Xcel Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Xcel Wealth Management going back to Nov. 12, 2019
- Xcel Wealth Management 2024 Q1 - filed April 22, 2024 - new!
- Xcel Wealth Management 2023 Q4 - filed Jan. 29, 2024
- Xcel Wealth Management 2023 Q3 - filed Oct. 17, 2023
- Xcel Wealth Management 2023 Q2 - filed July 26, 2023
- Xcel Wealth Management 2023 Q1 - filed April 26, 2023
- Xcel Wealth Management 2022 Q4 restated - filed Feb. 15, 2023
- Xcel Wealth Management 2022 Q4 - filed Jan. 19, 2023
- Xcel Wealth Management 2022 Q3 - filed Oct. 20, 2022
- Xcel Wealth Management 2022 Q2 - filed July 26, 2022
- Xcel Wealth Management 2022 Q1 - filed April 29, 2022
- Xcel Wealth Management 2021 Q4 - filed Feb. 3, 2022
- Xcel Wealth Management 2021 Q3 - filed Oct. 21, 2021
- Xcel Wealth Management 2021 Q2 - filed July 15, 2021
- Xcel Wealth Management 2021 Q1 - filed April 15, 2021
- Xcel Wealth Management 2020 Q4 - filed Jan. 13, 2021
- Xcel Wealth Management 2020 Q3 - filed Oct. 27, 2020
- Xcel Wealth Management 2020 Q2 - filed July 10, 2020
- Xcel Wealth Management 2020 Q1 - filed April 7, 2020
- Xcel Wealth Management 2019 Q4 - filed Jan. 9, 2020
- Xcel Wealth Management 2019 Q3 - filed Nov. 12, 2019
- Xcel Wealth Management 2018 Q4 - filed Nov. 12, 2019
- Xcel Wealth Management 2019 Q1 - filed Nov. 12, 2019
- Xcel Wealth Management 2019 Q2 - filed Nov. 12, 2019