Royal Fund Management, LLC Options Holdings

Royal Fund Management, LLC

  • $885 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
CVS
Cvs Health Corp

Healthcare
CALL
$94,000
1.4K
Q4 2024
Reduced 81.08%
SU
Suncor Energy Inc

Energy
CALL
$123,000
3.2K
Q1 2025
Reduced 46.67%
CAG
Conagra Brands Inc.

Consumer Defensive
CALL
$93,000
3.5K
Q1 2025
New holding
T
At&T Inc.

Communication Services
CALL
$87,000
3.1K
Q1 2025
Added 138.46%
UBER
Uber Technologies, Inc

Technology
CALL
$80,000
1.1K
Q1 2025
Reduced 98.96%
PAYX
Paychex Inc

Industrials
CALL
$107,000
700
Q1 2025
Reduced 30.0%
VZ
Verizon Communications Inc

Communication Services
CALL
$54,000
1.2K
Q1 2025
Reduced 50.0%
NEM
Newmont Corp

Basic Materials
CALL
$72,000
1.5K
Q1 2025
Reduced 50.0%
RTX
Raytheon Technologies Corp

Industrials
CALL
$92,000
700
Q1 2025
New holding
EOG
Eog Resources Inc

Energy
CALL
$64,000
500
Q1 2025
New holding
MS
Morgan Stanley

Financial Services
CALL
$116,000
1K
Q1 2025
Reduced 50.0%
LAMR
Lamar Advertising CO

Real Estate
CALL
$113,000
1K
Q1 2025
Reduced 50.0%
LYB
Lyondell Basell Industries N.V.

Basic Materials
CALL
$70,000
1K
Q1 2025
New holding
EMR
Emerson Electric CO

Industrials
CALL
$109,000
1K
Q1 2025
New holding
PG
Procter & Gamble CO

Consumer Defensive
CALL
$68,000
400
Q1 2025
New holding
PLD
Prologis, Inc.

Real Estate
CALL
$100,000
900
Q1 2025
New holding
DVN
Devon Energy Corp

Energy
CALL
$67,000
1.8K
Q1 2025
New holding
NEE
Nextera Energy Inc

Utilities
CALL
$92,000
1.3K
Q1 2025
New holding
KMB
Kimberly Clark Corp

Consumer Defensive
CALL
$28,000
200
Q1 2025
New holding
JNJ
Johnson & Johnson

Healthcare
CALL
$16,000
100
Q1 2025
New holding
Astera Labs Inc
CALL
$0
13.4K
Q1 2025
New holding
WM
Waste Management Inc

Industrials
CALL
$23,000
100
Q1 2025
New holding
DDOG
Datadog, Inc.

Technology
CALL
$39,000
400
Q1 2025
Added 100.0%
MSFT
Microsoft Corp

Technology
CALL
$37,000
100
Q1 2025
New holding
NET
Cloudflare, Inc.

Technology
CALL
$11,000
100
Q1 2025
New holding
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
CALL
$33,000
200
Q1 2025
New holding
PDD
Pinduoduo Inc.

Consumer Cyclical
CALL
$11,000
100
Q1 2025
New holding
CRDO
Credo Technology Group Holding LTD

Technology
CALL
$4,000
100
Q1 2025
New holding
HOOD
Robinhood Markets, Inc.

Technology
CALL
$24,000
600
Q1 2025
New holding
ZS
Zscaler, Inc.

Technology
CALL
$19,000
100
Q1 2025
Reduced 98.53%

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
Track This Portfolio

Track Royal Fund Management, LLC Portfolio

Follow Royal Fund Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Fund Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Fund Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email