XCEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 1.06M | $12.68M |
 | BAC | 341K | $17.60M |
 | PFE | 185K | $4.71M |
 | AMZN | 137K | $30.03M |
 | LEVI | 134K | $3.12M |
 | DEA | 130K | $2.97M |
 | RH | 126K | $25.53M |
 | KURA | 102K | $905.54K |
 | NVDA | 88K | $16.46M |
 | VZ | 87K | $3.80M |
 | SKT | 80K | $2.72M |
 | TOST | 80K | $2.91M |
 | NEE | 74K | $5.55M |
 | SOFI | 71K | $1.87M |
 | CAVA | 55K | $3.30M |
 | WHR | 54K | $4.28M |
 | UBER | 53K | $5.22M |
 | T | 52K | $1.46M |
 | AAPL | 51K | $12.92M |
 | WMT | 50K | $5.17M |
Ford Motor Company
F
Shares Held
1.06M
Value
$12.68M
Bank of America Corporation
BAC
Shares Held
341K
Value
$17.60M
Pfizer Inc.
PFE
Shares Held
185K
Value
$4.71M
Amazon.com, Inc.
AMZN
Shares Held
137K
Value
$30.03M
Levi Strauss & Co.
LEVI
Shares Held
134K
Value
$3.12M
Easterly Government Properties, Inc.
DEA
Shares Held
130K
Value
$2.97M
Rh
RH
Shares Held
126K
Value
$25.53M
Kura Oncology, Inc.
KURA
Shares Held
102K
Value
$905.54K
NVIDIA Corporation
NVDA
Shares Held
88K
Value
$16.46M
Verizon Communications Inc.
VZ
Shares Held
87K
Value
$3.80M
Tanger Inc.
SKT
Shares Held
80K
Value
$2.72M
Toast, Inc.
TOST
Shares Held
80K
Value
$2.91M
NextEra Energy, Inc.
NEE
Shares Held
74K
Value
$5.55M
SoFi Technologies, Inc.
SOFI
Shares Held
71K
Value
$1.87M
CAVA Group, Inc.
CAVA
Shares Held
55K
Value
$3.30M
Whirlpool Corporation
WHR
Shares Held
54K
Value
$4.28M
Uber Technologies, Inc.
UBER
Shares Held
53K
Value
$5.22M
AT&T Inc.
T
Shares Held
52K
Value
$1.46M
Apple Inc.
AAPL
Shares Held
51K
Value
$12.92M
Walmart Inc.
WMT
Shares Held
50K
Value
$5.17M