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.
Portfolio value
$1.66 Billion
ETFs: $888 Million
Technology: $300 Million
Industrials: $81.4 Million
Consumer Cyclical: $76.8 Million
Healthcare: $64.5 Million
Energy: $57.7 Million
Consumer Defensive: $53.4 Million
Communication Services: $34.5 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $200 Billions or more
