Instuitional Investor - Xcel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Xcel Wealth Management, Llc
Portfolio Value $351,353,650
Filing Period:
No. Security Ticker Shares Value % Port
1. AMZN 136,751 $30,001,802 8.54%
2. RH 113,888 $21,525,971 6.13%
3. BAC 356,454 $16,867,403 4.8%
4. NVDA 88,833 $14,034,647 3.99%
5. JPM 43,109 $12,497,730 3.56%