XCEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 1.03M | $11.87M |
 | BAC | 305K | $14.86M |
 | SOFI | 159K | $2.52M |
 | PFE | 148K | $4.15M |
 | LEVI | 142K | $2.62M |
 | RH | 136K | $18.99M |
 | AMZN | 134K | $27.92M |
 | KURA | 95K | $775.54K |
 | NVDA | 88K | $15.38M |
 | SKT | 84K | $2.85M |
 | TOST | 75K | $2.00M |
 | NEE | 69K | $6.41M |
 | VZ | 63K | $3.18M |
 | ET | 59K | $1.14M |
 | BA | 56K | $11.12M |
 | COF | 54K | $9.92M |
 | CAVA | 54K | $4.37M |
 | AAPL | 47K | $11.92M |
 | UBER | 46K | $3.34M |
 | GOOGL | 46K | $13.22M |
Ford Motor Company
F
Shares Held
1.03M
Value
$11.87M
Bank of America Corporation
BAC
Shares Held
305K
Value
$14.86M
SoFi Technologies, Inc.
SOFI
Shares Held
159K
Value
$2.52M
Pfizer Inc.
PFE
Shares Held
148K
Value
$4.15M
Levi Strauss & Co.
LEVI
Shares Held
142K
Value
$2.62M
Rh
RH
Shares Held
136K
Value
$18.99M
Amazon.com, Inc.
AMZN
Shares Held
134K
Value
$27.92M
Kura Oncology, Inc.
KURA
Shares Held
95K
Value
$775.54K
NVIDIA Corporation
NVDA
Shares Held
88K
Value
$15.38M
Tanger Inc.
SKT
Shares Held
84K
Value
$2.85M
Toast, Inc.
TOST
Shares Held
75K
Value
$2.00M
NextEra Energy, Inc.
NEE
Shares Held
69K
Value
$6.41M
Verizon Communications Inc.
VZ
Shares Held
63K
Value
$3.18M
Energy Transfer LP
ET
Shares Held
59K
Value
$1.14M
The Boeing Company
BA
Shares Held
56K
Value
$11.12M
Capital One Financial Corporation
COF
Shares Held
54K
Value
$9.92M
CAVA Group, Inc.
CAVA
Shares Held
54K
Value
$4.37M
Apple Inc.
AAPL
Shares Held
47K
Value
$11.92M
Uber Technologies, Inc.
UBER
Shares Held
46K
Value
$3.34M
Alphabet Inc.
GOOGL
Shares Held
46K
Value
$13.22M