Xcel Wealth Management, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Xcel Wealth Management, LLC with $377.1M in long positions as of Q3 2025, 28% allocated to Consumer Cyclical, and 43% concentrated in top 10 positions.
- Portfolio Value
- $377.1M
- Top 10 Concentration
- 43%
- Top Sector
- Consumer Cyclical (28%)
- US Exposure
- 99%
- Market Cap Focus
- Mega Cap
- Countries
- 5
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
53 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 25.5 quarters
- Avg. Top 20
- 23.9 quarters
- Avg. All Positions
- 15.1 quarters
- Median Holding Period
- 16 quarters
- Persistence Rate
- 82.35%
- Persistent Holdings Weight
- 90.8%
- Persistent Positions
- 112
- Longest Held
NextEra Energy, Inc.NEE - 27 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.16%
- Avg. Position Weight
- 0.74%
- Largest Position
Amazon.Com IncAMZN - 7.96%- Largest Ownership Stake
RHRH - 0.67%- Avg. Ownership Stake
- 0.06%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2018)
- Avg. New Position
- 0.69%
- Avg. Ownership Stake
- 0.04%
- Largest Position
- RHRH - 14.13% (Q4 2024)
- Largest Ownership Stake
- RHRH - 0.69% (Q4 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 3.8%
- Value Traded
- $14.46M
- Positions Added
- 7
- Positions Exited
- 4
Historical (Since Q4 2018)
- Avg. Turnover Ratio
- 9.2%
- Avg. Positions Added
- 9
- Avg. Positions Exited
- 6
- Highest Turnover
- 50.0%Q4 2018
- Lowest Turnover
- 2.7%Q4 2024