Instuitional Investor - Xcel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Xcel Wealth Management, Llc
Portfolio Value $320,921,611
Filing Period:
No. Security Ticker Shares Value % Port
1. RH 127,385 $29,860,318 9.3%
2. AMZN 133,245 $25,351,194 7.9%
3. BAC 358,029 $14,940,550 4.66%
4. GOOGL 79,391 $12,277,089 3.83%
5. AAPL 52,630 $11,690,807 3.64%