Royal Fund Management, LLC Incresed Positions in Q1 2025

Royal Fund Management, LLC

  • $885 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
34.3K
+ 155.32%
$146.16 - $192.78 $5.02M - $6.62M
56.4K $8.25M
IYJ
Ishares Tr

ETFs
32.6K
+ 50.81%
$127.48 - $142.0 $4.16M - $4.63M
96.8K $12.6M
IOT
Samsara Inc.

Technology
78.8K
+ 471.86%
$34.06 - $60.96 $2.68M - $4.8M
95.5K $3.66M
OKTA
Okta, Inc.

Technology
22.2K
+ 191.38%
$78.83 - $116.72 $1.75M - $2.59M
33.8K $3.56M
SG
Sweetgreen, Inc.

Consumer Cyclical
107K
+ 491.28%
$21.47 - $34.94 $2.3M - $3.74M
129K $3.23M
GTLB
Gitlab Inc.

Technology
52.6K
+ 1031.37%
$47.0 - $73.14 $2.47M - $3.85M
57.7K $2.71M
XLV
Select Sector Spdr Fund Health

ETFs
11.3K
+ 21.09%
$137.61 - $149.68 $1.56M - $1.69M
65K $9.48M
META
Meta Platforms, Inc.

Communication Services
3.33K
+ 33.89%
$576.36 - $736.67 $1.92M - $2.45M
13.2K $7.58M
VRT
Vertiv Holdings CO

Industrials
19.3K
+ 45.94%
N/A
61.3K $5.32M
CSCO
Cisco Systems, Inc.

Technology
23.8K
+ 35.48%
$58.74 - $64.87 $1.4M - $1.54M
90.8K $5.6M
T
At&T Inc.

Communication Services
2.16K
+ 0.95%
$21.56 - $28.28 $46.7K - $61.2K
229K $6.49M
XLF
Financial Sector Spdr

ETFs
9.48K
+ 2.45%
$47.32 - $52.19 $449K - $495K
397K $19.8M
MMM
3 M CO

Industrials
2.49K
+ 6.63%
$129.7 - $155.12 $323K - $386K
40K $5.88M
IBM
International Business Machines Corp

Technology
841
+ 2.99%
$217.4 - $264.74 $183K - $223K
28.9K $7.2M
KMI
Kinder Morgan, Inc.

Energy
30.7K
+ 31.75%
$26.1 - $31.22 $802K - $960K
128K $3.64M
DELL
Dell Technologies Inc.

Technology
19K
+ 55.22%
$90.34 - $124.66 $1.72M - $2.37M
53.5K $4.88M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
6.61K
+ 110.58%
$131.8 - $147.86 $872K - $978K
12.6K $1.68M
AEM
Agnico Eagle Mines LTD

Basic Materials
359
+ 1.36%
$79.66 - $108.41 $28.6K - $38.9K
26.7K $2.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
772
+ 2.48%
$180.02 - $208.56 $139K - $161K
32K $6.64M
SQ
Block, Inc.

Technology
27.2K
+ 86.4%
$54.04 - $92.95 $1.47M - $2.53M
58.8K $3.36M
DVN
Devon Energy Corp

Energy
11.1K
+ 23.68%
$33.15 - $38.55 $369K - $429K
58.1K $2.17M
SU
Suncor Energy Inc

Energy
8.7K
+ 10.36%
$34.27 - $40.63 $298K - $354K
92.7K $3.59M
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
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
8.8K
+ 419.05%
$62.41 - $133.91 $549K - $1.18M
10.9K $684K
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
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
PGHY
Invesco ETF Tr Ii Global Short

ETFs
8.59K
+ 3.83%
$19.66 - $20.09 $169K - $173K
233K $4.62M
SLB
Schlumberger Limited

Energy
1.15K
+ 2.59%
$38.4 - $43.74 $44.1K - $50.2K
45.5K $1.9M
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
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
Track This Portfolio

Track Royal Fund Management, LLC Portfolio

Follow Royal Fund Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Fund Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Fund Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email