The purchase prices were between $17.48 and $26.01, with an estimated average price of $21. Xcel Wealth Management, LLC added to a holding in Bloomin Brands Inc by 110.73%. The impact to a portfolio due to this purchase was 0.07%. The stock is now traded at around $50.420000. The purchase prices were between $42.64 and $48.7, with an estimated average price of $45.81. Xcel Wealth Management, LLC initiated holding in Altria Group Inc. The impact to a portfolio due to this purchase was 0.15%. The stock is now traded at around $68.630000. The purchase prices were between $57.59 and $91.51, with an estimated average price of $75.11. Xcel Wealth Management, LLC initiated holding in Marvell Technology Inc. New Purchase: Marvell Technology Inc (MRVL) The impact to a portfolio due to this purchase was 0.16%. The stock is now traded at around $1401.110000. The purchase prices were between $1415.35 and $1474.47, with an estimated average price of $1440.55. Xcel Wealth Management, LLC initiated holding in Bank of America Corp. New Purchase: Bank of America Corp (BACPL.PFD) The impact to a portfolio due to this purchase was 0.36%. The stock is now traded at around $44.920000. The purchase prices were between $38.13 and $44.44, with an estimated average price of $41.7. Xcel Wealth Management, LLC initiated holding in GlaxoSmithKline PLC. The impact to a portfolio due to this purchase was 1.01%. The stock is now traded at around $138.540000. The purchase prices were between $146.39 and $173.51, with an estimated average price of $159.74. Xcel Wealth Management, LLC initiated holding in Skyworks Solutions Inc. New Purchase: Skyworks Solutions Inc (SWKS) Shares reduced by 0.15%īristol-Myers Squibb Co (BMY) - 174,910 shares, 2.81% of the total portfolio. Shares reduced by 4.67%Īpple Inc (AAPL) - 74,541 shares, 3.40% of the total portfolio. Verizon Communications Inc ( VZ) - 262,420 shares, 3.51% of the total portfolio. Shares added by 4.20%Ī Inc ( AMZN) - 5,979 shares, 5.13% of the total portfolio. Pfizer Inc ( PFE) - 432,224 shares, 6.57% of the total portfolio. These are the top 5 holdings of Xcel Wealth Management, LLC Click here to check it out.įor the details of Xcel Wealth Management, LLC's stock buys and sells, Warning! GuruFocus has detected 5 Warning Signs with BLMN. Sold Out: DKNG, SPLK, PRTA, SNOW, BABA, SLVM, Reduced Positions: T, GOLD, FB, MRK, VZ, KMX, SGOL, DRI, MDB, BP, SHOP, FDX, WYNN, ABNB, RYN, UPS, TWLO, CVS, WEN, NFLX, CRWD, WM, LUV, XOM, GOOG, PANW, GS, HD, TSLA, TTD, URI, RXT, AMD, ADBE, ECL, CSCO, FHLC, QQQ, New Purchases: AFRM, SWKS, GSK, BACPL.PFD, MRVL, MO, ABT, CSX, QYLD, DUK, CIK,Īdded Positions: BLMN, DIS, MDT, BA, VIAC, PFE, MS, RH, UBER, BAC, WMT, BMY, PYPL, CELH, TJX, SIBN, NVDA, LLY, GOOGL, STZ, DE, GM, ROKU, LMT, VGK, PPL, LIN, MSFT, C, GE, NEE, FTEC, DOW, CVX, CLF, RTX, IBM, TMUS, CAT, U, SO, JNJ, MA, TFC, BRO, VTI, These are the details of the buys and sells. As of 2021Q4, Xcel Wealth Management, LLC owns 141 stocks with a total value of $389 million. Investment company Xcel Wealth Management, LLC ( Current Portfolio) buys Affirm Holdings Inc, Bloomin Brands Inc, Skyworks Solutions Inc, The Walt Disney Co, Medtronic PLC, sells AT&T Inc, Barrick Gold Corp, Meta Platforms Inc, Merck Inc, DraftKings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Xcel Wealth Management, LLC.
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