Royal Fund Management, LLC Purchases in Q3 2024

Royal Fund Management, LLC

  • $1.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
44.2K
New
$86.66 - $86.66 $3.83M - $3.83M
44.2K $3.83M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
17.7K
+ 76.3%
$175.46 - $203.3 $3.1M - $3.59M
40.9K $8.28M
DDOG
Datadog, Inc.

Technology
34.2K
+ 118.53%
$104.97 - $134.56 $3.59M - $4.61M
63.1K $7.26M
MGV
Vanguard Mega Cap Value

ETFs
25K
+ 127.72%
$118.0 - $128.28 $2.95M - $3.2M
44.5K $5.71M
SYK
Stryker Corp

Healthcare
8.77K
+ 106.17%
$315.94 - $371.96 $2.77M - $3.26M
17K $6.15M
LLY
Eli Lilly & CO

Healthcare
3.83K
+ 118.38%
$772.14 - $960.02 $2.95M - $3.67M
7.06K $6.25M
SNOW
Snowflake Inc.

Technology
33.1K
+ 126.43%
$108.56 - $143.02 $3.59M - $4.73M
59.2K $6.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.78K
+ 112.31%
$531.86 - $624.21 $2.54M - $2.98M
9.04K $5.59M
UPS
United Parcel Service Inc

Industrials
23.5K
+ 178.04%
$123.32 - $147.38 $2.9M - $3.47M
36.7K $5.01M
NEE
Nextera Energy Inc

Utilities
36.7K
+ 635.71%
$69.9 - $84.97 $2.57M - $3.12M
42.5K $3.59M
VTI
Vanguard Total Stock Market Et

ETFs
10.2K
+ 105.82%
$255.18 - $283.2 $2.6M - $2.88M
19.8K $5.61M
HOOD
Robinhood Markets, Inc.

Technology
129K
New
$16.42 - $24.63 $2.11M - $3.17M
129K $3.01M
SLB
Schlumberger Limited

Energy
72.7K
+ 479.92%
$39.57 - $49.67 $2.87M - $3.61M
87.8K $3.68M
VT
Vanguard Total World Stk Index

ETFs
23.5K
+ 123.58%
$107.72 - $119.96 $2.53M - $2.82M
42.5K $5.09M
GTLB
Gitlab Inc.

Technology
52.9K
+ 81.51%
$40.84 - $56.2 $2.16M - $2.97M
118K $6.07M
VV
Vanguard Large Cap ETF

ETFs
10K
+ 108.02%
$236.92 - $263.4 $2.37M - $2.64M
19.3K $5.08M
VOX
Vanguard Communication Service

ETFs
18K
+ 89.25%
$129.82 - $145.39 $2.34M - $2.62M
38.1K $5.55M
VIG
Vanguard Dividend Appreciation

ETFs
14.9K
+ 106.51%
$182.15 - $182.15 $2.71M - $2.71M
28.9K $5.26M
VDE
Vanguard Energy ETF

ETFs
21.7K
+ 134.8%
$117.44 - $131.06 $2.54M - $2.84M
37.7K $4.62M
VPU
Vanguard Utilities ETF

ETFs
12.2K
+ 132.81%
$146.64 - $174.54 $1.79M - $2.13M
21.4K $3.72M
ENPH
Enphase Energy, Inc.

Technology
17.9K
+ 97.82%
$95.77 - $123.65 $1.72M - $2.22M
36.3K $4.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17.3K
+ 37.06%
$100.75 - $111.62 $1.75M - $1.94M
64.1K $7.01M
PAAS
Pan American Silver Corp

Basic Materials
103K
New
$18.58 - $24.18 $1.91M - $2.49M
103K $2.15M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
28K
+ 157.21%
$66.55 - $74.93 $1.87M - $2.1M
45.9K $3.31M
EOG
Eog Resources Inc

Energy
16.9K
+ 158.15%
$117.9 - $132.65 $2M - $2.24M
27.6K $3.4M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
18.6K
New
$109.03 - $210.9 $2.03M - $3.92M
18.6K $2.03M
VIS
Vanguard Industrial ETF

ETFs
7.22K
+ 127.96%
$232.12 - $260.07 $1.68M - $1.88M
12.9K $3.35M
COIN
Coinbase Global, Inc.

Technology
11.2K
New
$147.09 - $265.15 $1.65M - $2.97M
11.2K $2M
VCR
Vanguard Consumer Discretionar

ETFs
5.48K
+ 130.43%
$291.88 - $341.94 $1.6M - $1.87M
9.68K $3.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
34.1K
New
$49.83 - $62.75 $1.7M - $2.14M
34.1K $1.96M
FCX
Freeport Mcmoran Inc

Basic Materials
38.5K
+ 254.97%
$39.52 - $51.92 $1.52M - $2M
53.6K $2.68M
VFH
Vanguard Financial ETF

ETFs
16.3K
+ 129.77%
$99.27 - $111.21 $1.62M - $1.81M
28.8K $3.17M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
12.6K
+ 131.18%
$130.03 - $143.03 $1.64M - $1.8M
22.2K $3.17M
MDLZ
Mondelez International, Inc.

Consumer Defensive
23.9K
+ 186.31%
$64.35 - $75.71 $1.54M - $1.81M
36.7K $2.7M
IRM
Iron Mountain Inc

Real Estate
12.2K
+ 88.05%
$89.69 - $119.32 $1.09M - $1.45M
26K $3.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.3K
+ 108.81%
$117.9 - $128.2 $1.56M - $1.7M
25.4K $3.26M
MMM
3 M CO

Industrials
4.66K
+ 14.23%
$99.69 - $139.42 $464K - $649K
37.4K $5.11M
VO
Vanguard Mid Cap ETF

ETFs
6.19K
+ 103.48%
$237.84 - $263.83 $1.47M - $1.63M
12.2K $3.21M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.8K
+ 30.34%
$72.18 - $107.33 $563K - $837K
33.5K $3.56M
VONE
Vanguard Russell 1000 ETF

ETFs
6.13K
+ 93.05%
$234.0 - $260.07 $1.43M - $1.59M
12.7K $3.31M
ABBV
Abb Vie Inc.

Healthcare
2.29K
+ 4.91%
$163.84 - $199.33 $376K - $457K
49K $9.67M
TWLO
Twilio Inc

Communication Services
19.6K
+ 54.15%
$56.03 - $65.23 $1.1M - $1.28M
55.8K $3.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.96K
+ 89.35%
$218.05 - $243.47 $1.3M - $1.45M
12.6K $3.07M
DE
Deere & CO

Industrials
3.22K
+ 99.75%
$344.84 - $418.0 $1.11M - $1.35M
6.45K $2.69M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11.9K
+ 373.67%
$114.73 - $120.23 $1.36M - $1.43M
15K $1.8M
XEL
Xcel Energy Inc

Utilities
18.1K
+ 97.07%
$52.11 - $65.3 $945K - $1.18M
36.8K $2.41M
HD
Home Depot, Inc.

Consumer Cyclical
3.18K
+ 191.5%
$333.64 - $405.2 $1.06M - $1.29M
4.84K $1.96M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25.4K
+ 375.18%
$50.85 - $53.88 $1.29M - $1.37M
32.1K $1.73M
OHI
Omega Healthcare Investors Inc

Real Estate
28.3K
+ 87.42%
$33.55 - $41.29 $950K - $1.17M
60.7K $2.47M
Activity Summary
Buys All Purchases 203 New Holdings 46 Increased Positions 157 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 79 Puts 2
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