Royal Fund Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $885 Million distributed in 331 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27.6M, Invesco Qqq Trust, Series 1 with a value of $25.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $20M, Financial Sector Spdr with a value of $19.8M, and Ishares Barclays 1 3 Year Trea with a value of $19.4M.
Examining the 13F form we can see an decrease of $158M in the current position value, from $1.04B to 885M.
Below you can find more details about Royal Fund Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$885 Million
ETFs: $362 Million
Technology: $181 Million
Consumer Cyclical: $55.5 Million
Industrials: $51.8 Million
Healthcare: $47.7 Million
Energy: $39 Million
Financial Services: $37.1 Million
Consumer Defensive: $34.9 Million
Other: $75.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
