Xcel Wealth Management, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $408.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 130.7K | $31.1M | $34.3M | 8.40% | -3,371 | 2026-06-30 |
| 2 | RH | RH | 157.7K | $26.0M | $18.9M | 4.62% | +8.2K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 85.5K | $17.1M | $18.5M | 4.53% | -2,617 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 43.8K | $15.6M | $14.9M | 3.64% | -2,213 | 2026-06-30 |
| 5 | BAC | Bank of Amer Corp | 271.3K | $15.5M | $13.7M | 3.36% | -33,534 | 2026-06-30 |
| 6 | AAPL | Apple Inc | 46.2K | $13.4M | $15.7M | 3.84% | -755 | 2026-06-30 |
| 7 | HD | Home Depot Inc | 36.2K | $12.8M | $11.4M | 2.79% | +1.6K | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 37.1K | $12.1M | $12.4M | 3.04% | -1,412 | 2026-06-30 |
| 9 | F | Ford Mtr Co | 843.8K | $11.7M | $10.3M | 2.51% | -184,392 | 2026-06-30 |
| 10 | BA | Boeing Co | 53.4K | $11.6M | $10.2M | 2.49% | -2,466 | 2026-06-30 |
| 11 | COF | Capital One Finl Corp | 54.8K | $11.0M | $11.0M | 2.70% | +374 | 2026-06-30 |
| 12 | GLW | Corning Inc | 37.5K | $9.6M | $5.0M | 1.21% | +18.2K | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 23.5K | $8.9M | $7.9M | 1.92% | -1,283 | 2026-06-30 |
| 14 | TSLA | Tesla Inc | 20.5K | $8.6M | $7.7M | 1.88% | +1.6K | 2026-06-30 |
| 15 | MS | Morgan Stanley | 40.7K | $8.5M | $7.3M | 1.79% | -4,085 | 2026-06-30 |
| 16 | BAC | Bank of Amer Corp | 6.6K | $8.2M | $7.3M | 1.78% | +760 | 2026-06-30 |
| 17 | PANW | Palo Alto Networks Inc | 22.9K | $7.8M | $7.8M | 1.91% | -3,598 | 2026-06-30 |
| 18 | SCHW | Schwab Charles Corp | 83.6K | $7.7M | $7.6M | 1.86% | +57.0K | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 13.4K | $6.7M | $6.7M | 1.64% | +301 | 2026-06-30 |
| 20 | NEE | Nextera Energy Inc | 66.7K | $5.9M | $5.3M | 1.29% | -2,276 | 2026-06-30 |
| 21 | VOO | Vanguard Index Fds | 7.8K | $5.4M | $5.5M | 1.35% | -399 | 2026-06-30 |
| 22 | CAT | Caterpillar Inc | 5.0K | $5.4M | $3.7M | 0.89% | -34 | 2026-06-30 |
| 23 | AMD | Advanced Micro Devices Inc | 8.8K | $5.1M | $4.7M | 1.15% | -3,802 | 2026-06-30 |
| 24 | SPCX | Space Exploration Techn Corp | 29.3K | $5.0M | $4.3M | 1.06% | -- | 2026-06-30 |
| 25 | SPCX | Space Exploration Techn Corp | 29.3K | $5.0M | $4.3M | 1.06% | -- | 2026-06-30 |
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