Xcel Wealth Management, LLC Top Holdings and 13F Report (2025) About Xcel Wealth Management, LLCInvestment ActivityXcel Wealth Management, LLC has $320.92 million in total holdings as of March 31, 2025.Xcel Wealth Management, LLC owns shares of 129 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 6.61% of the portfolio was sold this quarter.This quarter, Xcel Wealth Management, LLC has purchased 126 new stocks and bought additional shares in 33 stocks.Xcel Wealth Management, LLC sold shares of 57 stocks and completely divested from 7 stocks this quarter.Largest Holdings RH $29,860,318Amazon.com $25,351,194Bank of America $14,940,550Alphabet $12,277,089Apple $11,690,807 Largest New Holdings this Quarter 14040H105 - Capital One Financial $4,202,792 Holding888787108 - Toast $2,464,763 Holding148929102 - CAVA Group $1,889,441 Holding52736R102 - Levi Strauss & Co. $1,710,394 Holding084670108 - Berkshire Hathaway $798,442 Holding Largest Purchases this Quarter Capital One Financial 23,440 shares (about $4.20M)Toast 74,307 shares (about $2.46M)CAVA Group 21,866 shares (about $1.89M)Levi Strauss & Co. 109,711 shares (about $1.71M)Amazon.com 6,278 shares (about $1.19M) Largest Sales this Quarter JPMorgan Chase & Co. 8,867 shares (about $2.18M)Alphabet 12,417 shares (about $1.92M)RTX 13,425 shares (about $1.78M)Verizon Communications 37,511 shares (about $1.70M)Celsius 24,110 shares (about $858.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofXcel Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRHRH$29,860,318$289,262 ▼-1.0%127,3859.3%Consumer StaplesAMZNAmazon.com$25,351,194$1,194,452 ▲4.9%133,2457.9%Retail/WholesaleBACBank of America$14,940,550$754,061 ▼-4.8%358,0294.7%FinanceGOOGLAlphabet$12,277,089$1,920,175 ▼-13.5%79,3913.8%Computer and TechnologyAAPLApple$11,690,807$144,386 ▼-1.2%52,6303.6%Computer and TechnologyHDHome Depot$11,515,143$819,474 ▲7.7%31,4203.6%Retail/WholesaleFFord Motor$10,808,900$177,090 ▼-1.6%1,077,6573.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$10,625,415$2,175,075 ▼-17.0%43,3163.3%FinanceNVDANVIDIA$9,769,742$28,721 ▲0.3%90,1433.0%Computer and TechnologyBABoeing$7,587,428$506,533 ▼-6.3%44,4882.4%AerospaceBRK.BBerkshire Hathaway$7,093,966$648,150 ▼-8.4%13,3202.2%FinanceVZVerizon Communications$5,902,697$1,701,499 ▼-22.4%130,1301.8%Computer and TechnologyMSMorgan Stanley$5,830,583$353,510 ▼-5.7%49,9751.8%FinancePFEPfizer$5,809,878$73,233 ▼-1.2%229,2771.8%MedicalWHRWhirlpool$5,300,365$26,138 ▼-0.5%58,8081.7%Consumer DiscretionaryWMTWalmart$4,629,869$634,546 ▼-12.1%52,7381.4%Retail/WholesaleNEENextEra Energy$4,553,548$416,053 ▲10.1%64,2341.4%UtilitiesAVGOBroadcom$4,292,403$686,128 ▲19.0%25,6371.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,246,438$3,083 ▲0.1%8,2631.3%ETFDEAEasterly Government Properties$4,224,806$156,721 ▼-3.6%398,5671.3%FinanceCOFCapital One Financial$4,202,792$4,202,792 ▲New Holding23,4401.3%FinancePANWPalo Alto Networks$4,190,236$21,330 ▼-0.5%24,5561.3%Computer and TechnologyDISWalt Disney$4,156,158$631,384 ▲17.9%42,1091.3%Consumer DiscretionaryUBERUber Technologies$4,036,444$60,110 ▼-1.5%55,4001.3%Computer and TechnologyNOWServiceNow$3,713,993$218,938 ▲6.3%4,6651.2%Computer and TechnologyGEGE Aerospace$3,635,546$188,142 ▼-4.9%18,1641.1%IndustrialsFRTFederal Realty Investment Trust$3,587,059$55,268 ▼-1.5%36,6701.1%FinanceBLMNBloomin' Brands$3,350,684$324,127 ▲10.7%467,3201.0%Retail/WholesaleTSLATesla$2,884,969$342,350 ▼-10.6%11,1320.9%Auto/Tires/TrucksBANK AMERICA CORP$2,651,395$13,578 ▲0.5%2,1480.8%7.25%CNV PFD LAXPAmerican Express$2,629,426$5,381 ▼-0.2%9,7730.8%FinanceTOSTToast$2,464,763$2,464,763 ▲New Holding74,3070.8%Computer and TechnologyMETAMeta Platforms$2,436,850$360,801 ▼-12.9%4,2280.8%Computer and TechnologyCOSTCostco Wholesale$2,363,504$926,864 ▲64.5%2,4990.7%Retail/WholesaleTJXTJX Companies$2,360,606$86,965 ▼-3.6%19,3810.7%Retail/WholesaleYETIYETI$2,227,365$20,191 ▼-0.9%67,2920.7%Consumer DiscretionarySCHWCharles Schwab$2,207,1050.0%28,1950.7%FinancePRUPrudential Financial$2,152,185$832,909 ▼-27.9%19,2710.7%FinanceABTAbbott Laboratories$2,135,267$74,549 ▼-3.4%16,0970.7%MedicalWFCWells Fargo & Company$2,122,7590.0%29,5690.7%FinanceCRWDCrowdStrike$2,022,399$118,467 ▲6.2%5,7360.6%Computer and TechnologyTAT&T$1,924,746$82,974 ▼-4.1%68,0600.6%Computer and TechnologyCAVACAVA Group$1,889,441$1,889,441 ▲New Holding21,8660.6%Retail/WholesaleVVisa$1,886,8770.0%5,3840.6%Business ServicesGRMNGarmin$1,742,659$86,851 ▼-4.7%8,0260.5%Computer and TechnologyBXBlackstone$1,718,3160.0%12,2930.5%FinanceLEVILevi Strauss & Co.$1,710,394$1,710,394 ▲New Holding109,7110.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,645,884$83,134 ▲5.3%19,5010.5%CL AQQQInvesco QQQ$1,491,635$754,024 ▲102.2%3,1810.5%FinanceBLACKROCK INC$1,397,951$723,111 ▲107.2%1,4770.4%COMUPSUnited Parcel Service$1,371,795$19,798 ▲1.5%12,4720.4%TransportationPPLPPL$1,359,325$343,045 ▼-20.2%37,6440.4%UtilitiesBMYBristol-Myers Squibb$1,325,435$421,624 ▲46.6%21,7320.4%MedicalXLFFinancial Select Sector SPDR Fund$1,316,8770.0%26,4380.4%ETFAMDAdvanced Micro Devices$1,291,750$147,843 ▼-10.3%12,5730.4%Computer and TechnologyRTXRTX$1,272,278$1,778,275 ▼-58.3%9,6050.4%AerospaceSGOLabrdn Physical Gold Shares ETF$1,199,5100.0%40,2250.4%ETFCATCaterpillar$1,161,106$148,065 ▼-11.3%3,5210.4%IndustrialsGOOGAlphabet$1,134,2300.0%7,2600.4%Computer and TechnologyGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$1,074,832$38,875 ▼-3.5%69,1210.3%Financial ServicesBXPBoston Properties$1,054,883$6,719 ▼-0.6%15,7000.3%FinanceGSThe Goldman Sachs Group$1,010,637$327,774 ▼-24.5%1,8500.3%FinanceGMEDGlobus Medical$1,003,060$9,223 ▼-0.9%13,7030.3%MedicalMDTMedtronic$997,176$16,085 ▼-1.6%11,0970.3%MedicalXLKTechnology Select Sector SPDR Fund$880,224$1,652 ▼-0.2%4,2630.3%ETFMDBMongoDB$872,6150.0%4,9750.3%Computer and TechnologyMRVLMarvell Technology$871,400$618,963 ▲245.2%14,1530.3%Computer and TechnologyMSFTMicrosoft$858,760$6,005 ▲0.7%2,2880.3%Computer and TechnologySOFISoFi Technologies$853,642$19,538 ▲2.3%73,4000.3%FinanceBROBrown & Brown$850,150$68,420 ▲8.8%6,8340.3%FinanceCELHCelsius$848,753$858,798 ▼-50.3%23,8280.3%Consumer StaplesSOSouthern$810,286$3,310 ▲0.4%8,8120.3%UtilitiesGLDSPDR Gold Shares$806,792$5,763 ▼-0.7%2,8000.3%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.2%FinancePGProcter & Gamble$783,8870.0%4,6000.2%Consumer StaplesMASMasco$731,7000.0%10,5220.2%ConstructionDEDeere & Company$715,7590.0%1,5250.2%IndustrialsWMWaste Management$671,3790.0%2,9000.2%Business ServicesGOLDBarrick Gold$642,492$197,316 ▼-23.5%33,0500.2%Basic MaterialsXOMExxon Mobil$641,984$371,656 ▲137.5%5,3980.2%EnergyCRMSalesforce$637,355$21,469 ▼-3.3%2,3750.2%Computer and TechnologySHOPShopify$607,635$127,179 ▼-17.3%6,3640.2%Computer and TechnologyABBVAbbVie$584,980$1,886 ▼-0.3%2,7920.2%MedicalSPYSPDR S&P 500 ETF Trust$573,375$44,192 ▼-7.2%1,0250.2%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$552,774$25,995 ▲4.9%10,6750.2%ETFPEPPepsiCo$535,286$8,097 ▲1.5%3,5700.2%Consumer StaplesRYNRayonier$526,347$74,468 ▼-12.4%18,8790.2%ConstructionMUMicron Technology$522,470$12,512 ▼-2.3%6,0130.2%Computer and TechnologyGE VERNOVA INC$516,5340.0%1,6920.2%COMXLCCommunication Services Select Sector SPDR Fund$497,9710.0%5,1630.2%ETFKOCoca-Cola$496,334$229,187 ▼-31.6%6,9300.2%Consumer StaplesCVXChevron$495,680$50,187 ▼-9.2%2,9630.2%EnergySBUXStarbucks$485,938$18,539 ▲4.0%4,9540.2%Retail/WholesalePMPhilip Morris International$481,2690.0%3,0320.1%Consumer StaplesNFLXNetflix$458,805$60,614 ▲15.2%4920.1%Consumer DiscretionaryAMGNAmgen$454,8630.0%1,4600.1%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$453,9600.0%18,0000.1%ETFARCCAres Capital$440,984$78,668 ▲21.7%19,9000.1%FinanceLDOSLeidos$422,902$422,902 ▲New Holding3,1340.1%AerospaceVGKVanguard FTSE Europe ETF$417,328$108,825 ▲35.3%5,9440.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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