RCW
Royal Capital Wealth Management LLC Portfolio
Invests via Royal Capital Wealth Management LLC | Managed by Thomas Lee Johnson, Andrew Jay Johnson
Invests via Royal Capital Wealth Management LLC
Managed by Thomas Lee Johnson, Andrew Jay Johnson
Automatically Tracked
Company Profile
Royal Capital Wealth Management LLC specializes in providing tailored financial solutions to high-net-worth individuals and families. With a strong focus on personalized service, the firm cultivates long-lasting relationships to address unique wealth management needs. Operating within an evolving financial landscape, it offers expertise across various domains such as estate planning, retirement strategies, and investment advisory. This positioning allows the company to cater effectively to affluent clients seeking comprehensive asset management services. The team’s dedication to understanding individual goals underscores their commitment to enhancing client financial well-being and achieving lasting impact.
Royal Capital Wealth Management LLC specializes in providing tailored financial solutions to high-net-worth individuals and families. With a strong focus on personalized service, the firm cultivates long-lasting relationships to address unique wealth management needs. Operating within an evolving financial landscape, it offers expertise across various domains such as estate planning, retirement strategies, and investment advisory. This positioning allows the company to cater effectively to affluent clients seeking comprehensive asset management services. The team’s dedication to understanding individual goals underscores their commitment to enhancing client financial well-being and achieving lasting impact.
Investment Philosophy & Strategy
Market conditions necessitate a proactive approach to wealth management, which Royal Capital Wealth Management LLC embraces by integrating strategic foresight and individualized attention. Focused on affluent clients, the firm prioritizes comprehensive financial strategies that adapt to the evolving landscape. Utilizing deep insights into tax optimization and estate structuring, it crafts bespoke solutions that reflect each client's aspirations. The expertise in risk management complements its ability to pursue long-term value creation while maintaining flexibility in capital deployment. This dedication ensures that every investment choice aligns closely with clients' unique financial objectives.
Market conditions necessitate a proactive approach to wealth management, which Royal Capital Wealth Management LLC embraces by integrating strategic foresight and individualized attention. Focused on affluent clients, the firm prioritizes comprehensive financial strategies that adapt to the evolving landscape. Utilizing deep insights into tax optimization and estate structuring, it crafts bespoke solutions that reflect each client's aspirations. The expertise in risk management complements its ability to pursue long-term value creation while maintaining flexibility in capital deployment. This dedication ensures that every investment choice aligns closely with clients' unique financial objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
100.48%
Gain +0.57%
Monthly
0.99%
Yearly
12.62%
Drawdown
19.63%
$190.12M
Equity
Holdings
$190.12M
Investment
$119.6M
$64.14M
Profit +$700,959.06
Realized
-$6.38M
Unrealized
$70.52M
Dividends
$9.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$700,959.06
Win %
82%
This Week
Compared To Last Week
Gain
0.37%
Profit
$700,959.06
Win %
82%
This Month
Compared to last month
Gain
3.33%
Profit
$6.12M
Win %
82%
This Year
Compared to last year
Gain
6.95%
Profit
$12.35M
Win %
81%
INTC Intel Corporation
+4.79%
+$10,429.16 
KLAC KLA Corporation
+3.48%
+$3,802.5 
CSCO Cisco Systems, Inc.
+3.31%
+$26,044.34 
LMT Lockheed Martin Corporation
+3.31%
+$8,611.38 
CMG Chipotle Mexican Grill, Inc.
+3.02%
+$8,300 
GLW Corning Incorporated
+2.92%
+$3,082.94 
TXN Texas Instruments Inc.
+2.81%
+$17,018.7 
MPC Marathon Petroleum Corp.
+2.78%
+$23,659.2 
AVGO Broadcom Inc.
+2.71%
+$22,881.03 
HACK Amplify Cybersecurity ETF
+2.55%
+$6,520 
APO Apollo Global Management Inc.
+2.3%
+$8,460.4 
CRMD CorMedix Inc.
+2.23%
+$4,987.5 
NVDA NVIDIA Corporation
+2.23%
+$263,515.7 
DOV Dover Corporation
+2.2%
+$4,489.5 
POWW Outdoor Holding Company
+2.03%
+$12,215 
NVS Novartis AG Sponsored ADR
+1.88%
+$3,951.99 
CDE Coeur Mining Inc.
+1.67%
+$3,961.57 
PM Philip Morris International Inc.
+1.6%
+$11,404.25 
QCOM QUALCOMM Incorporated
+1.57%
+$8,237.98 
GD General Dynamics Corp.
+1.32%
+$2,792.21 
QQQ Invesco QQQ Trust, Series 1
+1.22%
+$78,148.74 
UFOX Defiance Space and Connective Tech ETF
+1.22%
+$2,570.13 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+1.18%
+$2,684.5 
SEIC SEI Investments Company
+1.14%
+$3,510 
MSFT Microsoft Corporation Common Stock
+1.09%
+$115,937.8 
CAT Caterpillar Inc.
+1.08%
+$8,151 
GE General Electric Company
+1.06%
+$7,223.5 
GWW W.W. Grainger Inc.
+0.98%
+$2,174.7 
LNG Cheniere Energy Inc.
+0.93%
+$9,304.65 
JPM JPMorgan Chase & Co.
+0.9%
+$67,559.81 
ABT Abbott Laboratories
+0.88%
+$3,264.17 
CAH Cardinal Health, Inc.
+0.88%
+$4,187.26 
WFC Wells Fargo & Company
+0.87%
+$9,425.13 
AFL Aflac Incorporated
+0.83%
+$2,094.42 
VV Vanguard Morningstar Large-Cap ETF
+0.78%
+$2,253.45 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$3,982.22 
SPY State Street SPDR S&P 500 ETF Trust
+0.74%
+$186,410.29 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.73%
+$4,218.5 
BAC Bank of America Corporation
+0.72%
+$2,251.68 
GM General Motors Co.
+0.7%
+$3,152.22 
JNJ Johnson & Johnson
+0.7%
+$15,486.36 
FANG Diamondback Energy Inc.
+0.69%
+$2,636.25 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$72,624.4 
NSC Norfolk Southern Corp.
+0.66%
+$1,996.88 
MCD McDonald's Corporation
+0.66%
+$10,015.42 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.61%
+$5,624.1 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.61%
+$8,962.52 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$14,668.02 
CRH CRH plc Ordinary Shares
+0.59%
+$1,375 
LLY Eli Lilly and Company
+0.53%
+$27,695.88 
WMT Walmart Inc.
+0.52%
+$14,090.62 
GLD SPDR Gold Shares
+0.47%
+$1,070.47 
COP ConocoPhillips
+0.39%
+$1,386.5 
IYG iShares U.S. Financial Services ETF
+0.39%
+$876 
AMGN Amgen Inc. Common Stock
+0.35%
+$4,327.41 
XOM ExxonMobil Holdings Corporation
+0.35%
+$16,407.7 
IAUX i-80 Gold Corp.
+0.34%
+$76.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.34%
+$5,026.58 
EMR Emerson Electric Co.
+0.32%
+$2,738.84 
SLV iShares Silver Trust
+0.3%
+$958.45 
AMZN Amazon.com Inc
+0.28%
+$15,346.29 
XLF State Street Financial Select Sector SPDR ETF
+0.27%
+$1,290.15 
IYF iShares U.S. Financials ETF
+0.26%
+$680 
NEE NextEra Energy Inc.
+0.21%
+$1,920 
ABBV AbbVie Inc.
+0.16%
+$4,067.32 
COST Costco Wholesale Corp
+0.11%
+$779.75 
BINC iShares Flexible Income Active ETF
+0.09%
+$1,997.33 
CME CME Group Inc. Class A Common Stock
+0.06%
+$1,006.29 
BX Blackstone Inc.
+0.05%
+$962.17 
ORCL Oracle Corporation
+0.04%
+$95.4 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.03%
+$725.58 7840
78409V112
0%
$0 
DIS The Walt Disney Company
-2.12%
-$10,277 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.9%
-$4,979.99 
MA Mastercard Inc. Class A Common Stock
-1.62%
-$205,000.06 
UNH UnitedHealth Group Inc.
-1.61%
-$42,001.91 
KMI Kinder Morgan Inc.
-1.34%
-$5,964.36 
ADP Automatic Data Processing Inc.
-1.31%
-$21,755.17 
V Visa Inc. Class A
-1.07%
-$75,920.72 
MDT Medtronic plc
-1.03%
-$2,550.16 
AAPL Apple Inc.
-0.91%
-$60,166.79 
WRAP Wrap Technologies, Inc.
-0.82%
-$895.21 
PG The Procter & Gamble Company
-0.78%
-$8,525.24 
KVUE Kenvue Inc.
-0.54%
-$1,709.3 
GOOG Alphabet Inc
-0.44%
-$19,450.2 
IBM International Business Machines Corporation
-0.42%
-$768.62 
EPD Enterprise Products Partners L.P.
-0.41%
-$1,590.92 
CVX Chevron Corporation
-0.37%
-$1,878.35 
DUK Duke Energy Corporation
-0.32%
-$966.4 
GOOGL Alphabet Inc
-0.31%
-$25,035.86 
LOW Lowe's Companies, Inc.
-0.31%
-$2,862.07 
KO The Coca-Cola Company
-0.28%
-$3,713.84 
MMM 3M Company
-0.28%
-$974.9 
SCHD Schwab U.S. Dividend Equity ETF
-0.24%
-$4,088.41 
PEP PepsiCo, Inc.
-0.21%
-$1,747.05 
EUDV ProShares MSCI Europe Dividend Growers ETF
-0.19%
-$811.42 
NUE Nucor Corporation
-0.19%
-$1,649.73 
NLY Annaly Capital Management, Inc.
-0.16%
-$463.02 
NTES NetEase, Inc. ADR
-0.12%
-$290 
META Meta Platforms Inc Class A
-0.1%
-$1,122.66 
OKE ONEOK, Inc.
-0.09%
-$311.31 Events
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Dividends
Dividend Analysis
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| Trades 1329 | Longs Won 832/1329 62% | Profit Factor 5.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,153.89 |
| Average Win $92,887.65 | Best Trade (Oct 22) $5.39M | Sharpe Ratio -10.13 |
| Average Loss -$26,444.07 | Worst Trade (Dec 31) -$843,744 | Z-Score 14.14 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4w 1d | Expectancy $48,261.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,300 | $529.44 | $529.44 | - | - | - | 0.0 |
| AAPL Apple Inc. | 18,980 | $3.37M | $6.54M | - | $3.17M | 94.18% | -0.912% |
| ABBV AbbVie Inc. | 8,842 | $1.21M | $2.53M | - | $1.32M | 109.26% | +0.161% |
| ABT Abbott Laboratories | 3,587 | $492,521.7 | $375,236.07 | - | -$117,285.63 | -23.81% | +0.878% |
| ADP Automatic Data Processing Inc. | 5,473 | $1.35M | $1.64M | - | $293,437.47 | 21.74% | -1.307% |
| AFL Aflac Incorporated | 2,084 | $160,114.5 | $253,237.26 | - | $93,122.76 | 58.16% | +0.834% |
| AMGN Amgen Inc. Common Stock | 2,774 | $633,066.05 | $1.22M | - | $589,768.63 | 93.16% | +0.355% |
| AMZN Amazon.com Inc | 22,241 | $3.51M | $5.53M | - | $2.03M | 57.79% | +0.278% |
| APO Apollo Global Management Inc. | 3,254 | $458,266.55 | $375,609.22 | - | -$82,657.33 | -18.04% | +2.304% |
| AVGO Broadcom Inc. | 2,630 | $293,586.9 | $868,899.4 | - | $575,312.5 | 195.96% | +2.705% |
| BAC Bank of America Corporation | 6,169 | $208,488.43 | $314,156.32 | - | $105,667.89 | 50.68% | +0.722% |
| BINC iShares Flexible Income Active ETF | 44,385 | $2.31M | $2.25M | - | -$55,424.07 | -2.4% | +0.089% |
| BRK-A Berkshire Hathaway Inc. | 3 | $2.4M | $2.46M | - | $60,128.22 | 2.51% | +0.601% |
| BRK-B Berkshire Hathaway Inc. | 19,315 | $6.2M | $10.55M | - | $4.34M | 69.96% | +0.693% |
| BX Blackstone Inc. | 17,494 | $2.26M | $2.06M | - | -$196,962.09 | -8.71% | +0.047% |
| CAH Cardinal Health, Inc. | 1,912 | $180,993.05 | $481,365.12 | - | $300,372.07 | 165.96% | +0.878% |
| CAT Caterpillar Inc. | 1,100 | $263,516 | $763,851 | - | $500,335 | 189.87% | +1.079% |
| CDE Coeur Mining Inc. | 17,607 | $88,739.28 | $240,775.72 | - | $152,036.44 | 171.33% | +1.673% |
| CME CME Group Inc. Class A Common Stock | 5,296 | $1.21M | $1.62M | - | $414,966.27 | 34.43% | +0.062% |
| CMG Chipotle Mexican Grill, Inc. | 10,000 | $626,500 | $283,500 | - | -$343,000 | -54.75% | +3.016% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Royal Capital Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $810,965.77, ExxonMobil Holdings Corporation - $568,456.86, JPMorgan Chase & Co - $513,312.22, AbbVie Inc - $399,629.18, and Amgen Inc. Common Stock - $365,141.06. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Outdoor Holding Company - $1.11M, Amazon.com Inc - $838,877.21, Alphabet Inc - $418,984.38, Meta Platforms Inc Class A - $376,120.99, and United Parcel Service, Inc. Class B Common Stock - $290,239.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Royal Capital Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.13M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $792,482.69, JPMorgan Chase & Co - $519,257.1, ExxonMobil Holdings Corporation - $469,221.6, Blackstone Inc - $370,205.31, and iShares Flexible Income Active ETF - $312,655.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Royal Capital Wealth Management LLC's monthly returns?
Royal Capital Wealth Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Royal Capital Wealth Management LLC's strategy be considered aggressive or moderate?
Royal Capital Wealth Management LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Royal Capital Wealth Management LLC's strategy?
Royal Capital Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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