABET INC ALPHABET INC6.6K shares0.00%2025-12-312026-01-26 MDB MONGODB INC4.5K shares-2.15%2025-12-312026-01-26 V VISA INC5.4K shares0.00%2025-12-312026-01-26 SOFI SOFI TECHNOLOGIES INC69.9K shares-1.41%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC16.1K shares-0.80%2025-12-312026-01-26 RTX RTX CORPORATION9.8K shares0.00%2025-12-312026-01-26 NFLX NETFLIX INC18.7K shares2209.77%2025-12-312026-01-26 DE DEERE & CO3.6K shares130.82%2025-12-312026-01-26 GRMN GARMIN LTD8.0K shares0.00%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR10.5K shares112.32%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR26.4K shares0.00%2025-12-312026-01-26 YETI YETI HLDGS INC29.4K shares-37.40%2025-12-312026-01-26 T AT&T INC52.1K shares1.01%2025-12-312026-01-26 KURA KURA ONCOLOGY INC118.8K shares16.15%2025-12-312026-01-26 PPL PPL CORP33.6K shares-7.17%2025-12-312026-01-26 GMED GLOBUS MED INC13.4K shares-1.47%2025-12-312026-01-26 GLD SPDR GOLD TR2.8K shares0.00%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR1.4K shares26.16%2025-12-312026-01-26 AVAV AEROVIRONMENT INC4.0K shares7.60%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F16.7K shares5.89%2025-12-312026-01-26 BXP BXP INC14.2K shares-0.35%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO17.0K shares-8.50%2025-12-312026-01-26 SO SOUTHERN CO10.2K shares6.39%2025-12-312026-01-26 GBAB GUGGENHEIM TAXABLE MUNICP BO54.9K shares-15.81%2025-12-312026-01-26 CSCO CISCO SYS INC10.6K shares2.32%2025-12-312026-01-26 SHOP SHOPIFY INC5.0K shares-1.08%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-26 FHLC FIDELITY COVINGTON TRUST8.9K shares78.28%2025-12-312026-01-26 GLW CORNING INC7.5K sharesnew addition2025-12-312026-01-26 CVX CHEVRON CORP NEW4.3K shares50.35%2025-12-312026-01-26 ABBV ABBVIE INC2.8K shares0.00%2025-12-312026-01-26 MAS MASCO CORP10.0K shares0.00%2025-12-312026-01-26 WM WASTE MGMT INC DEL2.8K shares0.00%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO4.2K shares17.09%2025-12-312026-01-26 XOM EXXON MOBIL CORP4.9K shares2.54%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F6.7K shares-6.12%2025-12-312026-01-26 MO ALTRIA GROUP INC9.6K shares6.13%2025-12-312026-01-26 BRO BROWN & BROWN INC6.8K shares0.00%2025-12-312026-01-26 ABNB AIRBNB INC3.9K shares-5.40%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC3.2K shares-5.81%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.8K shares-21.77%2025-12-312026-01-26 TXT TEXTRON INC5.6K sharesnew addition2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR4.2K shares0.00%2025-12-312026-01-26 AMGN AMGEN INC1.5K shares0.00%2025-12-312026-01-26 MAGS LISTED FDS TR7.1K shares0.04%2025-12-312026-01-26 CELH CELSIUS HLDGS INC10.0K shares-18.07%2025-12-312026-01-26 LDOS LEIDOS HOLDINGS INC2.5K shares0.00%2025-12-312026-01-26 HYMB SPDR SERIES TRUST18.0K shares0.00%2025-12-312026-01-26 PEP PEPSICO INC3.0K shares4.79%2025-12-312026-01-26 ARCC ARES CAPITAL CORP20.9K shares9.48%2025-12-312026-01-26 IWM ISHARES TR1.7K shares0.00%2025-12-312026-01-26 MA MASTERCARD INCORPORATED719 shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP2.1K shares44.29%2025-12-312026-01-26 LLY ELI LILLY & CO376 shares-0.53%2025-12-312026-01-26 SBUX STARBUCKS CORP4.6K shares-44.66%2025-12-312026-01-26 KO COCA COLA CO5.5K shares-2.68%2025-12-312026-01-26 HYD VANECK ETF TRUST7.5K shares0.00%2025-12-312026-01-26 D DOMINION ENERGY INC6.4K sharesnew addition2025-12-312026-01-26 FTC FIRST TR EXCHANGE-TRADED ALP2.3K shares0.00%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.2K sharesnew addition2025-12-312026-01-26 LNG CHENIERE ENERGY INC1.8K shares0.00%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD4.8K shares0.00%2025-12-312026-01-26 BP BP PLC9.5K shares-0.55%2025-12-312026-01-26 IVV ISHARES TR480 shares0.00%2025-12-312026-01-26 CRM SALESFORCE INC1.2K shares-21.67%2025-12-312026-01-26 MELI MERCADOLIBRE INC159 sharesnew addition2025-12-312026-01-26 TMUS T-MOBILE US INC1.5K shares0.00%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN1.2K shares50.19%2025-12-312026-01-26 FMHI FIRST TR EXCH TRADED FD III6.0K shares0.00%2025-12-312026-01-26 TTAN SERVICETITAN INC2.7K sharesnew addition2025-12-312026-01-26 VST VISTRA CORP1.6K sharesnew addition2025-12-312026-01-26 TWLO TWILIO INC1.8K sharesnew addition2025-12-312026-01-26 SIVR ABRDN SILVER ETF TRUST3.6K sharesnew addition2025-12-312026-01-26 SPYG SPDR SERIES TRUST2.2K shares-9.23%2025-12-312026-01-26 IP INTERNATIONAL PAPER CO5.8K shares0.00%2025-12-312026-01-26 GRNY TIDAL TRUST I9.1K shares5.34%2025-12-312026-01-26 VTI VANGUARD INDEX FDS651 shares0.00%2025-12-312026-01-26 SGI SOMNIGROUP INTERNATIONAL INC2.4K shares0.00%2025-12-312026-01-26 LINDE PLC LINDE PLC481 shares0.00%2025-12-312026-01-26 EVT EATON VANCE TAX ADVT DIV INC8.1K shares-3.56%2025-12-312026-01-26 BLMN BLOOMIN BRANDS INC25.1K shares-33.77%2025-12-312026-01-26 IBRX IMMUNITYBIO INC20.0K sharesnew addition2025-12-312026-01-26 Call Option Holdings
Put Option Holdings
No put option holdings data available