Royal Capital Wealth Management, LLC Purchases in Q1 2025

Royal Capital Wealth Management, LLC

  • $139 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 0.31%
$442.66 - $534.52 $25.2K - $30.5K
18.5K $9.85M
V
Visa Inc.

Financial Services
23
+ 0.13%
$306.92 - $362.71 $7.06K - $8.34K
17.3K $6.07M
MA
Mastercard Inc

Financial Services
25
+ 0.12%
$504.67 - $576.31 $12.6K - $14.4K
20.2K $11.1M
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.12%
$169.2 - $216.66 $2.03K - $2.6K
9.62K $2.02M
XOM
Exxon Mobil Corp

Energy
19
+ 0.07%
$105.44 - $118.93 $2K - $2.26K
26K $3.09M
MDT
Medtronic PLC

Healthcare
2.49K
New
$79.84 - $94.5 $199K - $235K
2.49K $223K
BMY
Bristol Myers Squibb CO

Healthcare
3.49K
New
$53.9 - $63.11 $188K - $220K
3.49K $212K
IBM
International Business Machines Corp

Technology
845
New
$217.4 - $264.74 $184K - $224K
845 $210K
CME
Cme Group Inc.

Financial Services
147
+ 2.85%
$225.82 - $266.54 $33.2K - $39.2K
5.3K $1.4M
CB
Chubb LTD

Financial Services
674
New
$257.71 - $301.99 $174K - $204K
674 $203K
T
At&T Inc.

Communication Services
7.14K
New
$21.56 - $28.28 $154K - $202K
7.14K $201K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.11%
$117.15 - $158.79 $469 - $635
3.61K $573K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.25%
$225.19 - $279.95 $12.4K - $15.4K
21.9K $5.38M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 0.19%
$461.52 - $548.18 $5.54K - $6.58K
6.43K $3.37M
GE
General Electric CO

Industrials
2
+ 0.08%
$168.59 - $212.13 $337 - $424
2.38K $475K
ABT
Abbott Laboratories

Healthcare
2
+ 0.05%
$111.1 - $140.22 $222 - $280
3.68K $488K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.03%
$209.32 - $253.66 $209 - $254
3.25K $751K
CVX
Chevron Corp

Energy
13
+ 0.56%
$146.71 - $167.97 $1.91K - $2.18K
2.33K $390K
WFC
Wells Fargo & Company

Financial Services
374
+ 2.95%
$66.78 - $81.42 $25K - $30.5K
13.1K $938K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.05%
$118.02 - $137.77 $118 - $138
2.05K $282K
WMT
Walmart Inc.

Consumer Defensive
972
+ 4.5%
$84.5 - $105.05 $82.1K - $102K
22.6K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.1%
$158.56 - $176.26 $1.11K - $1.23K
7.19K $1.22M
COP
Conocophillips

Energy
54
+ 2.25%
$88.6 - $105.85 $4.78K - $5.72K
2.46K $258K
KMI
Kinder Morgan, Inc.

Energy
79
+ 0.67%
$26.1 - $31.22 $2.06K - $2.47K
11.9K $338K
XLF
Financial Sector Spdr

ETFs
2
+ 0.02%
$47.32 - $52.19 $94.6 - $104
9.29K $462K
Blackrock ETF Trust Ii
58
+ 0.14%
N/A
40.3K $0
PEP
Pepsico Inc

Consumer Defensive
74
+ 1.34%
$142.64 - $156.42 $10.6K - $11.6K
5.58K $837K
Kenvue Inc
20
+ 0.07%
N/A
28.8K $0
QCOM
Qualcomm Inc

Technology
3
+ 0.1%
$151.94 - $175.86 $456 - $528
3.1K $475K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.37%
$253.32 - $282.66 $760 - $848
818 $210K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.03%
$21.23 - $23.75 $106 - $119
18.1K $389K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.15%
$347.25 - $424.87 $695 - $850
1.31K $481K
GM
General Motors CO

Consumer Cyclical
5
+ 0.1%
$45.22 - $54.92 $226 - $275
5.07K $238K
UPS
United Parcel Service Inc

Industrials
7
+ 0.27%
$109.66 - $136.26 $768 - $954
2.62K $288K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.11%
$222.66 - $268.42 $1.11K - $1.34K
4.77K $1.11M
EMR
Emerson Electric CO

Industrials
1
+ 0.02%
$108.64 - $131.17 $109 - $131
5.41K $593K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.15%
$468.34 - $539.52 $6.09K - $7.01K
8.91K $4.18M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$156.06 - $207.71 $156 - $208
14K $2.19M
BX
Blackstone Inc.

Financial Services
12
+ 0.07%
$136.53 - $186.74 $1.64K - $2.24K
17.6K $2.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 0.42%
$551.42 - $612.93 $73.3K - $81.5K
31.5K $17.6M
GOOGL
Alphabet Inc.

Communication Services
28
+ 0.1%
$154.33 - $206.19 $4.32K - $5.77K
26.8K $4.15M
NVDA
Nvidia Corp

Technology
1.05K
+ 1.95%
$106.98 - $149.43 $112K - $157K
55K $5.96M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Royal Capital Wealth Management, LLC Portfolio

Follow Royal Capital Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Capital Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Capital Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email