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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 $142,702,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,471 $17,604,698 12.34%
2.
Mastercard Inc
 MA 20,181 $11,061,593 7.75%
3.
Berkshire Hathaway Inc
 BRK.A 18,503 $9,854,328 6.91%
4.
Microsoft Corp
 MSFT 20,372 $7,647,340 5.36%
5.
Visa Inc.
 V 17,319 $6,069,507 4.25%
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)