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Xcel Wealth Management, LLC → BA-PA

Xcel Wealth Management, LLC BA-PA Position History

Boeing Co • Manufacturing

Quarters held
5
Latest value
$10M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.6M
Q4 2025$11.8M
Q1 2026$11.1M
Q2 2026$11.6M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M54.0K——
Q2 2026$11.6M53.4K——
Q1 2026$11.1M55.9K——
Q4 2025$11.8M54.3K——
Q3 2025$10.6M49.2K——

Other funds holding BA-PA

Other Xcel Wealth Management, LLC positions

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AMAZON COM INC

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AMZN

AMAZON COM INC

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AMZN

AMAZON COM INC

$30M
AMZN

AMAZON COM INC

$27.9M
RH

RH

$26M
RH

RH

$25.5M
RH

RH

$19.7M