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  Name: Xcel Wealth Management LLC
  City: Holly Hill
  State: FL
  Zip: 32117
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $319,872,000
  Total Value Change : $34,704,000
  Securities Held Change : 12
   
All Securities Held : 127
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 48
  Unchanged Positions : 17
  Decreased Positions : 46

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ABT)1 Year Chart         ABT Abbott Laboratories 68 New $104.01 $756,000 6,654 0.24% 756,000 6,654 0    Drug Manufacturers - ...
   (GMED)1 Year Chart         GMED Genomed Inc 72 New $62.84 $636,000 11,860 0.2% 636,000 11,860 0.01    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 83 New $25.55 $462,000 18,000 0.14% 462,000 18,000 0.008    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 94 New $206.86 $338,000 1,608 0.11% 338,000 1,608 0    Closed - End Fund - E...
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 96 New $0.00 $314,000 6,000 0.1% 314,000 6,000 0.012    Closed - End Fund - Debt
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 101 New $0.00 $289,000 6,000 0.09% 289,000 6,000 0.007    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 104 New $467.18 $284,000 625 0.09% 284,000 625 0    Aerospace/Defense - M...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 106 New $525.96 $276,000 525 0.09% 276,000 525 0    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 111 New $0.00 $249,000 2,981 0.08% 249,000 2,981 0    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 113 New $61.55 $244,000 3,967 0.08% 244,000 3,967 0    Closed - End Fund - E...
   (LIN)1 Year Chart         LIN Linde Plc 119 New $432.11 $220,000 474 0.07% 220,000 474 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 121 New $0.00 $211,000 1,287 0.07% 211,000 1,287 0    N/A
   (WYNN)1 Year Chart         WYNN Wynn Resorts Ltd 122 New $98.04 $208,000 2,030 0.07% 208,000 2,030 0.002    Gambling/Resorts
   (ROST)1 Year Chart         ROST Ross Stores Inc 123 New $132.86 $205,000 1,400 0.06% 205,000 1,400 0.001    Apparel Stores
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 125 New $106.86 $204,000 1,892 0.06% 204,000 1,892 0    Closed - End Fund - E...
      15 Records Found
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