Xcel Wealth Management, LLC
•CIK: 1791002•Filing: Q4 2025
**Xcel Wealth Management, LLC** manages $390M across a diversified portfolio of 143 positions. The fund exhibits significant conviction in technology and industrials, with top holdings including AMZN at $31.5M and NVDA at $16.5M. Notable allocations also include RH ($19.7M), BAC ($18.5M), and a balanced exposure to financial and consumer staples sectors. This structure suggests a growth-oriented mandate targeting established market leaders.
Total AUM
$390.4M
QoQ Performance
+1.5%
Positions
135
Top 10 Concentration
42.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
RH
AMZN8.1%
RH5.1%
BAC4.7%
NVDA4.2%
F3.6%
GOOGL3.5%
JPM3.5%
AAPL3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.7%
Financial18.0%
Technology16.6%
Consumer16.4%
Industrial7.1%
Healthcare2.5%
Utilities1.9%
ETF1.6%
🚪 Exited Positionssold since Q3 2025
—
RH
SOLD
$392.8K
+1 more exited positions
Changes from Q3 2025
NEW11 new positions
↑42 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023