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
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
|Performance for Q3 2019:||8.84%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|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:|