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:
79.18%
Gain +1.08%
Monthly
0.96%
Yearly
12.15%
Drawdown
19.63%
$186.07M
Equity
Holdings
$186.07M
Investment
$119.6M
$60.09M
Profit +$1.31M
Realized
-$6.38M
Unrealized
$66.47M
Dividends
$8.82M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$1.31M
Win %
81%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$2.05M
Win %
81%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.74M
Win %
81%
This Year
Compared to last year
Gain
4.67%
Profit
$8.3M
Win %
79%
CSCO Cisco Systems, Inc.
+4.37%
+$34,602.82 
IBM International Business Machines Corporation
+3.96%
+$6,620.9 
TXN Texas Instruments Inc
+3.82%
+$21,044.4 
WRAP Wrap Technologies Inc.
+3.7%
+$5,371.26 
QCOM QUALCOMM Incorporated
+2.88%
+$15,137.66 
INTC Intel Corporation
+2.59%
+$6,510.4 
EMR Emerson Electric Co.
+2.55%
+$19,961.93 
BX Blackstone Inc.
+2.49%
+$54,581.28 
UFOX Defiance Connective Technologies ETF
+2.11%
+$4,673.7 
GLW Corning Incorporated
+1.99%
+$2,766.96 
KLAC KLA Corporation
+1.95%
+$2,595 
AMZN Amazon.com Inc
+1.94%
+$108,758.49 
GOOGL Alphabet Inc
+1.77%
+$149,205.1 
AAPL Apple Inc.
+1.74%
+$107,711.31 
IAUX I-80 Gold Corp.
+1.73%
+$459.6 
CAT Caterpillar Inc.
+1.68%
+$14,850 
NUE Nucor Corporation
+1.6%
+$14,091.7 
PG Procter & Gamble Co
+1.58%
+$15,352.18 
GOOG Alphabet Inc
+1.52%
+$69,881.65 
WMT Walmart Inc.
+1.32%
+$31,450.28 
MMM 3M Company
+1.29%
+$4,252.91 
CDE Coeur Mining, Inc.
+1.23%
+$4,401.75 
SLV iShares Silver Trust
+1.08%
+$4,098.2 
CRH CRH plc
+1%
+$2,420 
OKE ONEOK, Inc.
+0.96%
+$3,182.28 
WFC Wells Fargo & Company
+0.93%
+$11,006.97 
MPC Marathon Petroleum Corporation
+0.91%
+$6,649.5 
QQQ Invesco QQQ Trust, Series 1
+0.88%
+$56,571.84 
V Visa Inc. Class A
+0.88%
+$56,198.66 
DOV Dover Corporation
+0.86%
+$1,650.25 
APO Apollo Global Management, Inc.
+0.84%
+$3,514.32 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$208,923.44 
PLTR Palantir Technologies Inc.
+0.83%
+$4,041.5 
SCHB Schwab U.S. Broad Market ETF
+0.82%
+$4,344.24 
ABBV AbbVie Inc.
+0.82%
+$18,479.78 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.81%
+$2,365.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.79%
+$11,402.43 
JPM JPMorgan Chase & Co.
+0.77%
+$61,665.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.77%
+$1,775.9 
GWW W.W. Grainger, Inc.
+0.74%
+$1,555.95 
IYG iShares U.S. Financial Services ETF
+0.72%
+$1,656 
AFL Aflac Inc.
+0.7%
+$1,667.2 
DIS The Walt Disney Company
+0.7%
+$3,182 
PM Philip Morris International Inc.
+0.7%
+$4,719 
MA Mastercard Incorporated
+0.67%
+$76,647.06 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$64,898.4 
MSFT Microsoft Corp.
+0.64%
+$63,867.6 
XLF Financial Select Sector SPDR Fund
+0.63%
+$3,096.36 
GLD SPDR Gold Shares
+0.6%
+$1,483.63 
CVX Chevron Corporation
+0.59%
+$2,698.75 
META Meta Platforms Inc Class A
+0.57%
+$6,208.65 
CME CME Group Inc.
+0.54%
+$7,785.12 
BRK-A Berkshire Hathaway Inc.
+0.53%
+$12,068.92 
IYF iShares U.S. Financials ETF
+0.52%
+$1,410 
KO The Coca-Cola Company
+0.49%
+$6,213.54 
POWW Ammo Inc.
+0.47%
+$2,443 
GD General Dynamics Corporation
+0.47%
+$1,007.62 
XOM Exxon Mobil Corporation
+0.45%
+$18,932.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$6,733.86 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.35%
+$5,262.4 
ADP Automatic Data Processing Inc.
+0.35%
+$5,089.89 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.28%
+$7,739.42 
COST Costco Wholesale Corporation
+0.27%
+$1,725.58 
AVGO Broadcom Inc.
+0.24%
+$2,288.13 
COP ConocoPhillips
+0.24%
+$775.5 
BAC Bank of America Corporation
+0.2%
+$771.12 
CMG Chipotle Mexican Grill, Inc.
+0.19%
+$700 
LNG Cheniere Energy Inc.
+0.18%
+$1,670.5 
VRTX Vertex Pharmaceuticals Incorporated
+0.17%
+$440 
SEIC SEI Investments Company
+0.15%
+$480 
LOW Lowe's Companies Inc.
+0.14%
+$1,313.76 
DUK Duke Energy Corporation
+0.04%
+$120.8 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.01%
+$62.49 7840
78409V112
0%
$0 
UNH UnitedHealth Group Incorporated
-2.42%
-$58,759.01 
ORCL Oracle Corporation
-1.82%
-$5,323.32 
CRMD CorMedix Inc.
-1.7%
-$3,847.5 
ABT Abbott Laboratories
-1.35%
-$5,021.8 
AMGN Amgen Inc.
-1.34%
-$14,202.88 
LMT Lockheed Martin Corporation
-1.15%
-$2,633.41 
EPD Enterprise Products Partners L.P.
-1.07%
-$4,454.52 
NSC Norfolk Southern Corporation
-0.91%
-$2,693.04 
EUDV ProShares MSCI Europe Dividend Growers ETF
-0.85%
-$3,518.5 
MDT Medtronic plc
-0.7%
-$1,656.96 
LLY Eli Lilly and Company
-0.69%
-$31,833.69 
CAH Cardinal Health Inc.
-0.62%
-$2,810.64 
GM General Motors Company
-0.59%
-$2,975.46 
NLY Annaly Capital Management, Inc.
-0.5%
-$1,697.74 
HACK Amplify Cybersecurity ETF
-0.5%
-$1,100 
KMI Kinder Morgan, Inc.
-0.32%
-$1,296.6 
JNJ Johnson & Johnson
-0.29%
-$6,494.28 
PEP PepsiCo, Inc.
-0.27%
-$2,237.39 
NVS Novartis AG Sponsored ADR
-0.21%
-$404.26 
MCD McDonald's Corporation
-0.21%
-$3,236.71 
FANG Diamondback Energy Inc
-0.2%
-$777 
KVUE Kenvue Inc.
-0.17%
-$488.37 
GE General Electric Company
-0.17%
-$1,287.36 
NEE NextEra Energy, Inc.
-0.16%
-$1,468.22 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,775.4 
NVDA NVIDIA Corporation
-0.07%
-$8,138.41 
NTES NetEase, Inc. American Depositary Receipt
-0.02%
-$40 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1329 | Longs Won 822/1329 61% | Profit Factor 5.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $284,548.54 |
| Average Win $89,203.62 | Best Trade (Aug 26) $4.73M | Sharpe Ratio -10.13 |
| Average Loss -$26,105.17 | Worst Trade (Dec 31) -$843,744 | Z-Score 7.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w | Expectancy $45,214.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,300 | $529.44 | $529.44 | - | - | - | 0.0 |
| AAPL Apple Inc. | 18,980 | $3.37M | $6.31M | - | $2.94M | 87.24% | +1.738% |
| ABBV AbbVie Inc. | 8,842 | $1.21M | $2.27M | - | $1.06M | 88.04% | +0.82% |
| ABT Abbott Laboratories | 3,587 | $492,521.7 | $365,730.52 | - | -$126,791.18 | -25.74% | -1.354% |
| ADP Automatic Data Processing Inc. | 5,473 | $1.35M | $1.47M | - | $118,711.95 | 8.8% | +0.348% |
| AFL Aflac Inc. | 2,084 | $160,114.5 | $240,222.68 | - | $80,108.18 | 50.03% | +0.699% |
| AMGN Amgen Inc. | 2,774 | $633,066.05 | $1.05M | - | $413,702.85 | 65.35% | -1.339% |
| AMZN Amazon.com Inc | 22,241 | $3.51M | $5.71M | - | $2.21M | 62.92% | +1.941% |
| APO Apollo Global Management, Inc. | 3,254 | $458,266.55 | $419,733.46 | - | -$38,533.09 | -8.41% | +0.844% |
| AVGO Broadcom Inc. | 2,630 | $293,586.9 | $951,271 | - | $657,684.1 | 224.02% | +0.241% |
| BAC Bank of America Corporation | 6,169 | $208,488.43 | $386,703.76 | - | $178,215.33 | 85.48% | +0.2% |
| BINC iShares Flexible Income Active ETF | 44,385 | $2.31M | $2.28M | - | -$29,902.69 | -1.3% | -0.078% |
| BRK-A Berkshire Hathaway Inc. | 3 | $2.4M | $2.3M | - | -$99,520.88 | -4.15% | +0.528% |
| BRK-B Berkshire Hathaway Inc. | 19,315 | $6.2M | $9.86M | - | $3.65M | 58.88% | +0.663% |
| BX Blackstone Inc. | 17,494 | $2.26M | $2.25M | - | -$13,187.62 | -0.58% | +2.488% |
| CAH Cardinal Health Inc. | 1,912 | $180,993.05 | $448,459.6 | - | $267,466.55 | 147.78% | -0.623% |
| CAT Caterpillar Inc. | 1,100 | $263,516 | $900,350 | - | $636,834 | 241.67% | +1.677% |
| CDE Coeur Mining, Inc. | 17,607 | $88,739.28 | $362,528.13 | - | $273,788.85 | 308.53% | +1.229% |
| CME CME Group Inc. | 5,296 | $1.21M | $1.46M | - | $254,179.71 | 21.09% | +0.536% |
| CMG Chipotle Mexican Grill, Inc. | 10,000 | $626,500 | $362,000 | - | -$264,500 | -42.22% | +0.194% |
No Data
Option values are updated at end of day.
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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: SPDR S&P 500 ETF Trust - $748,426.61, Exxon Mobil Corporation - $568,456.86, JPMorgan Chase & Co - $475,905.07, AbbVie Inc - $399,629.18, and Amgen Inc - $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: Ammo Inc - $1.11M, Amazon.com Inc - $838,877.21, Alphabet Inc - $424,547.96, Meta Platforms Inc Class A - $377,014.02, and United Parcel Service, Inc - $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 $8.82M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $729,943.53, JPMorgan Chase & Co - $481,849.95, Exxon Mobil Corporation - $469,221.6, Blackstone Inc - $370,205.31, and iShares Flexible Income Active ETF - $312,659.04. 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.
