Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Xcel Wealth Management, Llc > Profile

Instuitional Investor - Xcel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Xcel Wealth Management, Llc
Portfolio Value $404,273,728
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 130,785 $32,585,083 8.06%
2.
Rh
 RH 156,769 $19,086,626 4.72%
3.
Nvidia Corp
 NVDA 82,875 $18,927,018 4.68%
4.
Alphabet Inc.
 GOOGL 43,345 $14,914,148 3.69%
5.
Apple Inc.
 AAPL 40,837 $13,599,701 3.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.