Xcel Wealth Management, LLC - Portfolio Stock Holdings
Xcel Wealth Management, LLC disclosed 144 stock positions in a recent SEC 13F filing. $406,638,444 of stock holdings were filed, with the largest holdings including AMZN, RH, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $497,928,235 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
144Est. Stock Holding Value:
$406,638,444Top Stock Holdings By Sector
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Portfolio Stock Holdings - Xcel Wealth Management, LLC
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Portfolio Options Holdings - Xcel Wealth Management, LLC
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