0001705819-23-000077.txt : 20231017 0001705819-23-000077.hdr.sgml : 20231017 20231017094228 ACCESSION NUMBER: 0001705819-23-000077 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231017 DATE AS OF CHANGE: 20231017 EFFECTIVENESS DATE: 20231017 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: 231328633 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 09-30-2023 09-30-2023 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 386-872-3440 Jonathan Xynidis Holly Hill FL 10-17-2023 0 106 253442765 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 459701 3084 SH SOLE 0 0 3084 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 800030 45225 SH SOLE 0 0 45225 ADVANCED MICRO DEVICES INC COM 007903107 1099557 10694 SH SOLE 0 0 10694 AIRBNB INC COM CL A 009066101 512617 3736 SH SOLE 0 0 3736 ALPHABET INC CAP STK CL A 02079K305 15547346 118809 SH SOLE 0 0 118809 ALPHABET INC CAP STK CL C 02079K107 1086708 8242 SH SOLE 0 0 8242 AMAZON COM INC COM 023135106 15539737 122245 SH SOLE 0 0 122245 AMERICAN EXPRESS CO COM 025816109 1868306 12523 SH SOLE 0 0 12523 AMGEN INC COM 031162100 405828 1510 SH SOLE 0 0 1510 APPLE INC COM 037833100 9263351 54105 SH SOLE 0 0 54105 ARES CAPITAL CORP COM 04010L103 197621 10150 SH SOLE 0 0 10150 AT&T INC COM 00206R102 3338170 222248 SH SOLE 0 0 222248 AUTOMATIC DATA PROCESSING IN COM 053015103 369771 1537 SH SOLE 0 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