Xcel Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    holly hill, FL
  • Num holdings

    138

  • Value ($000)

    $384,717

  • Date Filed
    10/29/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$30.03M
8 %

136,786

R
RH

RH

COM
74967X103
$25.53M
7 %

125,677

B
BAC

BANK AMERICA CORP

COM
060505104
$17.60M
5 %

341,125

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.46M
4 %

88,236

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$13.49M
4 %

42,766

H
HD

HOME DEPOT INC

COM
437076102
$13.44M
4 %

33,178

A
AAPL

APPLE INC

COM
037833100
$12.92M
3 %

50,739

F
F

FORD MTR CO

COM
345370860
$12.68M
3 %

1,059,930

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.88M
3 %

44,775

B
BA

BOEING CO

COM
097023105
$10.63M
3 %

49,230

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