Xcel Wealth Management, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$320.9B
Holdings
129
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHRH | 127,385 | $29.9B | 9.30% | |
| 2 | AMZNAMAZON COM INC | 133,245 | $25.4B | 7.90% | |
| 3 | BACBANK AMERICA CORP | 358,029 | $14.9B | 4.66% | |
| 4 | GOOGLALPHABET INC | 79,391 | $12.3B | 3.83% | |
| 5 | AAPLAPPLE INC | 52,630 | $11.7B | 3.64% | |
| 6 | HDHOME DEPOT INC | 31,420 | $11.5B | 3.59% | |
| 7 | FFORD MTR CO | 1,077,657 | $10.8B | 3.37% | |
| 8 | JPMJPMORGAN CHASE & CO. | 43,316 | $10.6B | 3.31% | |
| 9 | NVDANVIDIA CORPORATION | 90,143 | $9.8B | 3.04% | |
| 10 | BABOEING CO | 44,488 | $7.6B | 2.36% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,320 | $7.1B | 2.21% | |
| 12 | BACVERIZON COMMUNICATIONS INC | 130,130 | $5.9B | 1.84% | |
| 13 | DWDMORGAN STANLEY | 49,975 | $5.8B | 1.82% | |
| 14 | PFEPFIZER INC | 229,277 | $5.8B | 1.81% | |
| 15 | WHRWHIRLPOOL CORP | 58,808 | $5.3B | 1.65% | |
| 16 | WMTWALMART INC | 52,738 | $4.6B | 1.44% | |
| 17 | NEENEXTERA ENERGY INC | 64,234 | $4.6B | 1.42% | |
| 18 | AVGOBROADCOM INC | 25,637 | $4.3B | 1.34% | |
| 19 | VOOVANGUARD INDEX FDS | 8,263 | $4.2B | 1.32% | |
| 20 | DEAEASTERLY GOVT PPTYS INC | 398,567 | $4.2B | 1.32% | |
| 21 | COFCAPITAL ONE FINL CORP | 23,440 | $4.2B | 1.31% | |
| 22 | PANWPALO ALTO NETWORKS INC | 24,556 | $4.2B | 1.31% | |
| 23 | DISDISNEY WALT CO | 42,109 | $4.2B | 1.30% | |
| 24 | UBERUBER TECHNOLOGIES INC | 55,400 | $4.0B | 1.26% | |
| 25 | NOWSERVICENOW INC | 4,665 | $3.7B | 1.16% | |
| 26 | GEGE AEROSPACE | 18,164 | $3.6B | 1.13% | |
| 27 | FRTFEDERAL RLTY INVT TR NEW | 36,670 | $3.6B | 1.12% | |
| 28 | BLMNBLOOMIN BRANDS INC | 467,320 | $3.4B | 1.04% | |
| 29 | TSLATESLA INC | 11,132 | $2.9B | 0.90% | |
| 30 | BAC 7.25 PERP LBANK AMERICA CORP | 2,148 | $2.7B | 0.83% | |
| 31 | AXPAMERICAN EXPRESS CO | 9,773 | $2.6B | 0.82% | |
| 32 | TOSTTOAST INC | 74,307 | $2.5B | 0.77% | |
| 33 | METAMETA PLATFORMS INC | 4,228 | $2.4B | 0.76% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 2,499 | $2.4B | 0.74% | |
| 35 | TJXTJX COS INC NEW | 19,381 | $2.4B | 0.74% | |
| 36 | YETIYETI HLDGS INC | 67,292 | $2.2B | 0.69% | |
| 37 | SCHWSCHWAB CHARLES CORP | 28,195 | $2.2B | 0.69% | |
| 38 | PRUPRUDENTIAL FINL INC | 19,271 | $2.2B | 0.67% | |
| 39 | ABTABBOTT LABS | 16,097 | $2.1B | 0.67% | |
| 40 | WFCWELLS FARGO CO NEW | 29,569 | $2.1B | 0.66% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC | 5,736 | $2.0B | 0.63% | |
| 42 | TAT&T INC | 68,060 | $1.9B | 0.60% | |
| 43 | CAVACAVA GROUP INC | 21,866 | $1.9B | 0.59% | |
| 44 | VVISA INC | 5,384 | $1.9B | 0.59% | |
| 45 | GRMNGARMIN LTD | 8,026 | $1.7B | 0.54% | |
| 46 | BXBLACKSTONE INC | 12,293 | $1.7B | 0.54% | |
| 47 | LEVILEVI STRAUSS & CO NEW | 109,711 | $1.7B | 0.53% | |
| 48 | PLTRPALANTIR TECHNOLOGIES INC | 19,501 | $1.6B | 0.51% | |
| 49 | NDQINVESCO QQQ TR | 3,181 | $1.5B | 0.46% | |
| 50 | BLKBLACKROCK INC | 1,477 | $1.4B | 0.44% | |
| 51 | UPSUNITED PARCEL SERVICE INC | 12,472 | $1.4B | 0.43% | |
| 52 | PPLPPL CORP | 37,644 | $1.4B | 0.42% | |
| 53 | BMYBRISTOL-MYERS SQUIBB CO | 21,732 | $1.3B | 0.41% | |
| 54 | XLFSELECT SECTOR SPDR TR | 26,438 | $1.3B | 0.41% | |
| 55 | AMDADVANCED MICRO DEVICES INC | 12,573 | $1.3B | 0.40% | |
| 56 | RTXRTX CORPORATION | 9,605 | $1.3B | 0.40% | |
| 57 | SGOLETFS GOLD TR | 40,225 | $1.2B | 0.37% | |
| 58 | CATCATERPILLAR INC | 3,521 | $1.2B | 0.36% | |
| 59 | GOOGALPHABET INC | 7,260 | $1.1B | 0.35% | |
| 60 | GBABGUGGENHEIM TAXABLE MUNICP BO | 69,121 | $1.1B | 0.33% | |
| 61 | BXPBXP INC | 15,700 | $1.1B | 0.33% | |
| 62 | GSGOLDMAN SACHS GROUP INC | 1,850 | $1.0B | 0.31% | |
| 63 | GMEDGLOBUS MED INC | 13,703 | $1.0B | 0.31% | |
| 64 | MDTMEDTRONIC PLC | 11,097 | $997.2M | 0.31% | |
| 65 | XLKSELECT SECTOR SPDR TR | 4,263 | $880.2M | 0.27% | |
| 66 | MDBMONGODB INC | 4,975 | $872.6M | 0.27% | |
| 67 | MRVLMARVELL TECHNOLOGY INC | 14,153 | $871.4M | 0.27% | |
| 68 | MSFTMICROSOFT CORP | 2,288 | $858.8M | 0.27% | |
| 69 | SOFISOFI TECHNOLOGIES INC | 73,400 | $853.6M | 0.27% | |
| 70 | BROBROWN & BROWN INC | 6,834 | $850.1M | 0.26% | |
| 71 | CELHCELSIUS HLDGS INC | 23,828 | $848.8M | 0.26% | |
| 72 | SOSOUTHERN CO | 8,812 | $810.3M | 0.25% | |
| 73 | GQ9SPDR GOLD TR | 2,800 | $806.8M | 0.25% | |
| 74 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.25% | |
| 75 | PGPROCTER AND GAMBLE CO | 4,600 | $783.9M | 0.24% | |
| 76 | MASMASCO CORP | 10,522 | $731.7M | 0.23% | |
| 77 | DEDEERE & CO | 1,525 | $715.8M | 0.22% | |
| 78 | WMWASTE MGMT INC DEL | 2,900 | $671.4M | 0.21% | |
| 79 | ABXBARRICK GOLD CORP | 33,050 | $642.5M | 0.20% | |
| 80 | XOMEXXON MOBIL CORP | 5,398 | $642.0M | 0.20% | |
| 81 | CRMSALESFORCE INC | 2,375 | $637.4M | 0.20% | |
| 82 | SHOPSHOPIFY INC | 6,364 | $607.6M | 0.19% | |
| 83 | ABBVABBVIE INC | 2,792 | $585.0M | 0.18% | |
| 84 | SPYSPDR S&P 500 ETF TR | 1,025 | $573.4M | 0.18% | |
| 85 | JEPQJ P MORGAN EXCHANGE TRADED F | 10,675 | $552.8M | 0.17% | |
| 86 | PEPPEPSICO INC | 3,570 | $535.3M | 0.17% | |
| 87 | RYNRAYONIER INC | 18,879 | $526.3M | 0.16% | |
| 88 | MUMICRON TECHNOLOGY INC | 6,013 | $522.5M | 0.16% | |
| 89 | GEVGE VERNOVA INC | 1,692 | $516.5M | 0.16% | |
| 90 | XLCSELECT SECTOR SPDR TR | 5,163 | $498.0M | 0.16% | |
| 91 | KOCOCA COLA CO | 6,930 | $496.3M | 0.15% | |
| 92 | CVXCHEVRON CORP NEW | 2,963 | $495.7M | 0.15% | |
| 93 | SBUXSTARBUCKS CORP | 4,954 | $485.9M | 0.15% | |
| 94 | 4I1PHILIP MORRIS INTL INC | 3,032 | $481.3M | 0.15% | |
| 95 | NFLXNETFLIX INC | 492 | $458.8M | 0.14% | |
| 96 | AMGNAMGEN INC | 1,460 | $454.9M | 0.14% | |
| 97 | HYMBSPDR SER TR | 18,000 | $454.0M | 0.14% | |
| 98 | ARCCARES CAPITAL CORP | 19,900 | $441.0M | 0.14% | |
| 99 | LDOSLEIDOS HOLDINGS INC | 3,134 | $422.9M | 0.13% | |
| 100 | VGKVANGUARD INTL EQUITY INDEX F | 5,944 | $417.3M | 0.13% |
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