Royal Capital Wealth Management, LLC Top Holdings and 13F Report (2025) About Royal Capital Wealth Management, LLCInvestment ActivityRoyal Capital Wealth Management, LLC has $142.64 million in total holdings as of December 31, 2024.Royal Capital Wealth Management, LLC owns shares of 85 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 3.43% of the portfolio was sold this quarter.This quarter, Royal Capital Wealth Management, LLC has purchased 93 new stocks and bought additional shares in 23 stocks.Royal Capital Wealth Management, LLC sold shares of 39 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,366,381Mastercard $10,613,368Microsoft $8,812,862Berkshire Hathaway $8,361,203NVIDIA $7,240,573 Largest New Holdings this Quarter Occidental Petroleum $363,559 HoldingPALANTIR TECHNOLOGIES INC $242,016 HoldingConocoPhillips $238,526 HoldingSalesforce $200,598 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 31,699 shares (about $866.01K)Walmart 5,957 shares (about $538.22K)SPDR S&P 500 ETF Trust 712 shares (about $417.28K)Occidental Petroleum 7,358 shares (about $363.56K)Schwab US Broad Market ETF 12,049 shares (about $273.51K) Largest Sales this Quarter Apple 3,370 shares (about $843.92K)AMMO 157,595 shares (about $173.35K)General Electric 900 shares (about $150.11K)AbbVie 407 shares (about $72.33K)PepsiCo 446 shares (about $67.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal Capital Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$18,366,381$417,285 ▲2.3%31,33812.9%FinanceMAMastercard$10,613,368$12,637 ▲0.1%20,1567.4%Business ServicesMSFTMicrosoft$8,812,862$32,456 ▼-0.4%20,9086.2%Computer and TechnologyBRK.BBerkshire Hathaway$8,361,2030.0%18,4465.9%FinanceNVDANVIDIA$7,240,573$23,770 ▼-0.3%53,9175.1%Computer and TechnologyAAPLApple$6,024,115$843,917 ▼-12.3%24,0564.2%Computer and TechnologyVVisa$5,466,307$56,256 ▼-1.0%17,2963.8%Business ServicesJPMJPMorgan Chase & Co.$5,245,523$255,289 ▲5.1%21,8833.7%FinanceGOOGLAlphabet$5,072,703$4,354 ▲0.1%26,7973.6%Computer and TechnologyAMZNAmazon.com$4,902,489$82,271 ▲1.7%22,3463.4%Retail/WholesaleQQQInvesco QQQ$4,546,292$5,112 ▲0.1%8,8933.2%FinanceUNHUnitedHealth Group$3,246,439$29,338 ▼-0.9%6,4182.3%MedicalBXBlackstone$3,038,136$66,725 ▼-2.1%17,6212.1%FinanceLLYEli Lilly and Company$2,805,448$11,580 ▲0.4%3,6342.0%MedicalXOMExxon Mobil$2,796,879$22,267 ▼-0.8%26,0012.0%Oils/EnergyGOOGAlphabet$2,663,5380.0%13,9861.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,528,437$58,435 ▼-2.3%25,3991.8%ETFMCDMcDonald's$2,258,613$35,078 ▼-1.5%7,7911.6%Retail/WholesaleBINCiShares Flexible Income Active ETF$2,092,595$237,938 ▲12.8%40,2271.5%ETFWMTWalmart$1,951,023$538,216 ▲38.1%21,5941.4%Retail/WholesaleABBVAbbVie$1,707,764$72,327 ▼-4.1%9,6101.2%MedicalADPAutomatic Data Processing$1,620,737$45,370 ▼-2.7%5,5371.1%Business ServicesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,340,420$2,742 ▼-0.2%16,6180.9%ETFSCHDSchwab US Dividend Equity ETF$1,297,861$866,015 ▲200.5%47,5060.9%ETFJNJJohnson & Johnson$1,210,149$434 ▲0.0%8,3680.8%MedicalPGProcter & Gamble$1,203,672$18,944 ▼-1.5%7,1800.8%Consumer StaplesCMECME Group$1,195,792$5,574 ▲0.5%5,1490.8%FinanceLOWLowe's Companies$1,174,812$1,234 ▼-0.1%4,7600.8%Retail/WholesaleMETAMeta Platforms$978,3870.0%1,6710.7%Computer and TechnologyKOCoca-Cola$940,137$29,013 ▼-3.0%15,1000.7%Consumer StaplesWFCWells Fargo & Company$891,956$235,158 ▲35.8%12,6990.6%FinanceSMDVProShares Russell 2000 Dividend Growers ETF$868,110$1,083 ▼-0.1%12,8290.6%ETFPEPPepsiCo$837,840$67,818 ▼-7.5%5,5100.6%Consumer StaplesNEENextEra Energy$809,667$18,639 ▼-2.3%11,2940.6%UtilitiesAMGNAmgen$761,783$55,511 ▼-6.8%2,9230.5%MedicalCHENIERE ENERGY INC$697,917$5,587 ▲0.8%3,2480.5%COM NEWEMREmerson Electric$670,320$11,401 ▼-1.7%5,4090.5%Industrial ProductsCOSTCostco Wholesale$660,7220.0%7210.5%Retail/WholesaleSPGIS&P Global$647,4390.0%1,3000.5%Business ServicesCMGChipotle Mexican Grill$627,120$15,075 ▼-2.3%10,4000.4%Retail/WholesaleKVUEKenvue$615,122$29,549 ▲5.0%28,8110.4%Consumer StaplesAVGOBroadcom$612,0580.0%2,6400.4%Computer and TechnologyHDHome Depot$509,778$1,167 ▲0.2%1,3110.4%Retail/WholesaleDISWalt Disney$483,2590.0%4,3400.3%Consumer DiscretionaryQCOMQUALCOMM$475,127$9,370 ▼-1.9%3,0930.3%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$448,989$14,982 ▼-3.2%9,2900.3%ETFACNAccenture$446,070$52,769 ▼-10.6%1,2680.3%Computer and TechnologyCSCOCisco Systems$436,7780.0%7,3780.3%Computer and TechnologyPMPhilip Morris International$434,400$6,740 ▼-1.5%3,6090.3%Consumer StaplesABTAbbott Laboratories$416,195$339 ▲0.1%3,6800.3%MedicalNUENucor$414,204$467 ▲0.1%3,5490.3%Basic MaterialsSCHBSchwab US Broad Market ETF$410,179$273,506 ▲200.1%18,0700.3%ETFTXNTexas Instruments$399,3960.0%2,1300.3%Computer and TechnologyCATCaterpillar$399,0360.0%1,1000.3%Industrial ProductsGEGeneral Electric$396,131$150,113 ▼-27.5%2,3750.3%TransportationEUDVProShares MSCI Europe Dividend Growers ETF$367,503$62,921 ▼-14.6%7,8850.3%ETFOXYOccidental Petroleum$363,559$363,559 ▲New Holding7,3580.3%Oils/EnergyCVXChevron$336,008$2,462 ▼-0.7%2,3200.2%Oils/EnergyUPSUnited Parcel Service$329,505$6,053 ▼-1.8%2,6130.2%TransportationKMIKinder Morgan$322,908$19,783 ▼-5.8%11,7850.2%Oils/EnergyORCLOracle$317,9490.0%1,9080.2%Computer and TechnologyDUKDuke Energy$282,063$21,763 ▲8.4%2,6180.2%UtilitiesPOWWAMMO$278,982$173,355 ▼-38.3%253,6200.2%Consumer DiscretionaryBACBank of America$277,376$264 ▲0.1%6,3110.2%FinanceMMM3M$270,042$19,492 ▼-6.7%2,0920.2%Multi-Sector ConglomeratesGMGeneral Motors$269,546$13,584 ▲5.3%5,0600.2%Auto/Tires/TrucksCRH PLC$268,3080.0%2,9000.2%ORDSEICSEI Investments$263,936$65,984 ▼-20.0%3,2000.2%FinanceFANGDiamondback Energy$262,1280.0%1,6000.2%Oils/EnergyMPCMarathon Petroleum$259,4700.0%1,8600.2%Oils/EnergyCAHCardinal Health$242,689$5,795 ▼-2.3%2,0520.2%MedicalPALANTIR TECHNOLOGIES INC$242,016$242,016 ▲New Holding3,2000.2%CL AAFLAflac$239,075$6,311 ▼-2.6%2,3110.2%FinanceCOPConocoPhillips$238,526$238,526 ▲New Holding2,4050.2%Oils/EnergyOKEONEOK$230,5180.0%2,2960.2%Oils/EnergyIYFiShares U.S. Financials ETF$221,1600.0%2,0000.2%ETFVVVanguard Large-Cap ETF$219,839$1,349 ▲0.6%8150.2%ETFNSCNorfolk Southern$214,9850.0%9160.2%TransportationGHIGreystone Housing Impact Investors$213,467$42,005 ▼-16.4%20,8260.1%FinanceLMTLockheed Martin$209,4400.0%4310.1%AerospaceDOVDover$205,422$3,752 ▼-1.8%1,0950.1%Industrial ProductsSLViShares Silver Trust$203,715$61,059 ▼-23.1%7,7370.1%ETFCRMSalesforce$200,598$200,598 ▲New Holding6000.1%Computer and TechnologyWRAPWrap Technologies$115,777$57,240 ▼-33.1%54,6120.1%Industrial ProductsCDECoeur Mining$100,7120.0%17,6070.1%Basic MaterialsMDLZMondelez International$0$437,440 ▼-100.0%00.0%Consumer StaplesOGNOrganon & Co.$0$266,705 ▼-100.0%00.0%MedicalMDTMedtronic$0$258,296 ▼-100.0%00.0%MedicalVRPInvesco Variable Rate Preferred ETF$0$228,701 ▼-100.0%00.0%ETFTGTTarget$0$224,989 ▼-100.0%00.0%Retail/WholesaleGLDSPDR Gold Shares$0$218,025 ▼-100.0%00.0%FinanceELVElevance Health$0$217,854 ▼-100.0%00.0%MedicalIRMIron Mountain$0$202,011 ▼-100.0%00.0%Business ServicesDDDuPont de Nemours$0$201,425 ▼-100.0%00.0%Basic MaterialsMRKMerck & Co., Inc.$0$200,068 ▼-100.0%00.0%MedicalARRYArray Technologies$0$92,400 ▼-100.0%00.0%Oils/EnergyACPAbrdn Income Credit Strategies Fund$0$80,426 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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