Xcel Wealth Management »

iShares S&P 500 Index shares owned by Xcel Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Xcel Wealth Management from 13F filings

Historical chart of Xcel Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 525 526.13

More positions owned by Xcel Wealth Management

Rh (RH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ford Motor Company (F)
Boeing Company (BA)
Verizon Communications (VZ)
Pfizer (PFE)
Celsius Hldgs Com New (CELH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Uber Technologies (UBER)

View all positions for Xcel Wealth Management

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Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

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