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| Name: |
Xcel Wealth Management LLC |
| City: |
Holly Hill |
| State: |
FL |
| Zip: |
32117 |
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data |
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| Holdings
Found :
17 |
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Page 1 of 1 |
Menu
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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 |
|
GRMN |
Garmin Ltd |
47 |
- |
$169.91 |
$1,273,000 |
8,550 |
0.4% |
174,000 |
0 |
0.004 |
Scientific & Technica... |
|
|
GOOG |
Alphabet Inc |
51 |
- |
$171.93 |
$1,151,000 |
7,560 |
0.36% |
86,000 |
0 |
0 |
Search Engines & Info... |
|
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XLF |
SPDR Financial Sector |
52 |
- |
$41.87 |
$1,137,000 |
26,988 |
0.36% |
122,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SGOL |
Aberdeen Standard Physical ... |
62 |
- |
$22.52 |
$854,000 |
40,225 |
0.27% |
60,000 |
0 |
0.027 |
Closed - End Fund - Debt |
|
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RYN |
Rayonier Inc |
63 |
- |
$30.12 |
$851,000 |
25,600 |
0.27% |
-4,000 |
0 |
0.019 |
Property Management |
|
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HON |
Honeywell International Inc |
70 |
- |
$203.21 |
$643,000 |
3,134 |
0.2% |
-14,000 |
0 |
0 |
Conglomerates |
|
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WM |
Waste Management Inc |
71 |
- |
$209.86 |
$641,000 |
3,007 |
0.2% |
103,000 |
0 |
0.001 |
Waste Management |
|
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DE |
Deere & Co |
73 |
- |
$412.78 |
$626,000 |
1,525 |
0.2% |
16,000 |
0 |
0 |
Farm & Construction M... |
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GLD |
streetTRACKS Gold Trust |
74 |
- |
$218.09 |
$607,000 |
2,950 |
0.19% |
43,000 |
0 |
0.001 |
Closed - End Fund - E... |
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BRO |
Brown & Brown Inc |
77 |
- |
$88.45 |
$559,000 |
6,389 |
0.17% |
105,000 |
0 |
0.002 |
Insurance Brokers |
|
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AMGN |
Amgen Inc |
88 |
- |
$311.41 |
$415,000 |
1,460 |
0.13% |
-6,000 |
0 |
0 |
Biotechnology |
|
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NFLX |
Netflix Inc |
110 |
- |
$613.66 |
$250,000 |
412 |
0.08% |
49,000 |
0 |
0 |
Music & Video Stores |
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TMUS |
T-Mobile Us Inc |
112 |
- |
$162.41 |
$245,000 |
1,500 |
0.08% |
5,000 |
0 |
0 |
Wireless Communications |
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ARES |
Ares Management Lp |
117 |
- |
$0.00 |
$239,000 |
1,800 |
0.07% |
25,000 |
0 |
0.004 |
N/A |
|
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SBCF |
Seacoast Banking Corp Of Fl... |
120 |
- |
$24.04 |
$212,000 |
8,358 |
0.07% |
-26,000 |
0 |
0.011 |
Domestic Regional Banks |
|
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DD |
DuPont de Nemours Inc |
124 |
- |
$78.35 |
$205,000 |
2,680 |
0.06% |
-1,000 |
0 |
0 |
Diversified Chemicals |
|
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CIK |
Credit Suisse Asset Managem... |
126 |
- |
$2.91 |
$47,000 |
15,875 |
0.01% |
-3,000 |
0 |
0.032 |
Closed - End Fund - Debt |
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