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| Happy Holidays!! thanks for using AUM13F!! |
| XCEL Wealth Management LLC
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| CRD # | 158863 |
| SEC # | 801-113826 |
| CIK # | 0001791002 |
| AUM | $457.6 M (2025-02-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 386-872-3440 |
| Address | 101 2nd Street Holly Hill, FL 32117 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001791002 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 30.0 | ||
| Restoration Hardware Holdings Inc | 21.5 | ||
| Bank of America Corp /DE/ | 16.9 | ||
| Nvidia Corp | 14.0 | ||
| J P Morgan Chase & Co | 12.5 | ||
| Home Depot Inc | 12.1 | ||
| Ford Motor Co | 11.6 | ||
| Apple Inc | 10.6 | ||
| Alphabet Inc | 10.5 | ||
| Capital One Financial Corp | 9.3 | ||
| Boeing Co | 9.2 | ||
| Broadcom Inc | 7.4 | ||
| Morgan Stanley | 7.0 | ||
| Whirlpool Corp /DE/ | 5.8 | ||
| Walt Disney Co | 5.3 | ||
| Uber Technologies Inc | 5.1 | ||
| FPL Group Inc | 5.0 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Palo Alto Networks Inc | 4.9 | ||
| Pfizer Inc | 4.8 | ||
| General Electric Co | 4.7 | ||
| ServiceNow Inc | 4.6 | ||
| Verizon Communications Inc | 4.0 | ||
| CAVA Group Inc | 3.6 | ||
| Tesla Motors Inc | 3.5 | ||
| Toast Inc | 3.5 | ||
| Federal Realty Investment Trust | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 112.0 |
| (b) Individuals (high net worth individuals) | 68 | 334.3 |
| (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 | 6 | 11.4 |
| (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 | 886 | 457.6 |
| By Discretionary | ||
| Discretionary | 673 | 446.2 |
| Non-Discretionary | 213 | 11.4 |
| Total | 886 | 457.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.6 | |
| Total | 886 | 457.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001791002] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HFG Wealth Management LLC
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|
TX | 0.5 |
|
Financial Plans & Strategies Inc
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IN | 0.5 |
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Rosenblum Silverman Sutton SF Inc
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CA | 0.5 |
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Tactive Advisors LLC
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FL | 0.5 |
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Cypress Capital Partners LLC
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IL | 0.5 |
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RIA Advisory Group LLC
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IA | 0.5 |
|
Strathmore Capital Advisors Inc
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NC | 0.5 |
|
Horizon Advisory Services Inc
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NY | 0.5 |
|
Integrated Financial Strategies LLC
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|
FL | 0.5 |
|
Financial Designs Corporation
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|
CA | 0.5 |