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 |
|---|---|---|---|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | 101 | $533,811 | 3,236 | 0.00 | 0.00 | -500 | -13.38 | 03-31-2024 |
| ABBVIE INC | COM | 102 | $520,078 | 2,856 | 0.00 | 0.00 | 22 | 0.78 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 103 | $515,895 | 3,471 | 0.00 | 0.00 | -675 | -16.28 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 104 | $490,012 | 1,104 | 0.00 | 0.00 | 26 | 2.41 | 03-31-2024 |
