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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | COM | 51 | $1,614,931 | 12,293 | 0.00 | 0.00 | -450 | -3.53 | 03-31-2024 |
| VISA INC | COM CL A | 52 | $1,599,675 | 5,732 | 0.00 | 0.00 | 43 | 0.76 | 03-31-2024 |
| GARMIN LTD | SHS | 53 | $1,272,839 | 8,550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 54 | $1,271,011 | 7,042 | 0.00 | 0.00 | -3,498 | -33.19 | 03-31-2024 |
