Stock Taper

XCEL WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Eli Lilly and CompanyLLY394$472.57K
MercadoLibre, Inc.MELI509$863.97K
BlackRock, Inc.BLK805$774.06K
Automatic Data Processing, Inc.ADP988$221.31K
Cardinal Health, Inc.CAH1.46K$347.55K
Micron Technology, Inc.MU1.46K$1.69M
Oracle CorporationORCL1.8K$263.5K
Cheniere Energy, Inc.LNG1.93K$460.09K
MongoDB, Inc.MDB2.29K$770.89K
Leidos Holdings, Inc.LDOS2.4K$247.33K
Costco Wholesale CorporationCOST2.61K$2.44M
Chevron CorporationCVX2.82K$467.62K
Meta Platforms, Inc.META2.85K$1.61M
The Goldman Sachs Group, Inc.GS2.92K$2.95M
Royal Caribbean Cruises Ltd.RCL3K$952.59K
Duke Energy CorporationDUK3.07K$388.09K
Synopsys, Inc.SNPS3.35K$1.49M
Visa Inc.V3.4K$1.17M
International Business Machines CorporationIBM3.44K$966.52K