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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
ABT +6,654+$756
GMED +11,860+$636
HYMB +18,000+$462
IWM +1,608+$338
HYD +6,000+$314
FMHI +6,000+$289
LMT +625+$284
IVV +525+$276
USMV +2,981+$249
SPLG +3,967+$244
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
CCI -2,400-$276
FITB -6,323-$218
FERG -1,055-$204
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DEA +170,650+$1,615
F +100,502+$1,907
SOFI +48,470+$324
WMT +42,388+$350
PFE +35,280+$733
RH +16,248+$11,074
NEE +11,849+$913
NWL +8,903+$58
BAC +6,594+$3,004
PANW +3,175+$852
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
UBER -65,794-$2,847
GOLD -32,000-$686
BLMN -23,260-$568
CELH -15,821+$1,610
T -13,797-$152
PPL -9,718-$175
TWLO -5,981-$519
GOOGL -5,459+$490
CRM -4,438-$607
Xcel Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $319,872
At 12/31/2023: $285,168

Xcel Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Xcel Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Xcel Wealth Management LLC
As of  03/31/2024, we find all stocks held by Xcel Wealth Management LLC to be as follows, presented in the table below with each row detailing each Xcel Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Xcel Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Xcel Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
RH 111,621 +16,248 $38,873
     RH111,621+16,248$38,873
AMAZON COM INC 117,574 -1,138 $21,208
     AMZN117,574-1,138$21,208
ALPHABET INC 111,406 -5,459 $16,815
     GOOGL111,406-5,459$16,815
BANK AMERICA CORP      $16,213
     BAC376,060+5,568$14,260
     BAC.PRL1,636+1,026$1,953
JPMORGAN CHASE & CO 61,510 -2,743 $12,320
     JPM61,510-2,743$12,320
HOME DEPOT INC 25,775 -239 $9,887
     HD25,775-239$9,887
APPLE INC 53,726 -326 $9,213
     AAPL53,726-326$9,213
NVIDIA CORPORATION 9,222 -335 $8,332
     NVDA9,222-335$8,332
FORD MTR CO DEL 625,513 +100,502 $8,307
     F625,513+100,502$8,307
BOEING CO 42,766 +1,965 $8,253
     BA42,766+1,965$8,253
VERIZON COMMUNICATIONS INC 181,687 +3,123 $7,624
     VZ181,687+3,123$7,624
PFIZER INC 272,635 +35,280 $7,566
     PFE272,635+35,280$7,566
CELSIUS HLDGS INC 87,047 -15,821 $7,218
     CELH87,047-15,821$7,218
BERKSHIRE HATHAWAY INC DEL      $6,205
     BRK.B14,756+593$6,205
UBER TECHNOLOGIES INC 78,120 -65,794 $6,014
     UBER78,120-65,794$6,014
PPL CORP 206,404 -9,718 $5,682
     PPL206,404-9,718$5,682
MORGAN STANLEY 58,945 -1,610 $5,550
     MS58,945-1,610$5,550
BLOOMIN BRANDS INC 163,666 -23,260 $4,694
     BLMN163,666-23,260$4,694
SALESFORCE INC 14,744 -4,438 $4,441
     CRM14,744-4,438$4,441
VANGUARD INDEX FDS (VOO) 8,994 +1,316 $4,323
     VOO8,994+1,316$4,323
FEDERAL RLTY INVT TR NEW 40,190 -575 $4,104
     FRT40,190-575$4,104
EASTERLY GOVT PPTYS INC 351,350 +170,650 $4,044
     DEA351,350+170,650$4,044
NEXTERA ENERGY INC 61,171 +11,849 $3,909
     NEE61,171+11,849$3,909
WALMART INC 64,963 +42,388 $3,909
     WMT64,963+42,388$3,909
PRUDENTIAL FINL INC 31,664 -1,571 $3,717
     PRU31,664-1,571$3,717
BROADCOM INC 2,655 +4 $3,519
     AVGO2,655+4$3,519
SERVICENOW INC 4,555 -20 $3,473
     NOW4,555-20$3,473
GENERAL ELECTRIC CO 19,139 -2 $3,359
     COM19,139+19,139$3,359
TARGET CORP 17,920 -2,601 $3,176
     TGT17,920-2,601$3,176
RTX CORPORATION 27,520 -255 $2,684
     RTX27,520-255$2,684
DISNEY WALT CO 21,372 -3,500 $2,615
     DIS21,372-3,500$2,615
WELLS FARGO CO NEW 42,579 -1,231 $2,468
     WFC42,579-1,231$2,468
META PLATFORMS INC 5,014 -1,146 $2,435
     META5,014-1,146$2,435
AMERICAN EXPRESS CO 10,223 -1,550 $2,328
     AXP10,223-1,550$2,328
PALO ALTO NETWORKS INC 7,855 +3,175 $2,232
     PANW7,855+3,175$2,232
YETI HLDGS INC 57,100 -1,200 $2,201
     YETI57,100-1,200$2,201
TJX COS INC NEW 20,915 -310 $2,121
     TJX20,915-310$2,121
SCHWAB CHARLES CORP 29,195 -600 $2,112
     SCHW29,195-600$2,112
CONSTELLATION BRANDS INC 7,242 -425 $1,968
     STZ7,242-425$1,968
TESLA INC 10,984 +1,691 $1,931
     TSLA10,984+1,691$1,931
MONGODB INC 5,000 -35 $1,793
     MDB5,000-35$1,793
SKYWORKS SOLUTIONS INC 15,985 +190 $1,731
     SWKS15,985+190$1,731
CATERPILLAR INC 4,649 -398 $1,703
     CAT4,649-398$1,703
AT&T INC 95,881 -13,797 $1,688
     T95,881-13,797$1,688
BLACKSTONE INC 12,293 -450 $1,615
     BX12,293-450$1,615
VISA INC 5,732 +43 $1,600
     V5,732+43$1,600
GARMIN LTD 8,550 UNCH $1,273
     GRMN8,550UNCH$1,273
ADVANCED MICRO DEVICES INC 7,042 -3,498 $1,271
     AMD7,042-3,498$1,271
COCA COLA CO 20,378 -2,800 $1,247
     KO20,378-2,800$1,247
BARRICK GOLD CORP 73,950 -32,000 $1,231
     GOLD73,950-32,000$1,231
ALPHABET INC 7,560 UNCH $1,151
     GOOG7,560UNCH$1,151
SELECT SECTOR SPDR TR (XLF) 26,988 UNCH $1,137
     XLF26,988UNCH$1,137
GOLDMAN SACHS GROUP INC 2,692 +1,129 $1,124
     GS2,692+1,129$1,124
MEDTRONIC PLC 11,820 +140 $1,030
     MDT11,820+140$1,030
GUGGENHEIM TAXABLE MUNICP BO (GBAB) 61,293 +1,250 $996
     GBAB61,293+1,250$996
BOSTON PROPERTIES INC 14,950 +50 $976
     BXP14,950+50$976
MICROSOFT CORP 2,288 +259 $963
     MSFT2,288+259$963
PIONEER NAT RES CO 3,660 +75 $961
     PXD3,660+75$961
PEPSICO INC 5,389 -125 $943
     PEP5,389-125$943
PROCTER AND GAMBLE CO 5,724 +64 $929
     PG5,724+64$929
COSTCO WHSL CORP NEW 1,224 +39 $897
     COST1,224+39$897
ABRDN GOLD ETF TRUST (SGOL) 40,225 UNCH $854
     SGOL40,225UNCH$854
RAYONIER INC 25,600 UNCH $851
     RYN25,600UNCH$851
MASCO CORP 10,522 +22 $830
     MAS10,522+22$830
WHIRLPOOL CORP 6,860 +827 $821
     WHR6,860+827$821
SELECT SECTOR SPDR TR (XLK) 3,786 +315 $789
     XLK3,786+315$789
CROWDSTRIKE HLDGS INC 2,425 +10 $777
     CRWD2,425+10$777
ABBOTT LABS 6,654 +6,654 $756
     ABT6,654+6,654$756
SOUTHERN CO 9,181 +2,113 $659
     SO9,181+2,113$659
HONEYWELL INTL INC 3,134 UNCH $643
     HON3,134UNCH$643
WASTE MGMT INC DEL 3,007 UNCH $641
     WM3,007UNCH$641
GLOBUS MED INC 11,860 +11,860 $636
     GMED11,860+11,860$636
DEERE & CO 1,525 UNCH $626
     DE1,525UNCH$626
SPDR GOLD TR (GLD) 2,950 UNCH $607
     GLD2,950UNCH$607
CHEVRON CORP NEW 3,747 +112 $591
     CVX3,747+112$591
BRISTOL MYERS SQUIBB CO 10,455 -1,515 $567
     BMY10,455-1,515$567
BROWN & BROWN INC 6,389 UNCH $559
     BRO6,389UNCH$559
AIRBNB INC 3,236 -500 $534
     ABNB3,236-500$534
ABBVIE INC 2,856 +22 $520
     ABBV2,856+22$520
UNITED PARCEL SERVICE INC 3,471 -675 $516
     UPS3,471-675$516
INVESCO QQQ TR 1,104 +26 $490
     QQQ1,104+26$490
SPDR S&P 500 ETF TR (SPY) 919 +269 $481
     SPY919+269$481
SPDR SER TR (HYMB) 18,000 +18,000 $462
     HYMB18,000+18,000$462
J P MORGAN EXCHANGE TRADED F (JEPQ) 8,171 +1,051 $443
     JEPQ8,171+1,051$443
SOFI TECHNOLOGIES INC 59,770 +48,470 $436
     SOFI59,770+48,470$436
SELECT SECTOR SPDR TR (XLC) 5,163 +63 $422
     XLC5,163+63$422
ELI LILLY & CO 535 +9 $416
     LLY535+9$416
AMGEN INC 1,460 UNCH $415
     AMGN1,460UNCH$415
BP PLC 10,598 -100 $399
     BP10,598-100$399
AUTOMATIC DATA PROCESSING IN 1,500 -37 $375
     ADP1,500-37$375
MARVELL TECHNOLOGY INC 5,050 -2,406 $358
     MRVL5,050-2,406$358
FIDELITY COVINGTON TRUST 5,081 +81 $355
     FHLC5,081+81$355
MASTERCARD INCORPORATED 724 +16 $349
     MA724+16$349
ISHARES TR (IWM) 1,608 +1,608 $338
     IWM1,608+1,608$338
TRUIST FINL CORP 8,139 -2,676 $317
     TFC8,139-2,676$317
VANECK ETF TRUST (HYD) 6,000 +6,000 $314
     HYD6,000+6,000$314
EATON VANCE TAX ADVT DIV INC 13,225 -100 $312
     EVT13,225-100$312
VANGUARD INTL EQUITY INDEX F (VGK) 4,594 +1,000 $309
     VGK4,594+1,000$309
UNITEDHEALTH GROUP INC 622 -84 $308
     UNH622-84$308
CHENIERE ENERGY INC 1,812 -149 $292
     LNG1,812-149$292
FIRST TR EXCH TRADED FD III (FMHI) 6,000 +6,000 $289
     FMHI6,000+6,000$289
GE HEALTHCARE TECHNOLOGIES I 3,165 -341 $288
     GEHC3,165-341$288
FIRST TRUST LRGCP GWT ALPHAD (FTC) 2,331 +14 $287
     FTC2,331+14$287
LOCKHEED MARTIN CORP 625 +625 $284
     LMT625+625$284
PHILIP MORRIS INTL INC 3,052 +32 $280
     PM3,052+32$280
ISHARES TR (IVV) 525 +525 $276
     IVV525+525$276
FIRST TR EXCHANGE TRADED FD (RDVY) 4,845 +17 $272
     RDVY4,845+17$272
TWILIO INC 4,440 -5,981 $272
     TWLO4,440-5,981$272
NETFLIX INC 412 UNCH $250
     NFLX412UNCH$250
QUALCOMM INC 1,476 -3,699 $250
     QCOM1,476-3,699$250
ISHARES TR (USMV) 2,981 +2,981 $249
     USMV2,981+2,981$249
T MOBILE US INC 1,500 UNCH $245
     TMUS1,500UNCH$245
SPDR SER TR (SPLG) 3,967 +3,967 $244
     SPLG3,967+3,967$244
DUKE ENERGY CORP NEW 2,517 +300 $243
     DUK2,517+300$243
NEWELL BRANDS INC 30,273 +8,903 $243
     NWL30,273+8,903$243
INTERNATIONAL PAPER CO 6,139 +39 $240
     IP6,139+39$240
ARES CAPITAL CORP 11,500 +1,350 $239
     ARCC11,500+1,350$239
ARES MANAGEMENT CORPORATION 1,800 UNCH $239
     ARES1,800UNCH$239
LINDE PLC 474 +474 $220
     LIN474+474$220
SEACOAST BKG CORP FLA 8,358 UNCH $212
     SBCF8,358UNCH$212
ISHARES TR (QUAL) 1,287 +1,287 $211
     QUAL1,287+1,287$211
WYNN RESORTS LTD 2,030 +2,030 $208
     WYNN2,030+2,030$208
DUPONT DE NEMOURS INC 2,680 UNCH $205
     DD2,680UNCH$205
ROSS STORES INC 1,400 +1,400 $205
     ROST1,400+1,400$205
ISHARES TR (MUB) 1,892 +1,892 $204
     MUB1,892+1,892$204
CREDIT SUISSE ASSET MGMT INC 15,875 +0 $47
     CIK15,875UNCH$47
CROWN CASTLE INC $0 (exited)
     CCI0-2,400$0
FERGUSON PLC NEW $0 (exited)
     FERG0-1,055$0
FIFTH THIRD BANCORP 0 -6,323 $0 (exited)
     FITB0-6,323$0

See Summary: Xcel Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Xcel Wealth Management LLC

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