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Home > Institutional Investor > Xcel Wealth Management, Llc > 13F Holdings

Instuitional Investor - Xcel Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 130,692 $31,149,131 7.43%
2.
Rh
 RH 157,745 $25,985,334 6.2%
3.
Nvidia Corp
 NVDA 85,544 $17,116,521 4.08%
4.
Alphabet Inc.
 GOOGL 43,774 $15,643,514 3.73%
5.
Bank Of America Corp
 BAC 271,286 $15,457,876 3.69%
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)

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