Xcel Wealth Management, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$351.4B
Holdings
129
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 136,751 | $30.0B | 8.54% | |
| 2 | RHRH | 113,888 | $21.5B | 6.13% | |
| 3 | BACBANK AMERICA CORP | 356,454 | $16.9B | 4.80% | |
| 4 | NVDANVIDIA CORPORATION | 88,833 | $14.0B | 3.99% | |
| 5 | JPMJPMORGAN CHASE & CO. | 43,109 | $12.5B | 3.56% | |
| 6 | HDHOME DEPOT INC | 33,055 | $12.1B | 3.45% | |
| 7 | FFORD MTR CO | 1,068,227 | $11.6B | 3.30% | |
| 8 | AAPLAPPLE INC | 51,711 | $10.6B | 3.02% | |
| 9 | GOOGLALPHABET INC | 59,763 | $10.5B | 3.00% | |
| 10 | COFCAPITAL ONE FINL CORP | 43,614 | $9.3B | 2.64% | |
| 11 | BABOEING CO | 43,903 | $9.2B | 2.62% | |
| 12 | AVGOBROADCOM INC | 26,779 | $7.4B | 2.10% | |
| 13 | DWDMORGAN STANLEY | 49,570 | $7.0B | 1.99% | |
| 14 | BAC 7.25 PERP LBANK AMERICA CORP | 5,225 | $6.3B | 1.80% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,875 | $6.3B | 1.78% | |
| 16 | WHRWHIRLPOOL CORP | 56,904 | $5.8B | 1.64% | |
| 17 | DISDISNEY WALT CO | 42,555 | $5.3B | 1.50% | |
| 18 | UBERUBER TECHNOLOGIES INC | 54,381 | $5.1B | 1.44% | |
| 19 | NEENEXTERA ENERGY INC | 72,692 | $5.0B | 1.44% | |
| 20 | WMTWALMART INC | 50,430 | $4.9B | 1.40% | |
| 21 | PANWPALO ALTO NETWORKS INC | 24,058 | $4.9B | 1.40% | |
| 22 | PFEPFIZER INC | 199,636 | $4.8B | 1.38% | |
| 23 | GEGE AEROSPACE | 18,133 | $4.7B | 1.33% | |
| 24 | NOWSERVICENOW INC | 4,521 | $4.6B | 1.32% | |
| 25 | VOOVANGUARD INDEX FDS | 8,096 | $4.6B | 1.31% | |
| 26 | BACVERIZON COMMUNICATIONS INC | 93,047 | $4.0B | 1.15% | |
| 27 | CAVACAVA GROUP INC | 42,750 | $3.6B | 1.02% | |
| 28 | TSLATESLA INC | 10,996 | $3.5B | 0.99% | |
| 29 | TOSTTOAST INC | 78,396 | $3.5B | 0.99% | |
| 30 | FRTFEDERAL RLTY INVT TR NEW | 36,403 | $3.5B | 0.98% | |
| 31 | AXPAMERICAN EXPRESS CO | 10,073 | $3.2B | 0.91% | |
| 32 | METAMETA PLATFORMS INC | 4,308 | $3.2B | 0.90% | |
| 33 | DEAEASTERLY GOVT PPTYS INC | 134,475 | $3.0B | 0.85% | |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 5,762 | $2.9B | 0.84% | |
| 35 | PLTRPALANTIR TECHNOLOGIES INC | 20,751 | $2.8B | 0.81% | |
| 36 | SCHWSCHWAB CHARLES CORP | 28,171 | $2.6B | 0.73% | |
| 37 | TJXTJX COS INC NEW | 20,096 | $2.5B | 0.71% | |
| 38 | LEVILEVI STRAUSS & CO NEW | 134,205 | $2.5B | 0.71% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 2,500 | $2.5B | 0.70% | |
| 40 | SKTTANGER INC | 78,286 | $2.4B | 0.68% | |
| 41 | WFCWELLS FARGO CO NEW | 29,875 | $2.4B | 0.68% | |
| 42 | MSFTMICROSOFT CORP | 4,731 | $2.4B | 0.67% | |
| 43 | PRUPRUDENTIAL FINL INC | 18,481 | $2.0B | 0.57% | |
| 44 | VVISA INC | 5,411 | $1.9B | 0.55% | |
| 45 | ABTABBOTT LABS | 14,030 | $1.9B | 0.54% | |
| 46 | YETIYETI HLDGS INC | 59,488 | $1.9B | 0.53% | |
| 47 | NDQINVESCO QQQ TR | 3,394 | $1.9B | 0.53% | |
| 48 | BXBLACKSTONE INC | 12,112 | $1.8B | 0.52% | |
| 49 | GSGOLDMAN SACHS GROUP INC | 2,533 | $1.8B | 0.51% | |
| 50 | GRMNGARMIN LTD | 8,026 | $1.7B | 0.48% | |
| 51 | AMDADVANCED MICRO DEVICES INC | 11,697 | $1.7B | 0.47% | |
| 52 | TAT&T INC | 56,249 | $1.6B | 0.46% | |
| 53 | BLKBLACKROCK INC | 1,507 | $1.6B | 0.45% | |
| 54 | CATCATERPILLAR INC | 3,960 | $1.5B | 0.44% | |
| 55 | XLFSELECT SECTOR SPDR TR | 26,438 | $1.4B | 0.39% | |
| 56 | RTXRTX CORPORATION | 9,327 | $1.4B | 0.39% | |
| 57 | SOFISOFI TECHNOLOGIES INC | 70,540 | $1.3B | 0.37% | |
| 58 | SGOLETFS GOLD TR | 40,205 | $1.3B | 0.36% | |
| 59 | PPLPPL CORP | 36,144 | $1.2B | 0.35% | |
| 60 | FDXFEDEX CORP | 5,277 | $1.2B | 0.34% | |
| 61 | GOOGALPHABET INC | 6,615 | $1.2B | 0.33% | |
| 62 | XLKSELECT SECTOR SPDR TR | 4,573 | $1.2B | 0.33% | |
| 63 | NFLXNETFLIX INC | 797 | $1.1B | 0.30% | |
| 64 | GBABGUGGENHEIM TAXABLE MUNICP BO | 68,721 | $1.0B | 0.29% | |
| 65 | BXPBXP INC | 15,100 | $1.0B | 0.29% | |
| 66 | MDBMONGODB INC | 4,675 | $981.7M | 0.28% | |
| 67 | SBUXSTARBUCKS CORP | 10,514 | $963.4M | 0.27% | |
| 68 | BMYBRISTOL-MYERS SQUIBB CO | 20,744 | $960.2M | 0.27% | |
| 69 | GEVGE VERNOVA INC | 1,694 | $896.4M | 0.26% | |
| 70 | GQ9SPDR GOLD TR | 2,800 | $853.5M | 0.24% | |
| 71 | MDTMEDTRONIC PLC | 9,760 | $850.8M | 0.24% | |
| 72 | SOSOUTHERN CO | 9,246 | $849.0M | 0.24% | |
| 73 | GMEDGLOBUS MED INC | 13,643 | $805.2M | 0.23% | |
| 74 | DEDEERE & CO | 1,531 | $778.5M | 0.22% | |
| 75 | BROBROWN & BROWN INC | 6,834 | $757.7M | 0.22% | |
| 76 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.21% | |
| 77 | BLMNBLOOMIN BRANDS INC | 82,654 | $711.7M | 0.20% | |
| 78 | JEPQJ P MORGAN EXCHANGE TRADED F | 12,659 | $688.7M | 0.20% | |
| 79 | BBARRICK MNG CORP | 33,050 | $688.1M | 0.20% | |
| 80 | CELHCELSIUS HLDGS INC | 14,828 | $687.9M | 0.20% | |
| 81 | MASMASCO CORP | 10,022 | $645.0M | 0.18% | |
| 82 | CRMSALESFORCE INC | 2,350 | $640.8M | 0.18% | |
| 83 | SPYSPDR S&P 500 ETF TR | 1,030 | $636.4M | 0.18% | |
| 84 | WMWASTE MGMT INC DEL | 2,764 | $632.5M | 0.18% | |
| 85 | 4I1PHILIP MORRIS INTL INC | 3,441 | $626.7M | 0.18% | |
| 86 | PGPROCTER AND GAMBLE CO | 3,735 | $595.0M | 0.17% | |
| 87 | SHOPSHOPIFY INC | 5,131 | $591.9M | 0.17% | |
| 88 | XLCSELECT SECTOR SPDR TR | 5,163 | $560.3M | 0.16% | |
| 89 | ABBVABBVIE INC | 2,830 | $525.3M | 0.15% | |
| 90 | XOMEXXON MOBIL CORP | 4,803 | $517.8M | 0.15% | |
| 91 | ARCCARES CAPITAL CORP | 23,261 | $510.8M | 0.15% | |
| 92 | VGKVANGUARD INTL EQUITY INDEX F | 6,485 | $502.6M | 0.14% | |
| 93 | LDOSLEIDOS HOLDINGS INC | 3,134 | $494.4M | 0.14% | |
| 94 | KOCOCA COLA CO | 6,514 | $460.8M | 0.13% | |
| 95 | UPSUNITED PARCEL SERVICE INC | 4,424 | $446.6M | 0.13% | |
| 96 | HYMBSPDR SERIES TRUST | 18,000 | $446.0M | 0.13% | |
| 97 | LNGCHENIERE ENERGY INC | 1,800 | $438.3M | 0.12% | |
| 98 | MOALTRIA GROUP INC | 7,468 | $437.8M | 0.12% | |
| 99 | DUKDUKE ENERGY CORP NEW | 3,647 | $430.4M | 0.12% | |
| 100 | CVXCHEVRON CORP NEW | 3,004 | $430.1M | 0.12% |
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