StockDriftsStockDriftsTop 50 Xcel Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.07% | 130.8K | $32.6M | +0.07%(+93) | $124.48(+103.33%) | 2026-09-30 | |
| RH | RH | 4.73% | 156.8K | $19.1M | -0.62%(-976) | $244.86(-42.51%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.69% | 82.9K | $18.9M | -3.12%(-2.67K) | $11.00(+1880.91%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.7% | 43.3K | $14.9M | -0.98%(-429) | $99.31(+222.80%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.37% | 40.8K | $13.6M | -11.60%(-5.36K) | $68.39(+407.52%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 3.01% | 223.0K | $12.1M | -17.81%(-48.31K) | $31.06(+63.17%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.96% | 36.1K | $11.9M | -2.77%(-1.03K) | $110.40(+204.16%) | 2026-09-30 | |
| COF | CAPITAL ONE FINL CORP | 2.64% | 55.2K | $10.7M | +0.78%(+425) | $191.44(+6.27%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 2.52% | 35.7K | $10.2M | -1.45%(-525) | $290.35(+9.70%) | 2026-09-30 | |
| BA | BOEING CO | 2.49% | 54.0K | $10.0M | +1.05%(+563) | $215.19(-21.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.16% | +33.70% | +3.84% | +20.71% |
| Top 20 Holdings Unweighted | +11.56% | +38.85% | +5.10% | +28.22% |
Xcel Wealth Management LLC reports $404.27M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (8.1%), RH (4.7%) and NVDA (4.7%). The top 20 holdings account for 56.96% of reported assets. Its disclosed equity book has returned +33.70% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Xcel Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791002). View Xcel Wealth Management LLC’s 13F filings on SEC