XCEL WEALTH MANAGEMENT, LLC

HTTP://WWW.XCELWEALTH.COM HOLLY HILL, FL Investment Advisor How do I update this listing?

Xcel Wealth Management is based out of Holly Hill. Xcel Wealth Management is a large advisory firm with 164 clients and discretionary assets under management (AUM) of $119,959,694 (Form ADV from 2019-10-18). Their last reported 13F filing for Q4 2019 included $120,390,000 in managed 13F securities and a top 10 holdings concentration of 46.54%. Xcel Wealth Management's largest holding is Amazon.com Inc. with shares held of 4,482. Whalewisdom has at least 5 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $120.39 Million
  • Prior Market Value $107.991 Million
  • New Purchases7 stocks
  • Additional Purchases28 stocks
  • Sold out of10 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 46.54 %
  • Turnover % [1]:23.94%
  • Turnover Alt % [2]: 7.29 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:3.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 8.84%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

XCEL WEALTH MANAGEMENT, LLC
101 2ND STREET SUITE 402
HOLLY HILL FL    32117
Country: United States

Business Phone: 386-872-3440
Fax: 386-872-3442
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 164
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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