account_balance
Investment manager · 13F filer · SEC CIK 1791002
Xcel Wealth Management, LLC
Reported value$404Mas of Sep 30, 2026
Positions139 5 new, 5 sold out
Top 10 weight38.2%AMZN alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
8.1%
RHRh
4.7%
NVDANVIDIA Corp
4.7%Trimmed −3%
GOOGLAlphabet Inc.
3.7%
AAPLApple Inc.
3.4%Trimmed −12%
BACBank of America Corp
3.0%Trimmed −18%
JPMJPMorgan Chase & Co
3.0%Trimmed −3%
COFCapital One Financial Corp
2.6%
HDHome Depot, Inc.
2.5%
BABoeing Co
2.5%
SPCXSpace Exploration Technologies Corp
2.4%Added +116%
INTCIntel Corp
2.3%Added +291%
AMZNAmazon.com Inc
8.1%
RHRh
4.7%
NVDANVIDIA Corp
4.7%−3%
GOOGLAlphabet Inc.
3.7%
AAPLApple Inc.
3.4%−12%
BACBank of America Corp
3.0%
JPMJPMorgan Chase & Co
3.0%
COFCapital One Financial Corp
2.6%
HDHome Depot, Inc.
2.5%
BA2.5%SPCXINTCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 8.1% HeldRH Rh 4.7% HeldNVDA NVIDIA Corp 4.7% Trimmed −3%GOOGL Alphabet Inc. 3.7% HeldAAPL Apple Inc. 3.4% Trimmed −12%BAC Bank of America Corp 3.0% Trimmed −18%JPM JPMorgan Chase & Co 3.0% Trimmed −3%COF Capital One Financial Corp 2.6% HeldHD Home Depot, Inc. 2.5% HeldBA Boeing Co 2.5% HeldSPCX Space Exploration Technologies Corp 2.4% Added +116%INTC Intel Corp 2.3% Added +291%
What changed
Biggest moves since Jun 30, 2026
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