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Xcel Wealth Management, LLC
Portfolio value
Xcel Wealth Management, LLC portfolio value
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$253,442,765
is the total value of the holdings Xcel Wealth Management, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$253,442,765
Q3 2023
$316,490,964
Q2 2023
$284,191,663
Q1 2023
$253,927,544
Q4 2022
$268,566,000
Q3 2022
$274,350,000
Q2 2022
$364,668,000
Q1 2022
$388,992,000
Q4 2021
$344,908,000
Q3 2021
$331,294,000
Q2 2021
$280,388,000
Q1 2021
$231,706,000
Q4 2020
$194,490,000
Q3 2020
$161,203,000
Q2 2020
$110,885,000
Q1 2020
$120,390,000
Q4 2019
$107,991,000
Q3 2019
$102,040,000
Q2 2019
$96,982,000
Q1 2019
$81,767,000
Q4 2018