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 |
|---|---|---|---|---|---|
| 101 | AMGNAMGEN INC | 1,460 | $407.6M | 0.12% | |
| 102 | MAMASTERCARD INCORPORATED | 719 | $404.0M | 0.11% | |
| 103 | PEPPEPSICO INC | 3,056 | $403.5M | 0.11% | |
| 104 | HYDVANECK ETF TRUST | 7,950 | $399.2M | 0.11% | |
| 105 | MAGSLISTED FDS TR | 7,160 | $397.2M | 0.11% | |
| 106 | TMUST-MOBILE US INC | 1,500 | $357.4M | 0.10% | |
| 107 | FTCFIRST TR EXCHANGE-TRADED ALP | 2,331 | $351.9M | 0.10% | |
| 108 | IWMISHARES TR | 1,606 | $346.6M | 0.10% | |
| 109 | ABNBAIRBNB INC | 2,616 | $346.2M | 0.10% | |
| 110 | ETENERGY TRANSFER L P | 18,150 | $329.1M | 0.09% | |
| 111 | LLYELI LILLY & CO | 418 | $325.8M | 0.09% | |
| 112 | FERGFERGUSON ENTERPRISES INC | 1,494 | $325.3M | 0.09% | |
| 113 | FHLCFIDELITY COVINGTON TRUST | 5,000 | $319.8M | 0.09% | |
| 114 | ORCLORACLE CORP | 1,450 | $317.0M | 0.09% | |
| 115 | RDVYFIRST TR EXCHANGE TRADED FD | 4,845 | $304.0M | 0.09% | |
| 116 | IVVISHARES TR | 473 | $293.9M | 0.08% | |
| 117 | BPBP PLC | 9,768 | $292.3M | 0.08% | |
| 118 | NKENIKE INC | 4,055 | $288.1M | 0.08% | |
| 119 | FMHIFIRST TR EXCH TRADED FD III | 6,000 | $280.2M | 0.08% | |
| 120 | IPINTERNATIONAL PAPER CO | 5,951 | $278.7M | 0.08% | |
| 121 | TWLOTWILIO INC | 2,226 | $276.8M | 0.08% | |
| 122 | MUMICRON TECHNOLOGY INC | 2,237 | $275.7M | 0.08% | |
| 123 | EXGEATON VANCE TAX ADVT DIV INC | 11,370 | $274.0M | 0.08% | |
| 124 | MRVLMARVELL TECHNOLOGY INC | 3,238 | $250.6M | 0.07% | |
| 125 | ADPAUTOMATIC DATA PROCESSING IN | 809 | $249.5M | 0.07% | |
| 126 | ETNEATON CORP PLC | 671 | $239.5M | 0.07% | |
| 127 | ARESARES MANAGEMENT CORPORATION | 1,300 | $225.2M | 0.06% | |
| 128 | LINLINDE PLC | 479 | $224.7M | 0.06% | |
| 129 | CIKCREDIT SUISSE ASSET MGMT INC | 15,755 | $46.6M | 0.01% |
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