Stock Taper

XCEL WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ferguson plcFERG5.97K$1.42M
Alphabet Inc.GOOG6.28K$2.22M
Dominion Energy, Inc.D6.4K$436.85K
Bank of America CorporationBAC-PL6.62K$8.18M
Marvell Technology, Inc.MRVL6.75K$2.01M
Qnity Electronics, Inc.Q6.83K$1.12M
Seacoast Banking Corporation of FloridaSBCF7K$232.75K
Garmin Ltd.GRMN7.3K$1.73M
The Walt Disney CompanyDIS7.37K$708.88K
Blackstone Inc.BX7.71K$906.65K
RTX CorporationRTX7.77K$1.47M
NIKE, Inc.NKE8.34K$342.19K
Masco CorporationMAS8.52K$693.43K
United Parcel Service, Inc.UPS8.62K$927.08K
Advanced Micro Devices, Inc.AMD8.77K$5.09M
Cisco Systems, Inc.CSCO9.14K$1.07M
Brown & Brown, Inc.BRO9.72K$623.41K
Barrick Mining CorporationB9.72K$357.13K
Bristol-Myers Squibb CompanyBMY9.82K$565.89K
ServiceTitan, Inc.TTAN10.27K$726.19K