Instuitional Investor - Xcel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Xcel Wealth Management, Llc
Portfolio Value $361,546,150
Filing Period:
No. Security Ticker Shares Value % Port
1. AMZN 134,063 $27,921,301 7.72%
2. RH 135,793 $18,986,577 5.25%
3. NVDA 88,161 $15,375,222 4.25%
4. BAC 304,820 $14,859,975 4.11%
5. GOOGL 45,987 $13,223,886 3.66%