Xcel Wealth Management, LLC

13F filer · CIK 0001791002

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$419MU.S. long equity reported on 13F

Positions11710 new · 6 closed

Net flow last quarter+$2.77MBuys minus sells

Top 10 positions weight39.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026117 positions
AMZNAmazon Com Inc	$31.1M	7.43%	0.00%	-2.5%	Q4 2018
RHRH	$26M	6.20%	0.83%	+16.2%	Q2 2020
NVDANvidia Corp	$17.1M	4.08%	0.00%	-3.0%	Q4 2018
GOOGLAlphabet Inc.	$15.6M	3.73%	0.00%	-4.8%	Q4 2018
BACBank of America Corp	$15.5M	3.69%	0.00%	-11.0%	Q4 2018
AAPLApple Inc.	$13.4M	3.19%	0.00%	-1.6%	Q4 2018
HDHome Depot, Inc.	$12.8M	3.05%	0.00%	+4.7%	Q1 2019
JPMJPMorgan Chase & Co	$12.1M	2.90%	0.00%	-3.7%	Q4 2018
FFord Motor Co	$11.7M	2.80%	0.02%	-17.9%	Q4 2020
BABoeing Co	$11.6M	2.76%	0.01%	-4.4%	Q4 2018
COFCapital One Financial Corp	$11M	2.62%	0.01%	+0.7%	Q2 2021
GLWCorning Inc	$9.57M	2.28%	0.00%	+94.8%	Q4 2025
AVGOBroadcom Inc.	$8.89M	2.12%	0.00%	-5.2%	Q4 2018
TSLATesla, Inc.	$8.63M	2.06%	0.00%	+8.3%	Q3 2020
MSMorgan Stanley	$8.5M	2.03%	0.00%	-9.1%	Q4 2018
PANWPalo Alto Networks Inc	$7.82M	1.87%	0.00%	-13.6%	Q2 2020
SCHWSchwab Charles Corp	$7.72M	1.84%	0.00%	+213.5%	Q1 2023
BRK.BBerkshire Hathaway Inc	$6.71M	1.60%	Not reported	+2.3%	Q4 2018
NEENextera Energy Inc	$5.86M	1.40%	0.00%	-3.3%	Q4 2018
CATCaterpillar Inc	$5.37M	1.28%	0.00%	-0.7%	Q4 2018
AMDAdvanced Micro Devices Inc	$5.09M	1.21%	0.00%	-30.3%	Q3 2020
SPCXSpace Exploration Technologies Corp	$5.01M	1.19%	Not reported	New	Q2 2026
PRUPrudential Financial Inc	$4.95M	1.18%	0.01%	+56.7%	Q1 2022
SOFISoFi Technologies, Inc.	$4.84M	1.15%	0.02%	+69.7%	Q1 2022
GEVGE Vernova Inc.	$4.84M	1.15%	0.00%	-4.1%	Q2 2024
WMTWalmart Inc.	$3.98M	0.95%	0.00%	-13.0%	Q1 2019
PFEPfizer Inc	$3.95M	0.94%	0.00%	+10.9%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$3.92M	0.94%	0.00%	-25.9%	Q2 2020
CAVACava Group, Inc.	$3.75M	0.90%	0.04%	-11.4%	Q1 2025
LEVILevi Strauss & Co	$3.48M	0.83%	0.04%	-1.1%	Q1 2025
FDXFedex Corp	$3.34M	0.80%	0.00%	+1.2%	Q4 2018
SKTTanger Inc.	$3.3M	0.79%	0.07%	-0.4%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$3.14M	0.75%	Not reported	+3.7%	Q4 2018
GSGoldman Sachs Group Inc	$2.95M	0.70%	0.00%	-2.7%	Q4 2018
NFLXNetflix Inc	$2.86M	0.68%	0.00%	+3.4%	Q4 2018
TJXTJX Companies Inc	$2.84M	0.68%	0.00%	-4.7%	Q2 2021
INTCIntel Corp	$2.76M	0.66%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$2.44M	0.58%	0.00%	-13.5%	Q1 2020
UBERUber Technologies, Inc	$2.36M	0.56%	0.00%	-29.5%	Q1 2020
DEDeere & Co	$2.34M	0.56%	0.00%	-0.1%	Q4 2018
FRTFederal Realty Investment Trust	$2.24M	0.54%	0.02%	-27.1%	Q4 2021
ETNEaton Corp plc	$2.23M	0.53%	0.00%	+29.4%	Q3 2024
GOOGAlphabet Inc.	$2.22M	0.53%	Not reported	-0.1%	Q4 2018
SGOLabrdn Gold ETF Trust	$2.17M	0.52%	0.03%	+1.8%	Q1 2020
PLTRPalantir Technologies Inc.	$2.02M	0.48%	0.00%	-24.6%	Q3 2024
MRVLMarvell Technology, Inc.	$2.01M	0.48%	0.00%	-0.8%	Q4 2021
NOWServiceNow, Inc.	$1.96M	0.47%	0.00%	-20.1%	Q1 2020
ABTAbbott Laboratories	$1.95M	0.47%	0.00%	-28.8%	Q4 2021
ROADConstruction Partners, Inc.	$1.92M	0.46%	0.08%	New	Q2 2026
GEGeneral Electric Co	$1.81M	0.43%	0.00%	+0.9%	Q3 2021

Q1 2026Reported Apr 21, 2026112 positions
AMZNAmazon Com Inc	$27.9M	7.72%	0.00%	-1.7%	Q4 2018
RHRH	$19M	5.25%	0.72%	+23.3%	Q2 2020
NVDANvidia Corp	$15.4M	4.25%	0.00%	-0.2%	Q4 2018
BACBank of America Corp	$14.9M	4.11%	0.00%	-9.5%	Q4 2018
GOOGLAlphabet Inc.	$13.2M	3.66%	0.00%	+4.0%	Q4 2018
AAPLApple Inc.	$11.9M	3.30%	0.00%	-6.6%	Q4 2018
FFord Motor Co	$11.9M	3.28%	0.03%	-4.7%	Q4 2020
HDHome Depot, Inc.	$11.4M	3.15%	0.00%	-0.1%	Q1 2019
JPMJPMorgan Chase & Co	$11.3M	3.13%	0.00%	-9.9%	Q4 2018
BABoeing Co	$11.1M	3.08%	0.01%	+2.9%	Q4 2018
COFCapital One Financial Corp	$9.92M	2.74%	0.01%	+17.7%	Q2 2021
AVGOBroadcom Inc.	$7.68M	2.12%	0.00%	-3.8%	Q4 2018
MSMorgan Stanley	$7.36M	2.04%	0.00%	-8.8%	Q4 2018
TSLATesla, Inc.	$7.05M	1.95%	0.00%	+13.2%	Q3 2020
NEENextera Energy Inc	$6.41M	1.77%	0.00%	-6.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.28M	1.74%	Not reported	+9.1%	Q4 2018
WMTWalmart Inc.	$5.03M	1.39%	0.00%	-18.9%	Q1 2019
CAVACava Group, Inc.	$4.37M	1.21%	0.05%	-5.9%	Q1 2025
PANWPalo Alto Networks Inc	$4.26M	1.18%	0.00%	+1.3%	Q2 2020
PFEPfizer Inc	$4.15M	1.15%	0.00%	-6.5%	Q4 2018
FDXFedex Corp	$3.76M	1.04%	0.00%	-5.0%	Q4 2018
GEVGE Vernova Inc.	$3.75M	1.04%	0.00%	-10.1%	Q2 2024
NFLXNetflix Inc	$3.72M	1.03%	0.00%	+107.2%	Q4 2018
CATCaterpillar Inc	$3.6M	0.99%	0.00%	-22.8%	Q4 2018
PLTRPalantir Technologies Inc.	$3.36M	0.93%	0.00%	+1.8%	Q3 2024
UBERUber Technologies, Inc	$3.34M	0.92%	0.00%	-12.6%	Q1 2020
VZVerizon Communications Inc	$3.18M	0.88%	0.00%	-27.2%	Q4 2018
TJXTJX Companies Inc	$3.14M	0.87%	0.00%	-2.2%	Q2 2021
ABTAbbott Laboratories	$3.1M	0.86%	0.00%	+55.2%	Q4 2021
COSTCostco Wholesale Corp	$3.01M	0.83%	0.00%	+18.3%	Q1 2020
PRUPrudential Financial Inc	$2.86M	0.79%	0.01%	+82.4%	Q1 2022
SKTTanger Inc.	$2.85M	0.79%	0.07%	+3.5%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$2.71M	0.75%	0.00%	+18.8%	Q2 2020
FRTFederal Realty Investment Trust	$2.65M	0.73%	0.03%	-20.9%	Q4 2021
LEVILevi Strauss & Co	$2.62M	0.72%	0.04%	+7.1%	Q1 2025
GLWCorning Inc	$2.62M	0.72%	0.00%	+156.1%	Q4 2025
NOWServiceNow, Inc.	$2.58M	0.71%	0.00%	+16.5%	Q1 2020
AMDAdvanced Micro Devices Inc	$2.56M	0.71%	0.00%	+1.0%	Q3 2020
GSGoldman Sachs Group Inc	$2.54M	0.70%	0.00%	+15.9%	Q4 2018
SOFISoFi Technologies, Inc.	$2.52M	0.70%	0.01%	+127.3%	Q1 2022
SCHWSchwab Charles Corp	$2.51M	0.69%	0.00%	-5.3%	Q1 2023
SGOLabrdn Gold ETF Trust	$2.49M	0.69%	0.03%	+0.6%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$2.37M	0.66%	Not reported	+20.4%	Q4 2018
METAMeta Platforms, Inc.	$2.27M	0.63%	Not reported	-5.8%	Q4 2018
AXPAmerican Express Co	$2.21M	0.61%	0.00%	-7.1%	Q2 2021
DEDeere & Co	$2.08M	0.58%	0.00%	+3.2%	Q4 2018
TOSTToast, Inc.	$2M	0.55%	0.03%	-3.0%	Q1 2025
RTXRTX Corp	$1.95M	0.54%	0.00%	+3.2%	Q3 2020
GRMNGarmin Ltd	$1.86M	0.52%	0.00%	Not reported	Q3 2022
MSFTMicrosoft Corp	$1.85M	0.51%	0.00%	+5.2%	Q4 2018

Q4 2025Reported Jan 26, 2026124 positions
AMZNAmazon Com Inc	$31.5M	8.01%	0.00%	-0.3%	Q4 2018
RHRH	$19.7M	5.02%	0.59%	-12.4%	Q2 2020
BACBank of America Corp	$18.5M	4.71%	0.00%	-1.3%	Q4 2018
NVDANvidia Corp	$16.5M	4.19%	0.00%	+0.1%	Q4 2018
FFord Motor Co	$14.2M	3.60%	0.03%	+1.8%	Q4 2020
GOOGLAlphabet Inc.	$13.8M	3.52%	0.00%	-1.3%	Q4 2018
JPMJPMorgan Chase & Co	$13.8M	3.50%	0.00%	-0.1%	Q4 2018
AAPLApple Inc.	$13.7M	3.48%	0.00%	-0.9%	Q4 2018
HDHome Depot, Inc.	$11.9M	3.03%	0.00%	+4.4%	Q1 2019
BABoeing Co	$11.8M	3.00%	0.01%	+10.3%	Q4 2018
COFCapital One Financial Corp	$11.2M	2.85%	0.01%	+5.1%	Q2 2021
AVGOBroadcom Inc.	$8.93M	2.27%	0.00%	+0.5%	Q4 2018
MSMorgan Stanley	$8.71M	2.22%	0.00%	0.0%	Q4 2018
TSLATesla, Inc.	$7.53M	1.92%	0.00%	+50.9%	Q3 2020
BRK.BBerkshire Hathaway Inc	$6.04M	1.54%	Not reported	+0.8%	Q4 2018
NEENextera Energy Inc	$5.9M	1.50%	0.00%	-0.2%	Q4 2018
GEGeneral Electric Co	$5.59M	1.42%	0.00%	Not reported	Q3 2021
WMTWalmart Inc.	$5.55M	1.41%	0.00%	-0.6%	Q1 2019
PANWPalo Alto Networks Inc	$4.83M	1.23%	0.00%	Not reported	Q2 2020
UBERUber Technologies, Inc	$4.34M	1.10%	0.00%	-0.3%	Q1 2020
PLTRPalantir Technologies Inc.	$4.02M	1.02%	0.00%	-9.7%	Q3 2024
PFEPfizer Inc	$3.94M	1.00%	0.00%	-14.4%	Q4 2018
CATCaterpillar Inc	$3.77M	0.96%	0.00%	+0.5%	Q4 2018
VZVerizon Communications Inc	$3.55M	0.90%	0.00%	+0.6%	Q4 2018
CAVACava Group, Inc.	$3.37M	0.86%	0.05%	+5.1%	Q1 2025
NOWServiceNow, Inc.	$3.25M	0.83%	0.00%	-6.4%	Q1 2020
FDXFedex Corp	$3.21M	0.82%	0.00%	Not reported	Q4 2018
FRTFederal Realty Investment Trust	$3.18M	0.81%	0.04%	-12.6%	Q4 2021
GEVGE Vernova Inc.	$3.12M	0.79%	0.00%	+183.2%	Q2 2024
TJXTJX Companies Inc	$3.09M	0.79%	0.00%	0.0%	Q2 2021
DISWalt Disney Co	$2.93M	0.75%	0.00%	-36.7%	Q4 2018
AXPAmerican Express Co	$2.91M	0.74%	0.00%	-20.8%	Q2 2021
SCHWSchwab Charles Corp	$2.81M	0.72%	0.00%	Not reported	Q1 2023
METAMeta Platforms, Inc.	$2.78M	0.71%	Not reported	-1.9%	Q4 2018
TOSTToast, Inc.	$2.76M	0.70%	0.04%	-2.3%	Q1 2025
WFCWells Fargo & Company	$2.75M	0.70%	0.00%	-1.1%	Q4 2018
LEVILevi Strauss & Co	$2.74M	0.70%	0.04%	-1.2%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$2.74M	0.70%	0.00%	+0.1%	Q2 2020
SKTTanger Inc.	$2.71M	0.69%	0.07%	+1.0%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.66M	0.68%	0.00%	-0.2%	Q3 2020
ABTAbbott Laboratories	$2.44M	0.62%	0.00%	+50.1%	Q4 2021
MSFTMicrosoft Corp	$2.29M	0.58%	0.00%	-0.5%	Q4 2018
SGOLabrdn Gold ETF Trust	$2.28M	0.58%	0.03%	Not reported	Q1 2020
GSGoldman Sachs Group Inc	$2.27M	0.58%	0.00%	+2.2%	Q4 2018
COSTCostco Wholesale Corp	$2.2M	0.56%	0.00%	-2.9%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$2.1M	0.53%	Not reported	+17.4%	Q4 2018
WHRWhirlpool Corp	$2.09M	0.53%	0.05%	-46.8%	Q2 2022
GOOGAlphabet Inc.	$2.08M	0.53%	Not reported	Not reported	Q4 2018
MDBMongoDB, Inc.	$1.91M	0.49%	0.01%	-2.2%	Q1 2019
VVisa Inc.	$1.9M	0.48%	0.00%	Not reported	Q4 2018

Q3 2025Reported Oct 29, 2025118 positions
AMZNAmazon Com Inc	$30M	7.81%	0.00%	0.0%	Q4 2018
RHRH	$25.5M	6.64%	0.67%	+10.4%	Q2 2020
BACBank of America Corp	$17.6M	4.57%	0.00%	-4.3%	Q4 2018
NVDANvidia Corp	$16.5M	4.28%	0.00%	-0.7%	Q4 2018
JPMJPMorgan Chase & Co	$13.5M	3.51%	0.00%	-0.8%	Q4 2018
HDHome Depot, Inc.	$13.4M	3.49%	0.00%	+0.4%	Q1 2019
AAPLApple Inc.	$12.9M	3.36%	0.00%	-1.9%	Q4 2018
FFord Motor Co	$12.7M	3.30%	0.03%	-0.8%	Q4 2020
GOOGLAlphabet Inc.	$10.9M	2.83%	0.00%	-25.1%	Q4 2018
BABoeing Co	$10.6M	2.76%	0.01%	+12.1%	Q4 2018
COFCapital One Financial Corp	$9.35M	2.43%	0.01%	+0.9%	Q2 2021
AVGOBroadcom Inc.	$8.48M	2.20%	0.00%	-4.1%	Q4 2018
MSMorgan Stanley	$7.8M	2.03%	0.00%	-1.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6M	1.56%	Not reported	-7.4%	Q4 2018
NEENextera Energy Inc	$5.55M	1.44%	0.00%	+1.2%	Q4 2018
GEGeneral Electric Co	$5.46M	1.42%	0.00%	+0.1%	Q3 2021
PANWPalo Alto Networks Inc	$5.34M	1.39%	0.00%	+9.0%	Q2 2020
UBERUber Technologies, Inc	$5.22M	1.36%	0.00%	-2.1%	Q1 2020
WMTWalmart Inc.	$5.17M	1.34%	0.00%	-0.6%	Q1 2019
TSLATesla, Inc.	$4.93M	1.28%	0.00%	+0.9%	Q3 2020
PFEPfizer Inc	$4.71M	1.22%	0.00%	-7.4%	Q4 2018
DISWalt Disney Co	$4.66M	1.21%	0.00%	-4.4%	Q4 2018
PLTRPalantir Technologies Inc.	$4.56M	1.19%	0.00%	+20.5%	Q3 2024
WHRWhirlpool Corp	$4.28M	1.11%	0.10%	-4.3%	Q2 2022
NOWServiceNow, Inc.	$4.17M	1.08%	0.00%	+0.2%	Q1 2020
VZVerizon Communications Inc	$3.8M	0.99%	0.00%	-7.0%	Q4 2018
FRTFederal Realty Investment Trust	$3.66M	0.95%	0.04%	-0.9%	Q4 2021
AXPAmerican Express Co	$3.3M	0.86%	0.00%	-1.3%	Q2 2021
CAVACava Group, Inc.	$3.3M	0.86%	0.05%	+27.7%	Q1 2025
METAMeta Platforms, Inc.	$3.15M	0.82%	Not reported	-0.5%	Q4 2018
CATCaterpillar Inc	$3.12M	0.81%	0.00%	+65.3%	Q4 2018
LEVILevi Strauss & Co	$3.12M	0.81%	0.04%	-0.3%	Q1 2025
DEAEasterly Government Properties, Inc.	$2.97M	0.77%	0.28%	-3.7%	Q2 2023
TOSTToast, Inc.	$2.91M	0.76%	0.04%	+1.5%	Q1 2025
TJXTJX Companies Inc	$2.9M	0.76%	0.00%	Not reported	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$2.86M	0.74%	0.00%	+1.3%	Q2 2020
SKTTanger Inc.	$2.72M	0.71%	0.07%	+2.7%	Q2 2025
SCHWSchwab Charles Corp	$2.69M	0.70%	0.00%	Not reported	Q1 2023
FDXFedex Corp	$2.62M	0.68%	0.00%	+110.3%	Q4 2018
WFCWells Fargo & Company	$2.5M	0.65%	0.00%	0.0%	Q4 2018
MSFTMicrosoft Corp	$2.47M	0.64%	0.00%	+0.8%	Q4 2018
COSTCostco Wholesale Corp	$2.43M	0.63%	0.00%	+5.1%	Q1 2020
BXBlackstone Inc.	$2.07M	0.54%	0.00%	Not reported	Q1 2023
SGOLabrdn Gold ETF Trust	$2.04M	0.53%	0.03%	+38.1%	Q1 2020
AMDAdvanced Micro Devices Inc	$2.02M	0.52%	0.00%	+6.6%	Q3 2020
GSGoldman Sachs Group Inc	$2.02M	0.52%	0.00%	-0.1%	Q4 2018
GRMNGarmin Ltd	$1.98M	0.51%	0.00%	Not reported	Q3 2022
SOFISoFi Technologies, Inc.	$1.87M	0.49%	0.01%	+0.6%	Q1 2022
VVisa Inc.	$1.85M	0.48%	0.00%	+0.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.75M	0.45%	Not reported	-14.4%	Q4 2018

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