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
OXY
Occidental Petroleum Corp

Energy
3.42K
+ 14.61%
$45.45 - $52.7 $155K - $180K
26.8K $1.32M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.66K
+ 4.02%
N/A
68.7K $4.29M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2K
+ 9.47%
$60.44 - $69.57 $121K - $139K
23.1K $1.54M
DGRO
Ishares Core Dividend Growth E

ETFs
1.65K
+ 1.38%
$60.46 - $64.42 $99.7K - $106K
121K $7.49M
GMRE
Global Medical Reit Inc.

Real Estate
7.89K
+ 9.52%
$7.52 - $9.08 $59.3K - $71.6K
90.7K $793K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.49K
+ 2.45%
$42.93 - $44.71 $107K - $111K
104K $4.57M
DE
Deere & CO

Industrials
1
+ 0.03%
$408.57 - $509.27 $409 - $509
3.22K $1.51M
XLK
Technology Sector Spdr

ETFs
839
+ 69.74%
$206.38 - $242.18 $173K - $203K
2.04K $421K
EMR
Emerson Electric CO

Industrials
5.43K
+ 17.07%
$108.64 - $131.17 $590K - $712K
37.3K $4.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
500
+ 3.93%
$56.12 - $68.15 $28.1K - $34.1K
13.2K $896K
PLD
Prologis, Inc.

Real Estate
300
+ 2.16%
$103.59 - $124.04 $31.1K - $37.2K
14.2K $1.59M
VT
Vanguard Total World Stk Index

ETFs
1.27K
+ 5.55%
$115.08 - $123.97 $146K - $157K
24.1K $2.8M
SYY
Sysco Corp

Consumer Defensive
2.25K
+ 5.76%
$70.0 - $77.13 $157K - $173K
41.2K $3.09M
CAG
Conagra Brands Inc.

Consumer Defensive
5.9K
+ 12.42%
$23.9 - $27.67 $141K - $163K
53.4K $1.42M
PFE
Pfizer Inc

Healthcare
5.32K
+ 21.52%
$25.01 - $27.13 $133K - $144K
30K $761K
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
RIO
Rio Tinto PLC

Basic Materials
181
+ 0.51%
$58.19 - $64.29 $10.5K - $11.6K
35.4K $2.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
292
+ 2.31%
$126.11 - $135.06 $36.8K - $39.4K
12.9K $1.67M
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
C
Citigroup Inc

Financial Services
325
+ 1.77%
$67.23 - $84.63 $21.8K - $27.5K
18.7K $1.33M
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
Astera Labs Inc
14.9K
+ 480.65%
N/A
18K $0
JPHY
Jp Morgan High Yield Research

ETFs
3.6K
+ 3.74%
N/A
99.9K $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
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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