Xcel Wealth Management, LLC

Business address
101 2 Nd Street, Ste 402, Holly Hill, FL, 32117
Top securities (13F)
AMZN, RH, BAC, NVDA, JPM, HD, AAPL, F, GOOGL, BA, COF, AVGO, MS, BACPRL, BRKB, NEE, GE, PANW, UBER, and WMT
State of incorporation
FL
Fiscal year end
31 December
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Xcel Wealth Management, LLC has filed 31 SEC EDGAR filings since 12 Nov 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-19613
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-19613
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-19613
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-19613
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-19613
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-19613
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-19613
13F-HR Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-19613
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-19613
13F-HR Open Document Open Filing 29 Jan 2024 31 Dec 2023 028-19613
13F-HR Open Document Open Filing 17 Oct 2023 30 Sep 2023 028-19613
13F-HR Open Document Open Filing 26 Jul 2023 30 Jun 2023 028-19613
13F-HR Open Document Open Filing 26 Apr 2023 31 Mar 2023 028-19613
13F-HR/A Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-19613
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-19613
13F-HR Open Document Open Filing 20 Oct 2022 30 Sep 2022 028-19613
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-19613
13F-HR Open Document Open Filing 29 Apr 2022 31 Mar 2022 028-19613
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-19613
13F-HR Open Document Open Filing 21 Oct 2021 30 Sep 2021 028-19613
13F-HR Open Document Open Filing 15 Jul 2021 30 Jun 2021 028-19613
13F-HR Open Document Open Filing 15 Apr 2021 31 Mar 2021 028-19613
13F-HR Open Document Open Filing 13 Jan 2021 31 Dec 2020 028-19613
13F-HR Open Document Open Filing 27 Oct 2020 30 Sep 2020 028-19613
13F-HR Open Document Open Filing 10 Jul 2020 30 Jun 2020 028-19613
13F-HR Open Document Open Filing 07 Apr 2020 31 Mar 2020 028-19613
13F-HR Open Document Open Filing 09 Jan 2020 31 Dec 2019 028-19613
13F-HR Open Document Open Filing 12 Nov 2019 30 Sep 2019 028-19613
13F-HR Open Document Open Filing 12 Nov 2019 30 Jun 2019 028-19613
13F-HR Open Document Open Filing 12 Nov 2019 31 Mar 2019 028-19613
13F-HR Open Document Open Filing 12 Nov 2019 31 Dec 2018 028-19613