Royal Fund Management, LLC New Holdings in Q4 2025

Royal Fund Management, LLC

  • $1.06 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
144K
New
$101.39 - $114.39 $14.6M - $16.4M
144K $16.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
148K
New
$92.24 - $96.56 $13.6M - $14.3M
148K $14.1M
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
DELL
Dell Technologies Inc.

Technology
52.6K
New
$133.76 - $164.88 $7.03M - $8.67M
52.6K $7.03M
COIN
Coinbase Global, Inc.

Technology
12K
New
$283.14 - $387.27 $3.4M - $4.65M
12K $3.41M
XYL
Xylem Inc.

Industrials
22K
New
$142.73 - $152.95 $3.14M - $3.37M
22K $3.14M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
27.8K
New
$90.08 - $108.94 $2.5M - $3.02M
27.8K $2.55M
WFC
Wells Fargo & Company

Financial Services
28K
New
$77.62 - $87.3 $2.18M - $2.45M
28K $2.34M
VKTX
Viking Therapeutics, Inc.

Healthcare
43.2K
New
$27.37 - $40.78 $1.18M - $1.76M
43.2K $1.72M
NET
Cloudflare, Inc.

Technology
8.01K
New
$210.01 - $253.3 $1.68M - $2.03M
8.01K $1.69M
DD
Du Pont De Nemours, Inc.

Basic Materials
36.3K
New
$34.69 - $82.16 $1.26M - $2.99M
36.3K $1.44M
UHS
Universal Health Services Inc

Healthcare
4.59K
New
$196.11 - $229.23 $900K - $1.05M
4.59K $1.03M
AFRM
Affirm Holdings, Inc.

Technology
13.2K
New
$65.96 - $78.95 $874K - $1.05M
13.2K $933K
CEG
Constellation Energy Corp

Utilities
2.36K
New
$335.74 - $401.43 $792K - $947K
2.36K $798K
INTC
Intel Corp

Technology
20K
New
$34.71 - $41.53 $696K - $832K
20K $695K
IVE
Ishares S&P 500 Value ETF

ETFs
3.04K
New
$202.52 - $212.07 $616K - $645K
3.04K $637K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.08K
New
$577.77 - $604.78 $621K - $650K
1.08K $630K
SLB
Schlumberger Limited

Energy
14.8K
New
$31.72 - $37.61 $470K - $558K
14.8K $547K
SLV
I Shares Silver Trust

ETFs
11.8K
New
$42.4 - $49.17 $501K - $581K
11.8K $543K
SRLN
Ssga Active Trust

ETFs
11K
New
$41.05 - $41.54 $453K - $458K
11K $455K
IYJ
Ishares Tr

ETFs
2.67K
New
$142.48 - $148.68 $380K - $397K
2.67K $381K
TKR
Timken CO

Industrials
4.63K
New
$70.79 - $79.25 $328K - $367K
4.63K $353K
AXP
American Express CO

Financial Services
975
New
$316.26 - $372.77 $308K - $363K
975 $332K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.57K
New
$125.45 - $131.1 $323K - $337K
2.57K $328K
IDU
Ishares Tr U S Utils ETF

ETFs
2.93K
New
$111.15 - $116.84 $325K - $342K
2.93K $327K
HON
Honeywell International Inc

Industrials
1.64K
New
$194.07 - $220.67 $318K - $362K
1.64K $321K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.24K
New
$56.0 - $57.6 $293K - $302K
5.24K $297K
AMP
Ameriprise Financial Inc

Financial Services
643
New
$440.8 - $497.79 $283K - $320K
643 $283K
ALL
Allstate Corp

Financial Services
1.29K
New
$190.0 - $214.3 $246K - $277K
1.29K $277K
MDB
Mongo Db, Inc.

Technology
721
New
$313.81 - $373.89 $226K - $270K
721 $254K
SO
Southern CO

Utilities
2.79K
New
$90.58 - $99.72 $253K - $279K
2.79K $252K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.34K
New
$43.6 - $45.68 $233K - $244K
5.34K $240K
MPWR
Monolithic Power Systems Inc

Technology
257
New
$904.44 - $1105.05 $232K - $284K
257 $236K
MU
Micron Technology Inc

Technology
952
New
$181.6 - $253.3 $173K - $241K
952 $234K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.14K
New
$25.2 - $25.57 $230K - $234K
9.14K $230K
GOOG
Alphabet Inc.

Communication Services
799
New
$237.49 - $291.74 $190K - $233K
799 $228K
WULF
Terawulf Inc.

Financial Services
18.8K
New
$11.39 - $16.1 $214K - $302K
18.8K $217K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.7K
New
$43.57 - $45.71 $205K - $215K
4.7K $211K
IHDG
Wisdomtree Tr

ETFs
4.44K
New
$45.93 - $48.13 $204K - $214K
4.44K $210K
REI
Ring Energy, Inc.

Energy
30K
New
$0.92 - $1.13 $27.6K - $33.9K
30K $29K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
13.5K
New
N/A
13.5K $0
Klarna Group PLC
30.6K
New
N/A
30.6K $0
Ishares Bitcoin Trust ETF
23.5K
New
N/A
23.5K $0
FLQH
Franklin Templeton Libertyq In

ETFs
16.1K
New
N/A
16.1K $0
Rocket Lab Corp
70.2K
New
N/A
70.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
18.6K
New
N/A
18.6K $0
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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