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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 138 | $384,716,798 | +$18,075,624 | -$11,791,476 | +$6,284,148 | AMZN, RH, BAC, NVDA, JPM | 13F-HR | 29 Oct 2025, 12:24 |
| Q2 2025 | 129 | $351,353,650 | +$25,588,245 | -$25,169,795 | +$418,450 | AMZN, RH, BAC, NVDA, JPM | 13F-HR | 15 Jul 2025, 16:11 |
| Q1 2025 | 129 | $320,921,611 | +$21,260,834 | -$21,216,891 | +$43,943 | RH, AMZN, BAC, GOOGL, AAPL | 13F-HR | 28 Apr 2025, 16:34 |
| Q4 2024 | 126 | $360,847,828 | +$10,960,775 | -$10,189,152 | +$771,623 | 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 | +$32,140,985 | -$16,701,522 | +$15,439,463 | RH, AMZN, GOOGL, BAC, AAPL | 13F-HR | 23 Jul 2024, 10:20 |
| Q1 2024 | 126 | $319,827,660 | +$27,375,933 | -$19,821,032 | +$7,554,901 | RH, AMZN, GOOGL, BAC, JPM | 13F-HR | 22 Apr 2024, 10:14 |
| Q4 2023 | 115 | $285,168,629 | +$14,668,999 | -$12,659,289 | +$2,009,710 | RH, AMZN, GOOGL, BAC, JPM | 13F-HR | 29 Jan 2024, 17:01 |
| Q3 2023 | 106 | $253,442,765 | +$11,984,039 | -$46,476,768 | -$34,492,729 | RH, GOOGL, AMZN, JPM, BAC | 13F-HR | 17 Oct 2023, 09:42 |
| Q2 2023 | 136 | $316,490,964 | +$19,425,571 | -$15,675,683 | +$3,749,888 | RH, AMZN, GOOGL, AAPL, NVDA | 13F-HR | 26 Jul 2023, 11:24 |
| Q1 2023 | 130 | $284,191,663 | +$17,865,749 | -$4,915,989 | +$12,949,760 | RH, AMZN, GOOGL, NVDA, PFE | 13F-HR | 25 Apr 2023, 17:49 |
| Q4 2022 | 129 | $253,927,544 | +$11,602,515 | -$41,912,931 | -$30,310,416 | PFE, RH, GOOGL, AMZN, BAC | Restatement | 14 Feb 2023, 17:23 |
| Q3 2022 | 119 | $268,566,000 | +$41,209,887 | -$11,362,511 | +$29,847,376 | PFE, AMZN, GOOGL, VZ, BAC | 13F-HR | 20 Oct 2022, 12:47 |
| Q2 2022 | 121 | $274,350,000 | +$34,515,631 | -$36,752,658 | -$2,237,027 | PFE, VZ, AMZN, GOOGL, PPL | 13F-HR | 26 Jul 2022, 11:58 |
| Q1 2022 | 137 | $364,230,438 | +$45,458,608 | -$35,391,933 | +$10,066,675 | PFE, AMZN, VZ, AAPL, GOOGL | 13F-HR | 28 Apr 2022, 20:42 |
| Q4 2021 | 142 | $388,992,000 | +$34,646,110 | -$11,711,808 | +$22,934,302 | PFE, AMZN, VZ, AAPL, BMY | 13F-HR | 03 Feb 2022, 14:51 |
| Q3 2021 | 135 | $344,908,000 | +$49,590,729 | -$23,709,692 | +$25,881,037 | AMZN, PFE, VZ, TWLO, CRM | 13F-HR | 21 Oct 2021, 10:49 |
| Q2 2021 | 141 | $331,294,000 | +$39,984,730 | -$13,126,740 | +$26,857,990 | AMZN, PFE, TWLO, AAPL, T | 13F-HR | 15 Jul 2021, 17:07 |
| Q1 2021 | 129 | $280,388,000 | +$44,590,016 | -$7,824,073 | +$36,765,943 | AMZN, PFE, TWLO, BMY, BLMN | 13F-HR | 15 Apr 2021, 10:46 |
| Q4 2020 | 118 | $231,706,000 | +$15,568,878 | -$3,828,128 | +$11,740,750 | AMZN, TWLO, AAPL, MDT, PFE | 13F-HR | 13 Jan 2021, 08:43 |
| Q3 2020 | 108 | $194,490,000 | +$27,869,755 | -$6,470,357 | +$21,399,398 | AMZN, TWLO, PFE, AAPL, MDT | 13F-HR | 27 Oct 2020, 15:41 |
| Q2 2020 | 99 | $161,203,000 | +$34,222,093 | -$11,822,453 | +$22,399,640 | AMZN, TWLO, PFE, AAPL, MDT | 13F-HR | 10 Jul 2020, 14:14 |
| Q1 2020 | 77 | $110,885,000 | +$21,899,990 | -$7,135,808 | +$14,764,182 | AMZN, PFE, VZ, AAPL, BMY | 13F-HR | 07 Apr 2020, 12:15 |
| Q4 2019 | 71 | $120,390,000 | +$8,775,329 | -$4,170,921 | +$4,604,408 | AMZN, JPM, PFE, BAC, GOOGL | 13F-HR | 09 Jan 2020, 09:22 |
| Q3 2019 | 74 | $107,991,000 | +$12,124,584 | -$4,414,861 | +$7,709,723 | AMZN, JPM, PFE, BAC, BP | 13F-HR | 12 Nov 2019, 12:37 |
| Q2 2019 | 75 | $102,040,000 | +$8,057,190 | -$3,825,830 | +$4,231,360 | AMZN, JPM, BAC, T, PFE | 13F-HR | 12 Nov 2019, 12:34 |
| Q1 2019 | 79 | $96,982,000 | +$12,956,178 | -$7,875,014 | +$5,081,164 | AMZN, JPM, BAC, GOOGL, PFE | 13F-HR | 12 Nov 2019, 12:29 |
| Q4 2018 | 64 | $81,767,000 | $0 | JPM, BAC, PFE, AMZN, T | 13F-HR | 12 Nov 2019, 12:25 |