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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46428Q109
Shares:7.7K
Value:$239.8K
464287788
Shares:2.0K
Value:$225.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Duke Energy CORP(DUKcusip26441C204) | 2.6K | QoQ 0.00% (+0)YoY +8.36% (+202) | All Managers (Combined) | $319.3K | |
2.0K | QoQ -2.10% (-44)YoY NEW(+2.0K) | All Managers (Combined) | $300.8K | YoY NEW(+$300.8K) | |
2.6K | QoQ +0.26% (-7)YoY -2.96% (-80) | All Managers (Combined) | $288.2K | ||
2.1K | QoQ +0.04% (+1)YoY -8.59% (-193) | All Managers (Combined) | $282.9K | ||
1.9K | All Managers (Combined) | $271.0K | |||
3.2K | QoQ -1.06% (-34)YoY NEW(+3.2K) | All Managers (Combined) | $267.2K | YoY NEW(+$267.2K) | |
ORACLE CORP(ORCLcusip68389X105) | 1.9K | All Managers (Combined) | $266.8K | ||
CONOCOPHILLIPS(COPcusip20825C104) | 2.5K | QoQ +2.24% (+54)YoY NEW(+2.5K) | All Managers (Combined) | $258.2K | YoY NEW(+$258.2K) |
20.8K | QoQ 0.00% (+0) | All Managers (Combined) | $256.8K | ||
6.1K | QoQ -2.74% (-173)YoY -2.32% (-146) | All Managers (Combined) | $256.2K | ||
1.6K | All Managers (Combined) | $255.8K | |||
2.9K | All Managers (Combined) | $255.1K | |||
2.3K | QoQ -1.21% (-28) | All Managers (Combined) | $253.8K | ||
3.2K | QoQ 0.00% (-0) | All Managers (Combined) | $248.4K | ||
(cusip46428Q109)✕ | 7.7K | QoQ 0.00% (+0) | All Managers (Combined) | $239.8K | |
General Motors Co(GMcusip37045V100) | 5.1K | QoQ +0.09% (-5)YoY +5.65% (+271) | All Managers (Combined) | $238.2K | |
ONEOK INC /NEW/(OKEcusip682680103) | 2.3K | QoQ 0.00% (-0)YoY NEW(+2.3K) | All Managers (Combined) | $227.8K | YoY NEW(+$227.8K) |
(cusip464287788)✕ | 2.0K | QoQ 0.00% (+0)YoY NEW(+2.0K) | All Managers (Combined) | $225.7K | YoY NEW(+$225.7K) |
Medtronic plc(MDTcusipG5960L103) | 2.5K | QoQ NEW(+2.5K) | All Managers (Combined) | $223.7K | QoQ NEW(+$223.7K) |
916 | All Managers (Combined) | $217.0K |