Founder & CEO

0001705819-23-000049.txt : 20230426 0001705819-23-000049.hdr.sgml : 20230426 20230425174907 ACCESSION NUMBER: 0001705819-23-000049 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230426 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: 23846100 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 03-31-2023 03-31-2023 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 Founder & CEO 386-872-3440 Jonathan Xynidis Holly Hill FL 04-25-2023 0 130 284191663 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2482188 15575 SH SOLE 0 0 15575 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 1079836 57225 SH SOLE 0 0 57225 ADOBE SYSTEMS INCORPORATED COM 00724F101 241242 626 SH SOLE 0 0 626 ADVANCED MICRO DEVICES INC COM 007903107 3159646 32238 SH SOLE 0 0 32238 AIRBNB INC COM CL A 009066101 794667 6388 SH SOLE 0 0 6388 ALPHABET INC CAP STK CL C 02079K107 1928686 18545 SH SOLE 0 0 18545 ALPHABET INC CAP STK CL A 02079K305 12856296 123940 SH SOLE 0 0 123940 ALTRIA GROUP INC COM 02209S103 432279 9688 SH SOLE 0 0 9688 AMAZON COM INC COM 023135106 13445700 130174 SH SOLE 0 0 130174 AMERICAN EXPRESS CO COM 025816109 2065669 12523 SH SOLE 0 0 12523 AMERICAN WTR WKS CO INC NEW COM 030420103 210067 1434 SH SOLE 0 0 1434 AMGEN INC COM 031162100 1741794 7205 SH SOLE 0 0 7205 APPLE INC COM 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