Xcel Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$342M
Signature - Title
Jonathan Xynidis - Founder & CEO
Location
Holly Hill, FL
Summary
This page shows a list of all the recent 13F filings made by Xcel Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Xcel Wealth Management, LLC reported 126 stock holdings with total value $342M as of Q3 2024. Top holdings included RH, AMZN, GOOGL, BAC, and AAPL.
Holdings Value