Xcel Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$319M
Signature - Title
Jonathan Xynidis - Founder & CEO
Location
101 2 Nd Street, Ste 402, Holly Hill, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 123 $319M +$32.1M -$16.7M +$15.4M RH, AMZN, GOOGL, BAC, AAPL 13F-HR 7/23/2024, 10:20 AM
Q1 2024 126 $320M +$27.4M -$19.8M +$7.55M RH, AMZN, GOOGL, BAC, JPM 13F-HR 4/22/2024, 10:14 AM
Q4 2023 115 $285M +$14.7M -$12.7M +$2.01M RH, AMZN, GOOGL, BAC, JPM 13F-HR 1/29/2024, 05:01 PM
Q3 2023 106 $253M +$12M -$46.5M -$34.5M RH, GOOGL, AMZN, JPM, BAC 13F-HR 10/17/2023, 09:42 AM
Q2 2023 136 $316M +$19.4M -$15.7M +$3.75M RH, AMZN, GOOGL, AAPL, NVDA 13F-HR 7/26/2023, 11:24 AM
Q1 2023 130 $284M +$17.9M -$4.92M +$12.9M RH, AMZN, GOOGL, NVDA, PFE 13F-HR 4/25/2023, 05:49 PM
Q4 2022 129 $254M +$11.6M -$41.9M -$30.3M PFE, RH, GOOGL, AMZN, BAC Restatement 2/14/2023, 05:23 PM
Q3 2022 119 $269M +$41.2M -$11.4M +$29.8M PFE, AMZN, GOOGL, VZ, BAC 13F-HR 10/20/2022, 12:47 PM
Q2 2022 121 $274M +$34.5M -$36.8M -$2.24M PFE, VZ, AMZN, GOOGL, PPL 13F-HR 7/26/2022, 11:58 AM
Q1 2022 137 $364M +$45.5M -$35.4M +$10.1M PFE, AMZN, VZ, AAPL, GOOGL 13F-HR 4/28/2022, 08:42 PM
Q4 2021 142 $389M +$34.6M -$11.7M +$22.9M PFE, AMZN, VZ, AAPL, BMY 13F-HR 2/3/2022, 02:51 PM
Q3 2021 135 $345M +$49.6M -$23.7M +$25.9M AMZN, PFE, VZ, TWLO, CRM 13F-HR 10/21/2021, 10:49 AM
Q2 2021 141 $331M +$40M -$13.1M +$26.9M AMZN, PFE, TWLO, AAPL, T 13F-HR 7/15/2021, 05:07 PM
Q1 2021 129 $280M +$44.6M -$7.82M +$36.8M AMZN, PFE, TWLO, BMY, BLMN 13F-HR 4/15/2021, 10:46 AM
Q4 2020 118 $232M +$15.6M -$3.83M +$11.7M AMZN, TWLO, AAPL, MDT, PFE 13F-HR 1/13/2021, 08:43 AM
Q3 2020 108 $194M +$27.9M -$6.47M +$21.4M AMZN, TWLO, PFE, AAPL, MDT 13F-HR 10/27/2020, 03:41 PM
Q2 2020 99 $161M +$34.2M -$11.8M +$22.4M AMZN, TWLO, PFE, AAPL, MDT 13F-HR 7/10/2020, 02:14 PM
Q1 2020 77 $111M +$21.9M -$7.14M +$14.8M AMZN, PFE, VZ, AAPL, BMY 13F-HR 4/7/2020, 12:15 PM
Q4 2019 71 $120M +$8.78M -$4.17M +$4.6M AMZN, JPM, PFE, BAC, GOOGL 13F-HR 1/9/2020, 09:22 AM
Q3 2019 74 $108M +$12.1M -$4.41M +$7.71M AMZN, JPM, PFE, BAC, BP 13F-HR 11/12/2019, 12:37 PM
Q2 2019 75 $102M +$8.06M -$3.83M +$4.23M AMZN, JPM, BAC, T, PFE 13F-HR 11/12/2019, 12:34 PM
Q1 2019 79 $97M +$13M -$7.88M +$5.08M AMZN, JPM, BAC, GOOGL, PFE 13F-HR 11/12/2019, 12:29 PM
Q4 2018 64 $81.8M JPM, BAC, PFE, AMZN, T 13F-HR 11/12/2019, 12:25 PM