0001705819-21-000029.txt : 20210415 0001705819-21-000029.hdr.sgml : 20210415 20210415104648 ACCESSION NUMBER: 0001705819-21-000029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210415 DATE AS OF CHANGE: 20210415 EFFECTIVENESS DATE: 20210415 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: 21827650 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 03-31-2021 03-31-2021 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 04-15-2021 0 129 280388 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 641 3328 SH SOLE 0 0 3328 ABBVIE INC COM 00287Y109 6180 57106 SH SOLE 0 0 57106 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 2499 152385 SH SOLE 0 0 152385 ADOBE SYSTEMS INCORPORATED COM 00724F101 324 681 SH SOLE 0 0 681 ADVANCED MICRO DEVICES INC COM 007903107 1783 22719 SH SOLE 0 0 22719 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 778 3433 SH SOLE 0 0 3433 ALPHABET INC CAP STK CL C 02079K107 1210 585 SH SOLE 0 0 585 ALPHABET INC CAP STK CL A 02079K305 6654 3226 SH SOLE 0 0 3226 AMAZON COM INC COM 023135106 16656 5383 SH SOLE 0 0 5383 AMERICAN WTR WKS CO INC NEW COM 030420103 215 1434 SH SOLE 0 0 1434 AMGEN INC COM 031162100 2713 10904 SH SOLE 0 0 10904 APPLE INC COM 037833100 9091 74425 SH SOLE 0 0 74425 AT&T INC COM 00206R102 3833 126636 SH SOLE 0 0 126636 AUTOMATIC DATA PROCESSING IN COM 053015103 290 1537 SH SOLE 0 0 1537 BECTON DICKINSON & CO COM 075887109 295 1212 SH SOLE 0 0 1212 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 878 3437 SH SOLE 0 0 3437 BIOGEN INC COM 09062X103 1313 4695 SH SOLE 0 0 4695 BK OF AMERICA CORP COM 060505104 6371 164679 SH SOLE 0 0 164679 BLOOMIN BRANDS INC COM 094235108 9445 349175 SH SOLE 0 0 349175 BOEING CO COM 097023105 4547 17852 SH SOLE 0 0 17852 BP PLC SPONSORED ADR 055622104 394 16190 SH SOLE 0 0 16190 BRISTOL-MYERS SQUIBB CO COM 110122108 9658 152991 SH SOLE 0 0 152991 BROADCOM INC COM 11135F101 4510 9726 SH SOLE 0 0 9726 BROWN & BROWN INC COM 115236101 216 4736 SH SOLE 0 0 4736 CARMAX INC COM 143130102 4111 30988 SH SOLE 0 0 30988 CATERPILLAR INC COM 149123101 1179 5083 SH SOLE 0 0 5083 CELSIUS HLDGS INC COM NEW 15118V207 216 4500 SH SOLE 0 0 4500 CHEVRON CORP NEW COM 166764100 580 5535 SH SOLE 0 0 5535 CISCO SYS INC COM 17275R102 321 6204 SH SOLE 0 0 6204 CITIGROUP INC COM NEW 172967424 468 6436 SH SOLE 0 0 6436 COCA COLA CO COM 191216100 2446 46398 SH SOLE 0 0 46398 CONSTELLATION BRANDS INC CL A 21036P108 2227 9769 SH SOLE 0 0 9769 COSTCO WHSL CORP NEW COM 22160K105 456 1295 SH SOLE 0 0 1295 CROWDSTRIKE HLDGS INC CL A 22788C105 1127 6173 SH SOLE 0 0 6173 CROWN CASTLE INTL CORP NEW COM 22822V101 1675 9733 SH SOLE 0 0 9733 CSX CORP COM 126408103 204 2113 SH SOLE 0 0 2113 CVS HEALTH CORP COM 126650100 2229 29630 SH SOLE 0 0 29630 DARDEN RESTAURANTS INC COM 237194105 1756 12365 SH SOLE 0 0 12365 DEERE & CO COM 244199105 1010 2700 SH SOLE 0 0 2700 DISNEY WALT CO COM 254687106 1384 7500 SH SOLE 0 0 7500 DRAFTKINGS INC COM CL A 26142R104 240 3914 SH SOLE 0 0 3914 DUPONT DE NEMOURS INC COM 26614N102 808 10460 SH SOLE 0 0 10460 EATON VANCE TAX ADVT DIV INC COM 27828G107 216 8226 SH SOLE 0 0 8226 ECOLAB INC COM 278865100 536 2505 SH SOLE 0 0 2505 FACEBOOK INC CL A 30303M102 4044 13730 SH SOLE 0 0 13730 FEDEX CORP COM 31428X106 550 1935 SH SOLE 0 0 1935 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 371 3505 SH SOLE 0 0 3505 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 314 5328 SH SOLE 0 0 5328 FORD MTR CO DEL COM 345370860 1696 138478 SH SOLE 0 0 138478 GENERAL ELECTRIC CO COM 369604103 4862 370278 SH SOLE 0 0 370278 GOLDMAN SACHS GROUP INC COM 38141G104 2857 8736 SH SOLE 0 0 8736 HOME DEPOT INC COM 437076102 3682 12061 SH SOLE 0 0 12061 HONEYWELL INTL INC COM 438516106 1483 6834 SH SOLE 0 0 6834 INTERNATIONAL PAPER CO COM 460146103 1246 23050 SH SOLE 0 0 23050 INVESCO QQQ TR UNIT SER 1 46090E103 434 1361 SH SOLE 0 0 1361 ISHARES TR NATIONAL MUN ETF 464288414 209 1801 SH SOLE 0 0 1801 JOHNSON & JOHNSON COM 478160104 383 2333 SH SOLE 0 0 2333 JPMORGAN CHASE & CO COM 46625H100 8494 55795 SH SOLE 0 0 55795 KEYCORP COM 493267108 290 14500 SH SOLE 0 0 14500 LILLY ELI & CO COM 532457108 330 1765 SH SOLE 0 0 1765 LINDE PLC SHS G5494J103 271 969 SH SOLE 0 0 969 LOCKHEED MARTIN CORP COM 539830109 660 1785 SH SOLE 0 0 1785 LOWES COS INC COM 548661107 326 1714 SH SOLE 0 0 1714 MASCO CORP COM 574599106 839 14000 SH SOLE 0 0 14000 MASTERCARD INCORPORATED CL A 57636Q104 430 1209 SH SOLE 0 0 1209 MCDONALDS CORP COM 580135101 301 1343 SH SOLE 0 0 1343 MEDTRONIC PLC SHS G5960L103 8358 70753 SH SOLE 0 0 70753 MERCK & CO. 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