XCEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 1.08M | $14.15M |
 | BAC | 337K | $18.52M |
 | PFE | 158K | $3.94M |
 | AMZN | 136K | $31.48M |
 | LEVI | 132K | $2.74M |
 | KURA | 119K | $1.23M |
 | RH | 110K | $19.73M |
 | NVDA | 88K | $16.47M |
 | VZ | 87K | $3.55M |
 | SKT | 81K | $2.71M |
 | TOST | 78K | $2.76M |
 | NEE | 73K | $5.90M |
 | SOFI | 70K | $1.83M |
 | CAVA | 57K | $3.37M |
 | BA | 54K | $11.79M |
 | UBER | 53K | $4.34M |
 | T | 52K | $1.29M |
 | AAPL | 50K | $13.67M |
 | WMT | 50K | $5.55M |
 | MS | 49K | $8.71M |
Ford Motor Company
F
Shares Held
1.08M
Value
$14.15M
Bank of America Corporation
BAC
Shares Held
337K
Value
$18.52M
Pfizer Inc.
PFE
Shares Held
158K
Value
$3.94M
Amazon.com, Inc.
AMZN
Shares Held
136K
Value
$31.48M
Levi Strauss & Co.
LEVI
Shares Held
132K
Value
$2.74M
Kura Oncology, Inc.
KURA
Shares Held
119K
Value
$1.23M
Rh
RH
Shares Held
110K
Value
$19.73M
NVIDIA Corporation
NVDA
Shares Held
88K
Value
$16.47M
Verizon Communications Inc.
VZ
Shares Held
87K
Value
$3.55M
Tanger Inc.
SKT
Shares Held
81K
Value
$2.71M
Toast, Inc.
TOST
Shares Held
78K
Value
$2.76M
NextEra Energy, Inc.
NEE
Shares Held
73K
Value
$5.90M
SoFi Technologies, Inc.
SOFI
Shares Held
70K
Value
$1.83M
CAVA Group, Inc.
CAVA
Shares Held
57K
Value
$3.37M
The Boeing Company
BA
Shares Held
54K
Value
$11.79M
Uber Technologies, Inc.
UBER
Shares Held
53K
Value
$4.34M
AT&T Inc.
T
Shares Held
52K
Value
$1.29M
Apple Inc.
AAPL
Shares Held
50K
Value
$13.67M
Walmart Inc.
WMT
Shares Held
50K
Value
$5.55M
Morgan Stanley
MS
Shares Held
49K
Value
$8.71M