Stock Taper 
XCEL WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ford Motor Company | F | 843.81K | $11.73M |
 Bank of America Corporation | BAC | 271.29K | $15.46M |
 SoFi Technologies, Inc. | SOFI | 269.74K | $4.84M |
 Pfizer Inc. | PFE | 164.14K | $3.95M |
 Rh | RH | 157.75K | $25.99M |
 Levi Strauss & Co. | LEVI | 140.05K | $3.48M |
 Amazon.com, Inc. | AMZN | 130.69K | $31.15M |
 Kura Oncology, Inc. | KURA | 90.98K | $998.08K |
 NVIDIA Corporation | NVDA | 85.54K | $17.12M |
 Tanger Inc. | SKT | 83.67K | $3.3M |
 The Charles Schwab Corporation | SCHW | 83.62K | $7.72M |
 NextEra Energy, Inc. | NEE | 66.72K | $5.86M |
 Energy Transfer LP | ET | 58.69K | $1.12M |
 Capital One Financial Corporation | COF | 54.77K | $10.99M |
 The Boeing Company | BA | 53.39K | $11.56M |
 CAVA Group, Inc. | CAVA | 47.84K | $3.75M |
 Apple Inc. | AAPL | 46.2K | $13.37M |
 Prudential Financial, Inc. | PRU | 45.87K | $4.95M |
 Alphabet Inc. | GOOGL | 43.77K | $15.64M |
 Morgan Stanley | MS | 40.66K | $8.5M |