0001705819-21-000007.txt : 20210113 0001705819-21-000007.hdr.sgml : 20210113 20210113094323 ACCESSION NUMBER: 0001705819-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210113 DATE AS OF CHANGE: 20210113 EFFECTIVENESS DATE: 20210113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Xcel Wealth Management, LLC CENTRAL INDEX KEY: 0001791002 IRS NUMBER: 453081901 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19613 FILM NUMBER: 21525248 BUSINESS ADDRESS: STREET 1: 101 2ND STREET STREET 2: STE 402 CITY: HOLLY HILL STATE: FL ZIP: 32117 BUSINESS PHONE: 3868723440 MAIL ADDRESS: STREET 1: 101 2ND STREET STREET 2: STE 402 CITY: HOLLY HILL STATE: FL ZIP: 32117 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001791002 XXXXXXXX 12-31-2020 12-31-2020 false Xcel Wealth Management, LLC

101 2nd Street Ste 402 Holly Hill FL 32117

13F HOLDINGS REPORT 028-19613 N Jonathan Xynidis 386-872-3440 Jonathan Xynidis Holly Hill FL 01-12-2021 0 118 231706 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 5434 50717 SH SOLE 0 0 50717 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 2660 145525 SH SOLE 0 0 145525 ADOBE SYSTEMS INCORPORATED COM 00724F101 340 681 SH SOLE 0 0 681 ADVANCED MICRO DEVICES INC COM 007903107 607 6626 SH SOLE 0 0 6626 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 296 1275 SH SOLE 0 0 1275 ALPHABET INC CAP STK CL A 02079K305 6020 3435 SH SOLE 0 0 3435 ALPHABET INC CAP STK CL C 02079K107 1023 584 SH SOLE 0 0 584 AMAZON COM INC COM 023135106 15441 4741 SH SOLE 0 0 4741 AMERICAN WTR WKS CO INC NEW COM 030420103 220 1434 SH SOLE 0 0 1434 AMGEN INC COM 031162100 2495 10852 SH SOLE 0 0 10852 APPLE INC COM 037833100 8831 66559 SH SOLE 0 0 66559 AT&T INC COM 00206R102 2907 101098 SH SOLE 0 0 101098 AUTOMATIC DATA PROCESSING IN COM 053015103 270 1537 SH SOLE 0 0 1537 BECTON DICKINSON & CO COM 075887109 303 1212 SH SOLE 0 0 1212 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 809 3493 SH SOLE 0 0 3493 BK OF AMERICA CORP COM 060505104 4982 164376 SH SOLE 0 0 164376 BLOOMIN BRANDS INC COM 094235108 7714 397266 SH SOLE 0 0 397266 BOEING CO COM 097023105 2222 10384 SH SOLE 0 0 10384 BP PLC SPONSORED ADR 055622104 414 20188 SH SOLE 0 0 20188 BRISTOL-MYERS SQUIBB CO COM 110122108 7341 118346 SH SOLE 0 0 118346 BROADCOM INC COM 11135F101 4231 9664 SH SOLE 0 0 9664 BROWN & BROWN INC COM 115236101 224 4736 SH SOLE 0 0 4736 CARMAX INC COM 143130102 2964 31388 SH SOLE 0 0 31388 CATERPILLAR INC COM 149123101 1061 5832 SH SOLE 0 0 5832 CHEVRON CORP NEW COM 166764100 605 7165 SH SOLE 0 0 7165 CISCO SYS INC COM 17275R102 313 6997 SH SOLE 0 0 6997 CITIGROUP INC COM NEW 172967424 360 5848 SH SOLE 0 0 5848 COCA COLA CO COM 191216100 1098 20038 SH SOLE 0 0 20038 CONSTELLATION BRANDS INC CL A 21036P108 2139 9769 SH SOLE 0 0 9769 COSTCO WHSL CORP NEW COM 22160K105 271 720 SH SOLE 0 0 720 CROWDSTRIKE HLDGS INC CL A 22788C105 1041 4919 SH SOLE 0 0 4919 CROWN CASTLE INTL CORP NEW COM 22822V101 696 4375 SH SOLE 0 0 4375 CVS HEALTH CORP COM 126650100 2195 32140 SH SOLE 0 0 32140 DARDEN RESTAURANTS INC COM 237194105 1503 12625 SH SOLE 0 0 12625 DEERE & CO COM 244199105 834 3100 SH SOLE 0 0 3100 DISNEY WALT CO COM 254687106 1281 7073 SH SOLE 0 0 7073 DUKE ENERGY CORP NEW COM NEW 26441C204 201 2206 SH SOLE 0 0 2206 DUPONT DE NEMOURS INC COM 26614N102 222 3130 SH SOLE 0 0 3130 ECOLAB INC COM 278865100 493 2280 SH SOLE 0 0 2280 FACEBOOK INC CL A 30303M102 3795 13894 SH SOLE 0 0 13894 FASTLY INC CL A 31188V100 524 6000 SH SOLE 0 0 6000 FEDEX CORP COM 31428X106 553 2130 SH SOLE 0 0 2130 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 348 3338 SH SOLE 0 0 3338 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 307 5328 SH SOLE 0 0 5328 FORD MTR CO DEL COM 345370860 1039 118314 SH SOLE 0 0 118314 GENERAL ELECTRIC CO COM 369604103 3401 314922 SH SOLE 0 0 314922 GOLDMAN SACHS GROUP INC COM 38141G104 2322 8806 SH SOLE 0 0 8806 HOME DEPOT INC COM 437076102 3223 12136 SH SOLE 0 0 12136 HONEYWELL INTL INC COM 438516106 1344 6319 SH SOLE 0 0 6319 INTERNATIONAL PAPER CO COM 460146103 2381 47900 SH SOLE 0 0 47900 INVESCO QQQ TR UNIT SER 1 46090E103 413 1317 SH SOLE 0 0 1317 ISHARES TR NATIONAL MUN ETF 464288414 211 1801 SH SOLE 0 0 1801 JOHNSON & JOHNSON COM 478160104 351 2233 SH SOLE 0 0 2233 JPMORGAN CHASE & CO COM 46625H100 6887 54199 SH SOLE 0 0 54199 KEYCORP COM 493267108 237 14500 SH SOLE 0 0 14500 LILLY ELI & CO COM 532457108 213 1265 SH SOLE 0 0 1265 LOCKHEED MARTIN CORP COM 539830109 456 1285 SH SOLE 0 0 1285 LOWES COS INC COM 548661107 283 1764 SH SOLE 0 0 1764 MASCO CORP COM 574599106 862 15700 SH SOLE 0 0 15700 MASTERCARD INCORPORATED CL A 57636Q104 428 1200 SH SOLE 0 0 1200 MCDONALDS CORP COM 580135101 288 1343 SH SOLE 0 0 1343 MEDTRONIC PLC SHS G5960L103 8193 69943 SH SOLE 0 0 69943 MERCK & CO. 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