Royal Fund Management
Latest statistics and disclosures from Royal Fund Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, VRT, UBER, RKT, PANW, and represent 40.15% of Royal Fund Management's stock portfolio.
- Added to shares of these 10 stocks: RKT (+$92M), PANW (+$89M), BA (+$19M), DDD (+$17M), FLOT (+$14M), TLT (+$11M), SBUX (+$7.8M), RBLX (+$5.8M), ARM, XLC.
- Started 17 new stock positions in TFC, UBT, JPC, BA, LHX, FBIN, RBLX, DEO, UST, DDD. PANW, UNH, RBRK, ETN, XYLD, TMO, RKT.
- Reduced shares in these 10 stocks: TSLA (-$119M), VRT (-$93M), UBER (-$62M), IOT (-$58M), CAVA (-$35M), OKTA (-$31M), FCX (-$28M), HOOD (-$20M), GTLB (-$19M), CVS (-$17M).
- Sold out of its positions in ALB, ALL, AXP, AMP, ELV, APP, ALAB, CMG, CLSK, ETSY.
- Royal Fund Management was a net seller of stock by $-520M.
- Royal Fund Management has $2.0B in assets under management (AUM), dropping by 96.26%.
- Central Index Key (CIK): 0001810099
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Portfolio Holdings for Royal Fund Management
Royal Fund Management holds 216 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors Call Option (TSLA) | 14.4 | $286M | -29% | 17k | 16640.50 |
|
| Vertiv Holdings Com Cl A Call Option (VRT) | 9.9 | $196M | -32% | 50k | 3894.72 |
|
| Uber Technologies Call Option (UBER) | 6.7 | $134M | -31% | 102k | 1307.99 |
|
| Rocket Cos Com Cl A Call Option (RKT) | 4.6 | $92M | NEW | 265k | 346.77 |
|
| Palo Alto Networks Call Option (PANW) | 4.5 | $89M | NEW | 23k | 3911.93 |
|
| Samsara Com Cl A Call Option (IOT) | 3.8 | $75M | -43% | 97k | 773.82 |
|
| Gitlab Class A Com Call Option (GTLB) | 3.2 | $63M | -22% | 93k | 685.10 |
|
| CVS Caremark Corporation Call Option (CVS) | 2.6 | $51M | -24% | 61k | 835.00 |
|
| Cava Group Ord Call Option (CAVA) | 2.5 | $50M | -41% | 68k | 729.78 |
|
| Okta Cl A Call Option (OKTA) | 2.3 | $46M | -40% | 48k | 949.96 |
|
| JPMorgan Chase & Co. Call Option (JPM) | 2.3 | $46M | -16% | 42k | 1076.00 |
|
| NVIDIA Corporation Put Option (NVDA) | 2.0 | $40M | -23% | 115k | 345.81 |
|
| Freeport-mcmoran CL B Call Option (FCX) | 1.7 | $34M | -44% | 101k | 338.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $31M | +55% | 346k | 89.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $29M | -13% | 48k | 614.75 |
|
| Raytheon Technologies Corp Call Option (RTX) | 1.0 | $20M | -39% | 36k | 562.67 |
|
| Boeing Company Call Option (BA) | 1.0 | $19M | NEW | 15k | 1287.99 |
|
| Microsoft Corporation (MSFT) | 0.9 | $18M | -45% | 34k | 519.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $18M | -37% | 26k | 666.48 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.9 | $17M | +28% | 144k | 118.37 |
|
| Applied Digital Corp Com New Call Option (APLD) | 0.8 | $17M | -30% | 11k | 1503.82 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.8 | $17M | NEW | 201k | 81.87 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $16M | +506% | 317k | 51.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $16M | +17% | 44k | 355.47 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $16M | -26% | 291k | 53.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $12M | -28% | 20k | 603.65 |
|
| Starbucks Corporation (SBUX) | 0.6 | $12M | +192% | 149k | 79.38 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $11M | -3% | 15k | 749.80 |
|
| Broadcom (AVGO) | 0.5 | $11M | -44% | 32k | 329.96 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $10M | -65% | 71k | 143.18 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $9.8M | -50% | 81k | 120.74 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $9.7M | -6% | 111k | 87.21 |
|
| Qualcomm (QCOM) | 0.5 | $9.1M | -7% | 55k | 166.48 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $9.0M | -21% | 37k | 243.16 |
|
| Toast Cl A Call Option (TOST) | 0.4 | $8.8M | +5% | 33k | 270.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $8.8M | -11% | 18k | 480.48 |
|
| Meta Platforms Cl A (META) | 0.4 | $8.6M | -7% | 12k | 734.41 |
|
| International Business Machines (IBM) | 0.4 | $8.4M | +3% | 30k | 282.58 |
|
| Garmin SHS Call Option (GRMN) | 0.4 | $8.3M | -18% | 23k | 365.00 |
|
| Apple (AAPL) | 0.4 | $8.3M | -18% | 33k | 254.65 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $8.0M | -25% | 31k | 257.15 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $8.0M | -44% | 52k | 154.23 |
|
| Abbvie (ABBV) | 0.4 | $7.9M | -27% | 34k | 231.70 |
|
| Datadog Cl A Com (DDOG) | 0.4 | $7.8M | +83% | 55k | 142.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.2M | -20% | 30k | 242.90 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.1M | -18% | 18k | 403.03 |
|
| Amazon (AMZN) | 0.3 | $6.7M | -9% | 31k | 219.57 |
|
| Digital Realty Trust (DLR) | 0.3 | $6.7M | +3% | 39k | 173.01 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $6.4M | -24% | 94k | 68.08 |
|
| Emerson Electric Call Option (EMR) | 0.3 | $6.3M | -22% | 28k | 222.80 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $6.2M | -37% | 51k | 120.58 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $6.1M | 13k | 490.38 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.3 | $6.1M | +314% | 43k | 141.49 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $6.1M | -16% | 24k | 260.25 |
|
| Phillips 66 (PSX) | 0.3 | $6.1M | -11% | 45k | 136.10 |
|
| Ishares Tr Msci India Etf (INDA) | 0.3 | $5.9M | -19% | 114k | 52.10 |
|
| Marvell Technology (MRVL) | 0.3 | $5.8M | -31% | 69k | 84.07 |
|
| Roblox Corp Cl A (RBLX) | 0.3 | $5.8M | NEW | 42k | 138.52 |
|
| Spdr Series Trust S&p Cap Mkts (KCE) | 0.3 | $5.7M | -25% | 37k | 153.37 |
|
| Wal-Mart Stores (WMT) | 0.3 | $5.6M | -38% | 55k | 103.13 |
|
| Merck & Co (MRK) | 0.3 | $5.4M | -8% | 65k | 83.94 |
|
| McDonald's Corporation (MCD) | 0.3 | $5.2M | 17k | 304.88 |
|
|
| 3M Company (MMM) | 0.2 | $4.9M | -22% | 32k | 155.32 |
|
| Waste Management (WM) | 0.2 | $4.9M | -11% | 22k | 221.52 |
|
| Goldman Sachs (GS) | 0.2 | $4.8M | 6.1k | 796.37 |
|
|
| Amgen (AMGN) | 0.2 | $4.8M | -23% | 17k | 282.49 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $4.7M | -31% | 55k | 84.34 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.6M | -9% | 19k | 236.96 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $4.5M | -14% | 37k | 122.53 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $4.3M | -17% | 19k | 225.55 |
|
| Johnson & Johnson (JNJ) | 0.2 | $4.3M | -16% | 23k | 185.53 |
|
| Oneok (OKE) | 0.2 | $4.2M | -19% | 57k | 72.98 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $4.2M | +2% | 18k | 234.97 |
|
| Blackstone Group Inc Com Cl A Call Option (BX) | 0.2 | $4.1M | -10% | 45k | 92.78 |
|
| Cisco Systems (CSCO) | 0.2 | $3.9M | -24% | 58k | 68.46 |
|
| Suncor Energy (SU) | 0.2 | $3.8M | +2% | 91k | 41.81 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $3.7M | -24% | 8.4k | 436.07 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $3.6M | -63% | 112k | 31.91 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.4M | -2% | 12k | 281.24 |
|
| Verizon Communications (VZ) | 0.2 | $3.4M | -26% | 78k | 43.95 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $3.4M | +6% | 4.5k | 763.00 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $3.3M | -17% | 27k | 123.80 |
|
| Kinder Morgan (KMI) | 0.2 | $3.3M | -10% | 118k | 28.31 |
|
| Southern Copper Corporation (SCCO) | 0.2 | $3.3M | +2% | 27k | 121.36 |
|
| Paychex (PAYX) | 0.2 | $3.2M | -12% | 25k | 126.92 |
|
| Stryker Corporation (SYK) | 0.2 | $3.2M | 8.7k | 369.66 |
|
|
| At&t (T) | 0.2 | $3.2M | -48% | 113k | 28.24 |
|
| SYSCO Corporation (SYY) | 0.2 | $3.1M | -14% | 38k | 82.39 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.1M | -16% | 25k | 124.41 |
|
| Agnico (AEM) | 0.2 | $3.1M | 19k | 168.56 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $3.0M | -16% | 22k | 137.92 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $3.0M | NEW | 31k | 95.43 |
|
| Entergy Corporation (ETR) | 0.2 | $3.0M | +30% | 32k | 93.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.9M | -10% | 9.0k | 328.77 |
|
| Chevron Corporation (CVX) | 0.1 | $2.9M | -16% | 19k | 155.30 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $2.9M | -12% | 54k | 54.36 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.9M | +48% | 4.6k | 639.16 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.9M | -43% | 60k | 48.34 |
|
| Greenbrier Companies (GBX) | 0.1 | $2.9M | -24% | 62k | 46.20 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.8M | -19% | 20k | 138.03 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.6M | -61% | 57k | 46.71 |
|
| Medtronic SHS (MDT) | 0.1 | $2.6M | 27k | 95.24 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $2.5M | -14% | 20k | 126.17 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.5M | -18% | 8.1k | 308.33 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $2.4M | -2% | 41k | 59.74 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.4M | +10% | 6.1k | 398.28 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.4M | -49% | 36k | 66.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.4M | -26% | 11k | 215.98 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $2.3M | +46% | 47k | 49.01 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.3M | 13k | 183.73 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $2.3M | -14% | 11k | 214.00 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $2.3M | -6% | 12k | 190.11 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $2.2M | -26% | 12k | 187.97 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $2.2M | 7.2k | 298.33 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $2.1M | -10% | 69k | 30.80 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $2.1M | -3% | 16k | 131.58 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $2.1M | -59% | 43k | 47.58 |
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| Morgan Stanley Com New Call Option (MS) | 0.1 | $2.0M | -51% | 1.8k | 1089.00 |
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| Devon Energy Corporation (DVN) | 0.1 | $2.0M | -13% | 56k | 35.06 |
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| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $2.0M | -59% | 42k | 47.00 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.9M | -40% | 11k | 182.42 |
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| Vanguard Wellington Us Quality (VFQY) | 0.1 | $1.8M | -5% | 12k | 151.44 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $1.8M | -24% | 39k | 47.38 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | -27% | 40k | 45.12 |
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| Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) | 0.1 | $1.8M | -62% | 90k | 19.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.8M | -4% | 6.1k | 294.35 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.8M | -84% | 12k | 148.61 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.7M | NEW | 37k | 45.72 |
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| Nextera Energy (NEE) | 0.1 | $1.7M | 22k | 75.49 |
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| Prologis (PLD) | 0.1 | $1.7M | 15k | 114.52 |
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| Kroger (KR) | 0.1 | $1.6M | -2% | 24k | 67.41 |
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| Rubrik Cl A (RBRK) | 0.1 | $1.6M | NEW | 19k | 82.25 |
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| Smucker J M Com New (SJM) | 0.1 | $1.5M | 14k | 108.60 |
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| Xcel Energy (XEL) | 0.1 | $1.5M | -22% | 18k | 80.65 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $1.5M | -16% | 4.9k | 302.85 |
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| ConAgra Foods Call Option (CAG) | 0.1 | $1.5M | -13% | 49k | 30.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.4M | -23% | 10k | 141.05 |
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| Iron Mountain (IRM) | 0.1 | $1.4M | -5% | 14k | 101.96 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | +422% | 4.0k | 341.38 |
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| Philip Morris International (PM) | 0.1 | $1.4M | -8% | 8.4k | 162.27 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | NEW | 3.8k | 345.30 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.3M | -15% | 4.5k | 295.51 |
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| Upstart Hldgs (UPST) | 0.1 | $1.3M | -75% | 26k | 50.80 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $1.3M | -9% | 20k | 64.14 |
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| Omega Healthcare Investors (OHI) | 0.1 | $1.3M | -19% | 30k | 42.22 |
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| L3harris Technologies (LHX) | 0.1 | $1.3M | NEW | 4.1k | 305.41 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $1.3M | +2% | 27k | 47.25 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $1.2M | -6% | 22k | 55.74 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.2M | -8% | 27k | 43.16 |
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| Tc Energy Corp (TRP) | 0.1 | $1.2M | 21k | 54.41 |
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| PPL Corporation (PPL) | 0.1 | $1.1M | -20% | 30k | 37.16 |
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| Dow (DOW) | 0.1 | $1.1M | -11% | 49k | 22.93 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.1M | -14% | 3.6k | 299.40 |
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| Wp Carey (WPC) | 0.1 | $1.1M | -2% | 16k | 67.58 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | NEW | 2.8k | 374.26 |
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| Proshares Tr Ultr 7-10 Trea (UST) | 0.1 | $1.0M | NEW | 24k | 43.94 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.0M | -58% | 16k | 66.00 |
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| Vanguard World Mega Cap Index (MGC) | 0.0 | $959k | -10% | 3.9k | 244.76 |
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| Citigroup Com New (C) | 0.0 | $956k | -8% | 9.4k | 101.50 |
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| Fortune Brands (FBIN) | 0.0 | $942k | NEW | 18k | 53.39 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $901k | -8% | 3.2k | 282.89 |
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| Home Depot (HD) | 0.0 | $891k | -7% | 2.2k | 405.19 |
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| CF Industries Holdings (CF) | 0.0 | $888k | +2% | 9.9k | 89.70 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $781k | -82% | 7.6k | 102.97 |
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| Coca-Cola Company (KO) | 0.0 | $777k | -56% | 12k | 66.33 |
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| EOG Resources (EOG) | 0.0 | $752k | -22% | 6.7k | 112.12 |
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| Gilead Sciences (GILD) | 0.0 | $744k | -4% | 6.7k | 110.99 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $721k | +3% | 15k | 49.04 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $708k | -51% | 5.9k | 119.56 |
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| Diamondback Energy (FANG) | 0.0 | $665k | +2% | 4.6k | 143.11 |
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| Proshares Tr Ultra 20yr Tre (UBT) | 0.0 | $659k | NEW | 38k | 17.27 |
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| Strategy Cl A New (MSTR) | 0.0 | $638k | -56% | 2.0k | 322.21 |
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| NetApp (NTAP) | 0.0 | $609k | -88% | 5.1k | 118.46 |
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| 4068594 Enphase Energy (ENPH) | 0.0 | $588k | -4% | 17k | 35.39 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $578k | -16% | 6.0k | 96.13 |
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| Pfizer (PFE) | 0.0 | $561k | -24% | 22k | 25.48 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $551k | -44% | 8.8k | 62.47 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $503k | -29% | 5.5k | 91.83 |
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| First Tr Exchange-traded SHS (QTEC) | 0.0 | $501k | -10% | 2.2k | 229.61 |
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| Deere & Company (DE) | 0.0 | $501k | -66% | 1.1k | 457.47 |
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| Consolidated Edison (ED) | 0.0 | $494k | 4.9k | 100.52 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $479k | -52% | 14k | 34.98 |
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| Netflix (NFLX) | 0.0 | $476k | -4% | 397.00 | 1198.92 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $456k | -67% | 8.4k | 54.10 |
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| Procter & Gamble Company Call Option (PG) | 0.0 | $452k | -3% | 32k | 14.20 |
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| Advanced Micro Devices (AMD) | 0.0 | $448k | -91% | 2.8k | 161.79 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $421k | 3.0k | 142.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $391k | 584.00 | 669.84 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $386k | -10% | 3.4k | 112.76 |
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| Tidal Trust I Zega Buy And Hed (ZHDG) | 0.0 | $382k | -59% | 17k | 22.73 |
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| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $381k | -33% | 2.2k | 171.18 |
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| Markel Corporation (MKL) | 0.0 | $367k | -62% | 192.00 | 1911.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $357k | +9% | 711.00 | 502.74 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $323k | -55% | 13k | 25.57 |
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| Alliant Energy Corporation (LNT) | 0.0 | $300k | 4.4k | 67.41 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $298k | -76% | 5.1k | 58.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $295k | 980.00 | 300.94 |
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| Motorola Solutions Com New (MSI) | 0.0 | $274k | -50% | 600.00 | 457.29 |
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| Costco Wholesale Corporation (COST) | 0.0 | $268k | -10% | 289.00 | 925.63 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $259k | -55% | 2.9k | 89.32 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $258k | -33% | 924.00 | 279.29 |
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| Bank of America Corporation (BAC) | 0.0 | $254k | -59% | 3.2k | 79.68 |
|
| Yum! Brands (YUM) | 0.0 | $234k | 1.5k | 152.00 |
|
|
| Intuit (INTU) | 0.0 | $231k | 339.00 | 682.46 |
|
|
| Coherent Corp (COHR) | 0.0 | $231k | -15% | 2.1k | 107.72 |
|
| Pepsi (PEP) | 0.0 | $226k | -27% | 1.6k | 140.44 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $220k | NEW | 5.6k | 39.26 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $208k | -12% | 416.00 | 500.23 |
|
| ConocoPhillips (COP) | 0.0 | $207k | -30% | 2.2k | 94.60 |
|
| Walt Disney Company (DIS) | 0.0 | $207k | -2% | 1.8k | 114.50 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $205k | NEW | 423.00 | 485.02 |
|
| Ford Motor Company (F) | 0.0 | $147k | -51% | 12k | 11.96 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $131k | NEW | 11k | 11.66 |
|
| United Parcel Service CL B Call Option (UPS) | 0.0 | $91k | 23k | 4.00 |
|
|
| American Tower Reit Call Option (AMT) | 0.0 | $6.7k | +41% | 8.4k | 0.80 |
|
| Darden Restaurants Call Option (DRI) | 0.0 | $0 | -28% | 24k | 0.00 |
|
Past Filings by Royal Fund Management
SEC 13F filings are viewable for Royal Fund Management going back to 2017
- Royal Fund Management 2025 Q3 filed Oct. 29, 2025
- Royal Fund Management 2025 Q2 filed Aug. 13, 2025
- Royal Fund Management 2025 Q1 filed May 14, 2025
- Royal Fund Management 2024 Q4 filed Jan. 16, 2025
- Royal Fund Management 2024 Q3 filed Oct. 8, 2024
- Royal Fund Management 2024 Q2 filed July 18, 2024
- Royal Fund Management 2024 Q1 filed April 11, 2024
- Royal Fund Management 2023 Q4 filed Feb. 6, 2024
- Royal Fund Management 2023 Q3 filed Oct. 17, 2023
- Royal Fund Management 2023 Q2 filed July 12, 2023
- Royal Fund Management 2023 Q1 filed April 10, 2023
- Royal Fund Management 2022 Q4 filed Jan. 20, 2023
- Royal Fund Management 2022 Q3 filed Nov. 14, 2022
- Royal Fund Management 2022 Q2 filed July 28, 2022
- Royal Fund Management 2022 Q1 filed May 13, 2022
- Royal Fund Management 2021 Q4 filed Feb. 11, 2022