$232 Million is the total value of Xcel Wealth Management, LLC's 118 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -433 | -100.0% | -0.33% | – |
LVGO | Exit | LIVONGO HEALTH INC | $0 | – | -13,814 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 20 | Q3 2023 | 8.2% |
PFIZER INC | 20 | Q3 2023 | 8.0% |
ALPHABET INC | 20 | Q3 2023 | 6.1% |
JPMORGAN CHASE & CO | 20 | Q3 2023 | 6.5% |
APPLE INC | 20 | Q3 2023 | 4.4% |
VERIZON COMMUNICATIONS INC | 20 | Q3 2023 | 5.8% |
BK OF AMERICA CORP | 20 | Q3 2023 | 6.5% |
SALESFORCE INC | 20 | Q3 2023 | 3.1% |
AT&T INC | 20 | Q3 2023 | 5.2% |
NVIDIA CORPORATION | 20 | Q3 2023 | 4.4% |
View Xcel Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-29 |
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.