Royal Fund Management, LLC Incresed Positions in Q2 2025

Royal Fund Management, LLC

  • $979 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
38.1K
+ 975.82%
$496.48 - $617.85 $18.9M - $23.5M
42K $25.9M
MSFT
Microsoft Corp

Technology
25.7K
+ 70.21%
$354.56 - $497.45 $9.12M - $12.8M
62.3K $31M
IVW
Ishares S&P 500 Growth ETF

ETFs
151K
+ 1230.23%
$82.96 - $110.1 $12.5M - $16.6M
163K $18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
189K
+ 561.84%
$83.97 - $92.85 $15.8M - $17.5M
222K $19.6M
HOOD
Robinhood Markets, Inc.

Technology
68.8K
+ 99.22%
$34.17 - $93.63 $2.35M - $6.44M
138K $12.9M
NVDA
Nvidia Corp

Technology
247
+ 0.21%
$94.31 - $157.99 $23.3K - $39K
115K $18.2M
AVGO
Broadcom Inc.

Technology
3.19K
+ 7.32%
$146.29 - $275.65 $466K - $878K
46.8K $12.9M
UBER
Uber Technologies, Inc

Technology
42.5K
+ 67.33%
$64.62 - $93.3 $2.74M - $3.96M
106K $9.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22K
+ 2.27%
$456.74 - $568.03 $556K - $691K
54.9K $31.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
31.8K
+ 269.16%
$97.29 - $105.63 $3.1M - $3.36M
43.7K $4.43M
SHOP
Shopify Inc.

Technology
21.5K
+ 96.61%
$76.89 - $115.35 $1.65M - $2.48M
43.8K $5.05M
GS
Goldman Sachs Group Inc

Financial Services
3.3K
+ 120.21%
$462.22 - $707.75 $1.53M - $2.34M
6.05K $4.28M
NTAP
Net App, Inc.

Technology
22.5K
+ 113.84%
$76.1 - $106.55 $1.71M - $2.4M
42.2K $4.5M
GOOGL
Alphabet Inc.

Communication Services
10.2K
+ 27.75%
$144.7 - $178.6 $1.47M - $1.82M
46.8K $8.25M
XLC
Select Sector Spdr Tr Communic

ETFs
12.3K
+ 12.41%
$86.13 - $108.53 $1.06M - $1.34M
112K $12.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
46.7K
+ 840.3%
$50.1 - $51.02 $2.34M - $2.38M
52.3K $2.67M
QCOM
Qualcomm Inc

Technology
13.1K
+ 28.73%
$124.66 - $159.48 $1.64M - $2.09M
58.8K $9.36M
WMT
Walmart Inc.

Consumer Defensive
16K
+ 22.07%
$81.79 - $99.98 $1.31M - $1.6M
88.6K $8.66M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
715
+ 1.73%
$180.84 - $240.32 $129K - $172K
42K $10.1M
MDB
Mongo Db, Inc.

Technology
7.1K
+ 129.09%
$145.85 - $225.38 $1.04M - $1.6M
12.6K $2.65M
VUG
Vanguard Growth ETF

ETFs
492
+ 2.43%
$329.49 - $438.4 $162K - $216K
20.7K $9.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 0.54%
$22.27 - $29.21 $37.3K - $48.9K
312K $9.12M
DLR
Digital Realty Trust, Inc.

Real Estate
1.53K
+ 4.43%
$136.11 - $177.69 $209K - $272K
36.2K $6.31M
OKTA
Okta, Inc.

Technology
13.6K
+ 40.24%
$91.24 - $127.3 $1.24M - $1.73M
47.4K $4.74M
ADM
Archer Daniels Midland CO

Consumer Defensive
20.4K
+ 96.12%
$41.79 - $54.16 $851K - $1.1M
41.5K $2.19M
DDOG
Datadog, Inc.

Technology
1.18K
+ 4.17%
$87.0 - $134.33 $103K - $158K
29.4K $3.95M
HMC
Honda Motor CO LTD

Consumer Cyclical
35.9K
+ 87.47%
$25.0 - $30.93 $897K - $1.11M
76.9K $2.22M
KCE
Spdr S&P Capital Markets ETF

ETFs
1.26K
+ 2.59%
$108.52 - $144.93 $137K - $182K
49.8K $7.22M
XLF
Financial Sector Spdr

ETFs
836
+ 0.21%
$43.92 - $52.37 $36.7K - $43.8K
398K $20.8M
AMZN
Amazon Com Inc

Consumer Cyclical
362
+ 1.08%
$167.32 - $223.3 $60.6K - $80.8K
33.9K $7.43M
BX
Blackstone Inc.

Financial Services
3.07K
+ 6.72%
$120.07 - $151.11 $369K - $464K
48.8K $7.3M
MSTR
Microstrategy Inc

Technology
1.4K
+ 63.87%
$237.95 - $421.61 $333K - $590K
3.59K $1.45M
IWM
Ishares Russell 2000 ETF

ETFs
750
+ 2.05%
$174.82 - $215.79 $131K - $162K
37.3K $8.05M
INDA
Ishares Msci India Index Fund

ETFs
2.59K
+ 1.86%
$49.13 - $55.86 $127K - $145K
142K $7.91M
TTD
Trade Desk, Inc.

Technology
2.61K
+ 9.2%
$45.27 - $79.4 $118K - $207K
31K $2.23M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.23K
+ 3.86%
$186.58 - $225.78 $230K - $279K
33.2K $7.23M
ASML
Asml Holding Nv

Technology
190
+ 6.57%
$595.37 - $815.24 $113K - $155K
3.08K $2.47M
LAMR
Lamar Advertising CO

Real Estate
1.99K
+ 5.02%
$102.35 - $121.67 $203K - $242K
41.6K $5.04M
USB
Us Bancorp \De\

Financial Services
3.96K
+ 3.87%
$36.4 - $45.76 $144K - $181K
106K $4.81M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.21K
+ 6.65%
$69.8 - $85.28 $294K - $359K
67.5K $5.6M
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
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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