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Home > Institutional Investor > Royal Capital Wealth Management, Llc > Profile

Instuitional Investor - Royal Capital Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Royal Capital Wealth Management, Llc
Portfolio Value $142,639,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,338 $18,366,381 12.87%
2.
Mastercard Inc
 MA 20,156 $10,613,368 7.44%
3.
Microsoft Corp
 MSFT 20,908 $8,812,862 6.17%
4.
Berkshire Hathaway Inc
 BRK.A 18,446 $8,361,203 5.86%
5.
Nvidia Corp
 NVDA 53,917 $7,240,573 5.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)