Xcel Wealth Management, LLC
134 holdingsFiling period: 2026-03-31Current AUM: $421.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 134.1K | $27.9M | $36.4M | 8.64% | -2,307 | 2026-03-31 |
| 2 | RH | RH | 149.6K | $20.9M | $24.8M | 5.88% | +24.4K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 88.2K | $15.4M | $17.7M | 4.20% | -143 | 2026-03-31 |
| 4 | BAC | BANK AMERICA CORP | 304.8K | $14.9M | $18.9M | 4.48% | -31,893 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 46.0K | $13.2M | $16.4M | 3.89% | +1.8K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 47.0K | $11.9M | $14.5M | 3.44% | -3,321 | 2026-03-31 |
| 7 | F | FORD MTR CO | 1.03M | $11.9M | $15.1M | 3.58% | -50,477 | 2026-03-31 |
| 8 | HD | HOME DEPOT INC | 34.6K | $11.4M | $11.5M | 2.73% | -37 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 38.5K | $11.3M | $13.5M | 3.21% | -4,216 | 2026-03-31 |
| 10 | BA | BOEING CO | 55.9K | $11.1M | $12.1M | 2.87% | +1.6K | 2026-03-31 |
| 11 | COF | CAPITAL ONE FINL CORP | 54.4K | $9.9M | $11.4M | 2.70% | +8.2K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 24.8K | $7.7M | $9.7M | 2.29% | -992 | 2026-03-31 |
| 13 | MS | MORGAN STANLEY | 44.7K | $7.4M | $9.4M | 2.23% | -4,315 | 2026-03-31 |
| 14 | TSLA | TESLA INC | 19.0K | $7.0M | $5.9M | 1.40% | +2.2K | 2026-03-31 |
| 15 | BAC | BANK AMERICA CORP | 5.9K | $7.0M | $8.9M | 2.11% | +265 | 2026-03-31 |
| 16 | NEE | NEXTERA ENERGY INC | 69.0K | $6.4M | $6.0M | 1.42% | -4,442 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.1K | $6.3M | $6.3M | 1.49% | +1.1K | 2026-03-31 |
| 18 | WMT | WALMART INC | 40.4K | $5.0M | $4.5M | 1.07% | -9,405 | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 8.2K | $4.9M | $5.7M | 1.34% | +161 | 2026-03-31 |
| 20 | CAVA | CAVA GROUP INC | 54.0K | $4.4M | $3.5M | 0.84% | -3,373 | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 26.5K | $4.3M | $8.8M | 2.09% | +333 | 2026-03-31 |
| 22 | PFE | PFIZER INC | 148.0K | $4.2M | $3.7M | 0.88% | -10,224 | 2026-03-31 |
| 23 | FDX | FEDEX CORP | 10.5K | $3.8M | $3.2M | 0.77% | -550 | 2026-03-31 |
| 24 | GEV | GE VERNOVA INC | 4.3K | $3.7M | $4.2M | 1.01% | -483 | 2026-03-31 |
| 25 | NFLX | NETFLIX INC. | 38.7K | $3.7M | $2.8M | 0.66% | +20.0K | 2026-03-31 |
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