Royal-Capital-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ACN", "MMM", "ABT", "ABBV", "GOOGL", "T", "CAT", "AVGO", "LOW", "DUK", null, "HD", "MCD", "QCOM", "GHI", null, "EMR", "META", "KMI", "MPC", null, "MA", "MDT", "MSFT", "GE", "BX", "ORCL", "OKE", "PEP", "UNH", "AAPL", "SPY", "NVDA", "PLTR", "PG", "AMGN", "KVUE", "SPGI", null, "IBM", "TXN", "UPS", "VV", "POWW", "SEIC", "GM", "AFL", "CAH", "AMZN", "SCHB", null, null, "NTES", "V", "WMT", "WFC", "WRAP", "SCHD", "NSC", null, "NUE", "ADP", "BAC", "BRK-A", "BRK-B", "BMY", "CVX", "LNG", "CB", "CMG", "CSCO", "CME", "KO", "CDE", "COP", "COST", "CRH", "FANG", "NEE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 88
- Total Value
- 142702514
- Accession Number
- 0001904323-25-000001
- Form Type
- 13F-HR
- Manager Name
- Royal-Capital-Wealth-Management
Data Enrichment
91% identified80 identified8 unidentified
Holdings
88 positions
Manager:
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74348A467
Shares:25.4K
Value:$2.6M
092528603
Shares:40.3K
Value:$2.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
31.5K | All Managers (Combined) | $17.6M | |||
Mastercard Inc(MAcusip57636Q104) | 20.2K | QoQ +0.12% (+25)YoY +0.13% (+28) | All Managers (Combined) | $11.1M | |
18.5K | QoQ +0.30% (+57)YoY +4.26% (+757) | All Managers (Combined) | $9.9M | ||
MICROSOFT CORP(MSFTcusip594918104) | 20.4K | QoQ -2.56% (-536)YoY -1.11% (-229) | All Managers (Combined) | $7.6M | |
17.3K | QoQ +0.13% (+23)YoY -1.09% (-192) | All Managers (Combined) | $6.1M | ||
NVIDIA CORP(NVDAcusip67066G104) | 55.0K | All Managers (Combined) | $6.0M | ||
21.9K | QoQ +0.25% (+55) | All Managers (Combined) | $5.4M | ||
Apple Inc.(AAPLcusip037833100) | 23.9K | QoQ -0.47% (-115)YoY -3.28% (-814) | All Managers (Combined) | $5.3M | |
AMAZON COM INC(AMZNcusip023135106) | 22.3K | QoQ 0.00% (-0) | All Managers (Combined) | $4.3M | |
8.9K | All Managers (Combined) | $4.2M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 26.8K | All Managers (Combined) | $4.1M | ||
6.4K | QoQ +0.18% (+12)YoY -3.54% (-236) | All Managers (Combined) | $3.4M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 26.0K | QoQ +0.07% (+19)YoY +1.60% (+410) | All Managers (Combined) | $3.1M | |
ELI LILLY & Co(LLYcusip532457108) | 3.6K | QoQ 0.00% (+0)YoY -1.19% (-44) | All Managers (Combined) | $3.0M | |
(cusip74348A467)✕ | 25.4K | QoQ 0.00% (+0) | All Managers (Combined) | $2.6M | |
Blackstone Inc.(BXcusip09260D107) | 17.6K | QoQ +0.06% (-12)YoY -3.58% (-656) | All Managers (Combined) | $2.5M | |
3 | QoQ NEW(+3) YoY NEW(+3) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
Alphabet Inc.(GOOGcusip02079K107) | 14.0K | QoQ 0.00% (-1)YoY +2.73% (+372) | All Managers (Combined) | $2.2M | |
(cusip092528603)✕ | 40.3K | All Managers (Combined) | $2.1M | ||
MCDONALDS CORP(MCDcusip580135101) | 6.5K | All Managers (Combined) | $2.0M |