Xcel Wealth Management, LLC Top Holdings and 13F Report (2026) About Xcel Wealth Management, LLCInvestment ActivityXcel Wealth Management, LLC has $361.55 million in total holdings as of March 31, 2026.Xcel Wealth Management, LLC owns shares of 133 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 10.28% of the portfolio was purchased this quarter.About 7.78% of the portfolio was sold this quarter.This quarter, Xcel Wealth Management, LLC has purchased 144 new stocks and bought additional shares in 50 stocks.Xcel Wealth Management, LLC sold shares of 64 stocks and completely divested from 16 stocks this quarter.Largest Holdings Amazon.com $27,921,301RH $18,986,577NVIDIA $15,375,222Bank of America $14,859,975Alphabet $13,223,886 Largest New Holdings this Quarter 29273V100 - Energy Transfer $1,138,411 Holding464288760 - iShares U.S. Aerospace & Defense ETF $313,906 Holding654106103 - NIKE $295,000 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $282,698 Holding78464A763 - SPDR S&P Dividend ETF $239,050 Holding Largest Purchases this Quarter RH 120,693 shares (about $16.88M)Netflix 20,022 shares (about $1.93M)Corning 11,726 shares (about $1.59M)Capital One Financial 8,166 shares (about $1.49M)SoFi Technologies 89,033 shares (about $1.41M) Largest Sales this Quarter GE Aerospace 13,350 shares (about $3.79M)Bank of America 31,893 shares (about $1.55M)JPMorgan Chase & Co. 4,216 shares (about $1.24M)Verizon Communications 23,649 shares (about $1.19M)WALMART INC 9,405 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofXcel Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$27,921,301$480,479 â–¼-1.7%134,0637.7%Retail/WholesaleRHRH$18,986,577$16,875,295 â–²799.3%135,7935.3%Consumer StaplesNVDANVIDIA$15,375,222$24,939 â–¼-0.2%88,1614.3%Computer and TechnologyBACBank of America$14,859,975$1,554,784 â–¼-9.5%304,8204.1%FinanceGOOGLAlphabet$13,223,886$513,864 â–²4.0%45,9873.7%Computer and TechnologyAAPLApple$11,915,344$842,830 â–¼-6.6%46,9503.3%Computer and TechnologyFFord Motor$11,865,416$582,505 â–¼-4.7%1,028,1993.3%Auto/Tires/TrucksHDHome Depot$11,381,061$12,169 â–¼-0.1%34,6043.1%Retail/WholesaleJPMJPMorgan Chase & Co.$11,325,454$1,240,179 â–¼-9.9%38,5013.1%FinanceBABoeing$11,117,816$311,681 â–²2.9%55,8603.1%AerospaceCOFCapital One Financial$9,923,423$1,489,717 â–²17.7%54,3962.7%FinanceAVGOBroadcom$7,679,562$307,034 â–¼-3.8%24,8122.1%Computer and TechnologyMSMorgan Stanley$7,363,685$710,120 â–¼-8.8%44,7452.0%FinanceTSLATesla$7,045,778$821,196 â–²13.2%18,9531.9%Auto/Tires/TrucksBANK AMERICA CORP$6,982,096$315,743 â–²4.7%5,8601.9%7.25%CNV PFD LNEENextEra Energy$6,408,720$412,573 â–¼-6.0%69,0001.8%UtilitiesBRK.BBerkshire Hathaway$6,284,229$524,724 â–²9.1%13,1141.7%FinanceWALMART INC$5,026,505$1,168,853 â–¼-18.9%40,4451.4%COMVOOVanguard S&P 500 ETF$4,920,824$96,206 â–²2.0%8,2351.4%ETFCAVACAVA Group$4,367,144$272,876 â–¼-5.9%53,9821.2%Retail/WholesalePANWPalo Alto Networks$4,255,374$53,387 â–²1.3%26,5431.2%Computer and TechnologyPFEPfizer$4,154,793$287,089 â–¼-6.5%147,9631.1%MedicalFDXFedEx$3,756,366$195,904 â–¼-5.0%10,5461.0%TransportationGE VERNOVA INC$3,745,614$421,611 â–¼-10.1%4,2911.0%COMNFLXNetflix$3,721,774$1,925,115 â–²107.1%38,7081.0%Consumer DiscretionaryCATCaterpillar$3,596,451$1,062,781 â–¼-22.8%5,0761.0%IndustrialsPALANTIR TECHNOLOGIES INC$3,364,001$58,073 â–²1.8%22,9970.9%CL AUBERUber Technologies$3,338,199$480,996 â–¼-12.6%46,4090.9%Computer and TechnologyVZVerizon Communications$3,183,550$1,187,186 â–¼-27.2%63,4170.9%Computer and TechnologyTJXTJX Companies$3,138,401$71,066 â–¼-2.2%19,6520.9%Retail/WholesaleABTAbbott Laboratories$3,098,786$1,102,162 â–²55.2%30,1820.9%MedicalCOSTCostco Wholesale$3,008,222$464,336 â–²18.3%3,0190.8%Retail/WholesalePRUPrudential Financial$2,860,461$1,292,439 â–²82.4%29,2810.8%FinanceSKTTanger$2,853,165$95,144 â–²3.4%83,9660.8%FinanceCRWDCrowdStrike$2,707,493$427,499 â–²18.8%6,9350.7%Computer and TechnologyFRTFederal Realty Investment Trust$2,650,046$701,411 â–¼-20.9%24,9510.7%FinanceLEVILevi Strauss & Co.$2,619,182$174,435 â–²7.1%141,6540.7%Retail/WholesaleGLWCorning$2,615,927$1,594,384 â–²156.1%19,2390.7%Computer and TechnologyNOWServiceNow$2,583,431$365,925 â–²16.5%24,7100.7%Computer and TechnologyAMDAdvanced Micro Devices$2,556,505$25,225 â–²1.0%12,5670.7%Computer and TechnologyGSThe Goldman Sachs Group$2,536,278$348,548 â–²15.9%2,9980.7%FinanceSOFISoFi Technologies$2,524,364$1,413,844 â–²127.3%158,9650.7%FinanceSCHWCharles Schwab$2,506,541$140,970 â–¼-5.3%26,6710.7%FinanceSGOLabrdn Physical Gold Shares ETF$2,491,358$13,654 â–²0.6%55,8350.7%ETFQQQInvesco QQQ$2,372,210$401,717 â–²20.4%4,1100.7%FinanceMETAMeta Platforms$2,266,207$140,172 â–¼-5.8%3,9610.6%Computer and TechnologyAXPAmerican Express$2,213,246$169,691 â–¼-7.1%7,3170.6%FinanceDEDeere & Company$2,081,394$64,780 â–²3.2%3,6950.6%IndustrialsTOSTToast$2,001,001$61,371 â–¼-3.0%75,4810.6%Computer and TechnologyRTXRTX$1,948,457$60,956 â–²3.2%10,1010.5%AerospaceRHRH$1,929,516$181,766 â–¼-8.6%13,8000.5%Consumer StaplesGRMNGarmin$1,862,1100.0%8,0260.5%Computer and TechnologyMSFTMicrosoft$1,847,423$91,057 â–²5.2%4,9910.5%Computer and TechnologyWFCWells Fargo & Company$1,839,356$512,202 â–¼-21.8%23,1050.5%FinanceGOOGAlphabet$1,803,776$93,803 â–¼-4.9%6,2880.5%Computer and TechnologyDISWalt Disney$1,716,721$766,799 â–¼-30.9%17,8120.5%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$1,526,814$136,228 â–²9.8%11,4880.4%ETFETNEaton$1,445,702$818,349 â–²130.4%4,0420.4%IndustrialsGEGE Aerospace$1,360,718$3,788,443 â–¼-73.6%4,7950.4%AerospaceGLDSPDR Gold Shares$1,290,870$86,058 â–²7.1%3,0000.4%FinanceXLFFinancial Select Sector SPDR Fund$1,206,504$98,740 â–¼-7.6%24,4380.3%ETFTAT&T$1,181,985$327,009 â–¼-21.7%40,7720.3%Computer and TechnologyGMEDGlobus Medical$1,155,492$2,757 â–¼-0.2%13,4110.3%MedicalETEnergy Transfer$1,138,411$1,138,411 â–²New Holding58,9850.3%EnergyBXBlackstone$1,137,596$255,163 â–¼-18.3%9,8930.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,101,095$172,393 â–²18.6%19,8320.3%ETFSPYSPDR S&P 500 ETF Trust$1,067,858$126,816 â–²13.5%1,6420.3%FinanceSOSouthern$1,066,803$81,750 â–²8.3%11,0530.3%UtilitiesVVisa$1,034,265$604,480 â–¼-36.9%3,4220.3%Business ServicesBLACKROCK INC$1,009,796$294,283 â–¼-22.6%1,0500.3%COMPPLPPL$1,006,799$274,964 â–¼-21.5%26,3560.3%UtilitiesYETIYETI$903,883$172,010 â–¼-16.0%24,7030.3%Consumer DiscretionaryCSCOCisco Systems$852,559$31,036 â–²3.8%10,9880.2%Computer and TechnologyAVAVAeroVironment$811,461$75,600 â–²10.3%4,4330.2%AerospaceFERGUSON ENTERPRISES INC$811,278$469,785 â–²137.6%3,4780.2%COMMON STOCK NEWEASTERLY GOVT PPTYS INC$794,951$208,472 â–¼-20.8%37,0950.2%COM SHSQNITY ELECTRONICS INC$792,430$34,960 â–¼-4.2%6,8680.2%COMMON STOCKMOAltria Group$792,115$160,284 â–²25.4%12,0040.2%Consumer StaplesMELIMercadoLibre$783,246$508,332 â–²184.9%4530.2%Retail/WholesaleXOMExxonMobil$776,364$60,738 â–¼-7.3%4,5760.2%EnergyKURAKura Oncology$775,545$190,673 â–¼-19.7%95,3930.2%MedicalMDTMedtronic$760,874$44,538 â–¼-5.5%8,7810.2%MedicalBMYBristol Myers Squibb$755,093$275,715 â–¼-26.7%12,4500.2%MedicalPGProcter & Gamble$738,503$133,748 â–²22.1%5,1130.2%Consumer StaplesWHRWhirlpool$735,792$826,755 â–¼-52.9%13,6460.2%Consumer DiscretionaryGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$726,682$68,919 â–¼-8.7%50,1160.2%Financial ServicesMDBMongoDB$720,848$391,632 â–¼-35.2%2,9450.2%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceBXPBXP$708,435$25,950 â–¼-3.5%13,6500.2%FinanceMRVLMarvell Technology$674,630$105,488 â–²18.5%6,8110.2%Computer and TechnologyDDDuPont de Nemours$664,558$5,725 â–¼-0.9%14,5100.2%Basic MaterialsIBMInternational Business Machines$629,972$330,863 â–²110.6%2,5990.2%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$627,1890.0%8,9140.2%ETFSERVICETITAN INC$618,989$449,233 â–²264.6%9,7540.2%SHS CL AMUMicron Technology$598,652$8,446 â–¼-1.4%1,7720.2%Computer and TechnologyCVXChevron$587,821$300,014 â–¼-33.8%2,8410.2%EnergyPMPhilip Morris International$581,442$45,629 â–²8.5%3,5170.2%Consumer StaplesSHOPIFY INC$565,462$33,095 â–¼-5.5%4,7670.2%CL A SUB VTG SHSVGKVanguard FTSE Europe ETF$557,882$4,204 â–²0.8%6,7680.2%ETFMASMasco$544,658$60,370 â–¼-10.0%9,0220.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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