Xcel Wealth Management, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $416.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 130.7K | $31.1M | $32.5M | 7.79% | -3,371 | 2026-06-30 |
| 2 | RH | RH | 157.7K | $26.0M | $19.7M | 4.73% | +8.2K | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 85.5K | $17.1M | $18.1M | 4.36% | -2,617 | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 43.8K | $15.6M | $15.1M | 3.62% | -2,213 | 2026-06-30 |
| 5 | BAC | BANK OF AMER CORP | 271.3K | $15.5M | $16.1M | 3.88% | -33,534 | 2026-06-30 |
| 6 | AAPL | APPLE INC | 46.2K | $13.4M | $15.3M | 3.67% | -755 | 2026-06-30 |
| 7 | HD | HOME DEPOT INC | 36.2K | $12.8M | $11.1M | 2.66% | +1.6K | 2026-06-30 |
| 8 | JPM | JPMORGAN CHASE & CO | 37.1K | $12.1M | $13.1M | 3.14% | -1,412 | 2026-06-30 |
| 9 | F | FORD MTR CO | 843.8K | $11.7M | $11.4M | 2.73% | -184,392 | 2026-06-30 |
| 10 | BA | BOEING CO | 53.4K | $11.6M | $11.2M | 2.69% | -2,466 | 2026-06-30 |
| 11 | COF | CAPITAL ONE FINL CORP | 54.8K | $11.0M | $11.3M | 2.72% | +374 | 2026-06-30 |
| 12 | GLW | CORNING INC | 37.5K | $9.6M | $5.4M | 1.29% | +18.2K | 2026-06-30 |
| 13 | AVGO | BROADCOM INC | 23.5K | $8.9M | $8.0M | 1.92% | -1,283 | 2026-06-30 |
| 14 | TSLA | TESLA INC | 20.5K | $8.6M | $7.3M | 1.76% | +1.6K | 2026-06-30 |
| 15 | MS | MORGAN STANLEY | 40.7K | $8.5M | $8.4M | 2.01% | -4,085 | 2026-06-30 |
| 16 | BAC | BANK OF AMER CORP | 6.6K | $8.2M | $8.5M | 2.05% | +760 | 2026-06-30 |
| 17 | PANW | PALO ALTO NETWORKS INC | 22.9K | $7.8M | $8.6M | 2.07% | -3,598 | 2026-06-30 |
| 18 | SCHW | SCHWAB CHARLES CORP | 83.6K | $7.7M | $9.0M | 2.16% | +57.0K | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.4K | $6.7M | $6.7M | 1.61% | +301 | 2026-06-30 |
| 20 | NEE | NEXTERA ENERGY INC | 66.7K | $5.9M | $5.4M | 1.30% | -2,276 | 2026-06-30 |
| 21 | VOO | VANGUARD INDEX FDS | 7.8K | $5.4M | $5.5M | 1.31% | -399 | 2026-06-30 |
| 22 | CAT | CATERPILLAR INC | 5.0K | $5.4M | $4.0M | 0.95% | -34 | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 8.8K | $5.1M | $4.4M | 1.06% | -3,802 | 2026-06-30 |
| 24 | SPCX | SPACE EXPLORATION TECHN CORP | 29.3K | $5.0M | $4.2M | 1.01% | -- | 2026-06-30 |
| 25 | SPCX | SPACE EXPLORATION TECHN CORP | 29.3K | $5.0M | $4.2M | 1.01% | -- | 2026-06-30 |
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