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Regal Investment Advisors

Latest statistics and disclosures from Regal Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, QQQ, MSFT, SPY, and represent 13.28% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$8.1M), EFV (+$6.4M), TLH, DYNF, ULTA, RSP, QUAL, AVGO, SLB, MBB.
Started 20 new stock positions in HPE, XONE, PYPL, IEUR, INDI, HOWL, CNA, MELI, UBT, Tpi Composites. MDY, VTNR, WTV, XSVN, SNPS, BLV, FIW, BABA, FRPT, FDVV.
Reduced shares in these 10 stocks: QQQ (-$23M), ONEQ (-$18M), ITOT (-$18M), BUFF (-$10M), SPGP (-$10M), DGRW (-$8.6M), HEFA (-$8.4M), NVDA (-$8.1M), UCON (-$6.3M), GOVT (-$6.0M).
Sold out of its positions in ALL, ANSS, BJ, BP, CDNS, FYLD, COIN, CMCSA, CNXC, DEO.
Regal Investment Advisors was a net seller of stock by $-196M.
Regal Investment Advisors has $1.4B in assets under management (AUM), dropping by -6.81%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 499 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.5	$78M	-2%	135k	576.82	View chart
Apple (AAPL)	2.2	$31M	-6%	134k	233.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$31M	-42%	63k	488.07	View chart
Microsoft Corporation (MSFT)	1.8	$26M	-13%	60k	430.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$24M	-9%	41k	573.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$22M		196k	112.98	View chart
Abbvie (ABBV)	1.5	$22M	+2%	112k	197.48	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$22M	+58%	468k	47.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$21M	+2%	231k	90.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$20M		238k	84.53	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$19M	+3%	50k	383.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$17M	+16%	94k	179.30	View chart
Procter & Gamble Company (PG)	1.2	$17M	+2%	97k	173.20	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$15M	-5%	132k	112.94	View chart
Johnson & Johnson (JNJ)	1.0	$15M	+4%	91k	162.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$15M	+2%	276k	52.81	View chart
NVIDIA Corporation (NVDA)	1.0	$15M	-35%	120k	121.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$14M		69k	198.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$14M	-3%	116k	116.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$13M	+16%	139k	95.75	View chart
Verizon Communications (VZ)	0.8	$11M	+8%	250k	44.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$11M	+3%	336k	33.23	View chart
AFLAC Incorporated (AFL)	0.8	$11M	-3%	97k	111.80	View chart
Medtronic SHS (MDT)	0.7	$10M	+4%	114k	90.03	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.7	$10M	+33%	205k	49.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$9.9M	-33%	19k	527.68	View chart
Amazon (AMZN)	0.7	$9.8M	-30%	53k	186.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$9.6M	+200%	168k	57.53	View chart
Emerson Electric (EMR)	0.7	$9.6M		88k	109.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$9.3M	+18%	87k	107.65	View chart
McDonald's Corporation (MCD)	0.6	$9.3M		31k	304.51	View chart
Pfizer (PFE)	0.6	$9.2M	+13%	319k	28.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$9.0M	-3%	116k	78.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$8.9M	+2%	186k	47.85	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.6	$8.8M		151k	58.27	View chart
Altria (MO)	0.6	$8.8M	-31%	172k	51.04	View chart
Chevron Corporation (CVX)	0.6	$8.5M	+3%	58k	147.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$8.5M		30k	283.16	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$8.2M	+5%	76k	108.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$8.2M	+9%	138k	59.51	View chart
At&t (T)	0.6	$8.1M	-2%	366k	22.00	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$8.0M	+10%	81k	98.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$7.9M	-12%	17k	460.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$7.8M	-69%	62k	125.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$7.6M	-70%	106k	71.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$7.6M	-2%	165k	45.86	View chart
Target Corporation (TGT)	0.5	$7.4M	+7%	47k	155.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$7.3M	-53%	206k	35.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$7.1M		73k	97.42	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$7.0M	+45%	73k	95.81	View chart
Wal-Mart Stores (WMT)	0.5	$6.9M		86k	80.75	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$6.8M	+5%	140k	48.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$6.7M	-18%	147k	45.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$6.6M	-5%	106k	62.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$6.6M		39k	167.67	View chart
Coca-Cola Company (KO)	0.5	$6.5M	+4%	91k	71.86	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.5	$6.5M	+11%	112k	58.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$6.4M	+16%	33k	197.17	View chart
Builders FirstSource (BLDR)	0.4	$6.4M		33k	193.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$6.4M	+2%	26k	243.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.2M		79k	78.69	View chart
Toll Brothers (TOL)	0.4	$6.2M	-10%	40k	154.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.1M	-12%	37k	167.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$6.0M	-50%	255k	23.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$5.9M	+11%	39k	151.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$5.9M	+41%	73k	80.78	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$5.8M	+7%	141k	41.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$5.7M	+7%	22k	263.83	View chart
Waste Management (WM)	0.4	$5.6M	+8%	27k	207.60	View chart
Generac Holdings (GNRC)	0.4	$5.6M		35k	158.88	View chart
Consolidated Edison (ED)	0.4	$5.5M	-8%	53k	104.13	View chart
Cisco Systems (CSCO)	0.4	$5.5M	+12%	103k	53.22	View chart
Fidelity National Information Services (FIS)	0.4	$5.4M	-11%	64k	83.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$5.4M	+67%	88k	61.11	View chart
Costco Wholesale Corporation (COST)	0.4	$5.3M	-11%	6.0k	886.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$5.3M	-49%	104k	50.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$5.3M	+21%	177k	29.89	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$5.3M	-65%	119k	44.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$5.3M	+15%	52k	101.27	View chart
Corpay Com Shs (CPAY)	0.4	$5.2M		17k	312.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$5.2M		50k	104.18	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$5.1M	+4%	24k	211.83	View chart
Barrick Gold Corp (GOLD)	0.4	$5.1M	-4%	256k	19.89	View chart
Expedia Group Com New (EXPE)	0.4	$5.1M	+10%	34k	148.02	View chart
Capri Holdings SHS (CPRI)	0.4	$5.1M	+11%	119k	42.44	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.4	$5.1M	+100%	13k	389.12	View chart
Diamondback Energy (FANG)	0.4	$5.0M	-4%	29k	172.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$4.9M	+255%	45k	109.33	View chart
Pepsi (PEP)	0.3	$4.9M		29k	170.05	View chart
International Business Machines (IBM)	0.3	$4.9M	+17%	22k	221.08	View chart
La-Z-Boy Incorporated (LZB)	0.3	$4.7M		110k	42.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.6M	-44%	28k	165.85	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$4.6M	-68%	44k	104.67	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$4.6M	-4%	127k	36.17	View chart
Clorox Company (CLX)	0.3	$4.5M	+11%	28k	162.91	View chart
Kimberly-Clark Corporation (KMB)	0.3	$4.5M	+2%	31k	142.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.5M		18k	243.06	View chart
CBOE Holdings (CBOE)	0.3	$4.4M	-2%	22k	204.87	View chart
Cme (CME)	0.3	$4.4M	+3%	20k	220.65	View chart
EOG Resources (EOG)	0.3	$4.4M	-12%	36k	122.93	View chart
American Electric Power Company (AEP)	0.3	$4.3M	-4%	42k	102.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.3M		18k	237.22	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.3	$4.3M	-19%	91k	47.32	View chart
Automatic Data Processing (ADP)	0.3	$4.3M		16k	276.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.3M	+3%	83k	51.04	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$4.2M	-3%	101k	41.19	View chart
Eli Lilly & Co. (LLY)	0.3	$4.1M	-13%	4.6k	885.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.0M	+13%	18k	225.75	View chart
Duke Energy Corp Com New (DUK)	0.3	$4.0M		34k	115.30	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.3	$3.8M	+59%	72k	53.53	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$3.8M	+4%	39k	97.79	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.3	$3.8M	-4%	83k	45.66	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.3	$3.8M	+3%	75k	50.36	View chart
ON Semiconductor (ON)	0.3	$3.8M	+5%	52k	72.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.8M	+204%	21k	179.16	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$3.7M	-12%	42k	87.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.7M	+11%	38k	98.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$3.7M	-3%	50k	73.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.7M	+2%	44k	83.15	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.5M	-46%	17k	210.87	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$3.5M	-64%	138k	25.13	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.4M	+10%	41k	83.00	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$3.3M	+5%	50k	66.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.3M	-36%	28k	117.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.3M	-3%	19k	174.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.2M	-2%	48k	67.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.2M	+7%	18k	181.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.1M	+2%	20k	154.02	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$3.0M		30k	99.53	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$3.0M	-62%	67k	44.67	View chart
Cincinnati Financial Corporation (CINF)	0.2	$2.9M	-42%	21k	136.12	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.8M	+2%	23k	123.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.8M	-6%	13k	220.90	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.7M	+4%	34k	80.37	View chart
Eaton Corp SHS (ETN)	0.2	$2.7M	-13%	8.2k	331.45	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$2.7M	-25%	34k	80.30	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$2.7M	-63%	42k	64.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$2.6M	-66%	69k	37.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.6M	-24%	29k	91.31	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.2	$2.6M	-64%	47k	55.55	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$2.6M	+5%	104k	25.09	View chart
Southern Company (SO)	0.2	$2.6M		28k	90.18	View chart
Broadcom (AVGO)	0.2	$2.6M	+973%	15k	172.50	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.5M	+6%	9.2k	276.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.5M	+3%	20k	125.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.5M	-11%	6.7k	375.40	View chart
Schlumberger Com Stk (SLB)	0.2	$2.5M	+1138%	60k	41.95	View chart
Lam Research Corporation (LRCX)	0.2	$2.5M	-7%	3.0k	816.03	View chart
Danaher Corporation (DHR)	0.2	$2.5M	+3%	8.9k	278.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.5M	+13%	10k	245.44	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$2.4M	-17%	31k	79.13	View chart
Lowe's Companies (LOW)	0.2	$2.4M	+3%	8.9k	270.86	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$2.4M	-4%	83k	28.74	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$2.3M	-61%	20k	114.97	View chart
Home Depot (HD)	0.2	$2.3M		5.8k	405.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.3M	-5%	24k	95.49	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.3M	+69%	51k	45.32	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.3M	-21%	40k	57.41	View chart
S&p Global (SPGI)	0.2	$2.3M	-3%	4.4k	516.62	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$2.3M	-67%	126k	18.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$2.2M		27k	82.94	View chart
Old Dominion Freight Line (ODFL)	0.2	$2.2M	+5%	11k	198.64	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.2M	+7%	38k	57.67	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.2M	+11%	29k	75.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.2M	-2%	6.8k	321.97	View chart
Republic Services (RSG)	0.2	$2.2M	-9%	11k	200.85	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$2.1M		26k	81.23	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.1M	+12%	11k	191.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.1M	-4%	10k	200.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	-6%	16k	128.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.0M	+2%	16k	126.18	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$2.0M	-70%	48k	41.76	View chart
Meta Platforms Cl A (META)	0.1	$2.0M	-17%	3.4k	572.38	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.9M	+21%	22k	90.40	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$1.9M		100k	19.25	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.9M	+3%	40k	48.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M	-25%	16k	117.62	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.9M	+15%	19k	100.72	View chart
Kinder Morgan (KMI)	0.1	$1.9M	-41%	85k	22.09	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.9M	+48%	41k	45.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.8M	-54%	34k	53.72	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.8M	-7%	23k	78.81	View chart
Ishares Frontier And Sel (FM)	0.1	$1.8M	+6%	65k	27.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$1.8M	-39%	62k	28.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.8M	+8%	20k	88.14	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.7M	+104%	65k	27.00	View chart
Bank of America Corporation (BAC)	0.1	$1.7M	-7%	44k	39.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M		34k	51.12	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.7M	+29%	18k	93.58	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.7M	+336%	10k	162.91	View chart
SYSCO Corporation (SYY)	0.1	$1.7M	+3%	21k	78.06	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-10%	17k	96.19	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.6M	-5%	63k	26.02	View chart
Prudential Financial (PRU)	0.1	$1.6M	-9%	14k	121.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.6M	-3%	37k	44.01	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	-3%	9.7k	164.07	View chart
ConocoPhillips (COP)	0.1	$1.6M	-6%	15k	105.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.6M	+8%	19k	83.63	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$1.5M	-4%	24k	62.74	View chart
Ford Motor Company (F)	0.1	$1.5M	-4%	145k	10.56	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.5M	+80%	17k	90.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M	-5%	11k	135.07	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$1.5M	-4%	50k	29.83	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M	+32%	11k	136.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.5M	+300%	12k	119.61	View chart
Merck & Co (MRK)	0.1	$1.5M		13k	113.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.4M	+8%	30k	47.52	View chart
UnitedHealth (UNH)	0.1	$1.4M	-17%	2.4k	584.76	View chart
Entergy Corporation (ETR)	0.1	$1.4M	+7%	11k	131.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.4M	-3%	10k	139.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.4M	+227%	22k	62.69	View chart
Tesla Motors (TSLA)	0.1	$1.4M	-48%	5.2k	261.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.3M	-5%	29k	47.21	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.1	$1.3M	-4%	46k	28.46	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.3M	-21%	26k	51.13	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$1.3M	+23%	15k	88.44	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.3M		12k	108.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.3M	-2%	71k	18.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.3M	+5%	24k	52.86	View chart
Constellation Energy (CEG)	0.1	$1.3M		4.8k	260.02	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.2M	+16%	31k	39.82	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	-53%	33k	37.20	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.2M	+92%	11k	110.63	View chart
Caterpillar (CAT)	0.1	$1.2M	-12%	3.1k	391.08	View chart
Visa Com Cl A (V)	0.1	$1.2M	-48%	4.4k	274.94	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.2M	+4%	19k	65.00	View chart
Amgen (AMGN)	0.1	$1.2M	-10%	3.7k	322.19	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.2M	-2%	29k	41.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.2M		14k	83.75	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.2M	-18%	6.7k	174.04	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$1.1M		17k	68.33	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	-5%	9.9k	114.01	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.1M	+33%	24k	46.97	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.1M	+8%	22k	49.08	View chart
Nucor Corporation (NUE)	0.1	$1.1M	-12%	7.1k	150.35	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$1.1M	+3%	41k	26.27	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.1	$1.1M		28k	37.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M	+6%	21k	51.50	View chart
Qualcomm (QCOM)	0.1	$1.0M	-5%	6.2k	170.07	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.0M	-5%	22k	47.13	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$985k	+5%	21k	46.91	View chart
Simon Property (SPG)	0.1	$984k		5.8k	169.01	View chart
MGE Energy (MGEE)	0.1	$983k		11k	91.45	View chart
Mastercard Incorporated Cl A (MA)	0.1	$973k	-22%	2.0k	493.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$973k		20k	49.70	View chart
Intel Corporation (INTC)	0.1	$971k	+99%	41k	23.46	View chart
MetLife (MET)	0.1	$970k	-6%	12k	82.48	View chart
Fiserv (FI)	0.1	$962k	-38%	5.4k	179.65	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$957k	-44%	19k	49.78	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$957k	-4%	40k	24.00	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.1	$943k	NEW	19k	49.94	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$943k		40k	23.42	View chart
American Tower Reit (AMT)	0.1	$934k		4.0k	232.56	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$920k	-3%	2.0k	464.97	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$913k	-21%	6.7k	135.45	View chart
Lockheed Martin Corporation (LMT)	0.1	$908k	-30%	1.6k	584.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$904k	+11%	11k	83.09	View chart
Oracle Corporation (ORCL)	0.1	$895k	-59%	5.3k	170.39	View chart
Colgate-Palmolive Company (CL)	0.1	$890k	+10%	8.6k	103.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$889k	+134%	29k	30.35	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$889k	+4%	37k	24.11	View chart
Starbucks Corporation (SBUX)	0.1	$888k	-7%	9.1k	97.49	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$886k	-5%	4.4k	200.39	View chart
Jackson Financial Com Cl A (JXN)	0.1	$877k	-3%	9.6k	91.23	View chart
Palo Alto Networks (PANW)	0.1	$874k		2.6k	341.84	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$874k	-5%	3.2k	275.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$872k	-8%	8.1k	107.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$869k	+3%	4.6k	190.71	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$865k	-57%	17k	50.74	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$860k	-34%	7.7k	111.87	View chart
Cyberark Software SHS (CYBR)	0.1	$856k		2.9k	291.61	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$855k	+51%	28k	30.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$845k	-4%	3.0k	280.47	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$832k	NEW	14k	60.93	View chart
Dow (DOW)	0.1	$830k	+3%	15k	54.63	View chart
Morgan Stanley Com New (MS)	0.1	$824k	+11%	7.9k	104.25	View chart
Royalty Pharma Shs Class A (RPRX)	0.1	$816k	+36%	29k	28.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$777k	-22%	6.4k	121.15	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$768k	-5%	27k	28.41	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$767k	-54%	15k	50.60	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$764k	+36%	11k	72.04	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$753k	-4%	17k	45.70	View chart
Netflix (NFLX)	0.1	$750k	-12%	1.1k	709.27	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$743k	+3%	12k	62.38	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$739k	-19%	1.7k	423.04	View chart
Sherwin-Williams Company (SHW)	0.1	$731k	-29%	1.9k	381.67	View chart
Servicenow (NOW)	0.1	$729k	-5%	815.00	894.80	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$722k		22k	32.24	View chart
Realty Income (O)	0.1	$719k	+76%	11k	63.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$715k		1.4k	517.84	View chart
Shift4 Pmts Cl A (FOUR)	0.0	$713k	-52%	8.0k	88.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$712k	+12%	36k	19.56	View chart
Parker-Hannifin Corporation (PH)	0.0	$711k	-39%	1.1k	631.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$706k	+14%	14k	50.74	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$705k	NEW	14k	49.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$703k	+3%	10k	67.85	View chart
Etfis Ser Tr I Virtus Pvt Cr (VPC)	0.0	$697k	-3%	31k	22.35	View chart
Hubspot (HUBS)	0.0	$683k		1.3k	531.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$675k	+25%	3.3k	202.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$669k	-36%	1.1k	586.74	View chart
Exelon Corporation (EXC)	0.0	$664k	+3%	16k	40.55	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$661k	-2%	8.9k	74.59	View chart
Ge Aerospace Com New (GE)	0.0	$659k		3.5k	188.60	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$658k	+13%	29k	23.07	View chart
Bristol Myers Squibb (BMY)	0.0	$652k	-64%	13k	51.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$641k		6.0k	106.76	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$640k	+24%	14k	46.47	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$639k	+176%	19k	33.25	View chart
Steel Dynamics (STLD)	0.0	$633k		5.0k	126.08	View chart
Enbridge (ENB)	0.0	$633k	+15%	16k	40.61	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$632k	-7%	6.2k	101.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$632k	-43%	2.0k	314.42	View chart
CVS Caremark Corporation (CVS)	0.0	$621k	-88%	9.9k	62.88	View chart
United States Steel Corporation (X)	0.0	$619k	+25%	18k	35.33	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$614k	+9%	21k	29.41	View chart
Copart (CPRT)	0.0	$611k	+13%	12k	52.40	View chart
Kla Corp Com New (KLAC)	0.0	$609k	+12%	786.00	774.49	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$608k	+14%	2.9k	209.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$602k	NEW	1.1k	569.66	View chart
Nike CL B (NKE)	0.0	$600k	-15%	6.8k	88.40	View chart
Chart Industries (GTLS)	0.0	$600k		4.8k	124.14	View chart
Woodward Governor Company (WWD)	0.0	$600k		3.5k	171.52	View chart
Mercantile Bank (MBWM)	0.0	$590k		14k	43.72	View chart
Shopify Cl A (SHOP)	0.0	$589k	-77%	7.3k	80.14	View chart
Phillips 66 (PSX)	0.0	$589k	-58%	4.5k	131.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$585k	+7%	2.2k	267.37	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$578k	+20%	43k	13.43	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$575k	-5%	16k	36.58	View chart
BlackRock (BLK)	0.0	$574k		604.00	949.76	View chart
Smartsheet Com Cl A (SMAR)	0.0	$569k		10k	55.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$566k	-21%	7.1k	79.42	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.0	$565k	-25%	13k	42.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$556k		8.6k	64.74	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$555k	-58%	3.9k	143.00	View chart
3M Company (MMM)	0.0	$552k	-89%	4.0k	136.71	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.0	$552k		5.3k	104.18	View chart
EXACT Sciences Corporation (EXAS)	0.0	$549k	-3%	8.1k	68.12	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$544k	+3%	5.9k	91.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$542k	-14%	2.9k	189.82	View chart
Arrow Invts Tr Dwa Tactical Mac (DWAT)	0.0	$537k	-6%	47k	11.53	View chart
Nextera Energy (NEE)	0.0	$537k	+81%	6.4k	84.53	View chart
Intra Cellular Therapies (ITCI)	0.0	$537k		7.3k	73.17	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$534k	-6%	17k	31.08	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$533k	-2%	6.0k	88.92	View chart
Philip Morris International (PM)	0.0	$532k	-9%	4.4k	121.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$532k	-6%	11k	50.28	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$531k		7.4k	71.76	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$530k		13k	41.95	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$526k		3.8k	138.63	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$521k	-14%	14k	36.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$520k	+62%	6.9k	75.11	View chart
Boeing Company (BA)	0.0	$516k		3.4k	152.02	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$516k	-54%	5.1k	100.69	View chart
Chipotle Mexican Grill (CMG)	0.0	$516k	-27%	8.9k	57.62	View chart
Amphenol Corp Cl A (APH)	0.0	$511k	+17%	7.8k	65.16	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$510k	-46%	15k	33.60	View chart
Tyler Technologies (TYL)	0.0	$507k	+14%	868.00	583.91	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$500k	-37%	6.2k	80.30	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$495k	+22%	14k	34.99	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$487k	-11%	6.7k	72.97	View chart
O'reilly Automotive (ORLY)	0.0	$481k	-14%	418.00	1151.42	View chart
Verisk Analytics (VRSK)	0.0	$480k	+15%	1.8k	267.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$480k	+4%	13k	36.41	View chart
Union Pacific Corporation (UNP)	0.0	$476k	+14%	1.9k	246.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$466k	+5%	11k	41.12	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$460k	+16%	1.6k	281.39	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$458k		12k	37.37	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$454k	-3%	9.5k	48.06	View chart
Bowlero Corp Cl A Com (BOWL)	0.0	$450k		38k	11.74	View chart
Bank First National Corporation (BFC)	0.0	$449k		5.0k	90.70	View chart
Fifth Third Ban (FITB)	0.0	$445k	-62%	10k	42.84	View chart
Synopsys (SNPS)	0.0	$444k	NEW	876.00	506.39	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$440k		8.8k	49.79	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$433k	-4%	10k	41.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$431k	+81%	4.4k	98.12	View chart
FedEx Corporation (FDX)	0.0	$429k	-19%	1.6k	273.68	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$427k	+108%	17k	25.64	View chart
Casey's General Stores (CASY)	0.0	$426k	+44%	1.1k	375.71	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$426k	-3%	8.4k	50.64	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$424k	+7%	18k	23.79	View chart
Freshpet (FRPT)	0.0	$420k	NEW	3.1k	136.77	View chart
Ishares Tr International Sl (ISCF)	0.0	$418k	-10%	12k	35.25	View chart
Avery Dennison Corporation (AVY)	0.0	$418k		1.9k	220.76	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$415k		4.1k	100.29	View chart
On Hldg Namen Akt A (ONON)	0.0	$412k	-82%	8.2k	50.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$408k		8.7k	46.74	View chart
Cal Maine Foods Com New (CALM)	0.0	$400k		5.3k	74.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$398k		1.5k	263.31	View chart
Digital Realty Trust (DLR)	0.0	$395k	+26%	2.4k	161.83	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$393k	-5%	30k	13.10	View chart
Vail Resorts (MTN)	0.0	$390k	+59%	2.2k	174.29	View chart
Freeport-mcmoran CL B (FCX)	0.0	$390k	-12%	7.8k	49.92	View chart
Hewlett Packard Enterprise (HPE)	0.0	$389k	NEW	19k	20.46	View chart
Oneok (OKE)	0.0	$385k	-5%	4.2k	91.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$385k	-38%	7.9k	48.56	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$377k		4.8k	78.91	View chart
General Mills (GIS)	0.0	$376k		5.1k	73.85	View chart
MercadoLibre (MELI)	0.0	$376k	NEW	183.00	2051.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$375k	-27%	2.4k	153.13	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$372k	-12%	1.1k	353.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$372k	-3%	3.5k	106.18	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$369k	NEW	3.5k	106.11	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$365k	+9%	7.2k	50.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$364k		11k	34.29	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$363k		3.2k	114.52	View chart
Snap-on Incorporated (SNA)	0.0	$361k		1.2k	289.69	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$360k	+9%	12k	29.07	View chart
Deere & Company (DE)	0.0	$360k	+6%	863.00	417.14	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$357k		20k	17.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$357k	-21%	3.0k	117.30	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$355k	NEW	4.7k	75.17	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$354k	-3%	4.1k	86.24	View chart
Goldman Sachs (GS)	0.0	$352k	-35%	710.00	495.02	View chart
Pool Corporation (POOL)	0.0	$351k	+30%	932.00	376.82	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.0	$350k	-3%	12k	28.95	View chart
Uber Technologies (UBER)	0.0	$349k	-7%	4.6k	75.16	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$347k		2.9k	119.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.0	$347k		5.0k	68.99	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$347k		4.4k	78.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$343k	-43%	3.1k	110.44	View chart
Royal Caribbean Cruises (RCL)	0.0	$341k		1.9k	177.36	View chart
American Express Company (AXP)	0.0	$337k	-24%	1.2k	271.17	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$336k	-13%	8.7k	38.48	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$336k	-38%	4.6k	72.80	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$335k		5.6k	59.57	View chart
Cardinal Health (CAH)	0.0	$333k	+41%	3.0k	110.50	View chart
CNA Financial Corporation (CNA)	0.0	$333k	NEW	6.8k	48.94	View chart
Ferrari Nv Ord (RACE)	0.0	$331k	+26%	705.00	469.93	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$328k	+3%	3.2k	101.52	View chart
AutoZone (AZO)	0.0	$328k	-58%	104.00	3150.05	View chart
salesforce (CRM)	0.0	$327k	-41%	1.2k	273.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$326k	-41%	4.5k	72.62	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$325k		10k	32.09	View chart
GSK Sponsored Adr (GSK)	0.0	$323k		7.9k	40.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$323k	+12%	15k	21.12	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$321k	NEW	2.9k	109.33	View chart
Proshares Tr Ultra 20yr Tre (UBT)	0.0	$321k	NEW	15k	21.36	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$320k	-15%	9.2k	34.89	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$320k	-6%	14k	23.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$317k	-45%	1.8k	173.65	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$317k	NEW	6.3k	50.65	View chart
Biogen Idec (BIIB)	0.0	$317k		1.6k	193.84	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$315k		10k	30.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$309k		2.1k	145.59	View chart
Independent Bk Corp Mich Com New (IBCP)	0.0	$306k	-5%	9.2k	33.35	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$305k	NEW	3.8k	80.01	View chart
Principal Financial (PFG)	0.0	$304k		3.5k	85.91	View chart
Alliant Energy Corporation (LNT)	0.0	$303k		5.0k	60.69	View chart
Cummins (CMI)	0.0	$302k	-23%	932.00	323.79	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.0	$300k	-25%	5.8k	51.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$294k	+7%	6.0k	48.68	View chart
Unilever Spon Adr New (UL)	0.0	$293k		4.5k	64.96	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$293k	-19%	2.2k	132.25	View chart
Cleveland-cliffs (CLF)	0.0	$292k		23k	12.77	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$291k		8.8k	33.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$289k	-3%	837.00	345.27	View chart
Ishares Tr Europe Etf (IEV)	0.0	$288k	+4%	4.9k	58.27	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.0	$288k	-4%	12k	24.44	View chart
Albemarle Corporation (ALB)	0.0	$287k		3.0k	94.73	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$286k	-22%	3.2k	88.28	View chart
Paypal Holdings (PYPL)	0.0	$285k	NEW	3.7k	78.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$284k		11k	25.04	View chart
Citigroup Com New (C)	0.0	$280k	-76%	4.5k	62.60	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$274k		2.6k	103.90	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$274k		8.5k	32.27	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$273k	-12%	19k	14.70	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$272k	+16%	1.9k	142.04	View chart
DTE Energy Company (DTE)	0.0	$271k		2.1k	128.40	View chart
Star Bulk Carriers Corp. Shs Par (SBLK)	0.0	$271k		11k	23.69	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$267k	+8%	5.5k	48.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$266k	-20%	2.7k	96.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$263k		4.6k	57.83	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$260k	-59%	1.2k	220.02	View chart
Novo-nordisk A S Adr (NVO)	0.0	$258k	+10%	2.2k	119.07	View chart
Tractor Supply Company (TSCO)	0.0	$254k		874.00	290.88	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$252k	-3%	2.6k	96.39	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$252k		12k	20.51	View chart
Arista Networks (ANET)	0.0	$251k	-22%	653.00	383.82	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$214k	-2%	19k	11.22	View chart
Extreme Networks (EXTR)	0.0	$210k		14k	15.03	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.0	$200k	+41%	15k	13.04	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$187k	+40%	15k	12.13	View chart
Tpi Composites Note 5.250% 3/1 (Principal)	0.0	$161k	NEW	292k	0.55	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$150k		17k	8.68	View chart
Prospect Capital Corporation (PSEC)	0.0	$133k	+2%	25k	5.35	View chart
Sunopta (STKL)	0.0	$132k		21k	6.38	View chart
Under Armour Cl A (UAA)	0.0	$128k	+5%	14k	8.91	View chart
Rocket Lab Usa (RKLB)	0.0	$107k		11k	9.73	View chart
Flexible Solutions International (FSI)	0.0	$104k		29k	3.65	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$89k		14k	6.51	View chart
Uniqure Nv SHS (QURE)	0.0	$79k		16k	4.93	View chart
TCW Strategic Income Fund (TSI)	0.0	$69k		13k	5.13	View chart
Ww Intl (WW)	0.0	$62k	+115%	71k	0.88	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$62k		25k	2.44	View chart
Akoya Biosciences (AKYA)	0.0	$48k	-5%	18k	2.72	View chart
Indie Semiconductor Class A Com (INDI)	0.0	$41k	NEW	10k	3.99	View chart
Werewolf Therapeutics (HOWL)	0.0	$31k	NEW	15k	2.12	View chart
Know Labs Com New (KNW)	0.0	$3.2k		11k	0.29	View chart
Vertex Energy (VTNR)	0.0	$1.5k	NEW	13k	0.12	View chart

Past Filings by Regal Investment Advisors

SEC 13F filings are viewable for Regal Investment Advisors going back to 2013

Regal Investment Advisors 2024 Q3 filed Nov. 12, 2024
Regal Investment Advisors 2024 Q2 filed Aug. 15, 2024
Regal Investment Advisors 2024 Q1 filed May 15, 2024
Regal Investment Advisors 2023 Q3 filed Nov. 13, 2023
Regal Investment Advisors 2023 Q2 filed Aug. 11, 2023
Regal Investment Advisors 2023 Q1 filed May 11, 2023
Regal Investment Advisors 2022 Q4 filed March 1, 2023
Regal Investment Advisors 2022 Q3 filed Nov. 15, 2022
Regal Investment Advisors 2022 Q2 filed Aug. 9, 2022
Regal Investment Advisors 2022 Q1 filed May 9, 2022
Regal Investment Advisors 2021 Q4 filed Feb. 10, 2022
Regal Investment Advisors 2021 Q3 filed Nov. 5, 2021
Regal Investment Advisors 2021 Q2 filed Aug. 9, 2021
Regal Investment Advisors 2021 Q1 filed May 12, 2021
Regal Investment Advisors 2020 Q4 filed Feb. 12, 2021
Regal Investment Advisors 2020 Q3 filed Nov. 13, 2020

View all past filings

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