Royal Fund Management, LLC Portfolio Holdings
Royal Fund Management, LLC
- $941 Million
- Q2 2024
Royal Fund Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $941 Million distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $30.8M, Vanguard Index Fds S&P 500 ETF with a value of $18M, Microsoft Corp with a value of $15.8M, Ishares Barclays 20+ Year Trea with a value of $15.4M, and Nvidia Corp with a value of $12.6M.
Examining the 13F form we can see an decrease of $43.4M in the current position value, from $984M to 941M.
Below you can find more details about Royal Fund Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 280
- Current Value $941 Million
- Prior Value $984 Million
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 15 stocks
- Additional Purchases 64 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks