Xcel Wealth Management, LLC - Portfolio overview
Xcel Wealth Management, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Consumer Cyclical and Financial Services.
Largest reported holdings by portfolio allocation
- AMZN - AMAZON COM INC, 7.63%
- RH - RH, 5.19%
- NVDA - NVIDIA CORPORATION, 4.20%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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