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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001705819-24-000039
Filing Date
2024-07-23
Accepted
2024-07-23 10:20:41
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2172
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 56699
  Complete submission text file 0001705819-24-000039.txt   60089
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.: 241133138