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Company Main View
Name:
Xcel Wealth Management LLC
City:
Holly Hill
State:
FL
Zip:
32117
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
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
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
FITB
Fifth Third Bancorp
130
Closed
$38.47
$0
0
0%
-218,000
-6,323
0
Domestic Regional Banks
CCI
Crown Castle International ...
129
Closed
$101.06
$0
0
0%
-276,000
-2,400
0
Integrated Telecommun...
FERG
Ferguson plc
128
Closed
$218.75
$0
0
0%
-204,000
-1,055
0
N/A
GE
General Electric Co
127
Closed
$160.00
$0
0
0%
-2,443,000
-19,141
0
Conglomerates
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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