Royal Fund Management, LLC Sells in Q4 2024

Royal Fund Management, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-182K
- 65.31%
$216.13 - $242.4 $39.4M - $44.2M
97K $21.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69.6K
- 57.51%
$481.22 - $538.17 $33.5M - $37.5M
51.4K $26.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-237K
- 55.09%
$87.1 - $98.49 $20.6M - $23.3M
193K $16.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47.7K
- 47.7%
$521.84 - $558.82 $24.9M - $26.7M
52.3K $28.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-234K
- 78.89%
$89.81 - $104.0 $21M - $24.3M
62.6K $5.64M
XLV
Select Sector Spdr Fund Health

ETFs
-120K
- 69.18%
$136.28 - $154.74 $16.4M - $18.6M
53.6K $7.38M
SOXX
Ishares Semiconductor ETF

ETFs
-77.6K
- 64.06%
$211.27 - $239.8 $16.4M - $18.6M
43.5K $9.38M
NVDA
Nvidia Corp

Technology
-148K
- 60.8%
$117.0 - $148.88 $17.3M - $22M
95.2K $12.8M
MSFT
Microsoft Corp

Technology
-29.2K
- 44.15%
$406.35 - $454.46 $11.8M - $13.2M
36.9K $15.5M
XLF
Financial Sector Spdr

ETFs
-295K
- 43.21%
$44.89 - $51.34 $13.2M - $15.1M
388K $18.7M
UBER
Uber Technologies, Inc

Technology
-110K
- 48.55%
$59.93 - $86.34 $6.6M - $9.51M
117K $7.04M
INDA
Ishares Msci India Index Fund

ETFs
-154K
- 52.88%
$52.64 - $58.16 $8.08M - $8.93M
137K $7.2M
PSX
Phillips 66

Energy
-57.1K
- 53.14%
$110.35 - $138.93 $6.31M - $7.94M
50.4K $5.74M
RTX
Raytheon Technologies Corp

Industrials
-61.9K
- 49.85%
$114.45 - $127.21 $7.08M - $7.87M
62.2K $7.2M
IXJ
Ishares Global Healthcare ETF

ETFs
-68.4K
- 46.28%
$85.65 - $98.34 $5.86M - $6.73M
79.4K $6.83M
QCOM
Qualcomm Inc

Technology
-39K
- 43.5%
$150.4 - $178.04 $5.86M - $6.94M
50.6K $7.78M
CVS
Cvs Health Corp

Healthcare
-93.1K
- 54.11%
$43.78 - $67.46 $4.08M - $6.28M
79K $3.55M
IBM
International Business Machines Corp

Technology
-32K
- 53.25%
$204.9 - $238.04 $6.56M - $7.62M
28.1K $6.18M
NEM
Newmont Corp

Basic Materials
-104K
- 54.67%
$37.0 - $58.68 $3.86M - $6.11M
86.4K $3.22M
VUG
Vanguard Growth ETF

ETFs
-19.2K
- 48.36%
$378.79 - $428.11 $7.28M - $8.23M
20.5K $8.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
-26.2K
- 66.46%
$275.15 - $388.2 $7.22M - $10.2M
13.2K $4.53M
GTLB
Gitlab Inc.

Technology
-113K
- 95.67%
$48.76 - $67.19 $5.5M - $7.57M
5.1K $287K
OKE
Oneok Inc

Energy
-68.5K
- 45.54%
$92.28 - $117.05 $6.32M - $8.02M
81.9K $8.23M
UNP
Union Pacific Corp

Industrials
-19K
- 48.61%
$223.15 - $249.32 $4.25M - $4.75M
20.1K $4.59M
SBUX
Starbucks Corp

Consumer Cyclical
-47.6K
- 49.58%
$87.44 - $102.5 $4.16M - $4.88M
48.4K $4.41M
KCE
Spdr S&P Capital Markets ETF

ETFs
-43.3K
- 46.87%
$124.2 - $148.51 $5.38M - $6.44M
49.1K $6.76M
EMR
Emerson Electric CO

Industrials
-47.9K
- 60.08%
$108.13 - $134.33 $5.18M - $6.43M
31.8K $3.94M
TSN
Tyson Foods, Inc.

Consumer Defensive
-70.2K
- 53.29%
$57.14 - $64.54 $4.01M - $4.53M
61.6K $3.54M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-205K
- 47.72%
$19.65 - $20.27 $4.03M - $4.16M
225K $4.41M
DRI
Darden Restaurants Inc

Consumer Cyclical
-29.5K
- 48.61%
$155.96 - $188.66 $4.6M - $5.56M
31.2K $5.82M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-35.2K
- 54.92%
$99.04 - $109.59 $3.49M - $3.86M
28.9K $2.88M
GBX
Greenbrier Companies Inc

Industrials
-93.3K
- 58.85%
$48.74 - $68.41 $4.55M - $6.38M
65.2K $3.98M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-12.2K
- 49.76%
$340.59 - $380.5 $4.16M - $4.64M
12.3K $4.51M
PG
Procter & Gamble CO

Consumer Defensive
-20.9K
- 41.05%
$161.05 - $179.7 $3.36M - $3.75M
30K $5.03M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-59.5K
- 47.39%
N/A
66K $4.12M
IYH
Ishares Tr

ETFs
-53.8K
- 67.51%
$57.53 - $65.24 $3.09M - $3.51M
25.9K $1.51M
GRMN
Garmin LTD

Technology
-25.2K
- 49.09%
$161.91 - $220.77 $4.09M - $5.57M
26.2K $5.4M
USB
Us Bancorp \De\

Financial Services
-83.2K
- 50.52%
$43.98 - $53.66 $3.66M - $4.46M
81.5K $3.9M
SNOW
Snowflake Inc.

Technology
-37.1K
- 62.7%
$109.65 - $186.51 $4.07M - $6.93M
22.1K $3.41M
PAYX
Paychex Inc

Industrials
-26.3K
- 48.47%
$135.86 - $148.73 $3.58M - $3.92M
28K $3.93M
LLY
Eli Lilly & CO

Healthcare
-3.27K
- 46.29%
$727.2 - $932.06 $2.38M - $3.04M
3.79K $2.93M
DDOG
Datadog, Inc.

Technology
-34.9K
- 55.26%
$113.98 - $168.65 $3.98M - $5.88M
28.2K $4.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.21K
- 46.57%
$501.29 - $612.85 $2.11M - $2.58M
4.83K $2.51M
SYK
Stryker Corp

Healthcare
-8.24K
- 48.35%
$345.14 - $392.15 $2.84M - $3.23M
8.8K $3.17M
ENPH
Enphase Energy, Inc.

Technology
-19.7K
- 54.17%
$59.52 - $111.18 $1.17M - $2.18M
16.6K $1.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.88K
- 12.73%
$567.81 - $607.81 $3.34M - $3.57M
40.3K $23.6M
VTI
Vanguard Total Stock Market Et

ETFs
-10.1K
- 51.05%
$280.04 - $302.45 $2.83M - $3.06M
9.7K $2.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-20.4K
- 38.88%
$180.88 - $232.93 $3.69M - $4.75M
32.1K $7.04M
SU
Suncor Energy Inc

Energy
-69.7K
- 45.36%
$34.5 - $41.53 $2.4M - $2.89M
84K $3M
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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