Royal Capital Wealth Management, LLC Portfolio Holdings
Royal Capital Wealth Management, LLC
- $124 Million
- Q1 2024
Royal Capital Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $124 Million distributed in 94 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 $14.8M, Mastercard Inc with a value of $9.71M, Microsoft Corp with a value of $8.67M, Berkshire Hathaway Inc Class B with a value of $7.46M, and Visa Inc. with a value of $4.89M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $113M to 124M.
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.