| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 23 | Q2 2024 | 8.2% |
| PFIZER INC | 23 | Q2 2024 | 8.0% |
| ALPHABET INC | 23 | Q2 2024 | 6.1% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 6.5% |
| APPLE INC | 23 | Q2 2024 | 4.4% |
| BK OF AMERICA CORP | 23 | Q2 2024 | 6.5% |
| VERIZON COMMUNICATIONS INC | 23 | Q2 2024 | 5.8% |
| SALESFORCE INC | 23 | Q2 2024 | 3.1% |
| NVIDIA CORPORATION | 23 | Q2 2024 | 4.4% |
| AT&T INC | 23 | Q2 2024 | 5.2% |
View Xcel Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-26 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
View Xcel Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.