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| XCEL Wealth Management LLC
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| |
|---|---|
| CRD # | 158863 |
| SEC # | 801-113826 |
| CIK # | 0001791002 |
| AUM | $343.4 MM (2024-02-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 386-872-3440 |
| Address | 101 2nd Street Holly Hill, FL 32117 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| RH | 6,017.0 | 30.1 | |
| AMZN | 1,092,997.8 | 22.6 | |
| GOOGL | 1,475,138.5 | 19.2 | |
| BAC | 278,315.2 | 15.1 | |
| AAPL | 2,382,844.0 | 11.3 | |
| NVDA | 399,550.0 | 11.2 | |
| JPM | 340,169.2 | 11.2 | |
| F | 47,473.4 | 10.0 | |
| HD | 277,648.0 | 9.2 | |
| BA | 82,059.9 | 7.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 101.9 |
| (b) Individuals (high net worth individuals) | 33 | 241.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 343.4 |
| By Discretionary | ||
| Discretionary | 537 | 337.1 |
| Non-Discretionary | 116 | 6.3 |
| Total | 653 | 343.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.4 | |
| Total | 653 | 343.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001791002] |
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|---|---|---|
|
Cross Financial Advisors LLC
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OR | 0.3 |
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Beaton Management Co Inc
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MA | 0.3 |
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Columbus Investment Advisory Inc
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OH | 0.3 |
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AZ Apice Capital Management LLC
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Templeton Financial Services Inc
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The Financial Resource Center Inc
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IN | 0.3 |
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Chaney Capital Management Inc
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WA | 0.3 |
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RI | 0.3 |
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McClarren Financial Advisors Inc
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PA | 0.3 |
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Jacksonville Wealth Management LLC
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FL | 0.3 |