Royal Fund Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lady Lake, FL
CIK
0001810099
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 299 903,107 QQQ puts, QQQ, VOO, MGK 13F-HR 2/6/2024 000117266124000485
Q3 2023 265 738,779 VOO, MGK, VDC, VGT 13F-HR 10/17/2023 000117266123003419
Q2 2023 275 804,383 QQQ puts, VOO, MGK, VGT 13F-HR 7/12/2023 000117266123002489
Q1 2023 266 698,948 VOO, MGK, VDC, VTI 13F-HR 4/10/2023 000117266123001637
Q4 2022 265 628,732 VDC, VOO, MGK, VIG 13F-HR 1/20/2023 000117266123000229
Q3 2022 218 550,188 MGK, VDC, VOO, VTI 13F-HR 11/14/2022 000160658722002304
Q2 2022 198 601,731 VDC, MGK, VOO, VIG 13F-HR 7/28/2022 000160658722001525
Q1 2022 204 690,346 MGK, VDC, QQQ, VOO 13F-HR 5/13/2022 000160658722001144
Q4 2021 192 697,702 MGK, QQQ, IVW, VDC 13F-HR 2/11/2022 000160658722000495
Q3 2021 184 686,372 QQQ puts, MGK, VDC, VUG 13F-HR 10/20/2021 000160658721001325
Q2 2021 190 603,990 MGK, VDC, VTI, VIG 13F-HR 7/26/2021 000160658721000875
Q1 2021 183 546,693 MGK, VDC, VTI, VIG 13F-HR 4/28/2021 000160658721000466
Q4 2020 176 472,205 MGK, VTI, QQQ, IVW 13F-HR 2/2/2021 000160658721000158
Q3 2020 168 390,994 MGK, IVW, VTI, QQQ 13F-HR 10/13/2020 000160658720001005
Q2 2020 147 283,564 IVW, SPY, QQQ, MGK 13F-HR 8/6/2020 000160658720000838
Q1 2020 647 245,334 VTI, VIG, MGK, VYM 13F-HR 5/8/2020 000160658720000633
Q4 2019 717 392,982 SPLG, VTI, VIG, MGK 13F-HR 5/11/2020 000160658720000647
Q3 2019 674 358,569 SPLG, VIG, VTI, VYM 13F-HR 5/8/2020 000160658720000627
Q2 2019 594 337,296 SPLG, VIG, VTI, T 13F-HR 5/8/2020 000160658720000626
Q1 2019 644 313,546 GRMN, SPLG, T, VIG 13F-HR 5/11/2020 000160658720000646
Q4 2018 654 246,587 T, GRMN, ABBV, AMGN 13F-HR 5/7/2020 000160658720000619
Q3 2018 567 321,121 ABBV, T, MSFT, IP 13F-HR 5/7/2020 000160658720000618
Q2 2018 622 302,883 ABBV, IP, T, MSFT 13F-HR 5/7/2020 000160658720000617
Q1 2018 578 273,832 ABBV, T, IP, IBM 13F-HR 5/7/2020 000160658720000616
Q4 2017 675 278,718 ABBV, T, IP, DEO 13F-HR 5/7/2020 000160658720000611
Q3 2017 494 251,059 ABBV, T, IP, DEO 13F-HR 5/7/2020 000160658720000610
Q2 2017 493 235,738 T, MO, ABBV, IP 13F-HR 5/7/2020 000160658720000609
Q1 2017 452 207,177 T, MO, ABBV, DEO 13F-HR 5/7/2020 000160658720000603
Q4 2016 423 180,206 T, MO, ABBV, DEO 13F-HR 5/7/2020 000160658720000601