Royal Fund Management, LLC Reduced Holdings in Q3 2025

Royal Fund Management, LLC

  • $798 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-28.2K
- 45.29%
$491.09 - $535.64 $13.9M - $15.1M
34.1K $17.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.6K
- 37.17%
$617.65 - $666.84 $9.64M - $10.4M
26.4K $17.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-82K
- 50.29%
$108.97 - $121.65 $8.94M - $9.98M
81.1K $9.79M
XLI
Industrial Sector Spdr

ETFs
-41.9K
- 44.71%
$147.94 - $154.99 $6.2M - $6.5M
51.8K $7.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-200K
- 64.0%
$28.92 - $32.19 $5.78M - $6.43M
112K $3.59M
XLF
Financial Sector Spdr

ETFs
-107K
- 26.9%
$51.37 - $54.25 $5.5M - $5.81M
291K $15.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-91.7K
- 61.85%
$45.6 - $46.92 $4.18M - $4.3M
56.6K $2.64M
NTAP
Net App, Inc.

Technology
-37.1K
- 87.88%
$101.1 - $126.36 $3.75M - $4.69M
5.12K $606K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-36.1K
- 82.63%
$98.52 - $103.93 $3.55M - $3.75M
7.58K $780K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.07K
- 28.32%
$546.99 - $602.2 $4.41M - $4.86M
20.4K $12.3M
T
At&T Inc.

Communication Services
-104K
- 47.97%
$26.94 - $29.62 $2.81M - $3.09M
113K $3.2M
WMT
Walmart Inc.

Consumer Defensive
-34.1K
- 38.54%
$94.4 - $104.27 $3.22M - $3.56M
54.4K $5.61M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-151K
- 62.76%
$19.78 - $20.26 $3M - $3.07M
89.9K $1.8M
UPST
Upstart Holdings, Inc.

Financial Services
-39.3K
- 60.6%
$50.8 - $84.13 $2M - $3.31M
25.6K $1.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-63.4K
- 59.41%
$45.4 - $47.61 $2.88M - $3.02M
43.3K $2.06M
HOOD
Robinhood Markets, Inc.

Technology
-67.4K
- 48.79%
$91.27 - $143.18 $6.15M - $9.65M
70.7K $10.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-30.8K
- 37.53%
$108.08 - $121.73 $3.32M - $3.74M
51.2K $6.17M
DRI
Darden Restaurants Inc

Consumer Cyclical
-8.87K
- 26.73%
$184.73 - $220.27 $1.64M - $1.95M
24.3K $4.63M
RTX
Raytheon Technologies Corp

Industrials
-22.9K
- 38.98%
$144.19 - $167.33 $3.3M - $3.83M
35.9K $6M
AVGO
Broadcom Inc.

Technology
-14.4K
- 30.85%
$264.74 - $369.57 $3.82M - $5.33M
32.3K $10.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-35.3K
- 49.56%
N/A
35.9K $2.24M
AMD
Advanced Micro Devices Inc

Technology
-15.4K
- 84.74%
$134.8 - $184.42 $2.07M - $2.83M
2.77K $447K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10.9K
- 25.88%
$236.25 - $257.69 $2.56M - $2.8M
31.1K $7.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.24K
- 13.2%
$567.77 - $614.76 $4.11M - $4.45M
47.6K $29.2M
INDA
Ishares Msci India Index Fund

ETFs
-27.8K
- 19.6%
$51.98 - $55.84 $1.45M - $1.55M
114K $5.94M
USB
Us Bancorp \De\

Financial Services
-46.3K
- 43.56%
$43.94 - $50.41 $2.03M - $2.33M
59.9K $2.9M
OKE
Oneok Inc

Energy
-13.6K
- 19.25%
$71.36 - $83.47 $971K - $1.14M
57.1K $4.17M
KCE
Spdr S&P Capital Markets ETF

ETFs
-12.7K
- 25.42%
$145.94 - $157.83 $1.85M - $2M
37.2K $5.68M
DGRO
Ishares Core Dividend Growth E

ETFs
-29.8K
- 24.19%
$64.12 - $68.08 $1.91M - $2.03M
93.5K $6.37M
AMGN
Amgen Inc

Healthcare
-5.16K
- 23.24%
$271.18 - $309.22 $1.4M - $1.59M
17K $4.81M
CSCO
Cisco Systems, Inc.

Technology
-17.7K
- 23.56%
$66.2 - $71.79 $1.17M - $1.27M
57.5K $3.94M
MMM
3 M CO

Industrials
-8.35K
- 20.83%
$144.41 - $160.2 $1.21M - $1.34M
31.7K $4.92M
RIO
Rio Tinto PLC

Basic Materials
-22.1K
- 58.78%
$57.66 - $66.01 $1.27M - $1.46M
15.5K $1.02M
DE
Deere & CO

Industrials
-2.13K
- 66.06%
$457.26 - $524.37 $974K - $1.12M
1.09K $500K
KO
Coca Cola CO

Consumer Defensive
-15.2K
- 56.46%
$65.67 - $71.67 $998K - $1.09M
11.7K $777K
VZ
Verizon Communications Inc

Communication Services
-27K
- 25.71%
$40.84 - $45.06 $1.1M - $1.22M
78.1K $3.43M
EMR
Emerson Electric CO

Industrials
-7.4K
- 20.83%
$128.6 - $149.63 $951K - $1.11M
28.1K $3.69M
JPM
Jpmorgan Chase & CO

Financial Services
-7.12K
- 14.41%
$282.78 - $316.06 $2.01M - $2.25M
42.3K $13.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-17.6K
- 67.63%
$52.55 - $54.37 $926K - $958K
8.44K $456K
CVS
Cvs Health Corp

Healthcare
-19.1K
- 23.72%
$58.75 - $76.5 $1.12M - $1.46M
61.4K $4.63M
IYH
Ishares Tr

ETFs
-16.4K
- 76.36%
$54.36 - $58.96 $890K - $965K
5.07K $297K
PAYX
Paychex Inc

Industrials
-2.96K
- 10.43%
$126.69 - $147.99 $374K - $437K
25.4K $3.22M
IWM
Ishares Russell 2000 ETF

ETFs
-7.72K
- 20.68%
$214.92 - $244.84 $1.66M - $1.89M
29.6K $7.16M
VHT
Vanguard Health Care ETF

ETFs
-4.5K
- 16.07%
$239.12 - $259.95 $1.07M - $1.17M
23.5K $6.1M
WM
Waste Management Inc

Industrials
-2.88K
- 11.51%
$213.88 - $237.1 $616K - $683K
22.1K $4.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.99K
- 18.47%
$362.31 - $405.74 $1.45M - $1.62M
17.6K $7.09M
MSTR
Microstrategy Inc

Technology
-1.62K
- 45.18%
$300.7 - $455.9 $488K - $740K
1.97K $634K
GBX
Greenbrier Companies Inc

Industrials
-17.5K
- 21.89%
$43.97 - $56.91 $769K - $995K
62.4K $2.88M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.76K
- 24.6%
$393.18 - $439.39 $1.08M - $1.21M
8.45K $3.68M
Activity Summary
Buys All Purchases 57 New Holdings 17 Increased Positions 40 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 66 Puts 12
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