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
SU
Suncor Energy Inc

Energy
8.7K
+ 10.36%
$34.27 - $40.63 $298K - $354K
92.7K $3.59M
APP
App Lovin Corp

Technology
2.1K
New
$238.08 - $510.13 $500K - $1.07M
2.1K $556K
HON
Honeywell International Inc

Industrials
2.99K
+ 49.27%
$202.75 - $226.52 $607K - $678K
9.07K $1.92M
CVX
Chevron Corp

Energy
563
+ 2.82%
$146.71 - $167.97 $82.6K - $94.6K
20.5K $3.43M
HD
Home Depot, Inc.

Consumer Cyclical
1.75K
+ 33.26%
$347.25 - $424.87 $609K - $745K
7.02K $2.57M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.23K
+ 69.46%
$114.57 - $118.14 $484K - $499K
10.3K $1.22M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.54K
+ 2.5%
$54.27 - $63.81 $83.6K - $98.3K
63.1K $4.03M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.03K
+ 69.58%
$50.82 - $52.7 $459K - $476K
22K $1.16M
IXJ
Ishares Global Healthcare ETF

ETFs
321
+ 0.4%
$86.01 - $94.19 $27.6K - $30.2K
79.7K $7.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.48K
New
$45.72 - $51.73 $434K - $491K
9.48K $436K
USB
Us Bancorp \De\

Financial Services
20.8K
+ 25.5%
$40.92 - $50.9 $850K - $1.06M
102K $4.32M
AMT
American Tower Corp

Real Estate
1.01K
+ 20.82%
$173.46 - $217.6 $175K - $220K
5.86K $1.28M
KO
Coca Cola CO

Consumer Defensive
1.12K
+ 3.46%
$60.81 - $72.32 $68.4K - $81.3K
33.6K $2.41M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.17K
+ 3.73%
$44.72 - $46.25 $231K - $239K
144K $6.62M
PM
Philip Morris International Inc.

Consumer Defensive
68
+ 0.77%
$117.15 - $158.79 $7.97K - $10.8K
8.86K $1.41M
GRMN
Garmin LTD

Technology
277
+ 1.06%
$204.55 - $241.93 $56.7K - $67K
26.4K $5.74M
GILD
Gilead Sciences, Inc.

Healthcare
3.01K
New
$89.14 - $117.41 $268K - $354K
3.01K $337K
LLY
Eli Lilly & CO

Healthcare
153
+ 4.04%
$725.72 - $929.72 $111K - $142K
3.94K $3.26M
PG
Procter & Gamble CO

Consumer Defensive
1.45K
+ 4.82%
$158.56 - $176.26 $229K - $255K
31.4K $5.36M
MSTR
Microstrategy Inc

Technology
1.09K
+ 99.27%
$239.27 - $396.5 $261K - $433K
2.19K $631K
LNG
Cheniere Energy, Inc.

Energy
70
+ 0.4%
$209.32 - $253.66 $14.7K - $17.8K
17.4K $4.02M
UNP
Union Pacific Corp

Industrials
508
+ 2.52%
$225.21 - $254.42 $114K - $129K
20.6K $4.88M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
9.91K
+ 71.48%
$25.44 - $25.58 $252K - $253K
23.8K $607K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.76K
+ 73.93%
$91.45 - $91.75 $252K - $253K
6.49K $595K
NEE
Nextera Energy Inc

Utilities
3.57K
+ 17.89%
$66.96 - $76.16 $239K - $272K
23.5K $1.67M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.74K
New
$121.0 - $142.28 $211K - $248K
1.74K $217K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
8.59K
+ 3.83%
$19.66 - $20.09 $169K - $173K
233K $4.62M
INTU
Intuit Inc

Technology
338
New
$555.63 - $630.23 $188K - $213K
338 $207K
SLB
Schlumberger Limited

Energy
1.15K
+ 2.59%
$38.4 - $43.74 $44.1K - $50.2K
45.5K $1.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
New
$165.25 - $224.62 $176K - $239K
1.07K $176K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.78K
+ 29.28%
$92.45 - $106.69 $257K - $296K
12.3K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
4.72K
+ 17.23%
$34.5 - $43.01 $163K - $203K
32.1K $1.22M
PPL
Ppl Corp

Utilities
1.36K
+ 4.09%
$31.68 - $36.11 $43.1K - $49.1K
34.6K $1.25M
OXY
Occidental Petroleum Corp

Energy
3.42K
+ 14.61%
$45.45 - $52.7 $155K - $180K
26.8K $1.32M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.66K
+ 4.02%
N/A
68.7K $4.29M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2K
+ 9.47%
$60.44 - $69.57 $121K - $139K
23.1K $1.54M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 1.38%
$60.46 - $64.42 $99.7K - $106K
121K $7.49M
GMRE
Global Medical Reit Inc.

Real Estate
7.89K
+ 9.52%
$7.52 - $9.08 $59.3K - $71.6K
90.7K $793K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.49K
+ 2.45%
$42.93 - $44.71 $107K - $111K
104K $4.57M
DE
Deere & CO

Industrials
1
+ 0.03%
$408.57 - $509.27 $409 - $509
3.22K $1.51M
XLK
Technology Sector Spdr

ETFs
839
+ 69.74%
$206.38 - $242.18 $173K - $203K
2.04K $421K
EMR
Emerson Electric CO

Industrials
5.43K
+ 17.07%
$108.64 - $131.17 $590K - $712K
37.3K $4.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
500
+ 3.93%
$56.12 - $68.15 $28.1K - $34.1K
13.2K $896K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.73K
+ 73.95%
$81.62 - $96.63 $141K - $167K
4.07K $338K
PLD
Prologis, Inc.

Real Estate
300
+ 2.16%
$103.59 - $124.04 $31.1K - $37.2K
14.2K $1.59M
VT
Vanguard Total World Stk Index

ETFs
1.27K
+ 5.55%
$115.08 - $123.97 $146K - $157K
24.1K $2.8M
SYY
Sysco Corp

Consumer Defensive
2.25K
+ 5.76%
$70.0 - $77.13 $157K - $173K
41.2K $3.09M
CAG
Conagra Brands Inc.

Consumer Defensive
5.9K
+ 12.42%
$23.9 - $27.67 $141K - $163K
53.4K $1.42M
PFE
Pfizer Inc

Healthcare
5.32K
+ 21.52%
$25.01 - $27.13 $133K - $144K
30K $761K
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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