Royal Fund Management, LLC Incresed Positions in Q4 2024

Royal Fund Management, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
177K
+ 7447.72%
$89.66 - $102.16 $15.8M - $18M
179K $17.3M
IYJ
Ishares Tr

ETFs
56K
+ 683.44%
$132.97 - $143.93 $7.45M - $8.06M
64.2K $8.57M
MCD
Mcdonalds Corp

Consumer Cyclical
16.1K
+ 103.75%
$288.47 - $316.54 $4.65M - $5.1M
31.6K $9.17M
LAMR
Lamar Advertising CO

Real Estate
39.2K
+ 104.52%
$121.37 - $138.11 $4.76M - $5.42M
76.8K $9.35M
WFC
Wells Fargo & Company

Financial Services
44.5K
+ 232.06%
$54.98 - $77.35 $2.45M - $3.44M
63.6K $4.47M
KMB
Kimberly Clark Corp

Consumer Defensive
27.9K
+ 109.1%
$130.37 - $146.09 $3.64M - $4.07M
53.4K $7M
AVGO
Broadcom Inc.

Technology
3.92K
+ 9.71%
$159.67 - $250.0 $626K - $981K
44.3K $10.3M
VGT
Vanguard Information Technolog

ETFs
1.05K
+ 1.94%
$571.78 - $647.97 $602K - $682K
55.3K $34.4M
VST
Vistra Corp.

Utilities
17.2K
+ 268.75%
$115.74 - $166.61 $1.99M - $2.87M
23.6K $3.25M
ROKU
Roku, Inc

Communication Services
32.3K
+ 382.46%
$64.08 - $84.12 $2.07M - $2.72M
40.7K $3.03M
MU
Micron Technology Inc

Technology
26.4K
+ 230.95%
$84.16 - $113.41 $2.22M - $2.99M
37.8K $3.18M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.92K
+ 43.54%
$260.53 - $404.79 $759K - $1.18M
9.61K $3.67M
LMT
Lockheed Martin Corp

Industrials
3.96K
+ 148.28%
$479.66 - $614.62 $1.9M - $2.44M
6.63K $3.22M
KMI
Kinder Morgan, Inc.

Energy
49.5K
+ 104.74%
$22.59 - $28.54 $1.12M - $1.41M
96.8K $2.65M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 1.35%
$79.1 - $95.7 $156K - $188K
147K $13.3M
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 3.33%
$161.86 - $196.66 $192K - $233K
36.8K $6.97M
VKTX
Viking Therapeutics, Inc.

Healthcare
32.4K
+ 276.21%
$38.28 - $78.03 $1.24M - $2.53M
44.2K $1.78M
MDB
Mongo Db, Inc.

Technology
4.5K
+ 450.0%
$232.81 - $350.13 $1.05M - $1.58M
5.5K $1.28M
SQ
Block, Inc.

Technology
6.64K
+ 26.68%
$65.06 - $98.92 $432K - $657K
31.5K $2.68M
MKL
Markel Corp

Financial Services
510
+ 100.0%
$1542.01 - $1785.11 $786K - $910K
1.02K $1.76M
DLR
Digital Realty Trust, Inc.

Real Estate
2.11K
+ 5.72%
$156.46 - $195.69 $330K - $413K
39K $6.92M
HON
Honeywell International Inc

Industrials
3.82K
+ 168.81%
$202.84 - $236.0 $774K - $900K
6.08K $1.37M
AAPL
Apple Inc.

Technology
500
+ 1.15%
$221.69 - $259.02 $111K - $130K
44.1K $11M
ASML
Asml Holding Nv

Technology
1.53K
+ 120.17%
$658.43 - $872.27 $1M - $1.33M
2.79K $1.94M
LNG
Cheniere Energy, Inc.

Energy
407
+ 2.41%
$181.07 - $225.92 $73.7K - $91.9K
17.3K $3.72M
VCR
Vanguard Consumer Discretionar

ETFs
592
+ 6.12%
$328.51 - $401.37 $194K - $238K
10.3K $3.86M
VDE
Vanguard Energy ETF

ETFs
4.4K
+ 11.67%
$116.67 - $136.78 $514K - $602K
42.1K $5.11M
VFH
Vanguard Financial ETF

ETFs
1.98K
+ 6.87%
$108.87 - $126.2 $216K - $250K
30.8K $3.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.2K
+ 2.95%
$201.32 - $217.44 $242K - $262K
42.1K $8.7M
RIO
Rio Tinto PLC

Basic Materials
11.9K
+ 51.27%
$58.59 - $71.15 $699K - $849K
35.2K $2.07M
PFE
Pfizer Inc

Healthcare
16.2K
+ 191.98%
$24.8 - $30.19 $403K - $491K
24.7K $655K
AMGN
Amgen Inc

Healthcare
4.94K
+ 32.65%
$258.78 - $328.31 $1.28M - $1.62M
20.1K $5.23M
MGV
Vanguard Mega Cap Value

ETFs
3.7K
+ 8.31%
$124.06 - $133.48 $459K - $494K
48.2K $6.03M
V
Visa Inc.

Financial Services
774
+ 65.48%
$273.87 - $320.91 $212K - $248K
1.96K $618K
XEL
Xcel Energy Inc

Utilities
3.11K
+ 8.44%
$62.16 - $72.92 $193K - $227K
39.9K $2.7M
T
At&T Inc.

Communication Services
4.92K
+ 2.21%
$21.22 - $23.88 $104K - $118K
227K $5.17M
KO
Coca Cola CO

Consumer Defensive
7.31K
+ 29.04%
$61.74 - $71.71 $452K - $524K
32.5K $2.02M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.61K
+ 4.72%
$55.73 - $66.16 $89.7K - $106K
35.7K $2.15M
MGC
Vanguard Mega Cap ETF

ETFs
482
+ 7.13%
$204.21 - $220.18 $98.4K - $106K
7.24K $1.54M
VIS
Vanguard Industrial ETF

ETFs
828
+ 6.44%
$254.39 - $279.7 $211K - $232K
13.7K $3.48M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.15K
+ 42.04%
$72.97 - $96.75 $376K - $498K
17.4K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
434
+ 8.97%
$385.02 - $431.37 $167K - $187K
5.27K $2.05M
ADI
Analog Devices Inc

Technology
828
+ 13.64%
$206.35 - $236.48 $171K - $196K
6.9K $1.47M
XLK
Technology Sector Spdr

ETFs
247
+ 25.84%
$220.26 - $241.44 $54.4K - $59.6K
1.2K $279K
VPU
Vanguard Utilities ETF

ETFs
1.74K
+ 8.15%
$160.52 - $179.11 $280K - $312K
23.1K $3.78M
XLE
Energy Sector Spdr

ETFs
1K
+ 7.14%
$83.32 - $97.27 $83.3K - $97.3K
15K $1.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.8K
+ 5.17%
$45.07 - $47.1 $307K - $320K
138K $6.26M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.16%
$473.15 - $574.01 $473 - $574
632 $336K
WPC
W. P. Carey Inc.

Real Estate
3.99K
+ 17.2%
$53.44 - $61.33 $213K - $245K
27.2K $1.48M
Activity Summary
Buys All Purchases 82 New Holdings 17 Increased Positions 65 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 41 Puts 3
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