RC
| |
Royal Capital Wealth Management, LLC13F | |
| Royal Capital Wealth Management, LLC | |
| Last update 2025-05-15 | 88 Stocks (7 new) |
| Value $143.00 Mil | Turnover 3 % |
Royal Capital Wealth Managemen... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 31,471 | 17,604.7 | +0.42% | 12.340 | +0.05% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
MA | Mastercard Inc | 20,181 | 11,061.6 | +0.12% | 7.750 | +0.01% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 18,503 | 9,854.3 | +0.31% | 6.910 | +0.02% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
MSFT | Microsoft Corp | 20,372 | 7,647.3 | -2.56% | 5.360 | -0.16% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
V | Visa Inc | 17,319 | 6,069.5 | +0.13% | 4.250 | +0.01% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
NVDA | NVIDIA Corp | 54,967 | 5,957.4 | +1.95% | 4.170 | +0.08% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
JPM | JPMorgan Chase & Co | 21,938 | 5,381.3 | +0.25% | 3.770 | +0.01% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
AAPL | Apple Inc | 23,941 | 5,318.0 | -0.48% | 3.730 | -0.02% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
AMZN | Amazon.com Inc | 22,346 | 4,251.6 | 0% | 2.980 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 8,906 | 4,176.1 | +0.15% | 2.930 | 0% | 0.000 | +24.17% | +10.57% | 359,485.3 |
Royal Capital Wealth Management, LLC's Historical Top Holdings Breakdowns
Royal Capital Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +1.68% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 3 | 3 | |
MCD | McDonald's Corp | 2025-03-31 | Reduce Reduce | -0.27% | 279.74 ($299.1) 321.29 | $298.12 | -0.33% | Reduce -17.07% | 6,461 | -1,330 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Sold Out Sold Out | -0.25% | 45.45 ($48.82) 52.7 | $44.44 | -8.97% | Sold Out | 0 | -7,358 | |
MDT | Medtronic PLC | 2025-03-31 | New Buy New Buy | +0.16% | 79.84 ($89.48) 94.5 | $92.01 | 2.83% | New holding | 2,489 | 2,489 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.16% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -2.56% | 20,372 | -536 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | New Buy New Buy | +0.15% | 53.9 ($58.29) 63.11 | $48.98 | -15.97% | New holding | 3,492 | 3,492 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | New Buy New Buy | +0.15% | 217.4 ($244.61) 264.74 | $282.01 | 15.29% | New holding | 845 | 845 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Sold Out Sold Out | -0.15% | 423.19 ($460.32) 506.29 | $419.39 | -8.89% | Sold Out | 0 | -431 | |
T | AT&T Inc | 2025-03-31 | New Buy New Buy | +0.14% | 21.56 ($25.15) 28.28 | $27.75 | 10.34% | New holding | 7,138 | 7,138 | |
CB | Chubb Ltd | 2025-03-31 | New Buy New Buy | +0.14% | 257.71 ($277.87) 301.99 | $270.15 | -2.78% | New holding | 674 | 674 |
Royal Capital Wealth Management, LLC Total Holding History ($B)
Royal Capital Wealth Management, LLC's Asset Allocation
Royal Capital Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Royal Capital Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Royal Capital Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Royal Capital Wealth Management, LLC's Holdings Heat Map
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Royal Capital Wealth Management, LLC's Holdings Bubble Chart
Royal Capital Wealth Management, LLC News
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