Royal Fund Management, LLC Purchases in Q4 2024

Royal Fund Management, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
177K
+ 7447.72%
$89.66 - $102.16 $15.8M - $18M
179K $17.3M
XLY
Select Sector Spdr Consumer Di

ETFs
39.9K
New
$194.8 - $239.43 $7.76M - $9.54M
39.9K $8.94M
IYJ
Ishares Tr

ETFs
56K
+ 683.44%
$132.97 - $143.93 $7.45M - $8.06M
64.2K $8.57M
MCD
Mcdonalds Corp

Consumer Cyclical
16.1K
+ 103.75%
$288.47 - $316.54 $4.65M - $5.1M
31.6K $9.17M
LAMR
Lamar Advertising CO

Real Estate
39.2K
+ 104.52%
$121.37 - $138.11 $4.76M - $5.42M
76.8K $9.35M
WFC
Wells Fargo & Company

Financial Services
44.5K
+ 232.06%
$54.98 - $77.35 $2.45M - $3.44M
63.6K $4.47M
KMB
Kimberly Clark Corp

Consumer Defensive
27.9K
+ 109.1%
$130.37 - $146.09 $3.64M - $4.07M
53.4K $7M
AVGO
Broadcom Inc.

Technology
3.92K
+ 9.71%
$159.67 - $250.0 $626K - $981K
44.3K $10.3M
VGT
Vanguard Information Technolog

ETFs
1.05K
+ 1.94%
$571.78 - $647.97 $602K - $682K
55.3K $34.4M
VST
Vistra Corp.

Utilities
17.2K
+ 268.75%
$115.74 - $166.61 $1.99M - $2.87M
23.6K $3.25M
VICI
Vici Properties Inc.

Real Estate
80.2K
New
$28.27 - $33.19 $2.27M - $2.66M
80.2K $2.34M
CVX
Chevron Corp

Energy
15.9K
+ 390.31%
$141.15 - $162.53 $2.24M - $2.58M
19.9K $2.89M
MU
Micron Technology Inc

Technology
26.4K
+ 230.95%
$84.16 - $113.41 $2.22M - $2.99M
37.8K $3.18M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.92K
+ 43.54%
$260.53 - $404.79 $759K - $1.18M
9.61K $3.67M
LMT
Lockheed Martin Corp

Industrials
3.96K
+ 148.28%
$479.66 - $614.62 $1.9M - $2.44M
6.63K $3.22M
KMI
Kinder Morgan, Inc.

Energy
49.5K
+ 104.74%
$22.59 - $28.54 $1.12M - $1.41M
96.8K $2.65M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 1.35%
$79.1 - $95.7 $156K - $188K
147K $13.3M
PLD
Prologis, Inc.

Real Estate
13.9K
New
$101.4 - $126.96 $1.41M - $1.76M
13.9K $1.47M
C
Citigroup Inc

Financial Services
18.4K
New
$61.31 - $72.5 $1.13M - $1.33M
18.4K $1.29M
HMC
Honda Motor CO LTD

Consumer Cyclical
42.8K
New
$23.7 - $32.62 $1.02M - $1.4M
42.8K $1.22M
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 3.33%
$161.86 - $196.66 $192K - $233K
36.8K $6.97M
VKTX
Viking Therapeutics, Inc.

Healthcare
32.4K
+ 276.21%
$38.28 - $78.03 $1.24M - $2.53M
44.2K $1.78M
MDB
Mongo Db, Inc.

Technology
4.5K
+ 450.0%
$232.81 - $350.13 $1.05M - $1.58M
5.5K $1.28M
SQ
Block, Inc.

Technology
6.64K
+ 26.68%
$65.06 - $98.92 $432K - $657K
31.5K $2.68M
MKL
Markel Corp

Financial Services
510
+ 100.0%
$1542.01 - $1785.11 $786K - $910K
1.02K $1.76M
DLR
Digital Realty Trust, Inc.

Real Estate
2.11K
+ 5.72%
$156.46 - $195.69 $330K - $413K
39K $6.92M
HON
Honeywell International Inc

Industrials
3.82K
+ 168.81%
$202.84 - $236.0 $774K - $900K
6.08K $1.37M
AAPL
Apple Inc.

Technology
500
+ 1.15%
$221.69 - $259.02 $111K - $130K
44.1K $11M
ASML
Asml Holding Nv

Technology
1.53K
+ 120.17%
$658.43 - $872.27 $1M - $1.33M
2.79K $1.94M
SG
Sweetgreen, Inc.

Consumer Cyclical
21.8K
New
$31.7 - $43.97 $691K - $959K
21.8K $698K
LNG
Cheniere Energy, Inc.

Energy
407
+ 2.41%
$181.07 - $225.92 $73.7K - $91.9K
17.3K $3.72M
VCR
Vanguard Consumer Discretionar

ETFs
592
+ 6.12%
$328.51 - $401.37 $194K - $238K
10.3K $3.86M
VDE
Vanguard Energy ETF

ETFs
4.4K
+ 11.67%
$116.67 - $136.78 $514K - $602K
42.1K $5.11M
VFH
Vanguard Financial ETF

ETFs
1.98K
+ 6.87%
$108.87 - $126.2 $216K - $250K
30.8K $3.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.2K
+ 2.95%
$201.32 - $217.44 $242K - $262K
42.1K $8.7M
RIO
Rio Tinto PLC

Basic Materials
11.9K
+ 51.27%
$58.59 - $71.15 $699K - $849K
35.2K $2.07M
PFE
Pfizer Inc

Healthcare
16.2K
+ 191.98%
$24.8 - $30.19 $403K - $491K
24.7K $655K
AMGN
Amgen Inc

Healthcare
4.94K
+ 32.65%
$258.78 - $328.31 $1.28M - $1.62M
20.1K $5.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.62K
New
$50.73 - $51.08 $336K - $338K
6.62K $336K
MGV
Vanguard Mega Cap Value

ETFs
3.7K
+ 8.31%
$124.06 - $133.48 $459K - $494K
48.2K $6.03M
V
Visa Inc.

Financial Services
774
+ 65.48%
$273.87 - $320.91 $212K - $248K
1.96K $618K
XEL
Xcel Energy Inc

Utilities
3.11K
+ 8.44%
$62.16 - $72.92 $193K - $227K
39.9K $2.7M
MSI
Motorola Solutions, Inc.

Technology
630
New
$449.08 - $504.6 $283K - $318K
630 $291K
T
At&T Inc.

Communication Services
4.92K
+ 2.21%
$21.22 - $23.88 $104K - $118K
227K $5.17M
KO
Coca Cola CO

Consumer Defensive
7.31K
+ 29.04%
$61.74 - $71.71 $452K - $524K
32.5K $2.02M
BA
Boeing CO

Industrials
1.14K
New
$138.14 - $180.72 $157K - $206K
1.14K $201K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.61K
+ 4.72%
$55.73 - $66.16 $89.7K - $106K
35.7K $2.15M
KGC
Kinross Gold Corp

Basic Materials
17.5K
New
$9.03 - $10.75 $158K - $188K
17.5K $162K
CLSK
Cleanspark, Inc.

Technology
16K
New
$8.61 - $17.63 $138K - $282K
16K $147K
Activity Summary
Buys All Purchases 82 New Holdings 17 Increased Positions 65 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 41 Puts 3
Track This Portfolio

Track Royal Fund Management, LLC Portfolio

Follow Royal Fund Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Fund Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Fund Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email