⚲
|
XCEL Wealth Management LLC
✚
| |
---|---|
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) |
---|
CIK | Period |
---|---|
0001791002 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Restoration Hardware Holdings Inc | 6,017.0 | 30.1 | |
Amazon Com Inc | 1,092,997.8 | 22.6 | |
Alphabet Inc | 1,475,138.5 | 19.2 | |
Bank of America Corp /DE/ | 278,315.2 | 15.1 | |
Apple Inc | 2,382,844.0 | 11.3 | |
Nvidia Corp | 399,550.0 | 11.2 | |
J P Morgan Chase & Co | 340,169.2 | 11.2 | |
Ford Motor Co | 47,473.4 | 10.0 | |
Home Depot Inc | 277,648.0 | 9.2 | |
Boeing Co | 82,059.9 | 7.8 | |
Pfizer Inc | 284,248.0 | 7.7 | |
Verizon Communications Inc | 211,914.0 | 7.4 | |
Whirlpool Corp /DE/ | 9,050.3 | 5.8 | |
Morgan Stanley | 136,724.0 | 5.7 | |
PPL Corp | 19,965.0 | 5.5 | |
Uber Technologies Inc | 43,357.6 | 5.1 | |
Easterly Government Properties Inc | 1,736.6 | 4.9 | |
Celsius Holdings Inc | 4,802.8 | 4.5 | |
Wal Mart Stores Inc | 335,434.5 | 4.3 | |
Broadcom Inc | 201,282.9 | 4.3 | |
FPL Group Inc | 150,166.4 | 4.2 | |
Palo Alto Networks Inc | 49,011.6 | 4.1 | |
Federal Realty Investment Trust | 7,805.4 | 4.0 | |
Bloomin' Brands Inc | 1,545.2 | 4.0 | |
Prudential Financial Inc | 36,630.0 | 3.6 | |
ServiceNow Inc | 94,905.7 | 3.6 | |
General Electric Co | 72,511.8 | 3.0 | |
YETI Holdings Inc | 3,898.8 | 2.8 | |
Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 255 | 101.9 |
(b) Individuals (high net worth individuals) | 33 | 241.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 653 | 343.4 |
By Discretionary | ||
Discretionary | 537 | 337.1 |
Non-Discretionary | 116 | 6.3 |
Total | 653 | 343.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 343.4 | |
Total | 653 | 343.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001791002] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cross Financial Advisors LLC
✚
|
OR | 0.3 |
Beaton Management Co Inc
✚
|
MA | 0.3 |
Columbus Investment Advisory Inc
✚
|
OH | 0.3 |
AZ Apice Capital Management LLC
✚
|
FL | 0.3 |
Templeton Financial Services Inc
✚
|
AZ | 0.3 |
The Financial Resource Center Inc
✚
|
IN | 0.3 |
Chaney Capital Management Inc
✚
|
WA | 0.3 |
Hall Capital Management Company Inc
✚
|
RI | 0.3 |
McClarren Financial Advisors Inc
✚
|
PA | 0.3 |
Jacksonville Wealth Management LLC
✚
|
FL | 0.3 |