Xcel Wealth Management, LLC
Xcel Wealth Management, LLC reported 140 positions worth $419.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AMZN (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $31.1M | 7.43% | 130,692 | — | — | |
| ▸ 2 | RH | SH | $26.0M | 6.20% | 157,745 | — | — | |
| ▸ 3 | NVDA | SH | $17.1M | 4.08% | 85,544 | — | — | |
| ▸ 4 | GOOGL | SH | $15.6M | 3.73% | 43,774 | — | — | |
| ▸ 5 | BAC | SH | $15.5M | 3.69% | 271,286 | — | — | |
| ▸ 6 | AAPL | SH | $13.4M | 3.19% | 46,195 | — | — | |
| ▸ 7 | HD | SH | $12.8M | 3.05% | 36,233 | — | — | |
| ▸ 8 | JPM | SH | $12.1M | 2.90% | 37,089 | — | — | |
| ▸ 9 | F | SH | $11.7M | 2.80% | 843,807 | — | — | |
| ▸ 10 | BA | SH | $11.6M | 2.76% | 53,394 | — | — |
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Frequently Asked Questions
What stocks does Xcel Wealth Management, LLC hold as of Q2 2026?
Xcel Wealth Management, LLC reported 140 positions worth $419.1M in its Q2 2026 13F filing. Largest positions: AMZN (7.4%), RH (6.2%), NVDA (4.1%), GOOGL (3.7%) and BAC (3.7%).
What did Xcel Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Xcel Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.