Investor Details
| Filer Name: | XCEL WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1791002 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-05 |
| Number of Holdings: | 126 |
| Portfolio Value: | $0.36B |
Xcel Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| RH | US | RH | 128,619 | $51M | 14.03% | 3.3% | - |
| AMZN | US | AMAZON.COM INC | 126,967 | $28M | 7.72% | 0.0% | - |
| GOOGL | US | ALPHABET INC-CL A | 91,808 | $17M | 4.82% | -3.5% | - |
| BAC | US | BANK OF AMERICA CORP | 376,099 | $17M | 4.58% | -2.6% | - |
| AAPL | US | APPLE INC | 53,280 | $13M | 3.70% | -1.5% | - |
| JPM | US | JPMORGAN CHASE & CO | 52,183 | $13M | 3.47% | -1.9% | - |
| NVDA | US | NVIDIA CORP | 89,878 | $12M | 3.34% | -0.6% | - |
| HD | US | HOME DEPOT INC | 29,184 | $11M | 3.15% | 9.4% | - |
| F | US | FORD MOTOR CO | 1,095,313 | $11M | 3.01% | -0.6% | - |
| BA | US | BOEING CO/THE | 47,458 | $8M | 2.33% | -5.2% | - |
| WHR | US | WHIRLPOOL CORP | 59,098 | $7M | 1.87% | 0.1% | - |
| VZ | US | VERIZON COMMUNICATIONS INC | 167,641 | $7M | 1.86% | -6.1% | - |
| MS | US | MORGAN STANLEY | 53,005 | $7M | 1.85% | -8.8% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 14,537 | $7M | 1.83% | 0.1% | - |
| PFE | US | PFIZER INC | 232,167 | $6M | 1.71% | -16.1% | - |
| WMT | US | WALMART INC | 59,966 | $5M | 1.50% | -5.3% | - |
| BLMN | US | BLOOMIN' BRANDS INC | 422,114 | $5M | 1.43% | 70.2% | - |
| TSLA | US | TESLA INC | 12,453 | $5M | 1.39% | -4.7% | - |
| AVGO | US | BROADCOM INC | 21,539 | $5M | 1.38% | -0.7% | - |
| DEA | US | EASTERLY GOVERNMENT PROPERTI | 413,352 | $5M | 1.30% | 5.1% | - |