Stock Taper

XCEL WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE AerospaceGE4.84K$1.81M
Exxon Mobil CorporationXOM4.47K$611.55K
DuPont de Nemours, Inc.DD4.31K$584.74K
Johnson & JohnsonJNJ4.25K$1.08M
GE Vernova Inc.GEV4.12K$4.84M
Microsoft CorporationMSFT4.09K$1.53M
Shopify Inc.SHOP4.05K$462.66K
The Coca-Cola CompanyKO4K$325.08K
Arm Holdings plc American Depositary SharesARM3.74K$1.33M
Airbnb, Inc.ABNB3.71K$530.19K
Deere & CompanyDE3.69K$2.34M
Philip Morris International Inc.PM3.48K$630.09K
Starbucks CorporationSBUX3.48K$355.62K
International Business Machines CorporationIBM3.44K$966.52K
Visa Inc.V3.4K$1.17M
Synopsys, Inc.SNPS3.35K$1.49M
Duke Energy CorporationDUK3.07K$388.09K
Royal Caribbean Cruises Ltd.RCL3K$952.59K
The Goldman Sachs Group, Inc.GS2.92K$2.95M
Meta Platforms, Inc.META2.85K$1.61M