Ownership history in Xcel Wealth Management, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC reported a position in PALANTIR TECHNOLOGIES INC (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Xcel Wealth Management, LLC outperformed the S&P 500 by +150.3% annually on this PLTR position. Timing score: 80% (4/5 decisions correct). Average cost basis: $84.46. Maximum drawdown during holding period: β2.6%.
π₯ Exceptional β beat the S&P 500 by 150.3% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $37.20 (2024 Q3) Β· Worst: $182.42 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Xcel Wealth Management, LLC has been actively increasing its PLTR allocation β a bullish signal from insiders.
Currently 1.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size