Royal Capital Wealth Management
Latest statistics and disclosures from Royal Capital Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MA, MSFT, BRK.B, NVDA, and represent 37.43% of Royal Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHD, WMT, SPY, OXY, SCHB, JPM, PLTR, COP, BINC, WFC.
- Started 4 new stock positions in CRM, PLTR, COP, OXY.
- Reduced shares in these 10 stocks: AAPL, MDLZ, OGN, MDT, VRP, , , ELV, IRM, DD.
- Sold out of its positions in ACP, ELV, ARRY, DD, VRP, IRM, MRK, MDLZ, OGN, GLD. TGT, MDT.
- Royal Capital Wealth Management was a net seller of stock by $-832k.
- Royal Capital Wealth Management has $143M in assets under management (AUM), dropping by 0.78%.
- Central Index Key (CIK): 0001904323
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Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 85 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.9 | $18M | +2% | 31k | 586.07 |
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| Mastercard Incorporated Cl A (MA) | 7.4 | $11M | 20k | 526.56 |
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| Microsoft Corporation (MSFT) | 6.2 | $8.8M | 21k | 421.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.9 | $8.4M | 18k | 453.28 |
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| NVIDIA Corporation (NVDA) | 5.1 | $7.2M | 54k | 134.29 |
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| Apple (AAPL) | 4.2 | $6.0M | -12% | 24k | 250.42 |
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| Visa Com Cl A (V) | 3.8 | $5.5M | 17k | 316.04 |
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| JPMorgan Chase & Co. (JPM) | 3.7 | $5.2M | +5% | 22k | 239.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $5.1M | 27k | 189.30 |
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| Amazon (AMZN) | 3.4 | $4.9M | 22k | 219.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $4.5M | 8.9k | 511.22 |
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| UnitedHealth (UNH) | 2.3 | $3.2M | 6.4k | 505.83 |
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| Blackstone Group Inc Com Cl A (BX) | 2.1 | $3.0M | -2% | 18k | 172.42 |
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| Eli Lilly & Co. (LLY) | 2.0 | $2.8M | 3.6k | 772.00 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $2.8M | 26k | 107.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.7M | 14k | 190.44 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.8 | $2.5M | -2% | 25k | 99.55 |
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| McDonald's Corporation (MCD) | 1.6 | $2.3M | 7.8k | 289.90 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.5 | $2.1M | +12% | 40k | 52.02 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.0M | +38% | 22k | 90.35 |
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| Abbvie (ABBV) | 1.2 | $1.7M | -4% | 9.6k | 177.71 |
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| Automatic Data Processing (ADP) | 1.1 | $1.6M | -2% | 5.5k | 292.71 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.3M | 17k | 80.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.3M | +200% | 48k | 27.32 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.2M | 8.4k | 144.62 |
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| Procter & Gamble Company (PG) | 0.8 | $1.2M | 7.2k | 167.64 |
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| Cme (CME) | 0.8 | $1.2M | 5.1k | 232.24 |
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| Lowe's Companies (LOW) | 0.8 | $1.2M | 4.8k | 246.81 |
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| Meta Platforms Cl A (META) | 0.7 | $978k | 1.7k | 585.51 |
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| Coca-Cola Company (KO) | 0.7 | $940k | -2% | 15k | 62.26 |
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| Wells Fargo & Company (WFC) | 0.6 | $892k | +35% | 13k | 70.24 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.6 | $868k | 13k | 67.67 |
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| Pepsi (PEP) | 0.6 | $838k | -7% | 5.5k | 152.06 |
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| Nextera Energy (NEE) | 0.6 | $810k | -2% | 11k | 71.69 |
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| Amgen (AMGN) | 0.5 | $762k | -6% | 2.9k | 260.62 |
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| Cheniere Energy Com New (LNG) | 0.5 | $698k | 3.2k | 214.88 |
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| Emerson Electric (EMR) | 0.5 | $670k | 5.4k | 123.93 |
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| Costco Wholesale Corporation (COST) | 0.5 | $661k | 721.00 | 916.40 |
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| S&p Global (SPGI) | 0.5 | $647k | 1.3k | 498.03 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $627k | -2% | 10k | 60.30 |
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| Kenvue (KVUE) | 0.4 | $615k | +5% | 29k | 21.35 |
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| Broadcom (AVGO) | 0.4 | $612k | 2.6k | 231.84 |
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| Home Depot (HD) | 0.4 | $510k | 1.3k | 388.85 |
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| Walt Disney Company (DIS) | 0.3 | $483k | 4.3k | 111.35 |
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| Qualcomm (QCOM) | 0.3 | $475k | 3.1k | 153.61 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $449k | -3% | 9.3k | 48.33 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $446k | -10% | 1.3k | 351.79 |
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| Cisco Systems (CSCO) | 0.3 | $437k | 7.4k | 59.20 |
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| Philip Morris International (PM) | 0.3 | $434k | 3.6k | 120.37 |
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| Abbott Laboratories (ABT) | 0.3 | $416k | 3.7k | 113.10 |
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| Nucor Corporation (NUE) | 0.3 | $414k | 3.5k | 116.71 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $410k | +200% | 18k | 22.70 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $399k | 2.1k | 187.51 |
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| Caterpillar (CAT) | 0.3 | $399k | 1.1k | 362.76 |
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| Ge Aerospace Com New (GE) | 0.3 | $396k | -27% | 2.4k | 166.79 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.3 | $368k | -14% | 7.9k | 46.61 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $364k | NEW | 7.4k | 49.41 |
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| Chevron Corporation (CVX) | 0.2 | $336k | 2.3k | 144.83 |
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| United Parcel Service CL B (UPS) | 0.2 | $330k | 2.6k | 126.10 |
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| Kinder Morgan (KMI) | 0.2 | $323k | -5% | 12k | 27.40 |
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| Oracle Corporation (ORCL) | 0.2 | $318k | 1.9k | 166.64 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $282k | +8% | 2.6k | 107.74 |
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| Ammo (POWW) | 0.2 | $279k | -38% | 254k | 1.10 |
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| Bank of America Corporation (BAC) | 0.2 | $277k | 6.3k | 43.95 |
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| 3M Company (MMM) | 0.2 | $270k | -6% | 2.1k | 129.08 |
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| General Motors Company (GM) | 0.2 | $270k | +5% | 5.1k | 53.27 |
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| CRH Ord (CRH) | 0.2 | $268k | 2.9k | 92.52 |
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| SEI Investments Company (SEIC) | 0.2 | $264k | -20% | 3.2k | 82.48 |
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| Diamondback Energy (FANG) | 0.2 | $262k | 1.6k | 163.83 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $260k | 1.9k | 139.50 |
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| Cardinal Health (CAH) | 0.2 | $243k | -2% | 2.1k | 118.27 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $242k | NEW | 3.2k | 75.63 |
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| AFLAC Incorporated (AFL) | 0.2 | $239k | -2% | 2.3k | 103.45 |
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| ConocoPhillips (COP) | 0.2 | $239k | NEW | 2.4k | 99.18 |
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| Oneok (OKE) | 0.2 | $231k | 2.3k | 100.40 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $221k | 2.0k | 110.58 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $220k | 815.00 | 269.74 |
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| Norfolk Southern (NSC) | 0.2 | $215k | 916.00 | 234.70 |
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| Greystone Housing Impact Inv Ben Unit Ctf (GHI) | 0.1 | $214k | -16% | 21k | 10.25 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $209k | 431.00 | 485.94 |
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| Dover Corporation (DOV) | 0.1 | $205k | 1.1k | 187.60 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $204k | -23% | 7.7k | 26.33 |
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| salesforce (CRM) | 0.1 | $201k | NEW | 600.00 | 334.33 |
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| Wrap Technologies (WRAP) | 0.1 | $116k | -33% | 55k | 2.12 |
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| Coeur Mng Com New (CDE) | 0.1 | $101k | 18k | 5.72 |
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Past Filings by Royal Capital Wealth Management
SEC 13F filings are viewable for Royal Capital Wealth Management going back to 2021
- Royal Capital Wealth Management 2024 Q4 filed Feb. 18, 2025
- Royal Capital Wealth Management 2024 Q3 filed Nov. 14, 2024
- Royal Capital Wealth Management 2024 Q2 filed Aug. 14, 2024
- Royal Capital Wealth Management 2024 Q1 filed May 15, 2024
- Royal Capital Wealth Management 2023 Q4 filed Feb. 7, 2024
- Royal Capital Wealth Management 2023 Q3 filed Nov. 14, 2023
- Royal Capital Wealth Management 2023 Q2 filed Aug. 11, 2023
- Royal Capital Wealth Management 2023 Q1 filed May 12, 2023
- Royal Capital Wealth Management 2022 Q4 filed Feb. 14, 2023
- Royal Capital Wealth Management 2022 Q3 filed Nov. 14, 2022
- Royal Capital Wealth Management 2022 Q2 filed Aug. 16, 2022
- Royal Capital Wealth Management 2022 Q1 filed May 12, 2022
- Royal Capital Wealth Management 2021 Q4 filed Feb. 15, 2022