Xcel Wealth Management, LLC
CIK 1791002
13F filing for Q2 2026・No. 4,360
- Holdings
- US$419.09M
- Quarter change
- +US$57.54M
- Entries
- 140
- Net bought (estimate)
- +US$5.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 7
- Cut 84
- Added 33
- Corporate actions 0
- Unchanged 8
Largest holdings
139 stocks worth US$418.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 130,692 | US$31.15M | 7.45% |
| RHRHCOM | Added | 157,745 | US$25.99M | 6.21% |
| NVDANvidiaCOM | Cut | 85,544 | US$17.12M | 4.09% |
| GOOGLAlphabetCAP STK CL A | Cut | 43,774 | US$15.64M | 3.74% |
| BACBANK OF AMER CORPCOM | Cut | 271,286 | US$15.46M | 3.69% |
| AAPLAppleCOM | Cut | 46,195 | US$13.37M | 3.20% |
| HDHOME DEPOT INCCOM | Added | 36,233 | US$12.78M | 3.05% |
| JPMJPMORGAN CHASE & COCOM | Cut | 37,089 | US$12.14M | 2.90% |
| FFORD MTR COCOM | Cut | 843,807 | US$11.73M | 2.80% |
| BABOEING COCOM | Cut | 53,394 | US$11.56M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.