Long-term investor
Xcel Wealth Management, LLC @xcelwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001791002).
Record
- Tracked since 2025-06-30 (434 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months +4.5% · 1 year +12.6% · all +12.6%
- Max drawdown -7.0% · Sharpe 0.47 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 7.4% · long · since 2025-06-30
- RH · 6.2% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- BAC · 3.7% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- HD · 3.0% · long · since 2025-06-30
- JPM · 2.9% · long · since 2025-06-30
- F · 2.8% · long · since 2025-06-30
- 097023105 · 2.8% · long · since 2025-06-30
- COF · 2.6% · long · since 2025-06-30
- GLW · 2.3% · long · since 2025-12-31