• 13F History

Royal Capital Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$143M
Signature - Title
Jordan Green - COUNSEL
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Royal Capital Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Royal Capital Wealth Management, LLC reported 85 stock holdings with total value $143M as of Q4 2024. Top holdings included SPY, MA, MSFT, BRKB, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 85 $143M +$4.06M -$4.9M -$832K SPY, MA, MSFT, BRKB, NVDA 13F-HR 2/14/2025, 05:45 PM
Q3 2024 93 $142M +$6.28M -$4.53M +$1.75M SPY, MA, MSFT, BRKB, NVDA 13F-HR 11/14/2024, 04:34 PM
Q2 2024 92 $133M +$12.2M -$4.19M +$8.04M SPY, MSFT, MA, BRKB, NVDA 13F-HR 8/14/2024, 04:54 PM
Q1 2024 93 $126M +$6.74M -$4.75M +$1.99M SPY, MA, MSFT, BRKB, V 13F-HR 5/15/2024, 04:29 PM
Q4 2023 92 $115M +$7.06M -$4.98M +$2.08M SPY, MA, MSFT, BRKB, AAPL 13F-HR 2/7/2024, 03:44 PM
Q3 2023 104 $104M +$6.15M -$6.15M +$1.78K SPY, MA, BRKB, MSFT, AAPL 13F-HR 11/14/2023, 04:55 PM
Q2 2023 97 $106M +$6.07M -$3.56M +$2.51M SPY, MA, MSFT, BRKB, AAPL 13F-HR 8/11/2023, 02:12 PM
Q1 2023 95 $99.3M +$4.36M -$865K +$3.5M MA, MSFT, BRKB, SPY, SCHD 13F-HR 5/12/2023, 04:43 PM
Q4 2022 98 $94.1M +$6.65M -$3.54M +$3.11M MA, BRKB, MSFT, SCHD, SPY 13F-HR 2/14/2023, 12:41 PM
Q3 2022 87 $85.8M +$4.37M -$410K +$3.96M MA, MSFT, AAPL, SPY, UNH 13F-HR 11/14/2022, 03:47 PM
Q2 2022 95 $92.2M +$8.58M -$423K +$8.16M MA, MSFT, AAPL, SPY, UNH 13F-HR 8/15/2022, 06:19 PM
Q1 2022 99 $102M +$5.69M -$468K +$5.22M MA, MSFT, AAPL, UNH, V 13F-HR 5/12/2022, 04:33 PM
Q4 2021 107 $103M MA, MSFT, AAPL, V, UNH 13F-HR 2/14/2022, 04:48 PM