Xcel Wealth Management, LLC: 13F holdings
CIK 17910022026Q2
| Positions | 140 |
|---|
| Reported value | $419.1m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 140 (+8 vs prior quarter) |
|---|
| Reported value | $419.1m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 130,692 | $31.1m | 7.4% |
| RH RH | 157,745 | $26.0m | 6.2% |
| NVDA NVIDIA CORPORATION | 85,544 | $17.1m | 4.1% |
| GOOGL ALPHABET INC | 43,774 | $15.6m | 3.7% |
| BAC BANK OF AMER CORP | 271,286 | $15.5m | 3.7% |
| AAPL APPLE INC | 46,195 | $13.4m | 3.2% |
| HD HOME DEPOT INC | 36,233 | $12.8m | 3.0% |
| JPM JPMORGAN CHASE & CO | 37,089 | $12.1m | 2.9% |
| F FORD MTR CO | 843,807 | $11.7m | 2.8% |
| BA BOEING CO | 53,394 | $11.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1791002")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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