Xcel Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    holly hill, FL
  • Num holdings

    129

  • Value ($000)

    $351,354

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0001791002
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON COM INC

COM
023135106
$30.00M
9 %

136,751

RH
RH

RH

COM
74967X103
$21.53M
6 %

113,888

BAC
BAC

BANK AMERICA CORP

COM
060505104
$16.87M
5 %

356,454

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.03M
4 %

88,833

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.50M
4 %

43,109

HD
HD

HOME DEPOT INC

COM
437076102
$12.12M
3 %

33,055

F
F

FORD MTR CO

COM
345370860
$11.59M
3 %

1,068,227

AAPL
AAPL

APPLE INC

COM
037833100
$10.61M
3 %

51,711

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.53M
3 %

59,763

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$9.28M
3 %

43,614

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