Universe · entity
Xcel Wealth Management, LLC
Institutional manager (13F) · CIK 1791002
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $301M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $28M | 134,063 |
| 2 | RH | $19M | 135,793 |
| 3 | NVIDIA CORPORATION | $15M | 88,161 |
| 4 | BANK AMERICA CORP | $15M | 304,820 |
| 5 | ALPHABET INC | $13M | 45,987 |
| 6 | APPLE INC | $12M | 46,950 |
| 7 | FORD MTR CO | $12M | 1,028,199 |
| 8 | HOME DEPOT INC | $11M | 34,604 |
| 9 | JPMORGAN CHASE & CO | $11M | 38,501 |
| 10 | BOEING CO | $11M | 55,860 |
| 11 | CAPITAL ONE FINL CORP | $10M | 54,396 |
| 12 | BROADCOM INC | $8M | 24,812 |
| 13 | MORGAN STANLEY | $7M | 44,745 |
| 14 | TESLA INC | $7M | 18,953 |
| 15 | BANK AMERICA CORP | $7M | 5,860 |
| 16 | NEXTERA ENERGY INC | $6M | 69,000 |
| 17 | BERKSHIRE HATHAWAY INC DEL | $6M | 13,114 |
| 18 | WALMART INC | $5M | 40,445 |
| 19 | VANGUARD INDEX FDS | $5M | 8,235 |
| 20 | CAVA GROUP INC | $4M | 53,982 |
| 21 | PALO ALTO NETWORKS INC | $4M | 26,543 |
| 22 | PFIZER INC | $4M | 147,963 |
| 23 | FEDEX CORP | $4M | 10,546 |
| 24 | GE VERNOVA INC | $4M | 4,291 |
| 25 | NETFLIX INC. | $4M | 38,708 |
| 26 | CATERPILLAR INC | $4M | 5,076 |
| 27 | PALANTIR TECHNOLOGIES INC | $3M | 22,997 |
| 28 | UBER TECHNOLOGIES INC | $3M | 46,409 |
| 29 | VERIZON COMMUNICATIONS INC | $3M | 63,417 |
| 30 | TJX COS INC NEW | $3M | 19,652 |
| 31 | ABBOTT LABORATORIES | $3M | 30,182 |
| 32 | COSTCO WHOLESALE CORPORATION | $3M | 3,019 |
| 33 | PRUDENTIAL FINL INC | $3M | 29,281 |
| 34 | TANGER INC | $3M | 83,966 |
| 35 | CROWDSTRIKE HLDGS INC | $3M | 6,935 |
| 36 | FEDERAL RLTY INVT TR NEW | $3M | 24,951 |
| 37 | LEVI STRAUSS & CO NEW | $3M | 141,654 |
| 38 | CORNING INC | $3M | 19,239 |
| 39 | SERVICENOW INC | $3M | 24,710 |
| 40 | ADVANCED MICRO DEVICES INC | $3M | 12,567 |
| 41 | GOLDMAN SACHS GROUP INC | $3M | 2,998 |
| 42 | SOFI TECHNOLOGIES INC | $3M | 158,965 |
| 43 | SCHWAB CHARLES CORP | $3M | 26,671 |
| 44 | ETFS GOLD TR | $2M | 55,835 |
| 45 | INVESCO QQQ TR | $2M | 4,110 |
| 46 | META PLATFORMS INC | $2M | 3,961 |
| 47 | AMERICAN EXPRESS CO | $2M | 7,317 |
| 48 | DEERE & CO | $2M | 3,695 |
| 49 | TOAST INC | $2M | 75,481 |
| 50 | RTX CORPORATION | $2M | 10,101 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.