Royal Capital Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RC Royal Capital Wealth Management, LLC | Institutional Filer | ▼ 5.20% | $160.6M | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 33K | $21.6M | 13.43% |
| 2 | MA | Mastercard Incorporated | Financial Services | 20K | $10.1M | 6.30% |
| 3 | NVDA | NVIDIA Corporation | Technology | 56K | $9.8M | 6.09% |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 19K | $9.0M | 5.58% |
| 5 | MSFT | Microsoft Corporation | Technology | 20K | $7.6M | 4.70% |
| 6 | GOOGL | Alphabet Inc. | Technology | 25K | $7.3M | 4.53% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 23K | $6.7M | 4.14% |
| 8 | V | Visa Inc. | Financial Services | 17K | $5.3M | 3.28% |
| 9 | QQQ | Invesco QQQ Trust | — | 9K | $5.0M | 3.13% |
| 10 | AAPL | Apple Inc. | Technology | 19K | $4.9M | 3.06% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 22K | $4.6M | 2.88% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 26K | $4.4M | 2.73% |
| 13 | GOOG | Alphabet Inc. | Technology | 14K | $4.0M | 2.48% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 4K | $3.6M | 2.21% |
| 15 | WMT | Walmart Inc. | Consumer Defensive | 23K | $2.8M | 1.74% |
Showing 1 to 15 of 96 holdings