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CIK: 0001791002
Total reported value
$419.1M
$419.1M
129 檔
22.5%
In Q1 2025, Xcel Wealth Management, LLC's U.S. equity holdings reached a combined market value of $419.1M, distributed across 129 disclosed stock positions.
In Q1 2025, Xcel Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RH | Rh | Stock-Consumer Disc | 9.30% | +0.41% | -0.96% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.90% | -0.29% | +4.94% | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 4.66% | -0.42% | -4.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +0.07% | -13.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.11% | -1.22% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.59% | -0.10% | +7.66% | |
| 7 | F | Ford Motor Co | Stock-Consumer Disc | 3.37% | -0.48% | -1.61% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.31% | -0.23% | -16.99% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | -0.17% | +0.29% | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 2.36% | -0.32% | -6.26% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | -0.14% | -8.37% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.84% | -0.60% | -22.38% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.82% | -0.01% | -5.72% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.81% | -0.21% | -1.24% | |
| 15 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.65% | -0.20% | EXIT | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.44% | -12.05% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.42% | -0.37% | +10.06% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | — | +19.03% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.08% | +0.07% | |
| 20 | DEA | Easterly Government Properties, Inc. | Stock-Other | 1.32% | — | -3.58% | |
| 21 | COF | Capital One Financial CORP | Stock-Financials | 1.31% | -0.12% | — | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | +0.69% | -0.51% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.30% | -0.30% | +17.91% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.26% | -0.36% | -1.47% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 1.16% | -0.24% | +6.26% | |
| 26 | GE | General Electric | Stock-Industrials | 1.13% | +0.05% | -4.92% | |
| 27 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.12% | -0.19% | -1.52% | |
| 28 | BLMN | Bloomin' Brands Inc | Stock-Other | 1.04% | -0.01% | +10.71% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.11% | -10.61% | |
| 30 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.83% | +0.02% | +0.51% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.82% | -0.21% | -0.20% | |
| 32 | TOST | Toast Inc-class A | Stock-Tech | 0.77% | -0.55% | EXIT | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.25% | -12.90% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.25% | +64.52% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.19% | -3.55% | |
| 36 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.69% | -0.02% | -0.90% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | +1.15% | — | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.67% | +0.39% | -27.90% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.39% | -3.37% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.40% | — | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.19% | +6.22% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.21% | -4.13% | |
| 43 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.59% | -0.31% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.01% | — | |
| 45 | GRMN | Garmin Ltd. | Stock-Tech | 0.54% | -0.11% | -4.75% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.54% | -0.09% | — | |
| 47 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 0.53% | +0.11% | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.45% | +5.32% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.09% | +102.22% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.44% | -0.10% | +107.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RH | Rh | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | BAC | Bank Of America CORP | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | HD | Home Depot Inc | — | NEW | New buy |
| 7 | F | Ford Motor Co | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | BA | Boeing Co/the | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 13 | MS | Morgan Stanley | — | NEW | New buy |
| 14 | PFE | Pfizer Inc | — | NEW | New buy |
| 15 | WHR | Whirlpool CORP | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 18 | AVGO | Broadcom Inc | — | NEW | New buy |
| 19 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 20 | DEA | Easterly Government Properties, Inc. | — | NEW | New buy |
| 21 | COF | Capital One Financial CORP | — | NEW | New buy |
| 22 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 23 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 24 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 25 | NOW | Servicenow Inc | — | NEW | New buy |
| 26 | GE | General Electric | — | NEW | New buy |
| 27 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 28 | BLMN | Bloomin' Brands Inc | — | NEW | New buy |
| 29 | TSLA | Tesla Inc | — | NEW | New buy |
| 30 | BAC 7.25 PERP LBond | Bank Of America CORP | — | NEW | New buy |
| 31 | AXP | American Express Co | — | NEW | New buy |
| 32 | TOST | Toast Inc-class A | — | NEW | New buy |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 35 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 36 | YETI | Yeti Holdings Inc | — | NEW | New buy |
| 37 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 38 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 39 | ABT | Abbott Laboratories | — | NEW | New buy |
| 40 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 42 | T | At&t Inc | — | NEW | New buy |
| 43 | CAVA | Cava Group Inc | — | NEW | New buy |
| 44 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 45 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 46 | BX | Blackstone Inc | — | NEW | New buy |
| 47 | LEVI | Levi Strauss & Co- Class A | — | NEW | New buy |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Xcel Wealth Management, LLC reported a total U.S. public equity portfolio value of $419.1M across 129 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RH, AMZN, BAC) accounted for 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
RH
市值: $29.9M
During Q1 2025, Xcel Wealth Management, LLC's top holdings by market value included RH (9.3%)、AMZN (7.9%)、BAC (4.7%). The largest single position, RH, represented 9.3% of total portfolio value.
In Q1 2025, Xcel Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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