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Portfolio (Quarterly) Guide ↗

Xcel Wealth Management, LLC

· CIK 0001791002
13F Portfolio $419M AUM 140 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 140 New
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 7,836.0 $5.4M 1.28% NEW $686.81 +2.4%
22 CAT CATERPILLAR INC Industrials 5,042.0 $5.4M 1.28% NEW $1064.87 -22.8%
23 AMD ADVANCED MICRO DEVICES INC Technology 8,765.0 $5.1M 1.22% NEW $580.91 -16.7%
24 SPACE EXPLORATION TECHN CORP 29,302.0 $5.0M 1.20% NEW $170.86
25 PRU PRUDENTIAL FINL INC Financial Services 45,874.0 $5.0M 1.18% NEW $107.93 +11.8%
26 SOFI SOFI TECHNOLOGIES INC Financial Services 269,738.0 $4.8M 1.15% NEW $17.93 +4.7%
27 GEV GE VERNOVA INC Utilities 4,116.0 $4.8M 1.15% NEW $1174.86 -19.6%
28 WMT WALMART INC Consumer Defensive 35,184.0 $4.0M 0.95% NEW $113.26 -7.9%
29 PFE PFIZER INC Healthcare 164,138.0 $4.0M 0.94% NEW $24.08 +17.6%
30 CRWD CROWDSTRIKE HLDGS INC Technology 5,140.0 $3.9M 0.94% NEW $190.79 -2.0%
31 CAVA CAVA GROUP INC Consumer Cyclical 47,835.0 $3.8M 0.90% NEW $78.48 -13.5%
32 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 140,049.0 $3.5M 0.83% NEW $24.83 -14.0%
33 FDX FEDEX CORP Industrials 10,672.0 $3.3M 0.80% NEW $313.14 +8.6%
34 SKT TANGER INC Real Estate 83,666.0 $3.3M 0.79% NEW $39.47 -3.2%
35 QQQ INVESCO QQQ TR Financial Services 4,261.0 $3.1M 0.75% NEW $736.40 -3.7%
36 GS GOLDMAN SACHS GROUP INC Financial Services 2,918.0 $3.0M 0.70% NEW $1011.37 +3.6%
37 NFLX NETFLIX INC. Communication Services 40,006.0 $2.9M 0.68% NEW $71.40 +14.4%
38 TJX TJX COS INC NEW Consumer Cyclical 18,720.0 $2.8M 0.68% NEW $151.50 -9.5%
39 INTC INTEL CORP Technology 19,789.0 $2.8M 0.66% NEW $139.63 -37.9%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,612.0 $2.4M 0.58% NEW $935.47 +2.5%
Page 2 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 27.9%
Technology 24.0%
Financial Services 21.9%
Industrials 9.0%
Communication Services 6.0%
Utilities 3.6%
Healthcare 2.5%
Consumer Defensive 2.4%
Real Estate 2.0%
Energy 0.7%