Royal Fund Management, LLC Portfolio Holdings
Royal Fund Management, LLC
- $1.66 Billion
- Q3 2024
Royal Fund Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.66 Billion distributed in 347 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $61.7M, Invesco Qqq Trust, Series 1 with a value of $59.1M, Vanguard Index Fds S&P 500 ETF with a value of $52.8M, Ishares Barclays 20+ Year Trea with a value of $42.2M, and Vanguard Information Technolog with a value of $31.8M.
Examining the 13F form we can see an increase of $716M in the current position value, from $941M to 1.66B.
Below you can find more details about Royal Fund Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 347
- Current Value $1.66 Billion
- Prior Value $941 Million
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 46 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks