Jonathan Xynidis

Xcel Wealth Management, Llc

Assets Managed

$419.088M

Holdings

140

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

15.92%(2Q avg: 3.94%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Xcel Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Xcel Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 419.088M in assets, with a quarterly growth rate of 15.92% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Jonathan Xynidis, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity Decreased -2.51%	7.44%	$31.149M 130,692 shares@ $238.34 avg price	Decreased -2.51%
RH Rh Recent Activity Increased 5.45%	6.21%	$25.985M 157,745 shares@ $164.74 avg price	Increased 5.45%
NVDA Nvidia Corp Recent Activity Decreased -2.96%	4.09%	$17.117M 85,544 shares@ $200.1 avg price	Decreased -2.96%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -4.81%	3.74%	$15.644M 43,774 shares@ $357.37 avg price	Decreased -4.81%
BAC Bank Of America Corp Recent Activity Decreased -11%	3.69%	$15.458M 271,286 shares@ $56.98 avg price	Decreased -11%
AAPL Apple Inc Recent Activity Decreased -1.6%	3.19%	$13.367M 46,195 shares@ $289.37 avg price	Decreased -1.6%
HD Home Depot Inc Recent Activity Increased 4.71%	3.05%	$12.779M 36,233 shares@ $352.68 avg price	Increased 4.71%
JPM Jpmorgan Chase & Co Recent Activity Decreased -3.66%	2.9%	$12.14M 37,089 shares@ $327.33 avg price	Decreased -3.66%
F Ford Motor Co Recent Activity Decreased -17.93%	2.8%	$11.729M 843,807 shares@ $13.9 avg price	Decreased -17.93%
BA Boeing Co The Recent Activity Decreased -4.41%	2.76%	$11.558M 53,394 shares@ $216.47 avg price	Decreased -4.41%

1-10 of 140