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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74347B680
Shares:16.6K
Value:$1.3M
74347B698
Shares:12.4K
Value:$813.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
AbbVie Inc.(ABBVcusip00287Y109) | 9.6K | QoQ +0.12% (+12)YoY -6.16% (-632) | All Managers (Combined) | $2.0M | |
Walmart Inc.(WMTcusip931142103) | 22.6K | All Managers (Combined) | $2.0M | ||
5.5K | QoQ 0.00% (+0)YoY -8.38% (-507) | All Managers (Combined) | $1.7M | ||
CME GROUP INC.(CMEcusip12572Q105) | 5.3K | All Managers (Combined) | $1.4M | ||
8.3K | QoQ -0.86% (-72)YoY -8.21% (-743) | All Managers (Combined) | $1.4M | ||
(cusip74347B680)✕ | 16.6K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | |
47.3K | All Managers (Combined) | $1.3M | |||
7.2K | QoQ +0.09% (+7)YoY -8.56% (-673) | All Managers (Combined) | $1.2M | ||
4.8K | QoQ +0.10% (-5) | All Managers (Combined) | $1.1M | ||
COCA COLA CO(KOcusip191216100) | 15.1K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
1.7K | QoQ 0.00% (-0)YoY -1.76% (-30) | All Managers (Combined) | $963.1K | ||
13.1K | All Managers (Combined) | $938.5K | |||
2.9K | QoQ 0.00% (+0) | All Managers (Combined) | $910.6K | ||
PEPSICO INC(PEPcusip713448108) | 5.6K | QoQ +1.34% (-74)YoY -9.73% (-602) | All Managers (Combined) | $837.3K | |
(cusip74347B698)✕ | 12.4K | All Managers (Combined) | $813.9K | ||
11.3K | QoQ 0.00% (-0)YoY -0.44% (-50) | All Managers (Combined) | $800.6K | ||
3.2K | QoQ +0.03% (+1)YoY +0.99% (+32) | All Managers (Combined) | $751.9K | ||
Kenvue Inc.(KVUEcusip49177J102) | 28.8K | QoQ +0.06% (+20)YoY -2.91% (-867) | All Managers (Combined) | $691.4K | |
721 | All Managers (Combined) | $682.0K | |||
S&P Global Inc.(SPGIcusip78409V104) | 1.3K | All Managers (Combined) | $660.5K |