Royal Fund Management, LLC Portfolio Holdings
Royal Fund Management, LLC
- $885 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 331
- Current Value $885 Million
- Prior Value $1.04 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 36 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks