Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Xcel Wealth Management, LLC (CIK 1791002) reported $361.5M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($27.9M, 7.72%), RH ($20.9M, 5.79%), NVDA ($15.4M, 4.25%), BAC ($14.9M, 4.11%), GOOGL ($13.2M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $27.9M | 7.72% | 134,063 | Trimmed |
| 2 | RH | RH | $20.9M | 5.79% | 149,593 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $15.4M | 4.25% | 88,161 | Trimmed |
| 4 | BAC | BANK AMERICA CORP | $14.9M | 4.11% | 304,820 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $13.2M | 3.66% | 45,987 | Added |
| 6 | AAPL | APPLE INC | $11.9M | 3.30% | 46,950 | Trimmed |
| 7 | F | FORD MTR CO | $11.9M | 3.28% | 1.0M | Trimmed |
| 8 | HD | HOME DEPOT INC | $11.4M | 3.15% | 34,604 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $11.3M | 3.13% | 38,501 | Trimmed |
| 10 | BA | BOEING CO | $11.1M | 3.08% | 55,860 | Added |
| 11 | COF | CAPITAL ONE FINL CORP | $9.9M | 2.74% | 54,396 | Added |
| 12 | AVGO | BROADCOM INC | $7.7M | 2.12% | 24,812 | Trimmed |
| 13 | MS | MORGAN STANLEY | $7.4M | 2.04% | 44,745 | Trimmed |
| 14 | TSLA | TESLA INC | $7.0M | 1.95% | 18,953 | Added |
| 15 | BAC-PL | BANK AMERICA CORP | $7.0M | 1.93% | 5,860 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $6.4M | 1.77% | 69,000 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.3M | 1.74% | 13,114 | Added |
| 18 | WMT | WALMART INC | $5.0M | 1.39% | 40,445 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $4.9M | 1.36% | 8,235 | Added |
| 20 | CAVA | CAVA GROUP INC | $4.4M | 1.21% | 53,982 | Trimmed |
| 21 | PANW | PALO ALTO NETWORKS INC | $4.3M | 1.18% | 26,543 | Added |
| 22 | PFE | PFIZER INC | $4.2M | 1.15% | 147,963 | Trimmed |
| 23 | FDX | FEDEX CORP | $3.8M | 1.04% | 10,546 | Trimmed |
| 24 | GEV | GE VERNOVA INC | $3.7M | 1.04% | 4,291 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $3.7M | 1.03% | 38,708 | Added |
Source: SEC Form 13F filings · as of 2026-03-31