Xcel Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Xcel Wealth Management, LLC held in its portfolio 143 assets valued at $393,148,976 (i.e. $393.15M).
The most valuable assets in the portfolio included: AMAZON COM INC ($31.48M), RH ($19.73M), and BANK AMERICA CORP ($18.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 143 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Xcel Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMAZON COM INC | 136370 | 31476923 | COM |
| RH | 110137 | 19731044 | COM |
| BANK AMERICA CORP | 336713 | 18519215 | COM |
| NVIDIA CORPORATION | 88304 | 16468636 | COM |
| FORD MTR CO | 1078676 | 14152229 | COM |
| ALPHABET INC | 44200 | 13834452 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 42717 | 13764272 | COM |
| APPLE INC | 50271 | 13666776 | COM |
| HOME DEPOT INC | 34641 | 11920089 | COM |
| BOEING CO | 54294 | 11788313 | COM |
| CAPITAL ONE FINL CORP | 46230 | 11204418 | COM |
| BROADCOM INC | 25804 | 8930764 | COM |
| MORGAN STANLEY | 49060 | 8709622 | COM NEW |
| TESLA INC | 16744 | 7530112 | COM |
| BANK AMERICA CORP | 5595 | 7004472 | 7.25%CNV PFD L |
| BERKSHIRE HATHAWAY INC DEL | 12019 | 6041350 | CL B NEW |
| NEXTERA ENERGY INC | 73442 | 5895924 | COM |
| GE AEROSPACE | 18145 | 5589248 | COM NEW |
| WALMART INC | 49850 | 5553789 | COM |
| VANGUARD INDEX FDS | 8074 | 5063448 | S&P 500 ETF SHS |
| PALO ALTO NETWORKS INC | 26210 | 4827882 | COM |
| UBER TECHNOLOGIES INC | 53096 | 4338474 | COM |
| PALANTIR TECHNOLOGIES INC | 22600 | 4017150 | CL A |
| PFIZER INC | 158187 | 3938849 | COM |
| CATERPILLAR INC | 6576 | 3767181 | COM |
| VERIZON COMMUNICATIONS INC | 87066 | 3546191 | COM |
| CAVA GROUP INC | 57355 | 3366165 | COM |
| SERVICENOW INC | 21210 | 3249160 | COM |
| FEDEX CORP | 11096 | 3205265 | COM |
| FEDERAL RLTY INVT TR NEW | 31555 | 3180744 | SH BEN INT NEW |
| GE VERNOVA INC | 4774 | 3120143 | COM |
| TJX COS INC NEW | 20097 | 3087037 | COM |
| DISNEY WALT CO | 25768 | 2931625 | COM |
| AMERICAN EXPRESS CO | 7878 | 2914466 | COM |
| SCHWAB CHARLES CORP | 28171 | 2814565 | COM |
| META PLATFORMS INC | 4206 | 2776339 | CL A |
| TOAST INC | 77796 | 2762536 | CL A |
| WELLS FARGO CO NEW | 29539 | 2752997 | COM |
| LEVI STRAUSS & CO NEW | 132220 | 2742243 | CL A COM STK |
| CROWDSTRIKE HLDGS INC | 5840 | 2737558 | CL A |
| TANGER INC | 81166 | 2708509 | COM |
| RH | 15100 | 2705165 | CALL |
| ADVANCED MICRO DEVICES INC | 12443 | 2664793 | COM |
| ABBOTT LABS | 19447 | 2436515 | COM |
| MICROSOFT CORP | 4745 | 2294653 | COM |
| ETFS GOLD TR | 55529 | 2281131 | PHYSCL GOLD SHS |
| GOLDMAN SACHS GROUP INC | 2586 | 2273094 | COM |
| COSTCO WHSL CORP NEW | 2553 | 2201554 | COM |
| INVESCO QQQ TR | 3414 | 2097254 | UNIT SER 1 |
| WHIRLPOOL CORP | 28979 | 2090545 | COM |
| ALPHABET INC | 6615 | 2075787 | CAP STK CL C |
| MONGODB INC | 4545 | 1907491 | CL A |
| VISA INC | 5422 | 1901550 | COM CL A |
| BLACKSTONE INC | 12112 | 1866944 | COM |
| SOFI TECHNOLOGIES INC | 69932 | 1830820 | COM |
| PRUDENTIAL FINL INC | 16051 | 1811837 | COM |
| RTX CORPORATION | 9785 | 1794632 | COM |
| NETFLIX INC | 18686 | 1751999 | COM |
| DEERE & CO | 3580 | 1666741 | COM |
| GARMIN LTD | 8026 | 1628072 | SHS |
| SELECT SECTOR SPDR TR | 10463 | 1506399 | STATE STREET TEC |
| BLACKROCK INC | 1356 | 1451381 | COM |
| SELECT SECTOR SPDR TR | 26438 | 1448009 | STATE STREET FIN |
| YETI HLDGS INC | 29404 | 1298775 | COM |
| AT&T INC | 52052 | 1292962 | COM |
| KURA ONCOLOGY INC | 118846 | 1234810 | COM |
| PPL CORP | 33554 | 1175061 | COM |
| GLOBUS MED INC | 13443 | 1173708 | CL A |
| SPDR GOLD TR | 2800 | 1109668 | GOLD SHS |
| EASTERLY GOVT PPTYS INC | 46823 | 992177 | COM SHS |
| SPDR S&P 500 ETF TR | 1447 | 986738 | TR UNIT |
| AEROVIRONMENT INC | 4020 | 972398 | COM |
| J P MORGAN EXCHANGE TRADED F | 16727 | 972158 | NASDAQ EQT PREM |
| BXP INC | 14150 | 954842 | COM |
| BRISTOL-MYERS SQUIBB CO | 16996 | 916764 | COM |
| MEDTRONIC PLC | 9295 | 892878 | SHS |
| SOUTHERN CO | 10206 | 889964 | COM |
| GUGGENHEIM TAXABLE MUNICP BO | 54869 | 818645 | COM |
| CISCO SYS INC | 10588 | 815594 | COM |
| SHOPIFY INC | 5046 | 812255 | CL A SUB VTG SHS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SPDR SERIES TRUST | 20193 | 682952 | STATE STREET SPD |
| FIDELITY COVINGTON TRUST | 8914 | 662132 | MSCI HLTH CARE I |
| CORNING INC | 7513 | 657838 | COM |
| CHEVRON CORP NEW | 4291 | 654005 | COM |
| ABBVIE INC | 2805 | 640914 | COM |
| MASCO CORP | 10022 | 635996 | COM |
| WASTE MGMT INC DEL | 2764 | 607278 | COM |
| PROCTER AND GAMBLE CO | 4187 | 600021 | COM |
| EXXON MOBIL CORP | 4934 | 593758 | COM |
| DUPONT DE NEMOURS INC | 14635 | 588327 | COM |
| QNITY ELECTRONICS INC | 7171 | 585512 | COMMON STOCK |
| BARRICK MNG CORP | 13000 | 566150 | COM SHS |
| VANGUARD INTL EQUITY INDEX F | 6717 | 561636 | FTSE EUROPE ETF |
| EATON CORP PLC | 1754 | 558667 | SHS |
| ALTRIA GROUP INC | 9575 | 552080 | COM |
| BROWN & BROWN INC | 6834 | 544670 | COM |
| AIRBNB INC | 3945 | 535415 | COM CL A |
| PHILIP MORRIS INTL INC | 3241 | 519924 | COM |
| MICRON TECHNOLOGY INC | 1797 | 512882 | COM |
| TEXTRON INC | 5642 | 491813 | COM |
| SELECT SECTOR SPDR TR | 4159 | 489597 | STATE STREET COM |
| MARVELL TECHNOLOGY INC | 5746 | 488295 | COM |
| AMGEN INC | 1460 | 477873 | COM |
| LISTED FDS TR | 7128 | 470159 | ROUNDHILL MAGNIF |
| CELSIUS HLDGS INC | 10018 | 458223 | COM NEW |
| LEIDOS HOLDINGS INC | 2509 | 452624 | COM |
| PEPSICO INC | 3039 | 436152 | COM |
| DUKE ENERGY CORP NEW | 3637 | 426329 | COM NEW |
| ARES CAPITAL CORP | 20935 | 423522 | COM |
| ISHARES TR | 1671 | 411333 | RUSSELL 2000 ETF |
| MASTERCARD INCORPORATED | 719 | 410463 | CL A |
| ORACLE CORP | 2098 | 408921 | COM |
| ELI LILLY & CO | 376 | 404080 | COM |
| STARBUCKS CORP | 4599 | 387282 | COM |
| COCA COLA CO | 5451 | 381074 | COM |
| VANECK ETF TRUST | 7450 | 380844 | HIGH YLD MUNIETF |
| DOMINION ENERGY INC | 6417 | 375972 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 2331 | 372671 | COM SHS |
| INTERNATIONAL BUSINESS MACHS | 1234 | 365523 | COM |
| CHENIERE ENERGY INC | 1800 | 349902 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 4845 | 336582 | RISNG DIVD ACHIV |
| BP PLC | 9531 | 331007 | SPONSORED ADR |
| ISHARES TR | 480 | 329046 | CORE S&P500 ETF |
| FERGUSON ENTERPRISES INC | 1464 | 325930 | COMMON STOCK NEW |
| SALESFORCE INC | 1229 | 325574 | COM |
| MERCADOLIBRE INC | 159 | 320267 | COM |
| T-MOBILE US INC | 1542 | 313088 | COM |
| AUTOMATIC DATA PROCESSING IN | 1215 | 312592 | COM |
| FIRST TR EXCH TRADED FD III | 6000 | 287606 | MUNI HI INCM ETF |
| SERVICETITAN INC | 2675 | 284888 | SHS CL A |
| VISTRA CORP | 1622 | 261677 | COM |
| TWILIO INC | 1826 | 259730 | CL A |
| ABRDN SILVER ETF TRUST | 3646 | 246615 | PHYSCL SILVR SHS |
| INTERNATIONAL PAPER CO | 5801 | 228501 | COM |
| TIDAL TRUST I | 9132 | 226108 | FUNDSTRAT GRANNY |
| SEACOAST BKG CORP FLA | 7000 | 219940 | COM NEW |
| VANGUARD INDEX FDS | 651 | 218261 | TOTAL STK MKT |
| SOMNIGROUP INTERNATIONAL INC | 2400 | 214272 | COM |
| LINDE PLC | 481 | 205094 | SHS |
| EATON VANCE TAX ADVT DIV INC | 8120 | 204462 | COM |
| BLOOMIN BRANDS INC | 25055 | 154589 | COM |
| IMMUNITYBIO INC | 20000 | 39600 | COM |
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