13F

Position

Xcel Wealth Management, LLC in Automatic Data Processing In

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$54.9K$257.28$203.23

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.22K$312.6K0.1%
Q1 20261.01K$206.3K$203.23−$54.9K−$51.5K0.1%