Instuitional Investor - Xcel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Xcel Wealth Management, Llc
Portfolio Value $285,168,629
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. RH 95,373 $27,799,322 9.74%
2. AMZN 118,712 $18,037,101 6.32%
3. GOOG 116,865 $16,324,872 5.72%
4. BAC 370,492 $12,474,466 4.37%
5. JPM 64,253 $10,929,435 3.83%