HoldingsChannel.com
Xcel Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Xcel Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Xcel Wealth Management LLC. In the Xcel Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Xcel Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Xcel Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
PFIZER INC 417,987 -33,641 $21,915
     PFE417,987-33,641$21,915
VERIZON COMMUNICATIONS INC 310,930 +2,626 $15,780
     VZ310,930+2,626$15,780
AMAZON COM INC 124,502 +117,907 $13,223
     AMZN124,502+117,907$13,223
ALPHABET INC 5,763 +1,591 $12,559
     GOOGL5,763+1,591$12,559
PPL CORP 340,205 -14,570 $9,230
     PPL340,205-14,570$9,230
APPLE INC 63,142 -5,279 $8,633
     AAPL63,142-5,279$8,633
SALESFORCE INC 49,122 +5,625 $8,107
     CRM49,122+5,625$8,107
BK OF AMERICA CORP      $7,908
     BAC237,270+24,077$7,386
     BAC.PRL433UNCH$522
JPMORGAN CHASE & CO 65,283 +1,345 $7,352
     JPM65,283+1,345$7,352
MEDTRONIC PLC 75,439 -464 $6,771
     MDT75,439-464$6,771
NVIDIA CORPORATION 42,213 +4,482 $6,399
     NVDA42,213+4,482$6,399
FORD MTR CO DEL 565,709 +28,550 $6,296
     F565,709+28,550$6,296
BOEING CO 44,947 -1,037 $6,145
     BA44,947-1,037$6,145
AT&T INC 291,823 +190,011 $6,117
     T291,823+190,011$6,117
BLOOMIN BRANDS INC 365,160 -79,400 $6,069
     BLMN365,160-79,400$6,069
WALMART INC 44,083 -2,799 $5,360
     WMT44,083-2,799$5,360
HOME DEPOT INC 18,879 +7,571 $5,178
     HD18,879+7,571$5,178
UBER TECHNOLOGIES INC 202,404 +7,057 $4,141
     UBER202,404+7,057$4,141
RAYTHEON TECHNOLOGIES CORP 41,142 +157 $3,954
     RTX41,142+157$3,954
PRUDENTIAL FINL INC 41,039 +5,872 $3,927
     PRU41,039+5,872$3,927
QUALCOMM INC 30,238 +8,667 $3,863
     QCOM30,238+8,667$3,863
DISNEY WALT CO 39,157 +9,896 $3,696
     DIS39,157+9,896$3,696
META PLATFORMS INC 22,492 +4,566 $3,627
     FB22,492+4,566$3,627
GENERAL ELECTRIC CO 56,434 -7,834 $3,593
     GE56,434-7,834$3,593
TWILIO INC 41,554 +3,757 $3,483
     TWLO41,554+3,757$3,483
SKYWORKS SOLUTIONS INC 36,685 +3,345 $3,398
     SWKS36,685+3,345$3,398
BRISTOL MYERS SQUIBB CO 42,011 -42,609 $3,235
     BMY42,011-42,609$3,235
MORGAN STANLEY 40,133 +2,023 $3,053
     MS40,133+2,023$3,053
PEPSICO INC 17,526 -199 $2,921
     PEP17,526-199$2,921
VANGUARD INDEX FDS (VOO) 8,267 UNCH $2,868
     VOO8,267UNCH$2,868
BROADCOM INC 5,615 -2,175 $2,728
     AVGO5,615-2,175$2,728
COCA COLA CO 41,870 -3,395 $2,634
     KO41,870-3,395$2,634
NEWELL BRANDS INC 137,950 -6,400 $2,627
     NWL137,950-6,400$2,627
ADVANCED MICRO DEVICES INC 34,250 +3,774 $2,619
     AMD34,250+3,774$2,619
RH 12,306 +4,124 $2,612
     RH12,306+4,124$2,612
ABBVIE INC 15,541 -9,576 $2,380
     ABBV15,541-9,576$2,380
CONSTELLATION BRANDS INC 9,934 -3,915 $2,315
     STZ9,934-3,915$2,315
TJX COS INC NEW 37,473 +774 $2,093
     TJX37,473+774$2,093
RAYONIER INC 55,590 -2,125 $2,078
     RYN55,590-2,125$2,078
BARRICK GOLD CORP 112,651 +35,400 $1,993
     GOLD112,651+35,400$1,993
MONGODB INC 7,427 UNCH $1,927
     MDB7,427UNCH$1,927
WELLS FARGO CO NEW 48,873 -596 $1,914
     WFC48,873-596$1,914
CELSIUS HLDGS INC 28,701 -900 $1,873
     CELH28,701-900$1,873
ALPHABET INC 824 +58 $1,803
     GOOG824+58$1,803
BERKSHIRE HATHAWAY INC DEL      $1,790
     BRK.B6,557+3,088$1,790
AMGEN INC 7,205 -866 $1,753
     AMGN7,205-866$1,753
MICROSOFT CORP 6,785 -740 $1,742
     MSFT6,785-740$1,742
HONEYWELL INTL INC 8,686 -5,495 $1,510
     HON8,686-5,495$1,510
GOLDMAN SACHS GROUP INC 4,776 -3,369 $1,419
     GS4,776-3,369$1,419
GSK PLC 29,207 -3,799 $1,271
     GSK29,207-3,799$1,271

See Full List: All Stocks Held By Xcel Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Xcel Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $274,350
At 03/31/2022: $364,668

Xcel Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Xcel Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Xcel Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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