Royal Capital Wealth Management, LLC Portfolio Holdings

Royal Capital Wealth Management, LLC

  • $139 Million
  • Q1 2025

Royal Capital Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Million distributed in 88 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 $17.6M, Mastercard Inc with a value of $11.1M, Berkshire Hathaway Inc Class B with a value of $9.85M, Microsoft Corp with a value of $7.65M, and Visa Inc. with a value of $6.07M.

Examining the 13F form we can see an decrease of $45K in the current position value, from $139M to 139M.

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 $139 Million
Financial Services: $41.2 Million
ETFs: $29.8 Million
Technology: $21.9 Million
Healthcare: $11.9 Million
Consumer Cyclical: $8.62 Million
Communication Services: $8.13 Million
Consumer Defensive: $6.38 Million
Energy: $5.58 Million
Other: $5.91 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $139 Million
  • Prior Value $139 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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