Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XCEL WEALTH MANAGEMENT LLC | 01-26-2024 | 12-31-2023 | 115 | 285,168,629 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RH | COM | 1 | $27,799,322 | 95,373 | 0.01 | 0.01 | 6,165 | 6.91 | 12-31-2023 |
| AMAZON COM INC | COM | 2 | $18,037,101 | 118,712 | 0.01 | 0.01 | -3,533 | -2.89 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $16,324,872 | 116,865 | 0.01 | 0.01 | -1,944 | -1.64 | 12-31-2023 |
| BANK AMERICA CORP | COM | 4 | $12,474,466 | 370,492 | 0.00 | 0.00 | 30,275 | 8.90 | 12-31-2023 |
