Royal Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Royal Capital Wealth Management, LLCInvestment ActivityRoyal Capital Wealth Management, LLC has $142.70 million in total holdings as of December 31, 2024.Royal Capital Wealth Management, LLC owns shares of 88 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.88% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Royal Capital Wealth Management, LLC has purchased 85 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 $17,604,698Mastercard $11,061,593Berkshire Hathaway $9,854,328Microsoft $7,647,340Visa $6,069,507 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $2,395,325 HoldingG5960L103 - Medtronic $223,662 Holding110122108 - Bristol-Myers Squibb $212,975 Holding459200101 - International Business Machines $210,118 Holding64110W102 - NetEase $205,840 Holding Largest Purchases this Quarter Berkshire Hathaway 3 shares (about $2.40M)Medtronic 2,489 shares (about $223.66K)Bristol-Myers Squibb 3,492 shares (about $212.98K)International Business Machines 845 shares (about $210.12K)NetEase 2,000 shares (about $205.84K) Largest Sales this Quarter McDonald's 1,330 shares (about $415.48K)Microsoft 536 shares (about $201.21K)ProShares Russell 2000 Dividend Growers ETF 420 shares (about $27.55K)Apple 115 shares (about $25.54K)Johnson & Johnson 72 shares (about $11.94K) 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$17,604,698$74,399 ▲0.4%31,47112.3%FinanceMAMastercard$11,061,593$13,703 ▲0.1%20,1817.8%Business ServicesBRK.BBerkshire Hathaway$9,854,328$30,357 ▲0.3%18,5036.9%FinanceMSFTMicrosoft$7,647,340$201,206 ▼-2.6%20,3725.4%Computer and TechnologyVVisa$6,069,507$8,060 ▲0.1%17,3194.3%Business ServicesNVDANVIDIA$5,957,371$113,800 ▲1.9%54,9674.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,381,330$13,491 ▲0.3%21,9383.8%FinanceAAPLApple$5,317,977$25,545 ▼-0.5%23,9413.7%Computer and TechnologyAMZNAmazon.com$4,251,5500.0%22,3463.0%Retail/WholesaleQQQInvesco QQQ$4,176,131$6,096 ▲0.1%8,9062.9%FinanceGOOGLAlphabet$4,148,161$4,330 ▲0.1%26,8252.9%Computer and TechnologyUNHUnitedHealth Group$3,367,556$6,285 ▲0.2%6,4302.4%MedicalXOMExxon Mobil$3,094,532$2,260 ▲0.1%26,0202.2%EnergyLLYEli Lilly and Company$3,001,3570.0%3,6342.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$2,595,2360.0%25,3991.8%ETFBXBlackstone$2,464,772$1,677 ▲0.1%17,6331.7%FinanceBRK.ABerkshire Hathaway$2,395,325$2,395,325 ▲New Holding31.7%FinanceGOOGAlphabet$2,185,146$156 ▲0.0%13,9871.5%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,110,147$3,038 ▲0.1%40,2851.5%ETFMCDMcDonald's$2,018,374$415,483 ▼-17.1%6,4611.4%Retail/WholesaleABBVAbbVie$2,016,031$2,514 ▲0.1%9,6221.4%MedicalWMTWalmart$1,981,110$85,334 ▲4.5%22,5661.4%Retail/WholesaleADPAutomatic Data Processing$1,691,7370.0%5,5371.2%Business ServicesCMECME Group$1,404,891$38,995 ▲2.9%5,2961.0%FinanceJNJJohnson & Johnson$1,375,817$11,941 ▼-0.9%8,2961.0%MedicalREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,340,2540.0%16,6180.9%ETFSCHDSchwab US Dividend Equity ETF$1,323,694$4,585 ▼-0.3%47,3420.9%ETFPGProcter & Gamble$1,224,739$1,193 ▲0.1%7,1870.9%Consumer StaplesLOWLowe's Companies$1,111,337$1,166 ▲0.1%4,7650.8%Retail/WholesaleKOCoca-Cola$1,081,4740.0%15,1000.8%Consumer StaplesMETAMeta Platforms$963,0980.0%1,6710.7%Computer and TechnologyWFCWells Fargo & Company$938,536$26,850 ▲2.9%13,0730.7%FinanceAMGNAmgen$910,6370.0%2,9230.6%MedicalPEPPepsiCo$837,340$11,097 ▲1.3%5,5840.6%Consumer StaplesSMDVProShares Russell 2000 Dividend Growers ETF$813,879$27,547 ▼-3.3%12,4090.6%ETFNEENextEra Energy$800,6320.0%11,2940.6%UtilitiesCHENIERE ENERGY INC$751,873$231 ▲0.0%3,2490.5%COM NEWKVUEKenvue$691,374$480 ▲0.1%28,8310.5%Consumer StaplesCOSTCostco Wholesale$682,0400.0%7210.5%Retail/WholesaleSPGIS&P Global$660,5300.0%1,3000.5%Business ServicesEMREmerson Electric$593,113$110 ▲0.0%5,4100.4%IndustrialsPMPhilip Morris International$573,523$635 ▲0.1%3,6130.4%Consumer StaplesCMGChipotle Mexican Grill$522,1840.0%10,4000.4%Retail/WholesaleABTAbbott Laboratories$488,427$265 ▲0.1%3,6820.3%MedicalHDHome Depot$481,262$733 ▲0.2%1,3130.3%Retail/WholesaleGEGE Aerospace$475,841$400 ▲0.1%2,3770.3%IndustrialsQCOMQUALCOMM$475,617$461 ▲0.1%3,0960.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$462,826$100 ▲0.0%9,2920.3%ETFCSCOCisco Systems$455,2960.0%7,3780.3%Computer and TechnologyAVGOBroadcom$440,341$1,674 ▼-0.4%2,6300.3%Computer and TechnologyDISWalt Disney$428,3760.0%4,3400.3%Consumer DiscretionaryNUENucor$415,658$11,432 ▼-2.7%3,4540.3%Basic MaterialsACNAccenture$395,6670.0%1,2680.3%Computer and TechnologyCVXChevron$390,286$2,175 ▲0.6%2,3330.3%EnergySCHBSchwab US Broad Market ETF$389,156$108 ▲0.0%18,0750.3%ETFTXNTexas Instruments$382,7610.0%2,1300.3%Computer and TechnologyEUDVProShares MSCI Europe Dividend Growers ETF$382,540$6,664 ▼-1.7%7,7500.3%ETFCATCaterpillar$362,7800.0%1,1000.3%IndustrialsPOWWAMMO$349,9960.0%253,6200.2%Consumer DiscretionaryKMIKinder Morgan$338,493$2,254 ▲0.7%11,8640.2%EnergyDUKDuke Energy$319,3170.0%2,6180.2%UtilitiesMMM3M$300,815$6,463 ▼-2.1%2,0480.2%Multi-Sector ConglomeratesUPSUnited Parcel Service$288,226$770 ▲0.3%2,6200.2%TransportationCAHCardinal Health$282,853$138 ▲0.0%2,0530.2%MedicalMPCMarathon Petroleum$270,9830.0%1,8600.2%EnergyPALANTIR TECHNOLOGIES INC$267,210$2,870 ▼-1.1%3,1660.2%CL AORCLOracle$266,7570.0%1,9080.2%Computer and TechnologyCOPConocoPhillips$258,195$5,670 ▲2.2%2,4590.2%EnergyGHIGreystone Housing Impact Investors$256,7850.0%20,8260.2%FinanceBACBank of America$256,151$7,220 ▼-2.7%6,1380.2%FinanceFANGDiamondback Energy$255,8080.0%1,6000.2%EnergyCRH PLC$255,1130.0%2,9000.2%ORDAFLAflac$253,829$3,113 ▼-1.2%2,2830.2%FinanceSEICSEI Investments$248,4160.0%3,2000.2%FinanceSLViShares Silver Trust$239,7700.0%7,7370.2%ETFGMGeneral Motors$238,217$235 ▲0.1%5,0650.2%Auto/Tires/TrucksOKEONEOK$227,8090.0%2,2960.2%EnergyIYFiShares U.S. Financials ETF$225,7000.0%2,0000.2%ETFMDTMedtronic$223,662$223,662 ▲New Holding2,4890.2%MedicalNSCNorfolk Southern$216,9550.0%9160.2%TransportationBMYBristol-Myers Squibb$212,975$212,975 ▲New Holding3,4920.1%MedicalVVVanguard Large-Cap ETF$210,249$771 ▲0.4%8180.1%ETFIBMInternational Business Machines$210,118$210,118 ▲New Holding8450.1%Computer and TechnologyNTESNetEase$205,840$205,840 ▲New Holding2,0000.1%Computer and TechnologyCBChubb$203,681$203,681 ▲New Holding6740.1%FinanceTAT&T$201,863$201,863 ▲New Holding7,1380.1%Computer and TechnologyCDECoeur Mining$104,2330.0%17,6070.1%Basic MaterialsWRAPWrap Technologies$93,3870.0%54,6120.1%IndustrialsOXYOccidental Petroleum$0$363,559 ▼-100.0%00.0%EnergyLMTLockheed Martin$0$209,440 ▼-100.0%00.0%AerospaceDOVDover$0$205,422 ▼-100.0%00.0%IndustrialsCRMSalesforce$0$200,598 ▼-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. 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