Royal Fund Management, LLC Purchases in Q4 2025

Royal Fund Management, LLC

  • $1.06 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
35.6K
+ 174.17%
$589.5 - $635.77 $21M - $22.6M
56K $33.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
144K
New
$101.39 - $114.39 $14.6M - $16.4M
144K $16.4M
IWM
Ishares Russell 2000 ETF

ETFs
69.3K
+ 234.29%
$236.79 - $250.33 $16.4M - $17.4M
98.9K $23.5M
XLU
Utilities Sector Spdr

ETFs
161K
+ 144.53%
$87.89 - $92.9 $14.1M - $14.9M
272K $24.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
148K
New
$92.24 - $96.56 $13.6M - $14.3M
148K $14.1M
WMT
Walmart Inc.

Consumer Defensive
133K
+ 244.55%
$101.18 - $109.03 $13.5M - $14.5M
188K $19.3M
IGV
Ishares Expanded Tech Software

ETFs
118K
New
$106.84 - $117.08 $12.6M - $13.8M
118K $12.7M
IXJ
Ishares Global Healthcare ETF

ETFs
92.9K
New
$90.76 - $96.31 $8.43M - $8.94M
92.9K $8.88M
VST
Vistra Corp.

Utilities
47.7K
New
$171.56 - $210.85 $8.19M - $10.1M
47.7K $8.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
61.9K
+ 76.35%
$118.29 - $126.28 $7.32M - $7.82M
143K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.6K
+ 22.29%
$600.51 - $631.95 $6.38M - $6.71M
58.2K $36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
199K
+ 176.84%
$31.41 - $33.69 $6.24M - $6.7M
311K $10M
WM
Waste Management Inc

Industrials
30.7K
+ 138.46%
$196.77 - $219.98 $6.03M - $6.75M
52.8K $11M
VZ
Verizon Communications Inc

Communication Services
153K
+ 195.97%
$38.4 - $43.83 $5.88M - $6.71M
231K $9.48M
VRT
Vertiv Holdings CO

Industrials
59.2K
+ 118.12%
N/A
109K $9.47M
PLTR
Palantir Technologies Inc.

Technology
28.8K
+ 273.39%
$172.14 - $207.18 $4.95M - $5.96M
39.3K $6.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
106K
+ 186.54%
$46.57 - $47.16 $4.92M - $4.98M
162K $7.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
32.9K
+ 64.18%
$118.2 - $126.51 $3.89M - $4.16M
84.1K $10.2M
ORCL
Oracle Corp

Technology
21.5K
+ 175.79%
$217.57 - $313.0 $4.67M - $6.72M
33.7K $7.41M
GOOGL
Alphabet Inc.

Communication Services
9.86K
+ 26.72%
$236.57 - $291.31 $2.33M - $2.87M
46.8K $12.9M
RTX
Raytheon Technologies Corp

Industrials
18.8K
+ 52.32%
$157.0 - $179.44 $2.95M - $3.37M
54.7K $9.6M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
174K
+ 193.69%
$19.77 - $20.0 $3.44M - $3.48M
264K $5.26M
COIN
Coinbase Global, Inc.

Technology
12K
New
$283.14 - $387.27 $3.4M - $4.65M
12K $3.41M
AOM
Ishares Tr Core Moderate Alloc

ETFs
70.7K
+ 163.3%
$47.0 - $48.26 $3.32M - $3.41M
114K $5.44M
JNJ
Johnson & Johnson

Healthcare
14.3K
+ 61.02%
$185.98 - $199.58 $2.66M - $2.85M
37.7K $7.53M
XYL
Xylem Inc.

Industrials
22K
New
$142.73 - $152.95 $3.14M - $3.37M
22K $3.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.74K
+ 17.94%
$653.02 - $687.39 $3.09M - $3.25M
31.1K $20.7M
IBM
International Business Machines Corp

Technology
8.28K
+ 27.99%
$275.97 - $314.98 $2.28M - $2.61M
37.9K $11.3M
IRM
Iron Mountain Inc

Real Estate
32.3K
+ 236.11%
$91.37 - $106.46 $2.95M - $3.44M
46K $4.21M
AAPL
Apple Inc.

Technology
8.64K
+ 26.57%
$245.27 - $275.25 $2.12M - $2.38M
41.1K $11M
VHT
Vanguard Health Care ETF

ETFs
7.71K
+ 32.81%
$264.7 - $283.93 $2.04M - $2.19M
31.2K $8.81M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.9K
+ 38.35%
$245.79 - $258.02 $2.93M - $3.08M
43K $10.6M
T
At&T Inc.

Communication Services
115K
+ 101.28%
$24.44 - $27.55 $2.8M - $3.16M
228K $5.81M
HOOD
Robinhood Markets, Inc.

Technology
33K
+ 46.72%
$121.53 - $152.46 $4.02M - $5.04M
104K $12.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
41.4K
+ 115.25%
N/A
77.4K $4.83M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
27.8K
New
$90.08 - $108.94 $2.5M - $3.02M
27.8K $2.55M
INDA
Ishares Msci India Index Fund

ETFs
41.2K
+ 36.12%
$52.3 - $55.29 $2.16M - $2.28M
155K $8.49M
XLK
Technology Sector Spdr

ETFs
8.71K
+ 273.47%
$278.39 - $304.13 $2.42M - $2.65M
11.9K $3.43M
ABBV
Abb Vie Inc.

Healthcare
10.1K
+ 29.53%
$211.96 - $244.38 $2.13M - $2.46M
44.1K $10.3M
XEL
Xcel Energy Inc

Utilities
29.4K
+ 160.36%
$79.6 - $81.85 $2.34M - $2.41M
47.8K $3.85M
DGRO
Ishares Core Dividend Growth E

ETFs
34.1K
+ 36.48%
$66.93 - $69.17 $2.28M - $2.36M
128K $8.74M
WFC
Wells Fargo & Company

Financial Services
28K
New
$77.62 - $87.3 $2.18M - $2.45M
28K $2.34M
AMGN
Amgen Inc

Healthcare
3.65K
+ 21.43%
$290.13 - $341.71 $1.06M - $1.25M
20.7K $7.07M
APLD
Applied Blockchain, Inc.

Financial Services
94.8K
+ 857.65%
$23.06 - $37.76 $2.19M - $3.58M
106K $2.5M
KCE
Spdr S&P Capital Markets ETF

ETFs
15.7K
+ 42.27%
$144.6 - $152.31 $2.27M - $2.39M
52.9K $7.64M
JPM
Jpmorgan Chase & CO

Financial Services
8.42K
+ 19.91%
$294.11 - $320.41 $2.48M - $2.7M
50.7K $15.2M
MAR
Marriott International Inc

Consumer Cyclical
6.6K
New
$259.04 - $291.9 $1.71M - $1.93M
6.6K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.98K
+ 22.6%
$394.96 - $425.89 $1.57M - $1.7M
21.6K $8.82M
VKTX
Viking Therapeutics, Inc.

Healthcare
43.2K
New
$27.37 - $40.78 $1.18M - $1.76M
43.2K $1.72M
Activity Summary
Buys All Purchases 208 New Holdings 49 Increased Positions 159 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 29 Puts 4
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