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
MGC
Vanguard Mega Cap ETF

ETFs
482
+ 7.13%
$204.21 - $220.18 $98.4K - $106K
7.24K $1.54M
VIS
Vanguard Industrial ETF

ETFs
828
+ 6.44%
$254.39 - $279.7 $211K - $232K
13.7K $3.48M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.15K
+ 42.04%
$72.97 - $96.75 $376K - $498K
17.4K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
434
+ 8.97%
$385.02 - $431.37 $167K - $187K
5.27K $2.05M
ADI
Analog Devices Inc

Technology
828
+ 13.64%
$206.35 - $236.48 $171K - $196K
6.9K $1.47M
XLK
Technology Sector Spdr

ETFs
247
+ 25.84%
$220.26 - $241.44 $54.4K - $59.6K
1.2K $279K
VPU
Vanguard Utilities ETF

ETFs
1.74K
+ 8.15%
$160.52 - $179.11 $280K - $312K
23.1K $3.78M
XLE
Energy Sector Spdr

ETFs
1K
+ 7.14%
$83.32 - $97.27 $83.3K - $97.3K
15K $1.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.8K
+ 5.17%
$45.07 - $47.1 $307K - $320K
138K $6.26M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.16%
$473.15 - $574.01 $473 - $574
632 $336K
IJK
Ishares S&P Midcap 400 Growth

ETFs
52
+ 2.27%
$90.66 - $99.46 $4.71K - $5.17K
2.34K $212K
Astera Labs Inc
3.1K
New
N/A
3.1K $0
Arm Holdings PLC
21.3K
New
N/A
21.3K $0
Linde PLC
830
New
N/A
830 $0
Super Micro Computer Inc
68.4K
New
N/A
68.4K $0
Lam Research Corp
49.9K
New
N/A
49.9K $0
JPHY
Jp Morgan High Yield Research

ETFs
4.12K
+ 4.47%
N/A
96.3K $0
Siriusxm Holdings Inc
45.4K
New
N/A
45.4K $0
DGRO
Ishares Core Dividend Growth E

ETFs
2.58K
+ 2.21%
$60.73 - $64.94 $157K - $168K
120K $7.34M
AEM
Agnico Eagle Mines LTD

Basic Materials
405
+ 1.56%
$75.99 - $88.85 $30.8K - $36K
26.4K $2.06M
AMT
American Tower Corp

Real Estate
595
+ 13.98%
$179.4 - $232.01 $107K - $138K
4.85K $889K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.27K
+ 1.27%
$43.44 - $45.05 $55.2K - $57.3K
102K $4.42M
BHP
Bhp Group LTD

Basic Materials
1.26K
+ 7.17%
$48.78 - $62.43 $61.5K - $78.7K
18.8K $920K
DUK
Duke Energy Corp

Utilities
593
+ 1.84%
$105.76 - $120.76 $62.7K - $71.6K
32.8K $3.53M
MMM
3 M CO

Industrials
162
+ 0.43%
$124.74 - $137.12 $20.2K - $22.2K
37.5K $4.84M
ADBE
Adobe Inc.

Technology
53
+ 0.97%
$437.39 - $552.96 $23.2K - $29.3K
5.53K $2.46M
JNJ
Johnson & Johnson

Healthcare
690
+ 2.26%
$143.34 - $165.86 $98.9K - $114K
31.2K $4.51M
MRK
Merck & Co., Inc.

Healthcare
1.16K
+ 2.14%
$96.31 - $114.76 $112K - $133K
55.4K $5.51M
VZ
Verizon Communications Inc

Communication Services
4.93K
+ 2.58%
$39.6 - $45.21 $195K - $223K
196K $7.83M
VHT
Vanguard Health Care ETF

ETFs
2.37K
+ 4.58%
$250.81 - $283.3 $595K - $673K
54.3K $13.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
155K
+ 99.25%
$25.93 - $105.3 $4.01M - $16.3M
311K $8.66M
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
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