$85.8 Million is the total value of Royal Capital Wealth Management, LLC's 87 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COST | New | COSTCO WHSL CORP NEW | $340,000 | – | 721 | +100.0% | 0.40% | – |
SBUX | New | STARBUCKS CORP | $244,000 | – | 2,901 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MASTERCARD INCORPORATED | 8 | Q3 2023 | 7.8% |
MICROSOFT CORP | 8 | Q3 2023 | 6.2% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 10.6% |
APPLE INC | 8 | Q3 2023 | 5.0% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 5.9% |
VISA INC | 8 | Q3 2023 | 4.0% |
UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 4.2% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 3.4% |
PROSHARES TR | 8 | Q3 2023 | 3.0% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 3.0% |
View Royal Capital Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-16 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-15 |
View Royal Capital Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.