Royal Capital Wealth Management, LLC Portfolio Holdings

Royal Capital Wealth Management, LLC

  • $139 Million
  • Q4 2024

Royal Capital Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 85 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 $18.4M, Mastercard Inc with a value of $10.6M, Microsoft Corp with a value of $8.81M, Berkshire Hathaway Inc Class B with a value of $8.36M, and Nvidia Corp with a value of $7.24M.

Examining the 13F form we can see an increase of $1.12M in the current position value, from $138M 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: $36.2 Million
ETFs: $30.8 Million
Technology: $25.3 Million
Healthcare: $10.4 Million
Consumer Cyclical: $9.74 Million
Communication Services: $9.2 Million
Consumer Defensive: $6.03 Million
Energy: $5.5 Million
Other: $6.2 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 85
  • Current Value $139 Million
  • Prior Value $138 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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