Royal Fund Management, LLC Portfolio Holdings
Royal Fund Management, LLC
- $1.04 Billion
- Q4 2024
Royal Fund Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $34.4M, Vanguard Index Fds S&P 500 ETF with a value of $28.2M, Invesco Qqq Trust, Series 1 with a value of $26.3M, Spdr S&P 500 ETF Trust with a value of $23.6M, and Ishares Russell 2000 ETF with a value of $21.4M.
Examining the 13F form we can see an decrease of $614M in the current position value, from $1.66B to 1.04B.
Below you can find more details about Royal Fund Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 286
- Current Value $1.04 Billion
- Prior Value $1.66 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 65 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks