Royal Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Royal Capital Wealth Management, LLCInvestment ActivityRoyal Capital Wealth Management, LLC has $178.16 million in total holdings as of December 31, 2024.Royal Capital Wealth Management, LLC owns shares of 101 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.29% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Royal Capital Wealth Management, LLC has purchased 96 new stocks and bought additional shares in 41 stocks.Royal Capital Wealth Management, LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $24,725,677NVIDIA $11,230,455Mastercard $10,414,166Berkshire Hathaway $9,665,033Alphabet $9,037,531 Largest New Holdings this Quarter 78409V112 - S&P GLOBAL INC $529,438 Holding458140100 - Intel $349,657 Holding26922A289 - Defiance Next Gen Connectivity ETF $256,601 Holding92532F100 - Vertex Pharmaceuticals $248,365 Holding38149W630 - GOLDMAN SACHS ETF TR $244,950 Holding Largest Purchases this Quarter ProShares S&P 500 Aristocrats ETF 24,192 shares (about $1.36M)S&P GLOBAL INC 1,300 shares (about $529.44K)Invesco S&P 500 Equal Weight ETF 1,702 shares (about $362.12K)Intel 2,504 shares (about $349.66K)Berkshire Hathaway 600 shares (about $300.23K) Largest Sales this Quarter Apple 399 shares (about $115.46K)ExxonMobil 567 shares (about $77.52K)SPDR S&P 500 ETF Trust 68 shares (about $50.78K)McDonald's 187 shares (about $50.55K)Microsoft 71 shares (about $26.48K) 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$24,725,677$50,781 â–¼-0.2%33,11013.9%ETFNVDANVIDIA$11,230,4550.0%56,1276.3%TechnologyMAMastercard$10,414,166$16,435 â–²0.2%20,2775.8%FinanceBRK.BBerkshire Hathaway$9,665,033$300,234 â–²3.2%19,3155.4%FinanceGOOGLAlphabet$9,037,531$4,646 â–²0.1%25,2895.1%Communication ServicesMSFTMicrosoft$7,587,191$26,484 â–¼-0.3%20,3404.3%TechnologyJPMJPMorgan Chase & Co.$7,421,024$19,313 â–²0.3%22,6714.2%FinanceQQQInvesco QQQ$6,676,304$262,162 â–²4.1%9,0663.7%ETFVVisa$5,987,786$9,263 â–²0.2%17,4533.4%FinanceAAPLApple$5,492,130$115,456 â–¼-2.1%18,9803.1%TechnologyAMZNAmazon.com$5,300,9200.0%22,2413.0%Consumer DiscretionaryLLYEli Lilly and Company$4,914,526$278,294 â–²6.0%4,0972.8%HealthcareGOOGAlphabet$4,908,9440.0%13,8932.8%Communication ServicesXOMExxonMobil$3,451,275$77,521 â–¼-2.2%25,2431.9%EnergyNOBLProShares S&P 500 Aristocrats ETF$2,716,594$1,358,634 â–²100.0%48,3721.5%ETFUNHUnitedHealth Group$2,593,945$7,066 â–²0.3%6,2411.5%HealthcareWALMART INC$2,553,451$2,605 â–²0.1%22,5451.4%COMBINCiShares Flexible Income Active ETF$2,323,136$104,419 â–²4.7%44,3851.3%ETFBRK.ABerkshire Hathaway$2,246,5500.0%31.3%FinanceABBVAbbVie$2,225,028$2,768 â–²0.1%8,8421.2%HealthcareJNJJohnson & Johnson$2,114,560$762 â–²0.0%8,3261.2%HealthcareBXBlackstone$2,058,473$1,765 â–²0.1%17,4941.2%FinanceMCDMcDonald's$1,650,770$50,548 â–¼-3.0%6,1070.9%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$1,525,222$12,113 â–²0.8%48,0990.9%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,505,874$641 â–²0.0%16,4450.8%ETFRSPInvesco S&P 500 Equal Weight ETF$1,435,490$362,117 â–²33.7%6,7470.8%ETFADPAutomatic Data Processing$1,225,579$224 â–²0.0%5,4730.7%IndustrialsCATCaterpillar$1,171,3900.0%1,1000.7%IndustrialsCMECME Group$1,169,4450.0%5,2960.7%FinanceKOCocaCola$1,160,898$406 â–²0.0%14,2840.7%Consumer StaplesWFCWells Fargo & Company$1,089,319$1,901 â–²0.2%13,1820.6%FinanceLOWLowe's Companies$1,034,525$1,323 â–²0.1%4,6920.6%Consumer DiscretionaryAMGNAmgen$1,004,4800.0%2,7740.6%HealthcarePGProcter & Gamble$996,076$880 â–²0.1%6,7930.6%Consumer StaplesAVGOBroadcom$993,4830.0%2,6300.6%TechnologyNEENextEra Energy$991,2740.0%11,2940.6%UtilitiesSMDVProShares Russell 2000 Dividend Growers ETF$962,739$1,001 â–²0.1%12,4980.5%ETFMETAMeta Platforms$958,1950.0%1,7010.5%Communication ServicesGEGE Aerospace$891,0600.0%2,3840.5%IndustrialsCSCOCisco Systems$866,6200.0%7,3780.5%TechnologyPEPPepsiCo$830,060$10,833 â–¼-1.3%6,1300.5%Consumer StaplesCHENIERE ENERGY INC$798,425$10,037 â–²1.3%3,3410.4%COM NEWNUENucor$765,519$8,241 â–¼-1.1%3,4370.4%MaterialsEMREmerson Electric$753,983$143 â–²0.0%5,2670.4%IndustrialsCOSTCostco Wholesale$675,768$936 â–²0.1%7220.4%Consumer StaplesPMPhilip Morris International$646,674$543 â–²0.1%3,5750.4%Consumer StaplesTXNTexas Instruments$634,8890.0%2,1300.4%TechnologyPOWWOutdoor$557,0040.0%244,3000.3%Consumer DiscretionaryQCOMQualcomm$549,512$554 â–²0.1%2,9740.3%TechnologyS&P GLOBAL INC$529,438$529,438 â–²New Holding1,3000.3%COM SHSSCHBSchwab US Broad Market ETF$524,212$145 â–²0.0%18,1010.3%ETFMPCMarathon Petroleum$475,5460.0%1,8600.3%EnergyXLFFinancial Select Sector SPDR Fund$461,116$54 â–²0.0%8,6010.3%ETFCAHCardinal Health$454,3090.0%1,9120.3%HealthcareGMGeneral Motors$454,134$385 â–²0.1%5,8920.3%Consumer DiscretionaryKMIKinder Morgan$414,525$2,206 â–²0.5%12,9660.2%EnergyDISWalt Disney$413,8750.0%4,3000.2%Communication ServicesEUDVProShares MSCI Europe Dividend Growers ETF$408,8780.0%7,7500.2%ETFEPDEnterprise Products Partners$389,892$3,676 â–²1.0%10,6060.2%EnergyAPOApollo Global Management$384,953$106,590 â–²38.3%3,2540.2%FinanceCVXChevron$357,927$7,460 â–¼-2.0%2,1590.2%EnergySLViShares Silver Trust$353,4370.0%6,6100.2%ETFBACBank of America$351,499$342 â–²0.1%6,1690.2%FinanceINTCIntel$349,657$349,657 â–²New Holding2,5040.2%TechnologyNLYAnnaly Capital Management$345,109$6,663 â–²2.0%15,4340.2%FinancePALANTIR TECHNOLOGIES INC$344,1770.0%2,9500.2%CL ACMGChipotle Mexican Grill$340,0000.0%10,0000.2%Consumer DiscretionaryMMM3M$328,8940.0%2,0310.2%IndustrialsABTAbbott Laboratories$325,491$363 â–²0.1%3,5870.2%HealthcareFANGDiamondback Energy$325,1930.0%1,8500.2%EnergyKVUEKenvue$311,092$21,938 â–¼-6.6%16,2790.2%Consumer StaplesDUKDuke Energy$305,8170.0%2,4160.2%UtilitiesOKEONEOK$300,754$51,126 â–²20.5%3,4590.2%EnergyCRH PLC$294,2500.0%2,7500.2%ORDNSCNorfolk Southern$288,1640.0%9160.2%IndustrialsCDECoeur Mining$287,3460.0%17,6070.2%MaterialsVVVanguard Large-Cap ETF$285,305$1,031 â–²0.4%8300.2%ETFORCLOracle$279,6170.0%1,9080.2%TechnologySEICSEI Investments$263,130$17,717 â–¼-6.3%3,0000.1%FinanceFIVGDefiance Next Gen Connectivity ETF$256,601$256,601 â–²New Holding2,7000.1%ETFNTESNetEase$256,2800.0%2,0000.1%Communication ServicesIYFiShares U.S. Financials ETF$255,0200.0%2,0000.1%ETFVRTXVertex Pharmaceuticals$248,365$248,365 â–²New Holding5000.1%HealthcareGOLDMAN SACHS ETF TR$244,950$244,950 â–²New Holding4,1300.1%NASDA 100 ETFCOPConocoPhillips$244,339$12,789 â–¼-5.0%2,3500.1%EnergyAFLAflac$244,300$117 â–²0.0%2,0840.1%FinanceGLDSPDR Gold Shares$230,6060.0%6260.1%ETFDOVDover$229,8870.0%1,0250.1%IndustrialsKLACKLA$226,283$226,283 â–²New Holding7500.1%TechnologyGWWW.W. Grainger$224,466$224,466 â–²New Holding1650.1%IndustrialsCRMDCorMedix$223,7250.0%28,5000.1%HealthcareLMTLockheed Martin$219,5770.0%4310.1%IndustrialsNVSNovartis$218,4680.0%1,3940.1%HealthcareGLWCorning$218,137$218,137 â–²New Holding8540.1%TechnologyIYGiShares U.S. Financial Services ETF$217,128$217,128 â–²New Holding2,4000.1%ETFGDGeneral Dynamics$215,0040.0%6070.1%IndustrialsAMPLIFY ETF TR$209,860$209,860 â–²New Holding2,0000.1%AMPLIFY CYBERSECMDTMedtronic$202,537$7,823 â–²4.0%2,5890.1%HealthcareIBMInternational Business Machines$201,065$201,065 â–²New Holding7150.1%TechnologyWRAPWrap Technologies$115,4820.0%89,5210.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
