Royal Capital Wealth Management as of March 31, 2025
Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 88 positions in its portfolio as reported in the March 2025 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) | 12.3 | $18M | 32k | 559.39 | |
| Mastercard Incorporated Cl A (MA) | 7.8 | $11M | 20k | 548.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.9 | $9.9M | 19k | 532.58 | |
| Microsoft Corporation (MSFT) | 5.4 | $7.6M | 20k | 375.38 | |
| Visa Com Cl A (V) | 4.3 | $6.1M | 17k | 350.45 | |
| NVIDIA Corporation (NVDA) | 4.2 | $6.0M | 55k | 108.38 | |
| JPMorgan Chase & Co. (JPM) | 3.8 | $5.4M | 22k | 245.30 | |
| Apple (AAPL) | 3.7 | $5.3M | 24k | 222.13 | |
| Amazon (AMZN) | 3.0 | $4.3M | 22k | 190.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $4.2M | 8.9k | 468.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.1M | 27k | 154.64 | |
| UnitedHealth (UNH) | 2.4 | $3.4M | 6.4k | 523.73 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $3.1M | 26k | 118.93 | |
| Eli Lilly & Co. (LLY) | 2.1 | $3.0M | 3.6k | 825.91 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.8 | $2.6M | 25k | 102.18 | |
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $2.5M | 18k | 139.78 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $2.4M | 3.00 | 798441.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.2M | 14k | 156.23 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.5 | $2.1M | 40k | 52.38 | |
| McDonald's Corporation (MCD) | 1.4 | $2.0M | 6.5k | 312.39 | |
| Abbvie (ABBV) | 1.4 | $2.0M | 9.6k | 209.52 | |
| Wal-Mart Stores (WMT) | 1.4 | $2.0M | 23k | 87.79 | |
| Automatic Data Processing (ADP) | 1.2 | $1.7M | 5.5k | 305.53 | |
| Cme (CME) | 1.0 | $1.4M | 5.3k | 265.27 | |
| Johnson & Johnson (JNJ) | 1.0 | $1.4M | 8.3k | 165.84 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.3M | 17k | 80.65 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.3M | 47k | 27.96 | |
| Procter & Gamble Company (PG) | 0.9 | $1.2M | 7.2k | 170.41 | |
| Lowe's Companies (LOW) | 0.8 | $1.1M | 4.8k | 233.23 | |
| Coca-Cola Company (KO) | 0.8 | $1.1M | 15k | 71.62 | |
| Meta Platforms Cl A (META) | 0.7 | $963k | 1.7k | 576.36 | |
| Wells Fargo & Company (WFC) | 0.7 | $939k | 13k | 71.79 | |
| Amgen (AMGN) | 0.6 | $911k | 2.9k | 311.54 | |
| Pepsi (PEP) | 0.6 | $837k | 5.6k | 149.95 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.6 | $814k | 12k | 65.59 | |
| Nextera Energy (NEE) | 0.6 | $801k | 11k | 70.89 | |
| Cheniere Energy Com New (LNG) | 0.5 | $752k | 3.2k | 231.42 | |
| Kenvue (KVUE) | 0.5 | $691k | 29k | 23.98 | |
| Costco Wholesale Corporation (COST) | 0.5 | $682k | 721.00 | 945.96 | |
| S&p Global (SPGI) | 0.5 | $661k | 1.3k | 508.10 | |
| Emerson Electric (EMR) | 0.4 | $593k | 5.4k | 109.63 | |
| Philip Morris International (PM) | 0.4 | $574k | 3.6k | 158.74 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $522k | 10k | 50.21 | |
| Abbott Laboratories (ABT) | 0.3 | $488k | 3.7k | 132.65 | |
| Home Depot (HD) | 0.3 | $481k | 1.3k | 366.54 | |
| Ge Aerospace Com New (GE) | 0.3 | $476k | 2.4k | 200.19 | |
| Qualcomm (QCOM) | 0.3 | $476k | 3.1k | 153.62 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $463k | 9.3k | 49.81 | |
| Cisco Systems (CSCO) | 0.3 | $455k | 7.4k | 61.71 | |
| Broadcom (AVGO) | 0.3 | $440k | 2.6k | 167.43 | |
| Walt Disney Company (DIS) | 0.3 | $428k | 4.3k | 98.70 | |
| Nucor Corporation (NUE) | 0.3 | $416k | 3.5k | 120.34 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $396k | 1.3k | 312.04 | |
| Chevron Corporation (CVX) | 0.3 | $390k | 2.3k | 167.29 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $389k | 18k | 21.53 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $383k | 2.1k | 179.70 | |
| Proshares Tr Msci Eur Div (EUDV) | 0.3 | $383k | 7.8k | 49.36 | |
| Caterpillar (CAT) | 0.3 | $363k | 1.1k | 329.80 | |
| Ammo (POWW) | 0.2 | $350k | 254k | 1.38 | |
| Kinder Morgan (KMI) | 0.2 | $339k | 12k | 28.53 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $319k | 2.6k | 121.97 | |
| 3M Company (MMM) | 0.2 | $301k | 2.0k | 146.88 | |
| United Parcel Service CL B (UPS) | 0.2 | $288k | 2.6k | 110.01 | |
| Cardinal Health (CAH) | 0.2 | $283k | 2.1k | 137.78 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $271k | 1.9k | 145.69 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $267k | 3.2k | 84.40 | |
| Oracle Corporation (ORCL) | 0.2 | $267k | 1.9k | 139.81 | |
| ConocoPhillips (COP) | 0.2 | $258k | 2.5k | 105.00 | |
| Greystone Housing Impact Inv Ben Unit Ctf (GHI) | 0.2 | $257k | 21k | 12.33 | |
| Bank of America Corporation (BAC) | 0.2 | $256k | 6.1k | 41.73 | |
| Diamondback Energy (FANG) | 0.2 | $256k | 1.6k | 159.88 | |
| CRH Ord (CRH) | 0.2 | $255k | 2.9k | 87.97 | |
| AFLAC Incorporated (AFL) | 0.2 | $254k | 2.3k | 111.18 | |
| SEI Investments Company (SEIC) | 0.2 | $248k | 3.2k | 77.63 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $240k | 7.7k | 30.99 | |
| General Motors Company (GM) | 0.2 | $238k | 5.1k | 47.03 | |
| Oneok (OKE) | 0.2 | $228k | 2.3k | 99.22 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $226k | 2.0k | 112.85 | |
| Medtronic SHS (MDT) | 0.2 | $224k | 2.5k | 89.86 | |
| Norfolk Southern (NSC) | 0.2 | $217k | 916.00 | 236.85 | |
| Bristol Myers Squibb (BMY) | 0.1 | $213k | 3.5k | 60.99 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $210k | 818.00 | 257.03 | |
| International Business Machines (IBM) | 0.1 | $210k | 845.00 | 248.66 | |
| Netease Sponsored Ads (NTES) | 0.1 | $206k | 2.0k | 102.92 | |
| Chubb (CB) | 0.1 | $204k | 674.00 | 302.20 | |
| At&t (T) | 0.1 | $202k | 7.1k | 28.28 | |
| Coeur Mng Com New (CDE) | 0.1 | $104k | 18k | 5.92 | |
| Wrap Technologies (WRAP) | 0.1 | $93k | 55k | 1.71 |
