Notify me when Xcel Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 143 | $390,443,811 | +$20,419,185 | -$16,891,545 | +$3,527,640 | AMZN, RH, BAC, NVDA, F | 13F-HR | 26 Jan 2026, 14:58 |
| Q3 2025 | 138 | $384,716,798 | +$18,075,623 | -$11,791,475 | +$6,284,148 | AMZN, RH, BAC, NVDA, JPM | 13F-HR | 29 Oct 2025, 12:24 |
| Q2 2025 | 129 | $351,353,650 | +$25,588,242 | -$25,169,790 | +$418,452 | AMZN, RH, BAC, NVDA, JPM | 13F-HR | 15 Jul 2025, 16:11 |
| Q1 2025 | 129 | $320,921,611 | +$21,260,832 | -$21,216,889 | +$43,943 | RH, AMZN, BAC, GOOGL, AAPL | 13F-HR | 28 Apr 2025, 16:34 |
| Q4 2024 | 126 | $360,847,828 | +$10,960,775 | -$10,189,154 | +$771,621 | RH, AMZN, GOOGL, BAC, AAPL | 13F-HR | 05 Feb 2025, 13:31 |
| Q3 2024 | 126 | $341,872,783 | +$19,122,310 | -$12,908,124 | +$6,214,186 | RH, AMZN, GOOGL, BAC, AAPL | 13F-HR | 21 Oct 2024, 12:53 |
| Q2 2024 | 123 | $319,365,012 | +$32,140,988 | -$16,701,521 | +$15,439,467 | RH, AMZN, GOOGL, BAC, AAPL | 13F-HR | 23 Jul 2024, 10:20 |
| Q1 2024 | 127 | $319,874,491 | +$27,375,932 | -$19,821,031 | +$7,554,901 | RH, AMZN, GOOGL, BAC, JPM | 13F-HR | 22 Apr 2024, 10:14 |
| Q4 2023 | 115 | $285,168,629 | +$14,668,999 | -$12,659,292 | +$2,009,707 | RH, AMZN, GOOGL, BAC, JPM | 13F-HR | 29 Jan 2024, 17:01 |
| Q3 2023 | 106 | $253,442,765 | +$11,984,039 | -$59,537,127 | -$47,553,088 | RH, GOOGL, AMZN, JPM, BAC | 13F-HR | 17 Oct 2023, 09:42 |
| Q2 2023 | 136 | $316,490,964 | +$19,425,571 | -$16,799,457 | +$2,626,114 | RH, AMZN, GOOGL, AAPL, NVDA | 13F-HR | 26 Jul 2023, 11:24 |
| Q1 2023 | 130 | $284,191,663 | +$17,865,749 | -$7,048,586 | +$10,817,163 | RH, AMZN, GOOGL, NVDA, PFE | 13F-HR | 25 Apr 2023, 17:49 |
| Q4 2022 | 129 | $253,927,544 | +$11,602,516 | -$43,001,937 | -$31,399,421 | PFE, RH, GOOGL, AMZN, BAC | Restatement | 14 Feb 2023, 18:23 |
| Q3 2022 | 119 | $268,566,000 | +$41,209,884 | -$14,371,506 | +$26,838,378 | PFE, AMZN, GOOGL, VZ, BAC | 13F-HR | 20 Oct 2022, 12:47 |
| Q2 2022 | 121 | $274,350,000 | +$34,515,641 | -$43,453,657 | -$8,938,016 | PFE, VZ, AMZN, GOOGL, PPL | 13F-HR | 26 Jul 2022, 11:58 |
| Q1 2022 | 137 | $364,668,000 | +$45,896,181 | -$44,670,932 | +$1,225,249 | PFE, AMZN, VZ, AAPL, GOOGL | 13F-HR | 28 Apr 2022, 20:42 |
| Q4 2021 | 142 | $388,992,000 | +$34,646,117 | -$13,688,806 | +$20,957,311 | PFE, AMZN, VZ, AAPL, BMY | 13F-HR | 03 Feb 2022, 15:51 |
| Q3 2021 | 135 | $344,908,000 | +$49,590,711 | -$23,709,699 | +$25,881,012 | AMZN, PFE, VZ, TWLO, CRM | 13F-HR | 21 Oct 2021, 10:49 |
| Q2 2021 | 141 | $331,294,000 | +$39,984,733 | -$13,126,746 | +$26,857,987 | AMZN, PFE, TWLO, AAPL, T | 13F-HR | 15 Jul 2021, 17:07 |
| Q1 2021 | 129 | $280,388,000 | +$44,590,023 | -$7,824,073 | +$36,765,950 | AMZN, PFE, TWLO, BMY, BLMN | 13F-HR | 15 Apr 2021, 10:46 |
| Q4 2020 | 118 | $231,706,000 | +$15,568,880 | -$6,406,128 | +$9,162,752 | AMZN, TWLO, AAPL, MDT, PFE | 13F-HR | 13 Jan 2021, 09:43 |
| Q3 2020 | 108 | $194,490,000 | +$27,869,765 | -$7,230,355 | +$20,639,410 | AMZN, TWLO, PFE, AAPL, MDT | 13F-HR | 27 Oct 2020, 15:41 |
| Q2 2020 | 99 | $161,203,000 | +$34,222,091 | -$12,404,452 | +$21,817,639 | AMZN, TWLO, PFE, AAPL, MDT | 13F-HR | 10 Jul 2020, 14:14 |
| Q1 2020 | 77 | $110,885,000 | +$21,899,993 | -$9,296,808 | +$12,603,185 | AMZN, PFE, VZ, AAPL, BMY | 13F-HR | 07 Apr 2020, 12:15 |
| Q4 2019 | 71 | $120,390,000 | +$8,775,329 | -$7,160,921 | +$1,614,408 | AMZN, JPM, PFE, BAC, GOOGL | 13F-HR | 09 Jan 2020, 10:22 |
| Q3 2019 | 74 | $107,991,000 | +$12,124,588 | -$5,092,861 | +$7,031,727 | AMZN, JPM, PFE, BAC, BP | 13F-HR | 12 Nov 2019, 13:37 |
| Q2 2019 | 75 | $102,040,000 | +$8,057,191 | -$5,774,830 | +$2,282,361 | AMZN, JPM, BAC, T, PFE | 13F-HR | 12 Nov 2019, 13:34 |
| Q1 2019 | 79 | $96,982,000 | +$12,956,179 | -$7,899,014 | +$5,057,165 | AMZN, JPM, BAC, GOOGL, PFE | 13F-HR | 12 Nov 2019, 13:29 |
| Q4 2018 | 64 | $81,767,000 | $0 | $0 | $0 | JPM, BAC, PFE, AMZN, T | 13F-HR | 12 Nov 2019, 13:25 |