$94.1 Thousand is the total value of Royal Capital Wealth Management, LLC's 98 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | BOEING CO | $302 | – | 1,585 | +100.0% | 0.32% | – |
| CAT | New | CATERPILLAR INC | $277 | – | 1,158 | +100.0% | 0.29% | – |
| BOX | New | BOX INCcl a | $247 | – | 7,950 | +100.0% | 0.26% | – |
| New | GSK PLCsponsored adr | $247 | – | 7,024 | +100.0% | 0.26% | – | |
| NSC | New | NORFOLK SOUTHN CORP | $226 | – | 916 | +100.0% | 0.24% | – |
| AFL | New | AFLAC INC | $224 | – | 3,109 | +100.0% | 0.24% | – |
| OGN | New | ORGANON & CO | $223 | – | 7,975 | +100.0% | 0.24% | – |
| GPC | New | GENUINE PARTS CO | $220 | – | 1,265 | +100.0% | 0.23% | – |
| DOW | New | DOW INC | $217 | – | 4,299 | +100.0% | 0.23% | – |
| MPC | New | MARATHON PETE CORP | $216 | – | 1,860 | +100.0% | 0.23% | – |
| ANTM | New | ELEVANCE HEALTH INC | $214 | – | 417 | +100.0% | 0.23% | – |
| LMT | New | LOCKHEED MARTIN CORP | $210 | – | 431 | +100.0% | 0.22% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $208 | – | 944 | +100.0% | 0.22% | – |
| APD | New | AIR PRODS & CHEMS INC | $208 | – | 674 | +100.0% | 0.22% | – |
| CL | New | COLGATE PALMOLIVE CO | $204 | – | 2,592 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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 | 2024-02-07 |
| 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.