Xcel Wealth Management, LLC
All 13F Filings
- Location
- Holly Hill, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 393,149
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 144 | 393,149 | 13F-HR | Xcel Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 138 | 384,717 | 13F-HR | Xcel Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 129 | 351,354 | 13F-HR | Xcel Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.705 K
(0.7% of total reported value)
· QoQ Δ:
+2.705 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 383.8 K | 98.3% | 6.019 K | 0 | 6.019 K |
| ETFs | 6.653 K | 1.7% | 113 | 0 | 113 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
393,149
Holdings
144
QoQ value change ($000)
8,432
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.