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Xxi Wealth, Llc

Portfolio Manager
Xxi Wealth, Llc
Performance
-7.15% (2026 Q1)
AUM (13F)
$176.53M
# of Holdings
209
Performance Rank
Allocation (Top 20)
41.71%

Xxi Wealth, Llc Holdings Map

Top 50 Xxi Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
4.74%22.6K$8.4M
+2.92%(+641)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.9K shares2026-Q1: 22.6K shares
$498.69(-21.70%)
2026-03-31
AAPL
APPLE INC
4.66%32.4K$8.2M
+10.02%(+2.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 29.5K shares2026-Q1: 32.4K shares
$263.21(+17.26%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.55%36.0K$6.3M
+12.01%(+3.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 32.1K shares2026-Q1: 36.0K shares
$185.89(+4.81%)
2026-03-31
AMZN
AMAZON COM INC
2.39%20.3K$4.2M
-4.96%(-1.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.3K shares2026-Q1: 20.3K shares
$225.20(+7.76%)
2026-03-31
CME
CME GROUP INC
2.25%13.5K$4.0M
+13.71%(+1.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.8K shares2026-Q1: 13.5K shares
$273.15(-13.38%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.12%12.7K$3.7M
-7.17%(-985)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.7K shares2026-Q1: 12.7K shares
$318.82(+4.91%)
2026-03-31
GOOG
ALPHABET INC
2.1%12.9K$3.7M
+1.78%(+227)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.7K shares2026-Q1: 12.9K shares
$279.05(+27.64%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.89%13.7K$3.3M
+1.78%(+239)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.4K shares2026-Q1: 13.7K shares
$196.70(+33.73%)
2026-03-31
MU
MICRON TECHNOLOGY INC
1.79%9.4K$3.2M
+4.84%(+433)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.9K shares2026-Q1: 9.4K shares
$230.30(+323.60%)
2026-03-31
XOM
EXXON MOBIL CORP
1.77%18.4K$3.1M
+15.37%(+2.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.9K shares2026-Q1: 18.4K shares
$120.34(+13.92%)
2026-03-31

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