0001705819-24-000025.txt : 20240422 0001705819-24-000025.hdr.sgml : 20240422 20240422101413 ACCESSION NUMBER: 0001705819-24-000025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Xcel Wealth Management, LLC CENTRAL INDEX KEY: 0001791002 ORGANIZATION NAME: 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: 24859832 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 X0202 13F-HR LIVE false false false 0001791002 XXXXXXXX 03-31-2024 03-31-2024 false Xcel Wealth Management, LLC

101 2nd Street Ste 402 Holly Hill FL 32117

13F HOLDINGS REPORT 028-19613 000158863 801-113826 N Jonathan Xynidis 386-872-3440 Jonathan Xynidis Holly Hill FL 04-22-2024 0 127 319874491 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 756294 6654 SH SOLE 0 0 6654 ABBVIE INC COM 00287Y109 520078 2856 SH SOLE 0 0 2856 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 854379 40225 SH SOLE 0 0 40225 ADVANCED MICRO DEVICES INC COM 007903107 1271011 7042 SH SOLE 0 0 7042 AIRBNB INC COM CL A 009066101 533811 3236 SH SOLE 0 0 3236 ALPHABET INC CAP STK CL A 02079K305 16814508 111406 SH SOLE 0 0 111406 ALPHABET INC CAP STK CL C 02079K107 1151086 7560 SH SOLE 0 0 7560 AMAZON COM INC COM 023135106 21207998 117574 SH SOLE 0 0 117574 AMERICAN EXPRESS CO COM 025816109 2327675 10223 SH SOLE 0 0 10223 AMGEN INC COM 031162100 415107 1460 SH SOLE 0 0 1460 APPLE INC COM 037833100 9212893 53726 SH SOLE 0 0 53726 ARES CAPITAL CORP COM 04010L103 239430 11500 SH SOLE 0 0 11500 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 239364 1800 SH 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