Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| XCEL WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 127 | 319,874,491 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RH | COM | 1 | $38,873,129 | 111,621 | 0.01 | 0.01 | 16,248 | 17.04 | 03-31-2024 |
| AMAZON COM INC | COM | 2 | $21,207,998 | 117,574 | 0.01 | 0.01 | -1,138 | -0.96 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 3 | $16,814,508 | 111,406 | 0.01 | 0.01 | -5,459 | -4.67 | 03-31-2024 |
| BANK AMERICA CORP | COM | 4 | $14,260,195 | 376,060 | 0.00 | 0.00 | 5,568 | 1.50 | 03-31-2024 |
