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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BND VANGUARD BD INDEX FDS 19,667.0 $1.4M 0.34% NEW $73.41 -1.2%
62 FERG FERGUSON ENTERPRISES INC Industrials 5,973.0 $1.4M 0.34% NEW $237.33 -0.7%
63 ARM ARM HOLDINGS PLC Technology 3,740.0 $1.3M 0.32% NEW $354.57 -30.2%
64 XLF SELECT SECTOR SPDR TR 24,413.0 $1.3M 0.31% NEW $53.61 +8.7%
65 JEPQ J P MORGAN EXCHANGE TRADED F 21,201.0 $1.3M 0.31% NEW $61.46 -2.7%
66 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,631.0 $1.2M 0.29% NEW $746.77 +2.6%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 28,197.0 $1.2M 0.28% NEW $42.34 +18.5%
68 V VISA INC Financial Services 3,396.0 $1.2M 0.28% NEW $343.09 +11.9%
69 ET ENERGY TRANSFER L P Energy 58,685.0 $1.1M 0.27% NEW $19.12 +11.6%
70 Q QNITY ELECTRONICS INC Technology 6,833.0 $1.1M 0.27% NEW $163.31 -22.9%
71 GLD SPDR GOLD TR Financial Services 3,000.0 $1.1M 0.26% NEW $368.38 +14.4%
72 JNJ JOHNSON & JOHNSON Healthcare 4,247.0 $1.1M 0.26% NEW $253.95 +6.3%
73 CSCO CISCO SYS INC Technology 9,138.0 $1.1M 0.26% NEW $117.46 -4.3%
74 SO SOUTHERN CO Utilities 10,872.0 $1.0M 0.25% NEW $95.71 -6.2%
75 MO ALTRIA GROUP INC Consumer Defensive 14,007.0 $1.0M 0.24% NEW $71.95 -4.3%
76 KURA KURA ONCOLOGY INC Healthcare 90,983.0 $998K 0.24% NEW $10.97 +20.4%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 3,437.0 $967K 0.23% NEW $281.21 -18.2%
78 YETI YETI HLDGS INC Consumer Cyclical 19,473.0 $965K 0.23% NEW $49.56 -14.8%
79 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,000.0 $953K 0.23% NEW $317.53 -8.2%
80 UPS UNITED PARCEL SVCS INC Industrials 8,624.0 $927K 0.22% NEW $107.50 -1.6%
Page 4 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%