Royal Fund Management, LLC Sells in Q3 2025

Royal Fund Management, LLC

  • $798 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-961
- 34.67%
$139.09 - $161.16 $134K - $155K
1.81K $287K
VBK
Vanguard Small Cap Growth ETF

ETFs
-635
- 14.91%
$276.51 - $305.12 $176K - $194K
3.62K $1.08M
IRM
Iron Mountain Inc

Real Estate
-865
- 5.94%
$89.46 - $104.46 $77.4K - $90.4K
13.7K $1.4M
OHI
Omega Healthcare Investors Inc

Real Estate
-7.21K
- 19.39%
$36.29 - $43.34 $262K - $313K
30K $1.27M
NFLX
Netflix Inc

Communication Services
-19
- 4.57%
$1147.87 - $1297.18 $21.8K - $24.6K
397 $475K
SYY
Sysco Corp

Consumer Defensive
-4.4K
- 10.34%
$76.33 - $82.51 $336K - $363K
38.1K $3.14M
ENPH
Enphase Energy, Inc.

Technology
-200
- 1.19%
$30.11 - $42.97 $6.02K - $8.59K
16.6K $588K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.15K
- 16.07%
$91.28 - $97.59 $105K - $112K
6.01K $576K
COP
Conocophillips

Energy
-943
- 30.12%
$91.0 - $98.99 $85.8K - $93.3K
2.19K $206K
PEP
Pepsico Inc

Consumer Defensive
-599
- 27.15%
$133.81 - $152.16 $80.2K - $91.1K
1.61K $225K
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 10.8%
$915.95 - $994.57 $32.1K - $34.8K
289 $267K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-371
- 28.65%
$224.68 - $282.71 $83.4K - $105K
924 $258K
GILD
Gilead Sciences, Inc.

Healthcare
-324
- 4.61%
$108.22 - $120.47 $35.1K - $39K
6.7K $744K
GRMN
Garmin LTD

Technology
-4.26K
- 15.71%
$211.13 - $246.22 $899K - $1.05M
22.8K $5.63M
XOM
Exxon Mobil Corp

Energy
-402
- 10.52%
$105.83 - $117.22 $42.5K - $47.1K
3.42K $385K
MGC
Vanguard Mega Cap ETF

ETFs
-448
- 10.26%
$224.2 - $245.55 $100K - $110K
3.92K $956K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-773
- 5.95%
$142.94 - $152.69 $110K - $118K
12.2K $1.84M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-256
- 10.5%
$208.95 - $229.72 $53.5K - $58.8K
2.18K $500K
LMT
Lockheed Martin Corp

Industrials
-62
- 12.97%
$410.74 - $499.21 $25.5K - $31K
416 $207K
VFH
Vanguard Financial ETF

ETFs
-599
- 3.63%
$125.23 - $132.78 $75K - $79.5K
15.9K $2.09M
VO
Vanguard Mid Cap ETF

ETFs
-317
- 4.95%
$279.83 - $293.74 $88.7K - $93.1K
6.09K $1.79M
Cava Group Inc
-700
- 1.02%
N/A
67.6K $0
JPHY
Jp Morgan High Yield Research

ETFs
-61.9K
- 59.82%
N/A
41.6K $0
Gsk PLC
-2.5K
- 8.55%
N/A
26.8K $0
Coherent Corp
-400
- 15.73%
N/A
2.14K $0
JD
Jd.Com, Inc.

Consumer Cyclical
-957
- 6.59%
$30.39 - $35.64 $29.1K - $34.1K
13.6K $474K
MRK
Merck & Co., Inc.

Healthcare
-3.85K
- 5.61%
$77.6 - $87.37 $299K - $337K
64.8K $5.44M
VPU
Vanguard Utilities ETF

ETFs
-810
- 6.38%
$175.25 - $189.41 $142K - $153K
11.9K $2.25M
HD
Home Depot, Inc.

Consumer Cyclical
-186
- 7.8%
$357.4 - $423.42 $66.5K - $78.8K
2.2K $890K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-46
- 1.53%
$131.47 - $143.64 $6.05K - $6.61K
2.96K $418K
XLK
Technology Sector Spdr

ETFs
-278
- 8.03%
$250.97 - $282.66 $69.8K - $78.6K
3.19K $897K
NEM
Newmont Corp

Basic Materials
-24.4K
- 30.57%
$57.35 - $85.25 $1.4M - $2.08M
55.4K $4.67M
XLU
Utilities Sector Spdr

ETFs
-7.1K
- 6.01%
$81.14 - $87.32 $576K - $620K
111K $9.69M
JNJ
Johnson & Johnson

Healthcare
-4.65K
- 16.57%
$155.17 - $185.42 $722K - $863K
23.4K $4.34M
WPC
W. P. Carey Inc.

Real Estate
-374
- 2.29%
$61.29 - $68.7 $22.9K - $25.7K
15.9K $1.08M
C
Citigroup Inc

Financial Services
-840
- 8.19%
$85.57 - $103.49 $71.9K - $86.9K
9.41K $955K
BHP
Bhp Group LTD

Basic Materials
-1.62K
- 6.92%
$48.67 - $56.22 $78.8K - $91K
21.8K $1.21M
VIS
Vanguard Industrial ETF

ETFs
-81
- 1.11%
$281.0 - $296.29 $22.8K - $24K
7.23K $2.14M
TRP
Tc Energy Corp

Energy
-315
- 1.47%
$46.58 - $54.41 $14.7K - $17.1K
21.2K $1.15M
AAPL
Apple Inc.

Technology
-7.27K
- 18.28%
$202.38 - $256.87 $1.47M - $1.87M
32.5K $8.28M
UBER
Uber Technologies, Inc

Technology
-3.83K
- 3.63%
$86.91 - $99.57 $333K - $381K
102K $9.96M
NEE
Nextera Energy Inc

Utilities
-32
- 0.14%
$69.77 - $77.54 $2.23K - $2.48K
22.3K $1.69M
PSX
Phillips 66

Energy
-4.83K
- 9.75%
$118.37 - $139.46 $572K - $674K
44.7K $6.08M
MDT
Medtronic PLC

Healthcare
-421
- 1.53%
$87.67 - $95.74 $36.9K - $40.3K
27K $2.57M
ADM
Archer Daniels Midland CO

Consumer Defensive
-900
- 2.17%
$53.54 - $64.21 $48.2K - $57.8K
40.6K $2.43M
BX
Blackstone Inc.

Financial Services
-4.38K
- 8.96%
$152.77 - $188.68 $668K - $825K
44.4K $7.59M
ORCL
Oracle Corp

Technology
-255
- 2.04%
$218.96 - $328.33 $55.8K - $83.7K
12.2K $3.44M
GOOGL
Alphabet Inc.

Communication Services
-9.94K
- 21.21%
$174.36 - $254.72 $1.73M - $2.53M
36.9K $8.97M
VGT
Vanguard Information Technolog

ETFs
-573
- 3.79%
$656.44 - $753.15 $376K - $432K
14.6K $10.9M
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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