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Xcel Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Xcel Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,048
Closed -$891K – 135
2024
Q4 		$891K Sell
10,048
-8,060
-45% -$732K 0.25% 65
2024
Q3 		$1.79M Buy
18,108
+1,000
+6% +$106K 0.52% 43
2024
Q2 		$1.82M Buy
17,108
+1,123
+7% +$111K 0.57% 42
2024
Q1 		$1.73M Buy
15,985
+190
+1% +$19.9K 0.54% 43
2023
Q4 		$1.78M Buy
15,795
+700
+5% +$68.5K 0.62% 43
2023
Q3 		$1.49M Sell
15,095
-3,420
-18% -$364K 0.59% 42
2023
Q2 		$2.05M Buy
18,515
+275
+2% +$29K 0.65% 44
2023
Q1 		$2.15M Sell
18,240
-625
-3% -$69.3K 0.76% 39
2022
Q4 		$1.72M Sell
18,865
-22,950
-55% -$2.06M 0.68% 43
2022
Q3 		$3.57M Buy
41,815
+5,130
+14% +$525K 1.33% 25
2022
Q2 		$3.4M Buy
36,685
+3,345
+10% +$361K 1.24% 26
2022
Q1 		$4.44M Buy
33,340
+8,125
+32% +$1.14M 1.22% 23
2021
Q4 		$3.91M Buy
+25,215
New +$4.03M 1.01% 29
2021
Q2 		– Sell
-1,155
Closed -$212K – 144
2021
Q1 		$212K Buy
+1,155
New +$201K 0.08% 126

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Xcel Wealth Management's SWKS Position: Q1 2025 in Review

Xcel Wealth Management sold out of Skyworks Solutions (SWKS) in Q1 2025, closing a stake of 10,048 shares — an estimated $891K sold.

Xcel Wealth Management first reported a position in SWKS in Q1 2021 and held it in 14 quarters. The position peaked at $4.44M in Q1 2022. 739 funds tracked by Wall St. Rank hold SWKS as of Q1 2025.

  • Xcel Wealth Management reported no remaining Skyworks Solutions position as of Q1 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 10,048 Skyworks Solutions shares in Q1 2025, an estimated $891K.
  • Xcel Wealth Management first reported a position in Skyworks Solutions in Q1 2021 and held it in 14 quarters.
  • Xcel Wealth Management's Skyworks Solutions position peaked at $4.44M in Q1 2022.
  • 739 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2025.

Based on Xcel Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.