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
DOW
Dow Inc.

Basic Materials
7.53K
+ 20.94%
$34.36 - $41.92 $259K - $316K
43.5K $1.52M
GE
General Electric CO

Industrials
95
+ 5.94%
$168.59 - $212.13 $16K - $20.2K
1.69K $338K
BHP
Bhp Group LTD

Basic Materials
1.48K
+ 7.88%
$48.18 - $52.11 $71.5K - $77.3K
20.3K $986K
OHI
Omega Healthcare Investors Inc

Real Estate
1.33K
+ 4.13%
$35.7 - $38.33 $47.3K - $50.8K
33.4K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
292
+ 2.31%
$126.11 - $135.06 $36.8K - $39.4K
12.9K $1.67M
RIO
Rio Tinto PLC

Basic Materials
181
+ 0.51%
$58.19 - $64.29 $10.5K - $11.6K
35.4K $2.13M
TRP
Tc Energy Corp

Energy
725
+ 3.88%
$44.29 - $49.27 $32.1K - $35.7K
19.4K $915K
COP
Conocophillips

Energy
198
+ 6.79%
$88.6 - $105.85 $17.5K - $21K
3.12K $327K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
950
+ 34.55%
$62.43 - $84.12 $59.3K - $79.9K
3.7K $241K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.77K
+ 9.12%
$45.22 - $52.17 $80K - $92.3K
21.2K $1.02M
SO
Southern CO

Utilities
21
+ 0.65%
$80.96 - $92.96 $1.7K - $1.95K
3.25K $299K
LNT
Alliant Energy Corp

Utilities
32
+ 0.73%
$56.66 - $66.04 $1.81K - $2.11K
4.44K $285K
VO
Vanguard Mid Cap ETF

ETFs
160
+ 2.61%
$251.87 - $277.95 $40.3K - $44.5K
6.29K $1.63M
F
Ford Motor CO

Consumer Cyclical
150
+ 0.59%
$9.12 - $10.43 $1.37K - $1.56K
25.7K $257K
PEP
Pepsico Inc

Consumer Defensive
62
+ 2.84%
$142.64 - $156.42 $8.84K - $9.7K
2.25K $336K
Gsk PLC
1.75K
+ 7.26%
N/A
25.8K $0
JPHY
Jp Morgan High Yield Research

ETFs
3.6K
+ 3.74%
N/A
99.9K $0
Astera Labs Inc
14.9K
+ 480.65%
N/A
18K $0
Reddit Inc
11.8K
New
N/A
11.8K $0
Ishares Bitcoin Trust ETF
7.78K
New
N/A
7.78K $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.33K
+ 6.73%
$10.61 - $16.49 $24.7K - $38.4K
36.9K $459K
ASML
Asml Holding Nv

Technology
98
+ 3.51%
$662.63 - $776.99 $64.9K - $76.1K
2.89K $1.92M
INDA
Ishares Msci India Index Fund

ETFs
2.63K
+ 1.92%
$47.8 - $53.4 $126K - $140K
139K $7.18M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
675
+ 1.67%
$19.21 - $20.97 $13K - $14.2K
41.2K $796K
AXP
American Express CO

Financial Services
2
+ 0.21%
$255.39 - $325.87 $511 - $652
964 $259K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.32%
$472.29 - $575.13 $945 - $1.15K
634 $306K
MRK
Merck & Co., Inc.

Healthcare
5.47K
+ 9.88%
$83.01 - $101.02 $454K - $553K
60.9K $5.46M
VV
Vanguard Large Cap ETF

ETFs
284
+ 2.98%
$253.32 - $282.66 $71.9K - $80.3K
9.8K $2.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
121
+ 2.51%
$497.6 - $606.74 $60.2K - $73.4K
4.95K $2.46M
VTI
Vanguard Total Stock Market Et

ETFs
261
+ 2.69%
$271.18 - $303.12 $70.8K - $79.1K
9.96K $2.74M
ENPH
Enphase Energy, Inc.

Technology
500
+ 3.01%
$52.87 - $73.51 $26.4K - $36.8K
17.1K $1.06M
NTAP
Net App, Inc.

Technology
3.79K
+ 23.76%
$87.84 - $126.3 $333K - $479K
19.8K $1.73M
IRM
Iron Mountain Inc

Real Estate
135
+ 1.02%
$82.79 - $111.31 $11.2K - $15K
13.3K $1.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.52K
+ 4.26%
$47.79 - $59.89 $72.6K - $91K
37.2K $1.87M
NVDA
Nvidia Corp

Technology
19.9K
+ 20.93%
$106.98 - $149.43 $2.13M - $2.98M
115K $12.5M
XLY
Select Sector Spdr Consumer Di

ETFs
3.27K
+ 8.2%
$192.6 - $233.2 $630K - $762K
43.1K $8.51M
GBX
Greenbrier Companies Inc

Industrials
3.78K
+ 5.79%
$51.22 - $70.7 $194K - $267K
69K $3.53M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
713
+ 1.14%
$81.1 - $94.7 $57.8K - $67.5K
63.3K $5.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.36K
+ 6.54%
$468.34 - $539.52 $1.57M - $1.81M
54.8K $25.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 2.54%
$507.05 - $563.67 $674K - $749K
53.7K $27.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 4.47%
$190.26 - $242.06 $273K - $347K
33.5K $6.38M
BX
Blackstone Inc.

Financial Services
3.81K
+ 9.09%
$136.53 - $186.74 $520K - $712K
45.8K $6.39M
AAPL
Apple Inc.

Technology
689
+ 1.56%
$209.68 - $247.1 $144K - $170K
44.7K $9.94M
DDOG
Datadog, Inc.

Technology
9
+ 0.03%
$98.68 - $151.89 $888 - $1.37K
28.3K $2.8M
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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