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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Xcel Wealth Management, LLC INSTITUTION : Xcel Wealth Management, LLC
Xcel Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2021-07-15) --- full portfolio
Company (links to holding history) Ticker Value On
2021-06-30
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 18,722,000 5,442 5.65%
PFIZER INC    (COM) PFE 16,257,000 415,153 4.90%
TWILIO INC    (CL A) 13,285,000 33,705 4.01%
APPLE INC    (COM) AAPL 10,510,000 76,740 3.17%
AT&T INC    (COM) T 10,298,000 357,834 3.10%
SALESFORCE COM INC    (COM) CRM 9,425,000 38,584 2.84%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 9,221,000 137,996 2.78%
BLOOMIN BRANDS INC    (COM) BLMN 9,045,000 333,275 2.73%
VERIZON COMMUNICATIONS INC    (COM) VZ 8,815,000 157,326 2.66%
MEDTRONIC PLC    (SHS) MDT 8,763,000 70,592 2.64%
JPMORGAN CHASE & CO    (COM) JPM 8,669,000 55,736 2.61%
ALPHABET INC    (CAP STK CL A) GOOGL 8,038,000 3,292 2.42%
ROKU INC    (COM CL A) 7,631,000 16,616 2.30%
UNITED PARCEL SERVICE INC    (CL B) UPS 7,616,000 36,623 2.29%
BK OF AMERICA CORP    (COM) BAC 6,809,000 165,143 2.05%
GENERAL ELECTRIC CO    (COM) GE 6,730,000 499,995 2.03%
ABBVIE INC    (COM) ABBV 6,633,000 58,891 2.00%
VISA INC    (COM CL A) V 6,622,000 28,322 1.99%
NVIDIA CORPORATION    (COM) NVDA 6,576,000 8,219 1.98%
PPL CORP    (COM) PPL 5,060,000 180,919 1.52%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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