0001705819-21-000043.txt : 20210715 0001705819-21-000043.hdr.sgml : 20210715 20210715170702 ACCESSION NUMBER: 0001705819-21-000043 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210715 DATE AS OF CHANGE: 20210715 EFFECTIVENESS DATE: 20210715 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: 211093262 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 06-30-2021 06-30-2021 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 07-15-2021 0 141 331294 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 697 3508 SH SOLE 0 0 3508 ABBVIE INC COM 00287Y109 6633 58891 SH SOLE 0 0 58891 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 1621 95415 SH SOLE 0 0 95415 ADOBE SYSTEMS INCORPORATED COM 00724F101 399 681 SH SOLE 0 0 681 ADVANCED MICRO DEVICES INC COM 007903107 3049 32464 SH SOLE 0 0 32464 AIRBNB INC COM CL A 009066101 2698 17620 SH SOLE 0 0 17620 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1055 4653 SH SOLE 0 0 4653 ALICO INC COM 016230104 231 6500 SH SOLE 0 0 6500 ALPHABET INC CAP STK CL C 02079K107 1474 588 SH SOLE 0 0 588 ALPHABET INC CAP STK CL A 02079K305 8038 3292 SH SOLE 0 0 3292 AMAZON COM INC COM 023135106 18722 5442 SH SOLE 0 0 5442 AMERICAN EXPRESS CO COM 025816109 410 2479 SH SOLE 0 0 2479 AMERICAN WTR WKS CO INC NEW COM 030420103 221 1434 SH SOLE 0 0 1434 AMGEN INC COM 031162100 2607 10697 SH SOLE 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