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:
70.36%
Gain +1.06%
Monthly
0.9%
Yearly
11.39%
Drawdown
19.59%
$177.75M
Equity
Holdings
$177.75M
Investment
$117.92M
$54.55M
Profit +$1.23M
Realized
-$5.28M
Unrealized
$59.84M
Dividends
$8.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.06%
Profit
$1.23M
Win %
81%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$980,234.41
Win %
81%
This Month
Compared to last month
Gain
1.18%
Profit
$2.07M
Win %
81%
This Year
Compared to last year
Gain
10.67%
Profit
$17.13M
Win %
81%
AVGO Broadcom Inc.
+3%
+$29,258.75 
PLTR Palantir Technologies Inc.
+2.82%
+$11,003.5 
NTES NetEase, Inc. American Depositary Receipt
+2.79%
+$7,320 
MSFT Microsoft Corp.
+2.03%
+$163,491.91 
GOOG Alphabet Inc
+1.9%
+$91,554.87 
MPC Marathon Petroleum Corporation
+1.8%
+$10,453.2 
GOOGL Alphabet Inc
+1.77%
+$155,485.31 
EPD Enterprise Products Partners L.P.
+1.54%
+$6,198.54 
TXN Texas Instruments Inc
+1.47%
+$8,903.38 
AMZN Amazon.com Inc
+1.42%
+$77,843.5 
ABT Abbott Laboratories
+1.37%
+$4,926.62 
CVX Chevron Corporation
+1.33%
+$5,510.02 
LNG Cheniere Energy Inc.
+1.29%
+$11,183.61 
ACN Accenture plc Class A
+1.27%
+$2,307.76 
COP ConocoPhillips
+1.25%
+$3,536.39 
KMI Kinder Morgan, Inc.
+1.22%
+$5,094.31 
SLV iShares Silver Trust
+1.13%
+$3,800.75 
V Visa Inc. Class A
+1.03%
+$64,650.46 
NVDA NVIDIA Corporation
+0.99%
+$112,815.83 
GD General Dynamics Corporation
+0.94%
+$2,100.23 
XOM Exxon Mobil Corporation
+0.87%
+$33,294.9 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$49,559.9 
MDT Medtronic plc
+0.76%
+$1,568.07 
MMM 3M Company
+0.69%
+$2,234.1 
LMT Lockheed Martin Corporation
+0.6%
+$1,314.55 
FANG Diamondback Energy Inc
+0.58%
+$2,109 
QCOM QUALCOMM Incorporated
+0.58%
+$2,956.14 
T AT&T Inc.
+0.57%
+$873.87 
MA Mastercard Incorporated
+0.55%
+$60,127.25 
OKE ONEOK, Inc.
+0.49%
+$1,320.66 
CME CME Group Inc.
+0.43%
+$5,613.76 
META Meta Platforms Inc Class A
+0.43%
+$4,737.28 
DUK Duke Energy Corporation
+0.39%
+$1,171.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$810.46 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$59,056.84 
POWW Ammo Inc.
+0.22%
+$1,221.5 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$995.28 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$12,539.05 
KVUE Kenvue Inc.
+0.13%
+$435.68 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$1,854.57 
WRAP Wrap Technologies Inc.
-8.78%
-$16,113.78 
CRMD CorMedix Inc.
-4.63%
-$11,115 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$11,750 
CRH CRH plc
-2.73%
-$7,741.25 
NUE Nucor Corporation
-2.48%
-$20,392.38 
AAPL Apple Inc.
-2.48%
-$160,264.14 
IAUX I-80 Gold Corp.
-2.33%
-$459.6 
BX Blackstone Inc.
-2.23%
-$49,465.57 
ORCL Oracle Corporation
-2.23%
-$5,375.79 
EMR Emerson Electric Co.
-2.04%
-$14,955.44 
LOW Lowe's Companies Inc.
-1.96%
-$19,165.74 
NVS Novartis AG Sponsored ADR
-1.96%
-$4,195.94 
PEP PepsiCo, Inc.
-1.89%
-$16,083.9 
GE General Electric Company
-1.88%
-$15,639.02 
LLY Eli Lilly and Company
-1.82%
-$83,058.81 
DOV Dover Corporation
-1.78%
-$3,915.5 
HD The Home Depot, Inc.
-1.77%
-$5,034.56 
APO Apollo Global Management, Inc.
-1.68%
-$4,764.82 
WMT Walmart Inc.
-1.64%
-$42,228.75 
JNJ Johnson & Johnson
-1.42%
-$29,879.65 
CAT Caterpillar Inc.
-1.38%
-$13,359.49 
NSC Norfolk Southern Corporation
-1.33%
-$4,154.06 
DIS The Walt Disney Company
-1.27%
-$5,332 
CDE Coeur Mining, Inc.
-1.19%
-$2,994.95 
WFC Wells Fargo & Company
-1.11%
-$12,764.23 
NEE NextEra Energy, Inc.
-1.05%
-$10,559.89 
BAC Bank of America Corporation
-0.94%
-$3,543.72 
EUDV ProShares MSCI Europe Dividend Growers ETF
-0.88%
-$3,643.28 
NLY Annaly Capital Management, Inc.
-0.78%
-$2,724.48 
PG Procter & Gamble Co
-0.77%
-$7,805.05 
CAH Cardinal Health Inc.
-0.74%
-$3,250.4 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.68%
-$6,617.05 
COST Costco Wholesale Corporation
-0.68%
-$4,578.35 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.67%
-$10,355.94 
GM General Motors Company
-0.61%
-$2,737.45 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$15,717 
JPM JPMorgan Chase & Co.
-0.49%
-$37,988.16 
AFL Aflac Inc.
-0.43%
-$1,124.82 
UNH UnitedHealth Group Incorporated
-0.43%
-$11,369.32 
ABBV AbbVie Inc.
-0.39%
-$8,698.53 
IYF iShares U.S. Financials ETF
-0.35%
-$950 
AMGN Amgen Inc.
-0.33%
-$3,328.8 
MCD McDonald's Corporation
-0.27%
-$4,594.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$4,180.01 
PM Philip Morris International Inc.
-0.25%
-$1,714.17 
VZ Verizon Communications Inc.
-0.23%
-$416.52 
CSCO Cisco Systems, Inc.
-0.2%
-$1,623.16 
KO The Coca-Cola Company
-0.2%
-$2,284.64 
XLF Financial Select Sector SPDR Fund
-0.19%
-$903 
GLD SPDR Gold Shares
-0.16%
-$375.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$1,261.3 
BINC iShares Flexible Income Active ETF
-0.09%
-$1,907.55 
SEIC SEI Investments Company
-0.08%
-$256.16 
ADP Automatic Data Processing Inc.
-0.08%
-$1,094.4 
SPGI S&P Global Inc.
-0.02%
-$97.49 
CB Chubb Limited
-0.01%
-$13.5 Events
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Dividends
Dividend Analysis
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| Trades 1266 | Longs Won 779/1266 61% | Profit Factor 5.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,336.54 |
| Average Win $85,200.39 | Best Trade (Jul 20) $3.69M | Sharpe Ratio -9.94 |
| Average Loss -$24,266.09 | Worst Trade (Dec 31) -$843,744 | Z-Score 11.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w | Expectancy $43,091.24 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $721,617.69, Exxon Mobil Corporation - $499,631.06, JPMorgan Chase & Co - $441,898.57, AbbVie Inc - $384,332.52, and Amgen Inc - $358,150.58. 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 $8.59M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $721,617.69, JPMorgan Chase & Co - $447,843.45, Exxon Mobil Corporation - $443,221.31, Blackstone Inc - $347,638.05, and iShares Flexible Income Active ETF - $291,860.89. 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.
