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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001705819-23-000012
Filing Date
2023-01-19
Accepted
2023-01-19 11:19:08
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-01-19

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2082
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 58986
  Complete submission text file 0001705819-23-000012.txt   62252
Mailing Address 101 2ND STREET STE 402 HOLLY HILL FL 32117
Business Address 101 2ND STREET STE 402 HOLLY HILL FL 32117 3868723440
Xcel Wealth Management, LLC (Filer) CIK: 0001791002 (see all company filings)

IRS No.: 453081901 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19613 | Film No.: 23536387