Royal-Capital-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ABT",
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  "GOOGL",
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  null,
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  null,
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  null,
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  "BMY",
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  "KO",
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  "DIS",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: royal-capital-wealth-management
Manager Name: Royal-Capital-Wealth-Management

Data Enrichment

91% identified

80 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $142.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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EMERSON ELECTRIC CO

EMR|291011104

Shares:5.4K

Value:$593.1K

% of Portfolio:0.4% ($593.1K/$142.7M)

Philip Morris International Inc.

PM|718172109

Shares:3.6K

Value:$573.5K

% of Portfolio:0.4% ($573.5K/$142.7M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:10.4K

Value:$522.2K

% of Portfolio:0.4% ($522.2K/$142.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.7K

Value:$488.4K

% of Portfolio:0.3% ($488.4K/$142.7M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$481.3K

% of Portfolio:0.3% ($481.3K/$142.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.4K

Value:$475.8K

% of Portfolio:0.3% ($475.8K/$142.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.1K

Value:$475.6K

% of Portfolio:0.3% ($475.6K/$142.7M)

81369Y605

Shares:9.3K

Value:$462.8K

% of Portfolio:0.3% ($462.8K/$142.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.4K

Value:$455.3K

% of Portfolio:0.3% ($455.3K/$142.7M)

Broadcom Inc.

AVGO|11135F101

Shares:2.6K

Value:$440.3K

% of Portfolio:0.3% ($440.3K/$142.7M)

Walt Disney Co

DIS|254687106

Shares:4.3K

Value:$428.4K

% of Portfolio:0.3% ($428.4K/$142.7M)

NUCOR CORP

NUE|670346105

Shares:3.5K

Value:$415.7K

% of Portfolio:0.3% ($415.7K/$142.7M)

Accenture plc

ACN|G1151C101

Shares:1.3K

Value:$395.7K

% of Portfolio:0.3% ($395.7K/$142.7M)

CHEVRON CORP

CVX|166764100

Shares:2.3K

Value:$390.3K

% of Portfolio:0.3% ($390.3K/$142.7M)

808524102

SCHB|808524102

Shares:18.1K

Value:$389.2K

% of Portfolio:0.3% ($389.2K/$142.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.1K

Value:$382.8K

% of Portfolio:0.3% ($382.8K/$142.7M)

74347B540

Shares:7.8K

Value:$382.5K

% of Portfolio:0.3% ($382.5K/$142.7M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$362.8K

% of Portfolio:0.3% ($362.8K/$142.7M)

AMMO, INC.

POWW|00175J107

Shares:253.6K

Value:$350.0K

% of Portfolio:0.2% ($350.0K/$142.7M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:11.9K

Value:$338.5K

% of Portfolio:0.2% ($338.5K/$142.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	5.4K	QoQ +0.01% (-1) YoY -9.54% (-571)	All Managers (Combined)	$593.1K	0.4% ($593.1K/$142.7M)	QoQ -11.51% (-$77.2K) YoY -12.57% (-$85.3K)
Philip Morris International Inc.(PMcusip718172109)	3.6K	QoQ +0.11% (+4) YoY -5.88% (-226)	All Managers (Combined)	$573.5K	0.4% ($573.5K/$142.7M)	QoQ +32.02% (+$139.1K) YoY +63.03% (-$221.7K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	10.4K	QoQ 0.00% (-0) YoY +5911.56% (+10.2K)	All Managers (Combined)	$522.2K	0.4% ($522.2K/$142.7M)	QoQ -16.73% (-$104.9K) YoY +3.84% (+$19.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.7K	QoQ +0.05% (+2) YoY +0.29% (+11)	All Managers (Combined)	$488.4K	0.3% ($488.4K/$142.7M)	QoQ +17.35% (+$72.2K) YoY +17.05% (+$71.2K)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ +0.15% (-2) YoY +0.76% (-10)	All Managers (Combined)	$481.3K	0.3% ($481.3K/$142.7M)	QoQ -5.59% (-$28.5K) YoY -3.71% (-$18.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.4K	QoQ +0.08% (+2) YoY NEW(+2.4K)	All Managers (Combined)	$475.8K	0.3% ($475.8K/$142.7M)	QoQ +20.12% (+$79.7K) YoY NEW(+$475.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.1K	QoQ +0.09% (+3) YoY -8.91% (-303)	All Managers (Combined)	$475.6K	0.3% ($475.6K/$142.7M)	QoQ +0.10% (+$490) YoY -17.34% (-$99.8K)
(cusip81369Y605)✕	9.3K	QoQ +0.02% (+2) YoY -3.16% (-304)	All Managers (Combined)	$462.8K	0.3% ($462.8K/$142.7M)	QoQ +3.08% (+$13.8K) YoY +14.50% (-$58.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$455.3K	0.3% ($455.3K/$142.7M)	QoQ +4.23% (+$18.5K) YoY +23.64% (+$87.1K)
Broadcom Inc.(AVGOcusip11135F101)	2.6K	QoQ -0.37% (-10) YoY +896.21% (+2.4K)	All Managers (Combined)	$440.3K	0.3% ($440.3K/$142.7M)	QoQ -28.05% (-$171.7K) YoY +25.84% (+$90.4K)
Walt Disney Co(DIScusip254687106)	4.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$428.4K	0.3% ($428.4K/$142.7M)	QoQ -11.35% (-$54.9K) YoY -19.33% (-$102.7K)
NUCOR CORP(NUEcusip670346105)	3.5K	QoQ -2.67% (-95) YoY -2.31% (-82)	All Managers (Combined)	$415.7K	0.3% ($415.7K/$142.7M)	QoQ +0.35% (-$1.5K) YoY -40.60% (-$284.1K)
Accenture plc(ACNcusipG1151C101)	1.3K	QoQ 0.00% (-0) YoY -10.57% (-150)	All Managers (Combined)	$395.7K	0.3% ($395.7K/$142.7M)	QoQ -11.29% (-$50.4K) YoY -19.49% (-$95.8K)
CHEVRON CORP(CVXcusip166764100)	2.3K	QoQ +0.56% (+13) YoY +0.95% (+22)	All Managers (Combined)	$390.3K	0.3% ($390.3K/$142.7M)	QoQ +16.15% (+$54.3K) YoY +7.06% (+$25.7K)
(SCHBcusip808524102)	18.1K	QoQ +0.02% (-5) YoY +171.11% (-11.4K)	All Managers (Combined)	$389.2K	0.3% ($389.2K/$142.7M)	QoQ -5.12% (-$21.0K) YoY -4.39% (-$17.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$382.8K	0.3% ($382.8K/$142.7M)	QoQ -4.16% (-$16.6K) YoY +3.15% (+$11.7K)
(cusip74347B540)✕	7.8K	QoQ -1.71% (-135) YoY -23.30% (-2.4K)	All Managers (Combined)	$382.5K	0.3% ($382.5K/$142.7M)	QoQ +4.09% (-$15.0K) YoY -22.57% (-$111.6K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$362.8K	0.3% ($362.8K/$142.7M)	QoQ -9.08% (-$36.3K) YoY -9.99% (-$40.3K)
AMMO, INC.(POWWcusip00175J107)	253.6K	QoQ 0.00% (+0) YoY -45.83% (-214.6K)	All Managers (Combined)	$350.0K	0.2% ($350.0K/$142.7M)	QoQ +25.45% (+$71.0K) YoY -72.81% (-$937.6K)
KINDER MORGAN, INC.(KMIcusip49456B101)	11.9K	QoQ +0.67% (+79) YoY -20.58% (-3.1K)	All Managers (Combined)	$338.5K	0.2% ($338.5K/$142.7M)	QoQ +4.82% (+$15.6K) YoY +23.53% (-$64.5K)