Royal Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Royal Capital Wealth Management, LLCInvestment ActivityRoyal Capital Wealth Management, LLC has $150.36 million in total holdings as of December 31, 2024.Royal Capital Wealth Management, LLC owns shares of 86 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 0.49% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Royal Capital Wealth Management, LLC has purchased 88 new stocks and bought additional shares in 37 stocks.Royal Capital Wealth Management, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $19,503,029Mastercard $11,340,763Microsoft $10,140,231Berkshire Hathaway $8,988,202NVIDIA $8,858,441 Largest New Holdings this Quarter 464287770 - iShares U.S. Financial Services ETF $205,440 Holding260003108 - Dover $200,637 Holding Largest Purchases this Quarter iShares U.S. Financial Services ETF 2,400 shares (about $205.44K)Dover 1,095 shares (about $200.64K)NVIDIA 1,103 shares (about $174.26K)SPDR S&P 500 ETF Trust 95 shares (about $58.70K)Diamondback Energy 250 shares (about $34.35K) Largest Sales this Quarter Apple 3,701 shares (about $759.33K)Alphabet 1,527 shares (about $269.11K)Greystone Housing Impact Investors 2,830 shares (about $32.04K)PALANTIR TECHNOLOGIES INC 216 shares (about $29.45K)Cardinal Health 142 shares (about $23.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal Capital Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$19,503,029$58,696 ▲0.3%31,56613.0%FinanceMAMastercard$11,340,7630.0%20,1817.5%Business ServicesMSFTMicrosoft$10,140,231$6,964 ▲0.1%20,3866.7%Computer and TechnologyBRK.BBerkshire Hathaway$8,988,2020.0%18,5036.0%FinanceNVDANVIDIA$8,858,441$174,262 ▲2.0%56,0705.9%Computer and TechnologyJPMJPMorgan Chase & Co.$6,362,463$2,319 ▲0.0%21,9464.2%FinanceVVisa$6,152,337$3,195 ▲0.1%17,3284.1%Business ServicesAMZNAmazon.com$4,902,4890.0%22,3463.3%Retail/WholesaleQQQInvesco QQQ$4,900,279$12,688 ▼-0.3%8,8833.3%FinanceGOOGLAlphabet$4,458,331$269,107 ▼-5.7%25,2983.0%Computer and TechnologyAAPLApple$4,152,619$759,330 ▼-15.5%20,2402.8%Computer and TechnologyLLYEli Lilly and Company$2,832,8120.0%3,6341.9%MedicalXOMExxon Mobil$2,806,979$2,048 ▲0.1%26,0391.9%EnergyBXBlackstone$2,639,069$1,496 ▲0.1%17,6431.8%FinanceNOBLProShares S&P 500 Aristocrats ETF$2,558,192$504 ▲0.0%25,4041.7%ETFGOOGAlphabet$2,481,1910.0%13,9871.7%Computer and TechnologyWMTWalmart$2,210,849$4,302 ▲0.2%22,6101.5%Retail/WholesaleBRK.ABerkshire Hathaway$2,186,4000.0%31.5%FinanceBINCiShares Flexible Income Active ETF$2,133,564$4,914 ▲0.2%40,3781.4%ETFUNHUnitedHealth Group$2,012,512$6,551 ▲0.3%6,4511.3%MedicalMCDMcDonald's$1,879,687$7,888 ▼-0.4%6,4341.3%Retail/WholesaleABBVAbbVie$1,788,470$2,413 ▲0.1%9,6351.2%MedicalADPAutomatic Data Processing$1,707,7570.0%5,5371.1%Computer and TechnologyCMECME Group$1,459,5960.0%5,2961.0%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,355,662$734 ▲0.1%16,6270.9%ETFJNJJohnson & Johnson$1,267,790$611 ▲0.0%8,3000.8%MedicalSCHDSchwab US Dividend Equity ETF$1,257,113$2,544 ▲0.2%47,4380.8%ETFMETAMeta Platforms$1,233,3480.0%1,6710.8%Computer and TechnologyPGProcter & Gamble$1,146,158$1,115 ▲0.1%7,1940.8%Consumer StaplesKOCocaCola$1,068,827$495 ▲0.0%15,1070.7%Consumer StaplesLOWLowe's Companies$1,058,435$1,331 ▲0.1%4,7710.7%Retail/WholesaleWFCWells Fargo & Company$1,049,126$1,683 ▲0.2%13,0940.7%FinanceAMGNAmgen$816,1660.0%2,9230.5%MedicalSMDVProShares Russell 2000 Dividend Growers ETF$808,227$911 ▲0.1%12,4230.5%ETFCHENIERE ENERGY INC$791,523$244 ▲0.0%3,2500.5%COM NEWNEENextEra Energy$784,0290.0%11,2940.5%UtilitiesPEPPepsiCo$743,336$6,073 ▲0.8%5,6300.5%Consumer StaplesAVGOBroadcom$724,9600.0%2,6300.5%Computer and TechnologyEMREmerson Electric$721,3630.0%5,4100.5%IndustrialsCOSTCostco Wholesale$713,9310.0%7210.5%Retail/WholesaleSPGIS&P Global$685,4770.0%1,3000.5%FinancePMPhilip Morris International$648,943$9,107 ▼-1.4%3,5630.4%Consumer StaplesGEGE Aerospace$612,001$257 ▲0.0%2,3780.4%AerospaceKVUEKenvue$595,822$7,619 ▼-1.3%28,4670.4%Consumer StaplesCMGChipotle Mexican Grill$575,538$8,423 ▼-1.4%10,2500.4%Retail/WholesaleDISWalt Disney$538,2270.0%4,3400.4%Consumer DiscretionaryCSCOCisco Systems$511,8860.0%7,3780.3%Computer and TechnologyABTAbbott Laboratories$501,138$408 ▲0.1%3,6850.3%MedicalQCOMQUALCOMM$493,682$637 ▲0.1%3,1000.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$486,701$105 ▲0.0%9,2940.3%ETFHDHome Depot$482,478$1,100 ▲0.2%1,3160.3%Retail/WholesaleNUENucor$448,181$777 ▲0.2%3,4600.3%Basic MaterialsTXNTexas Instruments$442,2310.0%2,1300.3%Computer and TechnologySCHBSchwab US Broad Market ETF$430,856$119 ▲0.0%18,0800.3%ETFCATCaterpillar$427,0310.0%1,1000.3%IndustrialsEUDVProShares MSCI Europe Dividend Growers ETF$420,9810.0%7,7500.3%ETFORCLOracle$417,1460.0%1,9080.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$402,144$29,445 ▼-6.8%2,9500.3%CL AACNAccenture$378,9930.0%1,2680.3%Computer and TechnologyKMIKinder Morgan$351,126$2,323 ▲0.7%11,9430.2%EnergyCVXChevron$336,025$2,004 ▲0.6%2,3470.2%EnergyPOWWOutdoor$324,6340.0%253,6200.2%AerospaceCAHCardinal Health$321,043$23,856 ▼-6.9%1,9110.2%MedicalMMM3M$309,127$2,587 ▼-0.8%2,0310.2%Multi-Sector ConglomeratesMPCMarathon Petroleum$308,9650.0%1,8600.2%EnergyDUKDuke Energy$303,024$5,900 ▼-1.9%2,5680.2%UtilitiesBACBank of America$290,760$331 ▲0.1%6,1450.2%FinanceSEICSEI Investments$287,656$90 ▲0.0%3,2010.2%FinanceNTESNetEase$269,1600.0%2,0000.2%Computer and TechnologyCRH PLC$266,2200.0%2,9000.2%ORDFANGDiamondback Energy$254,190$34,350 ▲15.6%1,8500.2%EnergySLViShares Silver Trust$253,8510.0%7,7370.2%ETFUPSUnited Parcel Service$252,116$12,313 ▼-4.7%2,4980.2%TransportationGMGeneral Motors$249,590$344 ▲0.1%5,0720.2%Auto/Tires/TrucksIBMInternational Business Machines$249,0890.0%8450.2%Computer and TechnologyIYFiShares U.S. Financials ETF$241,9800.0%2,0000.2%ETFAFLAflac$240,929$211 ▲0.1%2,2850.2%FinanceNSCNorfolk Southern$234,4690.0%9160.2%TransportationVVVanguard Large-Cap ETF$233,3730.0%8180.2%ETFCOPConocoPhillips$220,969$269 ▲0.1%2,4620.1%EnergyMDTMedtronic$216,9660.0%2,4890.1%MedicalIYGiShares U.S. Financial Services ETF$205,440$205,440 ▲New Holding2,4000.1%ETFGHIGreystone Housing Impact Investors$203,715$32,036 ▼-13.6%17,9960.1%FinanceDOVDover$200,637$200,637 ▲New Holding1,0950.1%IndustrialsCDECoeur Mining$155,9980.0%17,6070.1%Basic MaterialsWRAPWrap Technologies$85,1950.0%54,6120.1%IndustrialsOKEONEOK$0$227,809 ▼-100.0%00.0%EnergyBMYBristol Myers Squibb$0$212,975 ▼-100.0%00.0%MedicalCBChubb$0$203,681 ▼-100.0%00.0%FinanceTAT&T$0$201,863 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access