Royal Fund Management, LLC Purchases in Q1 2025

Royal Fund Management, LLC

  • $885 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
47.7K
New
$408.78 - $448.82 $19.5M - $21.4M
47.7K $20M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
234K
New
$81.83 - $82.73 $19.2M - $19.4M
234K $19.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
74.1K
New
$169.43 - $182.84 $12.5M - $13.5M
74.1K $12.8M
GLD
Spdr Gold Trust

ETFs
42.7K
New
$243.19 - $288.14 $10.4M - $12.3M
42.7K $12.3M
IGV
Ishares Expanded Tech Software

ETFs
80.5K
New
$88.3 - $107.83 $7.11M - $8.68M
80.5K $7.16M
SNOW
Snowflake Inc.

Technology
34.3K
+ 155.32%
$146.16 - $192.78 $5.02M - $6.62M
56.4K $8.25M
IYJ
Ishares Tr

ETFs
32.6K
+ 50.81%
$127.48 - $142.0 $4.16M - $4.63M
96.8K $12.6M
PLTR
Palantir Technologies Inc.

Technology
42.1K
New
$64.98 - $124.62 $2.74M - $5.25M
42.1K $3.55M
TOST
Toast, Inc.

Technology
106K
New
$32.61 - $41.98 $3.46M - $4.45M
106K $3.52M
UPST
Upstart Holdings, Inc.

Financial Services
65.3K
New
$46.03 - $88.77 $3.01M - $5.8M
65.3K $3.01M
HOOD
Robinhood Markets, Inc.

Technology
69.3K
New
$35.63 - $65.28 $2.47M - $4.53M
69.3K $2.89M
OKTA
Okta, Inc.

Technology
22.2K
+ 191.38%
$78.83 - $116.72 $1.75M - $2.59M
33.8K $3.56M
SG
Sweetgreen, Inc.

Consumer Cyclical
107K
+ 491.28%
$21.47 - $34.94 $2.3M - $3.74M
129K $3.23M
MDT
Medtronic PLC

Healthcare
27.6K
New
$79.84 - $94.5 $2.21M - $2.61M
27.6K $2.48M
GTLB
Gitlab Inc.

Technology
52.6K
+ 1031.37%
$47.0 - $73.14 $2.47M - $3.85M
57.7K $2.71M
SCCO
Southern Copper Corp

Basic Materials
25.9K
New
$85.92 - $101.48 $2.23M - $2.63M
25.9K $2.42M
ETR
Entergy Corp

Utilities
24.9K
New
$75.26 - $87.89 $1.87M - $2.19M
24.9K $2.13M
SHOP
Shopify Inc.

Technology
22.3K
New
$90.59 - $129.31 $2.02M - $2.88M
22.3K $2.13M
XLV
Select Sector Spdr Fund Health

ETFs
11.3K
+ 21.09%
$137.61 - $149.68 $1.56M - $1.69M
65K $9.48M
META
Meta Platforms, Inc.

Communication Services
3.33K
+ 33.89%
$576.36 - $736.67 $1.92M - $2.45M
13.2K $7.58M
LEU
Centrus Energy Corp

Energy
28.4K
New
$62.21 - $119.74 $1.77M - $3.4M
28.4K $1.77M
SJM
J M Smucker CO

Consumer Defensive
14.3K
New
$100.41 - $118.41 $1.44M - $1.69M
14.3K $1.69M
VRT
Vertiv Holdings CO

Industrials
19.3K
+ 45.94%
N/A
61.3K $5.32M
CSCO
Cisco Systems, Inc.

Technology
23.8K
+ 35.48%
$58.74 - $64.87 $1.4M - $1.54M
90.8K $5.6M
TTD
Trade Desk, Inc.

Technology
28.4K
New
$53.59 - $126.58 $1.52M - $3.59M
28.4K $1.55M
COIN
Coinbase Global, Inc.

Technology
9K
New
$172.23 - $301.3 $1.55M - $2.71M
9K $1.55M
CRM
Salesforce, Inc.

Technology
5.73K
New
$268.36 - $359.95 $1.54M - $2.06M
5.73K $1.54M
GS
Goldman Sachs Group Inc

Financial Services
2.75K
New
$524.81 - $672.19 $1.44M - $1.85M
2.75K $1.5M
NEM
Newmont Corp

Basic Materials
9.67K
+ 11.19%
$37.79 - $48.39 $365K - $468K
96.1K $4.64M
CVNA
Carvana Co.

Consumer Cyclical
6.8K
New
$166.52 - $285.33 $1.13M - $1.94M
6.8K $1.42M
T
At&T Inc.

Communication Services
2.16K
+ 0.95%
$21.56 - $28.28 $46.7K - $61.2K
229K $6.49M
KR
Kroger CO

Consumer Defensive
19.3K
New
$58.36 - $67.72 $1.13M - $1.31M
19.3K $1.31M
STX
Seagate Technology Holdings PLC

Technology
14.1K
New
$84.92 - $108.42 $1.2M - $1.53M
14.1K $1.2M
CRDO
Credo Technology Group Holding LTD

Technology
29K
New
$39.45 - $85.5 $1.14M - $2.48M
29K $1.16M
XLF
Financial Sector Spdr

ETFs
9.48K
+ 2.45%
$47.32 - $52.19 $449K - $495K
397K $19.8M
MMM
3 M CO

Industrials
2.49K
+ 6.63%
$129.7 - $155.12 $323K - $386K
40K $5.88M
IBM
International Business Machines Corp

Technology
841
+ 2.99%
$217.4 - $264.74 $183K - $223K
28.9K $7.2M
KMI
Kinder Morgan, Inc.

Energy
30.7K
+ 31.75%
$26.1 - $31.22 $802K - $960K
128K $3.64M
NET
Cloudflare, Inc.

Technology
8.14K
New
$110.71 - $176.5 $901K - $1.44M
8.14K $916K
DELL
Dell Technologies Inc.

Technology
19K
+ 55.22%
$90.34 - $124.66 $1.72M - $2.37M
53.5K $4.88M
AFRM
Affirm Holdings, Inc.

Technology
19.9K
New
$43.7 - $80.98 $869K - $1.61M
19.9K $899K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
6.61K
+ 110.58%
$131.8 - $147.86 $872K - $978K
12.6K $1.68M
AEM
Agnico Eagle Mines LTD

Basic Materials
359
+ 1.36%
$79.66 - $108.41 $28.6K - $38.9K
26.7K $2.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
772
+ 2.48%
$180.02 - $208.56 $139K - $161K
32K $6.64M
FANG
Diamondback Energy, Inc.

Energy
4.65K
New
$139.9 - $180.18 $650K - $837K
4.65K $742K
PDD
Pinduoduo Inc.

Consumer Cyclical
6.04K
New
$94.68 - $131.34 $571K - $793K
6.04K $714K
SQ
Block, Inc.

Technology
27.2K
+ 86.4%
$54.04 - $92.95 $1.47M - $2.53M
58.8K $3.36M
DVN
Devon Energy Corp

Energy
11.1K
+ 23.68%
$33.15 - $38.55 $369K - $429K
58.1K $2.17M
JD
Jd.Com, Inc.

Consumer Cyclical
14.8K
New
$33.1 - $45.21 $490K - $669K
14.8K $608K
Activity Summary
Buys All Purchases 145 New Holdings 36 Increased Positions 109 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 79 Puts 0
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