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Xcel Wealth Management, LLC Buys Affirm Holdings Inc, Bloomin Brands Inc, Skyworks Solutions ...

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·7 min read
In this article:
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Investment company Xcel Wealth Management, LLC (Current Portfolio) buys Affirm Holdings Inc, Bloomin Brands Inc, Skyworks Solutions Inc, The Walt Disney Co, Medtronic PLC, sells AT&T Inc, Barrick Gold Corp, Meta Platforms Inc, Merck Inc, DraftKings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Xcel Wealth Management, LLC. As of 2021Q4, Xcel Wealth Management, LLC owns 141 stocks with a total value of $389 million. These are the details of the buys and sells.

  • New Purchases: AFRM, SWKS, GSK, BACPL.PFD, MRVL, MO, ABT, CSX, QYLD, DUK, CIK,

  • Added Positions: BLMN, DIS, MDT, BA, VIAC, PFE, MS, RH, UBER, BAC, WMT, BMY, PYPL, CELH, TJX, SIBN, NVDA, LLY, GOOGL, STZ, DE, GM, ROKU, LMT, VGK, PPL, LIN, MSFT, C, GE, NEE, FTEC, DOW, CVX, CLF, RTX, IBM, TMUS, CAT, U, SO, JNJ, MA, TFC, BRO, VTI,

  • Reduced Positions: T, GOLD, FB, MRK, VZ, KMX, SGOL, DRI, MDB, BP, SHOP, FDX, WYNN, ABNB, RYN, UPS, TWLO, CVS, WEN, NFLX, CRWD, WM, LUV, XOM, GOOG, PANW, GS, HD, TSLA, TTD, URI, RXT, AMD, ADBE, ECL, CSCO, FHLC, QQQ,

  • Sold Out: DKNG, SPLK, PRTA, SNOW, BABA, SLVM,


For the details of Xcel Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/xcel+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Xcel Wealth Management, LLC

  1. Pfizer Inc (PFE) - 432,224 shares, 6.57% of the total portfolio. Shares added by 4.20%

  2. Amazon.com Inc (AMZN) - 5,979 shares, 5.13% of the total portfolio. Shares reduced by 0.6%

  3. Verizon Communications Inc (VZ) - 262,420 shares, 3.51% of the total portfolio. Shares reduced by 4.67%

  4. Apple Inc (AAPL) - 74,541 shares, 3.40% of the total portfolio. Shares reduced by 0.15%

  5. Bristol-Myers Squibb Co (BMY) - 174,910 shares, 2.81% of the total portfolio. Shares added by 6.25%

New Purchase: Affirm Holdings Inc (AFRM)

Xcel Wealth Management, LLC initiated holding in Affirm Holdings Inc. The purchase prices were between $97.37 and $168.52, with an estimated average price of $131.88. The stock is now traded at around $57.490000. The impact to a portfolio due to this purchase was 1.4%. The holding were 54,290 shares as of 2021-12-31.

New Purchase: Skyworks Solutions Inc (SWKS)

Xcel Wealth Management, LLC initiated holding in Skyworks Solutions Inc. The purchase prices were between $146.39 and $173.51, with an estimated average price of $159.74. The stock is now traded at around $138.540000. The impact to a portfolio due to this purchase was 1.01%. The holding were 25,215 shares as of 2021-12-31.

New Purchase: GlaxoSmithKline PLC (GSK)

Xcel Wealth Management, LLC initiated holding in GlaxoSmithKline PLC. The purchase prices were between $38.13 and $44.44, with an estimated average price of $41.7. The stock is now traded at around $44.920000. The impact to a portfolio due to this purchase was 0.36%. The holding were 31,821 shares as of 2021-12-31.

New Purchase: Bank of America Corp (BACPL.PFD)

Xcel Wealth Management, LLC initiated holding in Bank of America Corp. The purchase prices were between $1415.35 and $1474.47, with an estimated average price of $1440.55. The stock is now traded at around $1401.110000. The impact to a portfolio due to this purchase was 0.16%. The holding were 433 shares as of 2021-12-31.

New Purchase: Marvell Technology Inc (MRVL)

Xcel Wealth Management, LLC initiated holding in Marvell Technology Inc. The purchase prices were between $57.59 and $91.51, with an estimated average price of $75.11. The stock is now traded at around $68.630000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,566 shares as of 2021-12-31.

New Purchase: Altria Group Inc (MO)

Xcel Wealth Management, LLC initiated holding in Altria Group Inc. The purchase prices were between $42.64 and $48.7, with an estimated average price of $45.81. The stock is now traded at around $50.420000. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,409 shares as of 2021-12-31.

Added: Bloomin Brands Inc (BLMN)

Xcel Wealth Management, LLC added to a holding in Bloomin Brands Inc by 110.73%. The purchase prices were between $17.48 and $26.01, with an estimated average price of $21. The stock is now traded at around $20.450000. The impact to a portfolio due to this purchase was 1.11%. The holding were 390,560 shares as of 2021-12-31.

Added: The Walt Disney Co (DIS)

Xcel Wealth Management, LLC added to a holding in The Walt Disney Co by 70.45%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $140.030000. The impact to a portfolio due to this purchase was 0.38%. The holding were 22,731 shares as of 2021-12-31.

Added: Medtronic PLC (MDT)

Xcel Wealth Management, LLC added to a holding in Medtronic PLC by 24.34%. The purchase prices were between $99.53 and $127.75, with an estimated average price of $115.4. The stock is now traded at around $102.170000. The impact to a portfolio due to this purchase was 0.37%. The holding were 71,138 shares as of 2021-12-31.

Added: Boeing Co (BA)

Xcel Wealth Management, LLC added to a holding in Boeing Co by 20.88%. The purchase prices were between $188.19 and $233.09, with an estimated average price of $210.93. The stock is now traded at around $206.390000. The impact to a portfolio due to this purchase was 0.35%. The holding were 38,914 shares as of 2021-12-31.

Added: ViacomCBS Inc (VIAC)

Xcel Wealth Management, LLC added to a holding in ViacomCBS Inc by 273.86%. The purchase prices were between $28.68 and $39.84, with an estimated average price of $34.3. The stock is now traded at around $33.100000. The impact to a portfolio due to this purchase was 0.28%. The holding were 49,005 shares as of 2021-12-31.

Added: Morgan Stanley (MS)

Xcel Wealth Management, LLC added to a holding in Morgan Stanley by 41.57%. The purchase prices were between $94.82 and $104.66, with an estimated average price of $99.64. The stock is now traded at around $102.290000. The impact to a portfolio due to this purchase was 0.26%. The holding were 35,600 shares as of 2021-12-31.

Sold Out: DraftKings Inc (DKNG)

Xcel Wealth Management, LLC sold out a holding in DraftKings Inc. The sale prices were between $26.59 and $49.82, with an estimated average price of $38.79.

Sold Out: Splunk Inc (SPLK)

Xcel Wealth Management, LLC sold out a holding in Splunk Inc. The sale prices were between $108.91 and $173.31, with an estimated average price of $138.99.

Sold Out: Prothena Corp PLC (PRTA)

Xcel Wealth Management, LLC sold out a holding in Prothena Corp PLC. The sale prices were between $42.11 and $73.26, with an estimated average price of $55.08.

Sold Out: Snowflake Inc (SNOW)

Xcel Wealth Management, LLC sold out a holding in Snowflake Inc. The sale prices were between $294.68 and $401.89, with an estimated average price of $349.27.

Sold Out: Alibaba Group Holding Ltd (BABA)

Xcel Wealth Management, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Sylvamo Corp (SLVM)

Xcel Wealth Management, LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.



Here is the complete portfolio of Xcel Wealth Management, LLC. Also check out:

1. Xcel Wealth Management, LLC's Undervalued Stocks

2. Xcel Wealth Management, LLC's Top Growth Companies, and

3. Xcel Wealth Management, LLC's High Yield stocks

4. Stocks that Xcel Wealth Management, LLC keeps buyingThis article first appeared on GuruFocus.