Xcel Wealth Management, LLC Top Holdings and 13F Report (2025) About Xcel Wealth Management, LLCInvestment ActivityXcel Wealth Management, LLC has $360.85 million in total holdings as of December 31, 2024.Xcel Wealth Management, LLC owns shares of 126 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 2.82% of the portfolio was sold this quarter.This quarter, Xcel Wealth Management, LLC has purchased 126 new stocks and bought additional shares in 32 stocks.Xcel Wealth Management, LLC sold shares of 47 stocks and completely divested from 3 stocks this quarter.Largest Holdings RH $50,623,152Amazon.com $27,855,290Alphabet $17,379,313Bank of America $16,529,551Apple $13,342,416 Largest New Holdings this Quarter BLACKROCK INC $730,903 HoldingRoundhill Magnificent Seven ETF $297,405 HoldingTwilio $256,798 Holding Largest Purchases this Quarter Palo Alto Networks 11,986 shares (about $2.18M)Bloomin' Brands 174,036 shares (about $2.12M)RH 4,069 shares (about $1.60M)Home Depot 2,510 shares (about $976.37K)PALANTIR TECHNOLOGIES INC 10,216 shares (about $772.64K) Largest Sales this Quarter Pfizer 44,544 shares (about $1.18M)Skyworks Solutions 8,060 shares (about $714.76K)Uber Technologies 11,120 shares (about $670.76K)Morgan Stanley 5,110 shares (about $642.43K)Target 4,670 shares (about $631.29K) 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$50,623,152$1,601,518 ▲3.3%128,61914.0%Consumer StaplesAMZNAmazon.com$27,855,290$8,776 ▲0.0%126,9677.7%Retail/WholesaleGOOGLAlphabet$17,379,313$628,100 ▼-3.5%91,8084.8%Computer and TechnologyBACBank of America$16,529,551$434,006 ▼-2.6%376,0994.6%FinanceAAPLApple$13,342,416$201,338 ▼-1.5%53,2803.7%Computer and TechnologyJPMJPMorgan Chase & Co.$12,508,787$242,107 ▼-1.9%52,1833.5%FinanceNVDANVIDIA$12,069,771$68,488 ▼-0.6%89,8783.3%Computer and TechnologyHDHome Depot$11,352,313$976,367 ▲9.4%29,1843.1%Retail/WholesaleFFord Motor$10,843,599$67,746 ▼-0.6%1,095,3133.0%Auto/Tires/TrucksBABoeing$8,400,066$464,625 ▼-5.2%47,4582.3%AerospaceWHRWhirlpool$6,765,539$9,731 ▲0.1%59,0981.9%Consumer DiscretionaryVZVerizon Communications$6,703,954$434,571 ▼-6.1%167,6411.9%Computer and TechnologyMSMorgan Stanley$6,663,789$642,429 ▼-8.8%53,0051.8%FinanceBRK.BBerkshire Hathaway$6,589,331$9,519 ▲0.1%14,5371.8%FinancePFEPfizer$6,159,395$1,181,753 ▼-16.1%232,1671.7%MedicalWMTWalmart$5,417,928$302,401 ▼-5.3%59,9661.5%Retail/WholesaleBLMNBloomin' Brands$5,154,012$2,124,980 ▲70.2%422,1141.4%Retail/WholesaleTSLATesla$5,029,020$247,958 ▼-4.7%12,4531.4%Auto/Tires/TrucksAVGOBroadcom$4,993,602$36,399 ▼-0.7%21,5391.4%Computer and TechnologyDEAEasterly Government Properties$4,695,680$228,666 ▲5.1%413,3521.3%FinanceNOWServiceNow$4,653,9270.0%4,3901.3%Computer and TechnologyPANWPalo Alto Networks$4,490,955$2,180,973 ▲94.4%24,6811.2%Computer and TechnologyVOOVanguard S&P 500 ETF$4,448,954$2,155 ▼0.0%8,2571.2%ETFNEENextEra Energy$4,184,187$132,985 ▼-3.1%58,3651.2%UtilitiesFRTFederal Realty Investment Trust$4,168,458$896 ▲0.0%37,2351.2%FinanceDISWalt Disney$3,976,531$671,106 ▲20.3%35,7121.1%Consumer DiscretionaryUBERUber Technologies$3,391,492$670,758 ▼-16.5%56,2250.9%Computer and TechnologyGEGeneral Electric$3,186,3720.0%19,1040.9%TransportationPRUPrudential Financial$3,168,188$167,127 ▼-5.0%26,7290.9%FinanceAXPAmerican Express$2,906,4640.0%9,7930.8%FinanceMETAMeta Platforms$2,842,066$87,827 ▼-3.0%4,8540.8%Computer and TechnologyRTXRTX$2,665,032$59,596 ▼-2.2%23,0300.7%AerospaceYETIYETI$2,614,906$115,530 ▼-4.2%67,9020.7%Consumer DiscretionaryBANK AMERICA CORP$2,605,160$1,219 ▼0.0%2,1370.7%7.25%CNV PFD LTJXTJX Companies$2,427,677$57,385 ▼-2.3%20,0950.7%Retail/WholesaleBXBlackstone$2,119,5590.0%12,2930.6%FinanceSCHWCharles Schwab$2,086,712$74,010 ▼-3.4%28,1950.6%FinanceWFCWells Fargo & Company$2,076,927$33,856 ▼-1.6%29,5690.6%FinanceABTAbbott Laboratories$1,884,299$25,450 ▲1.4%16,6590.5%MedicalCRWDCrowdStrike$1,847,664$133,442 ▲7.8%5,4000.5%Computer and TechnologyGRMNGarmin$1,737,903$5,156 ▼-0.3%8,4260.5%Computer and TechnologyVVisa$1,701,5590.0%5,3840.5%Business ServicesAMDAdvanced Micro Devices$1,692,509$142,170 ▲9.2%14,0120.5%Computer and TechnologyTAT&T$1,616,535$21,153 ▼-1.3%70,9940.4%Computer and TechnologyUPSUnited Parcel Service$1,550,021$14,754 ▼-0.9%12,2920.4%TransportationPPLPPL$1,530,294$412,404 ▼-21.2%47,1440.4%UtilitiesCATCaterpillar$1,440,061$363 ▲0.0%3,9700.4%Industrial ProductsTGTTarget$1,437,639$631,290 ▼-30.5%10,6350.4%Retail/WholesaleGSThe Goldman Sachs Group$1,402,9190.0%2,4500.4%FinancePALANTIR TECHNOLOGIES INC$1,400,365$772,636 ▲123.1%18,5160.4%CL ACOSTCostco Wholesale$1,391,814$18,325 ▲1.3%1,5190.4%Retail/WholesaleGOOGAlphabet$1,382,5940.0%7,2600.4%Computer and TechnologySTZConstellation Brands$1,348,984$64,532 ▼-4.6%6,1040.4%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,277,7490.0%26,4380.4%ETFCELHCelsius$1,262,687$628,999 ▼-33.3%47,9380.3%Consumer StaplesBXPBoston Properties$1,174,8880.0%15,8000.3%FinanceMDBMongoDB$1,158,2300.0%4,9750.3%Computer and TechnologyGMEDGlobus Medical$1,143,797$1,654 ▼-0.1%13,8290.3%MedicalSOFISoFi Technologies$1,104,488$4,620 ▼-0.4%71,7200.3%FinanceGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$1,088,639$1,520 ▲0.1%71,6210.3%Financial ServicesSGOLabrdn Physical Gold Shares ETF$1,007,6360.0%40,2250.3%ETFXLKTechnology Select Sector SPDR Fund$993,093$11,161 ▲1.1%4,2710.3%ETFMSFTMicrosoft$957,450$24,021 ▲2.6%2,2720.3%Computer and TechnologyMDTMedtronic$900,727$11,982 ▼-1.3%11,2760.2%MedicalSWKSSkyworks Solutions$891,057$714,761 ▼-44.5%10,0480.2%Computer and TechnologyBMYBristol-Myers Squibb$838,163$397,560 ▲90.2%14,8190.2%MedicalCRMSalesforce$820,780$13,373 ▼-1.6%2,4550.2%Computer and TechnologySHOPShopify$818,3160.0%7,6960.2%Computer and TechnologyQQQInvesco QQQ$804,1650.0%1,5730.2%FinancePGProcter & Gamble$771,125$10,058 ▼-1.3%4,6000.2%Consumer StaplesMASMasco$763,5820.0%10,5220.2%ConstructionBLACKROCK INC$730,903$730,903 ▲New Holding7130.2%COMSOSouthern$722,440$12,101 ▲1.7%8,7760.2%UtilitiesGLDSPDR Gold Shares$682,8070.0%2,8200.2%FinanceGOLDBarrick Gold$669,600$228,625 ▼-25.5%43,2000.2%Basic MaterialsSPYSPDR S&P 500 ETF Trust$647,032$6,447 ▼-1.0%1,1040.2%FinanceDEDeere & Company$646,1430.0%1,5250.2%Industrial ProductsBROBrown & Brown$641,0940.0%6,2840.2%FinanceKOCoca-Cola$630,700$66,059 ▼-9.5%10,1300.2%Consumer StaplesWMWaste Management$585,1910.0%2,9000.2%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$573,536$169 ▲0.0%10,1730.2%ETFRYNRayonier$562,455$39,150 ▼-6.5%21,5500.2%ConstructionGE VERNOVA INC$556,5500.0%1,6920.2%COMNWLNewell Brands$541,455$215,036 ▲65.9%54,3630.2%Consumer StaplesPEPPepsiCo$534,643$124,081 ▼-18.8%3,5160.1%Consumer StaplesGEHCGE HealthCare Technologies$529,3570.0%6,7710.1%MedicalMUMicron Technology$518,173$9,089 ▲1.8%6,1570.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$499,8300.0%5,1630.1%ETFABBVAbbVie$497,7380.0%2,8010.1%MedicalCVXChevron$472,613$113,699 ▼-19.4%3,2630.1%Oils/EnergyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$460,4400.0%18,0000.1%ETFMRVLMarvell Technology$452,845$33,135 ▲7.9%4,1000.1%Computer and TechnologySBUXStarbucks$434,8060.0%4,7650.1%Retail/WholesaleHYDVanEck High Yield Muni ETF$412,685$23,360 ▲6.0%7,9500.1%ETFLLYEli Lilly and Company$392,9480.0%5090.1%MedicalABNBAirbnb$389,762$6,570 ▼-1.7%2,9660.1%Consumer DiscretionaryNFLXNetflix$380,5940.0%4270.1%Consumer DiscretionaryAMGNAmgen$380,5340.0%1,4600.1%MedicalMAMastercard$374,918$6,319 ▼-1.7%7120.1%Business ServicesCHENIERE ENERGY INC$370,651$5,372 ▲1.5%1,7250.1%COM NEWShowing 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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