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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 $115,491,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 27,455 $13,049,427 11.29%
2.
Mastercard Inc
 MA 20,278 $8,648,916 7.48%
3.
Microsoft Corp
 MSFT 20,206 $7,598,231 6.57%
4.
Berkshire Hathaway Inc
 BRK.A 17,683 $6,306,819 5.46%
5.
Apple Inc.
 AAPL 30,005 $5,776,805 5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)