Xcel Wealth Management, LLC

Entity
Company
Business address
101 2 Nd Street, Ste 402, 32117 Holly Hill, FL
Phone
3868723440
State of incorporation
FL
Fiscal year end
December 31
13F signature
Jonathan Xynidis - Founder & CEO
All SEC filings
View on sec.gov
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Xcel Wealth Management, LLC has filed 31 SEC EDGAR filings since 11/12/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 29, 2025 Sep 30, 2025 028-19613
N-PX Open Document Open Filing Aug 20, 2025 Jun 30, 2025 028-19613
13F-HR Open Document Open Filing Jul 15, 2025 Jun 30, 2025 028-19613
13F-HR Open Document Open Filing Apr 28, 2025 Mar 31, 2025 028-19613
13F-HR Open Document Open Filing Feb 5, 2025 Dec 31, 2024 028-19613
13F-HR Open Document Open Filing Oct 21, 2024 Sep 30, 2024 028-19613
N-PX Open Document Open Filing Aug 21, 2024 Jun 30, 2024 028-19613
13F-HR Open Document Open Filing Jul 23, 2024 Jun 30, 2024 028-19613
13F-HR Open Document Open Filing Apr 22, 2024 Mar 31, 2024 028-19613
13F-HR Open Document Open Filing Jan 29, 2024 Dec 31, 2023 028-19613
13F-HR Open Document Open Filing Oct 17, 2023 Sep 30, 2023 028-19613
13F-HR Open Document Open Filing Jul 26, 2023 Jun 30, 2023 028-19613
13F-HR Open Document Open Filing Apr 26, 2023 Mar 31, 2023 028-19613
13F-HR/A Open Document Open Filing Feb 15, 2023 Dec 31, 2022 028-19613
13F-HR Open Document Open Filing Jan 19, 2023 Dec 31, 2022 028-19613
13F-HR Open Document Open Filing Oct 20, 2022 Sep 30, 2022 028-19613
13F-HR Open Document Open Filing Jul 26, 2022 Jun 30, 2022 028-19613
13F-HR Open Document Open Filing Apr 29, 2022 Mar 31, 2022 028-19613
13F-HR Open Document Open Filing Feb 3, 2022 Dec 31, 2021 028-19613
13F-HR Open Document Open Filing Oct 21, 2021 Sep 30, 2021 028-19613
13F-HR Open Document Open Filing Jul 15, 2021 Jun 30, 2021 028-19613
13F-HR Open Document Open Filing Apr 15, 2021 Mar 31, 2021 028-19613
13F-HR Open Document Open Filing Jan 13, 2021 Dec 31, 2020 028-19613
13F-HR Open Document Open Filing Oct 27, 2020 Sep 30, 2020 028-19613
13F-HR Open Document Open Filing Jul 10, 2020 Jun 30, 2020 028-19613
13F-HR Open Document Open Filing Apr 7, 2020 Mar 31, 2020 028-19613
13F-HR Open Document Open Filing Jan 9, 2020 Dec 31, 2019 028-19613
13F-HR Open Document Open Filing Nov 12, 2019 Sep 30, 2019 028-19613
13F-HR Open Document Open Filing Nov 12, 2019 Jun 30, 2019 028-19613
13F-HR Open Document Open Filing Nov 12, 2019 Mar 31, 2019 028-19613
13F-HR Open Document Open Filing Nov 12, 2019 Dec 31, 2018 028-19613