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",
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  "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

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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.5K

Value:$213.0K

% of Portfolio:0.1% ($213.0K/$142.7M)

922908637

VV|922908637

Shares:818

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$142.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:845

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$142.7M)

NetEase, Inc.

NTES|64110W102

Shares:2.0K

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$142.7M)

Chubb Ltd

CB|H1467J104

Shares:674

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$142.7M)

AT&T INC.

T|00206R102

Shares:7.1K

Value:$201.9K

% of Portfolio:0.1% ($201.9K/$142.7M)

Coeur Mining, Inc.

CDE|192108504

Shares:17.6K

Value:$104.2K

% of Portfolio:0.1% ($104.2K/$142.7M)

WRAP TECHNOLOGIES, INC.

WRAP|98212N107

Shares:54.6K

Value:$93.4K

% of Portfolio:0.1% ($93.4K/$142.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$213.0K	0.1% ($213.0K/$142.7M)	QoQ NEW(+$213.0K) YoY NEW(+$213.0K)
(VVcusip922908637)	818	QoQ +0.36% (-3) YoY NEW(+818)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$142.7M)	QoQ -4.36% (-$9.6K) YoY NEW(+$210.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	845	QoQ NEW(+845) YoY NEW(+845)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$142.7M)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
NetEase, Inc.(NTEScusip64110W102)	2.0K	QoQ NEW(+2.0K) YoY 0.00% (-0)	All Managers (Combined)	$205.8K	0.1% ($205.8K/$142.7M)	QoQ NEW(+$205.8K) YoY -0.53% (-$1.1K)
Chubb Ltd(CBcusipH1467J104)	674	QoQ NEW(+674) YoY -15.53% (-124)	All Managers (Combined)	$203.7K	0.1% ($203.7K/$142.7M)	QoQ NEW(+$203.7K) YoY -1.47% (-$3.1K)
AT&T INC.(Tcusip00206R102)	7.1K	QoQ NEW(+7.1K) YoY -42.54% (-5.3K)	All Managers (Combined)	$201.9K	0.1% ($201.9K/$142.7M)	QoQ NEW(+$201.9K) YoY -7.67% (-$16.8K)
Coeur Mining, Inc.(CDEcusip192108504)	17.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$104.2K	0.1% ($104.2K/$142.7M)	QoQ +3.49% (+$3.5K) YoY +57.02% (+$37.9K)
WRAP TECHNOLOGIES, INC.(WRAPcusip98212N107)	54.6K	QoQ 0.00% (-0) YoY -32.68% (-26.5K)	All Managers (Combined)	$93.4K	0.1% ($93.4K/$142.7M)	QoQ -19.33% (-$22.4K) YoY -49.07% (-$90.0K)