Royal Capital Wealth Management, LLC Portfolio Holdings

Royal Capital Wealth Management, LLC

  • $130 Million
  • Q2 2024

Royal Capital Wealth Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.6M, Microsoft Corp with a value of $9.49M, Mastercard Inc with a value of $8.89M, Berkshire Hathaway Inc Class B with a value of $7.54M, and Nvidia Corp with a value of $6.08M.

Examining the 13F form we can see an increase of $5.78M in the current position value, from $124M to 130M.

Royal Capital Wealth Management, LLC is based out at Carmel, IN

Below you can find more details about Royal Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
Financial Services: $30.6 Million
ETFs: $27.2 Million
Technology: $23.9 Million
Healthcare: $13 Million
Consumer Cyclical: $9.42 Million
Communication Services: $8.22 Million
Consumer Defensive: $5.84 Million
Energy: $4.87 Million
Other: $6.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168M
$798,000 0.61% of portfolio
475,297
Q2 2024 Added 1.52%
$60.8M
$168,000 0.13% of portfolio
84,375
Q2 2024 Added 3.99%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $130 Million
  • Prior Value $124 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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