StockDriftsStockDriftsTop 50 Xcel Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.76% | 134.1K | $27.9M | -1.69%(-2.31K) | $124.39(+117.16%) | 2026-03-31 | |
| RH | RH | 5.28% | 135.8K | $19.0M | +23.29%(+25.66K) | $260.46(-50.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.28% | 88.2K | $15.4M | -0.16%(-143) | $11.00(+1952.63%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 4.13% | 304.8K | $14.9M | -9.47%(-31.89K) | $31.06(+60.47%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.68% | 46.0K | $13.2M | +4.04%(+1.79K) | $97.73(+311.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.31% | 47.0K | $11.9M | -6.61%(-3.32K) | $68.39(+337.00%) | 2026-03-31 | |
| F | FORD MTR CO | 3.3% | 1.03M | $11.9M | -4.68%(-50.48K) | $12.91(+5.08%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.16% | 34.6K | $11.4M | -0.11%(-37) | $288.10(+5.02%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.15% | 38.5K | $11.3M | -9.87%(-4.22K) | $110.40(+171.96%) | 2026-03-31 | |
| BA | BOEING CO | 3.09% | 55.9K | $11.1M | +2.88%(+1.57K) | $215.34(+11.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.18% | +33.74% |
| Top 20 Holdings Unweighted | +11.68% | +39.30% |
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