Royal Fund Management, LLC Purchases in Q2 2025

Royal Fund Management, LLC

  • $979 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.42K
+ 69.59%
$179.73 - $253.23 $255K - $360K
3.46K $876K
GILD
Gilead Sciences, Inc.

Healthcare
4.02K
+ 133.3%
$96.91 - $113.0 $389K - $454K
7.03K $779K
VT
Vanguard Total World Stk Index

ETFs
893
+ 3.7%
$103.16 - $128.52 $92.1K - $115K
25K $3.22M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.67K
+ 70.33%
$40.94 - $52.1 $273K - $347K
16.2K $841K
DGRO
Ishares Core Dividend Growth E

ETFs
2.07K
+ 1.71%
$55.22 - $63.94 $114K - $132K
123K $7.89M
IRM
Iron Mountain Inc

Real Estate
1.25K
+ 9.38%
$76.93 - $105.25 $96K - $131K
14.6K $1.49M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.51K
+ 2.41%
$41.55 - $46.04 $104K - $116K
107K $4.91M
VTI
Vanguard Total Stock Market Et

ETFs
106
+ 1.06%
$243.75 - $303.93 $25.8K - $32.2K
10.1K $3.06M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.09K
+ 75.98%
$73.7 - $90.98 $228K - $281K
7.16K $651K
VV
Vanguard Large Cap ETF

ETFs
102
+ 1.04%
$228.25 - $285.3 $23.3K - $29.1K
9.91K $2.83M
CVS
Cvs Health Corp

Healthcare
2.8K
+ 3.6%
$60.04 - $70.18 $168K - $197K
80.5K $5.56M
SCCO
Southern Copper Corp

Basic Materials
755
+ 2.92%
$75.63 - $104.64 $57.1K - $79K
26.7K $2.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
905
+ 2.43%
$45.98 - $56.15 $41.6K - $50.8K
38.1K $2.14M
VIS
Vanguard Industrial ETF

ETFs
141
+ 1.97%
$220.04 - $280.07 $31K - $39.5K
7.31K $2.05M
NFLX
Netflix Inc

Communication Services
105
+ 33.76%
$855.86 - $1339.13 $89.9K - $141K
416 $557K
EOG
Eog Resources Inc

Energy
2.61K
+ 47.29%
$104.61 - $129.97 $273K - $339K
8.13K $972K
PM
Philip Morris International Inc.

Consumer Defensive
291
+ 3.28%
$149.23 - $184.95 $43.4K - $53.8K
9.15K $1.67M
NOW
Service Now, Inc.

Technology
248
New
$721.65 - $1040.18 $179K - $258K
248 $254K
KR
Kroger CO

Consumer Defensive
2.4K
+ 12.44%
$64.62 - $74.0 $155K - $178K
21.7K $1.56M
MS
Morgan Stanley

Financial Services
1.56K
+ 128.9%
$99.83 - $140.86 $156K - $220K
2.77K $390K
MSI
Motorola Solutions, Inc.

Technology
600
+ 100.0%
$394.72 - $440.39 $237K - $264K
1.2K $504K
VCR
Vanguard Consumer Discretionar

ETFs
115
+ 2.14%
$290.42 - $364.35 $33.4K - $41.9K
5.49K $1.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.66K
+ 3.24%
$45.12 - $46.23 $210K - $215K
148K $6.86M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.06K
+ 18.45%
$51.1 - $53.29 $207K - $216K
26.1K $1.39M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.84K
+ 17.83%
$116.93 - $119.39 $215K - $219K
12.1K $1.45M
ALL
Allstate Corp

Financial Services
1.14K
New
$180.53 - $212.64 $206K - $243K
1.14K $229K
MMM
3 M CO

Industrials
67
+ 0.17%
$126.09 - $154.15 $8.45K - $10.3K
40.1K $6.1M
ELV
Elevance Health, Inc.

Healthcare
578
New
$372.27 - $452.69 $215K - $262K
578 $224K
KMI
Kinder Morgan, Inc.

Energy
3.75K
+ 2.94%
$25.21 - $29.4 $94.6K - $110K
131K $3.86M
DIS
Walt Disney CO

Communication Services
1.76K
New
$81.72 - $124.01 $144K - $218K
1.76K $217K
APP
App Lovin Corp

Technology
100
+ 4.76%
$219.37 - $417.89 $21.9K - $41.8K
2.2K $770K
ETSY
Etsy Inc

Consumer Cyclical
4.21K
New
$40.8 - $63.88 $172K - $269K
4.21K $211K
MGC
Vanguard Mega Cap ETF

ETFs
501
+ 12.96%
$179.23 - $224.92 $89.8K - $113K
4.37K $982K
CRM
Salesforce, Inc.

Technology
637
+ 11.12%
$236.26 - $291.15 $150K - $185K
6.37K $1.74M
IOT
Samsara Inc.

Technology
1.42K
+ 1.48%
$33.46 - $47.74 $47.3K - $67.6K
96.9K $3.86M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
394
+ 3.13%
$118.46 - $143.72 $46.7K - $56.6K
13K $1.87M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.26K
+ 72.46%
$108.87 - $133.04 $138K - $168K
3.01K $399K
VFH
Vanguard Financial ETF

ETFs
424
+ 2.64%
$104.87 - $127.3 $44.5K - $54K
16.5K $2.1M
WM
Waste Management Inc

Industrials
1.05K
+ 4.39%
$216.47 - $242.1 $228K - $255K
25K $5.73M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
8.16K
+ 3.5%
$18.92 - $19.87 $154K - $162K
241K $4.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.62K
+ 19.79%
$63.54 - $68.5 $166K - $179K
15.8K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
119
+ 1.89%
$228.54 - $279.83 $27.2K - $33.3K
6.41K $1.79M
MGV
Vanguard Mega Cap Value

ETFs
781
+ 3.06%
$114.87 - $131.25 $89.7K - $103K
26.3K $3.45M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.57K
+ 3.74%
N/A
71.3K $4.45M
VPU
Vanguard Utilities ETF

ETFs
480
+ 3.93%
$158.36 - $178.82 $76K - $85.8K
12.7K $2.24M
GBX
Greenbrier Companies Inc

Industrials
10.8K
+ 15.71%
$39.63 - $51.99 $429K - $563K
79.8K $3.68M
BHP
Bhp Group LTD

Basic Materials
3.06K
+ 15.07%
$40.22 - $50.88 $123K - $156K
23.4K $1.12M
TRP
Tc Energy Corp

Energy
2.1K
+ 10.81%
$44.48 - $51.4 $93.3K - $108K
21.5K $1.05M
SYY
Sysco Corp

Consumer Defensive
1.35K
+ 3.27%
$68.0 - $75.91 $91.5K - $102K
42.5K $3.22M
Activity Summary
Buys All Purchases 154 New Holdings 19 Increased Positions 135 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 56 Puts 11
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