0001705819-23-000012.txt : 20230119 0001705819-23-000012.hdr.sgml : 20230119 20230119111908 ACCESSION NUMBER: 0001705819-23-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 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: 23536387 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 12-31-2022 12-31-2022 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 01-19-2023 0 129 253930 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2495 15437 SH SOLE 0 0 15437 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 908 51975 SH SOLE 0 0 51975 ADOBE SYSTEMS INCORPORATED COM 00724F101 211 626 SH SOLE 0 0 626 ADVANCED MICRO DEVICES INC COM 007903107 2041 31510 SH SOLE 0 0 31510 AIRBNB INC COM CL A 009066101 547 6403 SH SOLE 0 0 6403 ALPHABET INC CAP STK CL C 02079K107 1547 17435 SH SOLE 0 0 17435 ALPHABET INC CAP STK CL A 02079K305 10866 123160 SH SOLE 0 0 123160 ALTRIA GROUP INC COM 02209S103 396 8663 SH SOLE 0 0 8663 AMAZON COM INC COM 023135106 10798 128547 SH SOLE 0 0 128547 AMERICAN WTR WKS CO INC NEW COM 030420103 219 1434 SH SOLE 0 0 1434 AMGEN INC COM 031162100 1882 7165 SH SOLE 0 0 7165 APPLE INC COM 037833100 8577 66014 SH SOLE 0 0 66014 AT&T INC COM 00206R102 6677 362687 SH SOLE 0 0 362687 AUTOMATIC DATA PROCESSING IN COM 053015103 367 1537 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