Xcel Wealth Management, LLC Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Xcel Wealth Management, LLCInvestment ActivityXcel Wealth Management, LLC has $319.87 million in total holdings as of March 31, 2024.Xcel Wealth Management, LLC owns shares of 127 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 8.56% of the portfolio was purchased this quarter.About 6.20% of the portfolio was sold this quarter.This quarter, Xcel Wealth Management, LLC has purchased 115 new stocks and bought additional shares in 48 stocks.Xcel Wealth Management, LLC sold shares of 46 stocks and completely divested from 4 stocks this quarter.Largest Holdings RH $38,873,129Amazon.com $21,207,998Alphabet $16,814,508Bank of America $14,260,195JPMorgan Chase & Co. $12,320,453 Largest New Holdings this Quarter GENERAL ELECTRIC CO $3,359,476 HoldingAbbott Laboratories $756,294 HoldingGlobus Medical $636,170 HoldingSPDR Nuveen Bloomberg High Yield Municipal Bond ETF $462,420 HoldingiShares Russell 2000 ETF $338,162 Holding Largest Purchases this Quarter RH 16,248 shares (about $5.66M)GENERAL ELECTRIC CO 19,139 shares (about $3.36M)Walmart 42,388 shares (about $2.55M)Easterly Government Properties 170,650 shares (about $1.96M)Ford Motor 100,502 shares (about $1.33M) Largest Sales this Quarter Uber Technologies 65,794 shares (about $5.07M)Salesforce 4,438 shares (about $1.34M)Celsius 15,821 shares (about $1.31M)Alphabet 5,459 shares (about $823.93K)Bloomin' Brands 23,260 shares (about $667.10K) 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 PortfolioSectorRHRH$38,873,129$5,658,528 ▲17.0%111,62112.2%Consumer StaplesAMZNAmazon.com$21,207,998$205,272 ▼-1.0%117,5746.6%Retail/WholesaleGOOGLAlphabet$16,814,508$823,927 ▼-4.7%111,4065.3%Computer and TechnologyBACBank of America$14,260,195$211,139 ▲1.5%376,0604.5%FinanceJPMJPMorgan Chase & Co.$12,320,453$549,423 ▼-4.3%61,5103.9%FinanceHDHome Depot$9,887,319$91,681 ▼-0.9%25,7753.1%Retail/WholesaleAAPLApple$9,212,893$55,902 ▼-0.6%53,7262.9%Computer and TechnologyNVDANVIDIA$8,332,230$302,678 ▼-3.5%9,2222.6%Computer and TechnologyFFord Motor$8,306,813$1,334,667 ▲19.1%625,5132.6%Auto/Tires/TrucksBABoeing$8,253,410$379,225 ▲4.8%42,7662.6%AerospaceVZVerizon Communications$7,623,606$131,041 ▲1.7%181,6872.4%Computer and TechnologyPFEPfizer$7,565,624$979,020 ▲14.9%272,6352.4%MedicalCELHCelsius$7,217,937$1,311,877 ▼-15.4%87,0472.3%Consumer StaplesBRK.BBerkshire Hathaway$6,205,193$249,368 ▲4.2%14,7561.9%FinanceUBERUber Technologies$6,014,459$5,065,480 ▼-45.7%78,1201.9%Computer and TechnologyPPLPPL$5,682,302$267,537 ▼-4.5%206,4041.8%UtilitiesMSMorgan Stanley$5,550,261$151,598 ▼-2.7%58,9451.7%FinanceBLMNBloomin' Brands$4,693,941$667,097 ▼-12.4%163,6661.5%Retail/WholesaleCRMSalesforce$4,440,598$1,336,637 ▼-23.1%14,7441.4%Computer and TechnologyVOOVanguard S&P 500 ETF$4,323,416$632,601 ▲17.1%8,9941.4%ETFFRTFederal Realty Investment Trust$4,104,203$58,719 ▼-1.4%40,1901.3%FinanceDEAEasterly Government Properties$4,044,039$1,964,182 ▲94.4%351,3501.3%FinanceNEENextEra Energy$3,909,410$757,264 ▲24.0%61,1711.2%UtilitiesWMTWalmart$3,908,796$2,550,468 ▲187.8%64,9631.2%Retail/WholesalePRUPrudential Financial$3,717,354$184,435 ▼-4.7%31,6641.2%FinanceAVGOBroadcom$3,518,964$5,302 ▲0.2%2,6551.1%Computer and TechnologyNOWServiceNow$3,472,732$15,248 ▼-0.4%4,5551.1%Computer and TechnologyGENERAL ELECTRIC CO$3,359,476$3,359,476 ▲New Holding19,1391.1%COMTGTTarget$3,175,603$460,923 ▼-12.7%17,9201.0%Retail/WholesaleRTXRTX$2,684,026$24,870 ▼-0.9%27,5200.8%AerospaceDISWalt Disney$2,615,078$428,260 ▼-14.1%21,3720.8%Consumer DiscretionaryWFCWells Fargo & Company$2,467,879$71,349 ▼-2.8%42,5790.8%FinanceMETAMeta Platforms$2,434,698$556,475 ▼-18.6%5,0140.8%Computer and TechnologyAXPAmerican Express$2,327,675$352,920 ▼-13.2%10,2230.7%FinancePANWPalo Alto Networks$2,231,841$902,113 ▲67.8%7,8550.7%Computer and TechnologyYETIYETI$2,201,205$46,260 ▼-2.1%57,1000.7%Consumer DiscretionaryTJXTJX Companies$2,121,199$31,440 ▼-1.5%20,9150.7%Retail/WholesaleSCHWCharles Schwab$2,111,966$43,404 ▼-2.0%29,1950.7%FinanceSTZConstellation Brands$1,968,086$115,498 ▼-5.5%7,2420.6%Consumer StaplesBANK AMERICA CORP$1,952,842$1,224,704 ▲168.2%1,6360.6%7.25%CNV PFD LTSLATesla$1,930,877$297,261 ▲18.2%10,9840.6%Auto/Tires/TrucksMDBMongoDB$1,793,200$12,552 ▼-0.7%5,0000.6%Computer and TechnologySWKSSkyworks Solutions$1,731,495$20,581 ▲1.2%15,9850.5%Computer and TechnologyCATCaterpillar$1,703,389$145,827 ▼-7.9%4,6490.5%Industrial ProductsTAT&T$1,687,505$242,827 ▼-12.6%95,8810.5%Computer and TechnologyBXBlackstone$1,614,931$59,116 ▼-3.5%12,2930.5%FinanceVVisa$1,599,675$12,000 ▲0.8%5,7320.5%Business ServicesGRMNGarmin$1,272,8390.0%8,5500.4%Computer and TechnologyAMDAdvanced Micro Devices$1,271,011$631,354 ▼-33.2%7,0420.4%Computer and TechnologyKOCoca-Cola$1,246,756$171,308 ▼-12.1%20,3780.4%Consumer StaplesGOLDBarrick Gold$1,230,528$532,480 ▼-30.2%73,9500.4%Basic MaterialsGOOGAlphabet$1,151,0860.0%7,5600.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,136,7350.0%26,9880.4%ETFGSThe Goldman Sachs Group$1,124,421$471,572 ▲72.2%2,6920.4%FinanceMDTMedtronic$1,030,113$12,201 ▲1.2%11,8200.3%MedicalGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$996,011$20,312 ▲2.1%61,2930.3%Financial ServicesBXPBoston Properties$976,385$3,266 ▲0.3%14,9500.3%FinanceMSFTMicrosoft$962,697$108,977 ▲12.8%2,2880.3%Computer and TechnologyPXDPioneer Natural Resources$960,750$19,688 ▲2.1%3,6600.3%Oils/EnergyPEPPepsiCo$943,129$21,876 ▼-2.3%5,3890.3%Consumer StaplesPGProcter & Gamble$928,715$10,384 ▲1.1%5,7240.3%Consumer StaplesCOSTCostco Wholesale$896,739$28,573 ▲3.3%1,2240.3%Retail/WholesaleSGOLabrdn Physical Gold Shares ETF$854,3790.0%40,2250.3%ETFRYNRayonier$850,9440.0%25,6000.3%ConstructionMASMasco$829,975$1,735 ▲0.2%10,5220.3%ConstructionWHRWhirlpool$820,662$98,934 ▲13.7%6,8600.3%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$788,510$65,605 ▲9.1%3,7860.2%ETFCRWDCrowdStrike$777,431$3,206 ▲0.4%2,4250.2%Computer and TechnologyABTAbbott Laboratories$756,294$756,294 ▲New Holding6,6540.2%MedicalSOSouthern$658,667$151,592 ▲29.9%9,1810.2%UtilitiesHONHoneywell International$643,2540.0%3,1340.2%Multi-Sector ConglomeratesWMWaste Management$640,9440.0%3,0070.2%Business ServicesGMEDGlobus Medical$636,170$636,170 ▲New Holding11,8600.2%MedicalDEDeere & Company$626,3790.0%1,5250.2%Industrial ProductsGLDSPDR Gold Shares$606,8740.0%2,9500.2%FinanceCVXChevron$590,978$17,665 ▲3.1%3,7470.2%Oils/EnergyBMYBristol-Myers Squibb$566,975$82,159 ▼-12.7%10,4550.2%MedicalBROBrown & Brown$559,2930.0%6,3890.2%FinanceABNBAirbnb$533,811$82,480 ▼-13.4%3,2360.2%Computer and TechnologyABBVAbbVie$520,078$4,006 ▲0.8%2,8560.2%MedicalUPSUnited Parcel Service$515,895$100,325 ▼-16.3%3,4710.2%TransportationQQQInvesco QQQ$490,012$11,540 ▲2.4%1,1040.2%FinanceSPYSPDR S&P 500 ETF Trust$480,701$140,706 ▲41.4%9190.2%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$462,420$462,420 ▲New Holding18,0000.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$443,215$57,009 ▲14.8%8,1710.1%ETFSOFISoFi Technologies$436,321$353,831 ▲428.9%59,7700.1%Business ServicesXLCCommunication Services Select Sector SPDR Fund$421,611$5,145 ▲1.2%5,1630.1%ETFLLYEli Lilly and Company$416,209$7,002 ▲1.7%5350.1%MedicalAMGNAmgen$415,1070.0%1,4600.1%MedicalBPBP$399,318$3,768 ▼-0.9%10,5980.1%Oils/EnergyADPAutomatic Data Processing$374,610$9,240 ▼-2.4%1,5000.1%Business ServicesMRVLMarvell Technology$357,944$170,537 ▼-32.3%5,0500.1%Business ServicesFHLCFidelity MSCI Health Care Index ETF$354,501$5,651 ▲1.6%5,0810.1%ETFMAMastercard$348,657$7,705 ▲2.3%7240.1%Business ServicesIWMiShares Russell 2000 ETF$338,162$338,162 ▲New Holding1,6080.1%FinanceTFCTruist Financial$317,258$104,310 ▼-24.7%8,1390.1%FinanceHYDVanEck High Yield Muni ETF$313,560$313,560 ▲New Holding6,0000.1%ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$312,110$2,360 ▼-0.8%13,2250.1%Financial ServicesVGKVanguard FTSE Europe ETF$309,360$67,340 ▲27.8%4,5940.1%ETFUNHUnitedHealth Group$307,703$41,555 ▼-11.9%6220.1%MedicalShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.