test

Mark Sorensen

@Royal Fund Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.072BTotal holdings235
Assets growth rate-36.1%Assets growth rate (2-Q avg)-0.1%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Royal Fund Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 235 positions.

Assets under management

The assets under management (AUM) of Royal Fund Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.072B in assets, with a quarterly growth rate of -36.1% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by Mark Sorensen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSIMotorola Solutions Inc
Recent Activity
New Position
0.03%
$291,205
630 shares@ $462.24 avg price
BABoeing Co
Recent Activity
New Position
0.02%
$201,446
1,138 shares@ $177.02 avg price
KGCKinross Gold Corp
Recent Activity
New Position
0.02%
$162,373
17,516 shares@ $9.27 avg price
CLSKCleanspark Inc
Recent Activity
New Position
0.02%
$147,360
16,000 shares@ $9.21 avg price