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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, QQQ, AAPL, SPY, SCHD, and represent 13.60% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: OEF (+$6.5M), Blackrock Etf Trust (+$6.1M), DGRW (+$5.7M), IGSB (+$5.1M), IVV, Blackrock Etf Trust, FFEB, BAI, ELV, VTIP.
Started 48 new stock positions in SGOV, Blackrock Etf Trust, EQIX, IGSB, IEF, FMDE, FNDA, JVAL, ASML, LNT.
Reduced shares in these 10 stocks: PFF (-$5.7M), VCLT (-$5.4M), IBTF (-$5.4M), QUAL, EFG, IYW, KNSL, EFV, ABBV, IUSB.
Sold out of its positions in AXON, DLR, FCX, EAGG, DMXF, IBTF, KNSL, LMT, CRM, SNPS. Tpi Composites, VIGI, SBLK.
Regal Investment Advisors was a net buyer of stock by $117M.
Regal Investment Advisors has $1.5B in assets under management (AUM), dropping by 15.14%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 516 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Regal Investment Advisors has 516 total positions. Only the first 250 positions are shown.

Sign up to view all of the Regal Investment Advisors Sept. 30, 2025 positions
Download the Regal Investment Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.2	$80M	+5%	119k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$38M		63k	600.37	View chart
Apple (AAPL)	2.1	$33M	+3%	128k	254.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$32M	+3%	48k	666.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$27M		1.0M	27.30	View chart
Microsoft Corporation (MSFT)	1.8	$27M	+2%	53k	517.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$25M	+7%	225k	111.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.6	$25M		262k	93.64	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$23M	+2%	49k	479.61	View chart
NVIDIA Corporation (NVDA)	1.5	$23M	+8%	125k	186.58	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$18M	-8%	389k	46.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$18M	+4%	293k	59.92	View chart
Abbvie (ABBV)	1.1	$17M	-9%	71k	231.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$16M	+25%	271k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$16M		132k	120.72	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$15M	+77%	45k	332.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$14M		119k	118.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$14M	-24%	73k	194.50	View chart
Johnson & Johnson (JNJ)	0.9	$13M		72k	185.42	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$13M	-3%	100k	130.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$13M	+9%	62k	206.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$13M	-12%	189k	67.83	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$13M	+23%	149k	84.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$12M	+2%	227k	54.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$12M	+12%	141k	87.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$12M	+4%	57k	215.79	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$12M	+22%	184k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$12M	+9%	36k	328.17	View chart
Procter & Gamble Company (PG)	0.7	$11M		74k	153.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$11M	+12%	18k	612.37	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.7	$11M		88k	125.42	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.7	$10M		167k	61.92	View chart
Altria (MO)	0.6	$9.6M	-4%	146k	66.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$9.5M	+8%	284k	33.42	View chart
At&t (T)	0.6	$9.3M	+14%	329k	28.24	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$9.2M	+7%	86k	106.49	View chart
Pfizer (PFE)	0.6	$8.9M	+11%	350k	25.48	View chart
Emerson Electric (EMR)	0.6	$8.9M	+6%	68k	131.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$8.9M	+18%	87k	102.99	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.6	$8.7M		133k	65.21	View chart
Medtronic SHS (MDT)	0.6	$8.7M		91k	95.24	View chart
Amazon (AMZN)	0.6	$8.6M	+5%	39k	219.57	View chart
Chevron Corporation (CVX)	0.6	$8.6M	+2%	56k	155.29	View chart
International Business Machines (IBM)	0.5	$8.4M	+28%	30k	282.16	View chart
Verizon Communications (VZ)	0.5	$8.2M	+8%	187k	43.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$8.2M	+14%	82k	100.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$7.9M	+11%	46k	174.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$7.8M	+10%	120k	65.26	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$7.8M	+18%	175k	44.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$7.8M		26k	293.79	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$7.8M		171k	45.42	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$7.5M	+2%	158k	47.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$7.3M	-43%	232k	31.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$7.3M	+63%	26k	281.85	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$7.3M		26k	279.84	View chart
Wal-Mart Stores (WMT)	0.5	$7.1M	+8%	69k	103.06	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$6.8M		72k	95.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.8M	+8%	86k	78.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$6.8M	+2%	19k	355.48	View chart
AFLAC Incorporated (AFL)	0.4	$6.7M	-5%	60k	111.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$6.5M		122k	53.40	View chart
Coca-Cola Company (KO)	0.4	$6.3M	+23%	95k	66.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$6.2M	+11%	71k	87.21	View chart
McDonald's Corporation (MCD)	0.4	$6.2M		20k	303.90	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.4	$6.1M	+116%	244k	25.10	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$6.1M	+148%	178k	34.16	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.4	$6.1M	NEW	240k	25.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$6.0M		66k	91.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$6.0M	+39%	112k	53.87	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$6.0M	+6%	159k	37.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.8M	-13%	24k	243.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$5.8M	+9%	183k	31.91	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$5.7M	NEW	65k	88.96	View chart
Cincinnati Financial Corporation (CINF)	0.4	$5.6M	+13%	36k	158.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$5.3M	+27%	21k	256.44	View chart
Duke Energy Corp Com New (DUK)	0.3	$5.2M	+47%	42k	123.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.2M	+13%	21k	243.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$5.1M	NEW	96k	53.03	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$5.1M	-5%	199k	25.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$5.1M	-6%	98k	51.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.0M	+4%	10k	502.75	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.3	$5.0M	-6%	258k	19.28	View chart
Costco Wholesale Corporation (COST)	0.3	$4.9M		5.3k	925.68	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.8M	+37%	42k	112.75	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.8M	+2%	94k	51.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.7M	+4%	15k	315.43	View chart
Micron Technology (MU)	0.3	$4.7M		28k	167.32	View chart
Cisco Systems (CSCO)	0.3	$4.6M		67k	68.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.5M	+21%	22k	208.71	View chart
Broadcom (AVGO)	0.3	$4.5M		14k	329.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$4.4M	+316%	86k	50.63	View chart
Waste Management (WM)	0.3	$4.4M	+3%	20k	220.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.3M		15k	293.73	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$4.3M	+26%	81k	53.24	View chart
Barrick Mng Corp Com Shs (B)	0.3	$4.3M	-24%	130k	32.77	View chart
Toll Brothers (TOL)	0.3	$4.2M	-2%	30k	138.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$4.2M	+58%	57k	72.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$4.1M	+1044%	75k	55.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$4.1M	+3%	104k	39.61	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.3	$4.1M	+2%	81k	50.66	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$4.1M	-2%	99k	41.11	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$4.0M	+5%	60k	66.90	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$4.0M	+14%	28k	142.55	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$4.0M	+5%	41k	97.99	View chart
Blackrock Etf Trust Disciplined Vola	0.3	$3.9M	NEW	156k	25.00	View chart
Target Corporation (TGT)	0.3	$3.9M		43k	89.70	View chart
Royalty Pharma Shs Class A (RPRX)	0.3	$3.9M	+18%	110k	35.28	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.3	$3.9M		7.1k	546.78	View chart
Pepsi (PEP)	0.2	$3.8M	+28%	27k	140.44	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$3.8M	+188%	82k	45.99	View chart
La-Z-Boy Incorporated (LZB)	0.2	$3.8M		110k	34.32	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$3.7M	+113%	48k	78.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.6M	-4%	17k	209.34	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$3.6M	+11%	70k	51.23	View chart
EOG Resources (EOG)	0.2	$3.6M	+11%	32k	112.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$3.5M	+2%	153k	23.12	View chart
Anthem (ELV)	0.2	$3.5M	NEW	11k	323.12	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$3.5M	+22%	39k	89.34	View chart
Fidelity National Information Services (FIS)	0.2	$3.4M		52k	65.94	View chart
American Electric Power Company (AEP)	0.2	$3.4M		31k	112.50	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$3.4M		23k	149.09	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$3.4M	+338%	33k	103.36	View chart
Builders FirstSource (BLDR)	0.2	$3.4M		28k	121.25	View chart
Meta Platforms Cl A (META)	0.2	$3.3M	+13%	4.5k	734.40	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$3.3M		31k	108.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.3M	+24%	7.1k	468.42	View chart
Diamondback Energy (FANG)	0.2	$3.3M	+10%	23k	143.10	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.2	$3.2M	-5%	71k	45.87	View chart
Consolidated Edison (ED)	0.2	$3.2M		32k	100.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$3.2M	+68%	9.8k	326.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.2M		38k	82.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.1M	-56%	16k	195.87	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	0.2	$3.1M	NEW	79k	38.89	View chart
Schlumberger Com Stk (SLB)	0.2	$3.0M		88k	34.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.0M	+4%	36k	84.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$3.0M	NEW	14k	209.26	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.9M	-17%	25k	118.37	View chart
Old Dominion Freight Line (ODFL)	0.2	$2.9M	+261%	20k	140.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.9M	-17%	11k	254.28	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.8M		48k	59.21	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.8M	+5%	36k	78.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.7M	+17%	9.8k	279.30	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$2.7M		28k	98.59	View chart
Generac Holdings (GNRC)	0.2	$2.7M	-24%	16k	167.40	View chart
Kimberly-Clark Corporation (KMB)	0.2	$2.7M		22k	124.34	View chart
Corpay Com Shs (CPAY)	0.2	$2.7M	-2%	9.5k	288.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.7M	NEW	22k	121.06	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.7M		57k	46.93	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$2.6M	+105%	69k	38.02	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$2.6M	-10%	11k	229.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.6M	+19%	18k	145.60	View chart
Cme (CME)	0.2	$2.5M	-2%	9.3k	270.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.5M	+4%	32k	78.37	View chart
Automatic Data Processing (ADP)	0.2	$2.5M	-4%	8.4k	293.51	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.5M	+23%	32k	76.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.4M	+2%	26k	95.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.4M		43k	57.10	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$2.4M		29k	83.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.4M		24k	99.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.4M	+10%	25k	95.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.4M		5.9k	402.42	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$2.3M	+11%	23k	101.61	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$2.3M	-3%	75k	30.88	View chart
Kinder Morgan (KMI)	0.1	$2.3M	+4%	80k	28.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.3M	+31%	15k	154.23	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.2M	+12%	77k	29.11	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$2.2M	NEW	19k	114.68	View chart
Clorox Company (CLX)	0.1	$2.2M	-3%	18k	123.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.2M	+38%	12k	186.49	View chart
Bank of America Corporation (BAC)	0.1	$2.2M	+3%	42k	51.59	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$2.1M		48k	44.00	View chart
Eli Lilly & Co. (LLY)	0.1	$2.1M	+9%	2.8k	763.02	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$2.1M	+4%	44k	48.22	View chart
Home Depot (HD)	0.1	$2.1M	+4%	5.1k	405.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M	+13%	11k	189.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M		14k	140.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$2.0M	+4%	15k	139.17	View chart
Southern Company (SO)	0.1	$2.0M	+6%	21k	94.77	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$2.0M	-6%	22k	92.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.0M	+31%	27k	73.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.0M	+6%	26k	76.72	View chart
Constellation Energy (CEG)	0.1	$1.9M	+7%	5.8k	329.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.9M	+25%	41k	46.41	View chart
Tesla Motors (TSLA)	0.1	$1.9M	+33%	4.3k	444.75	View chart
Entergy Corporation (ETR)	0.1	$1.9M	+78%	20k	93.19	View chart
Oracle Corporation (ORCL)	0.1	$1.9M	+44%	6.7k	281.26	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.9M		50k	37.70	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$1.8M		25k	72.58	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.8M		15k	122.45	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.8M		13k	133.90	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.8M	-3%	47k	38.12	View chart
ON Semiconductor (ON)	0.1	$1.8M	-3%	36k	49.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.8M	-3%	35k	50.07	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.8M	+4%	3.1k	568.79	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$1.8M		17k	104.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.7M	+6%	3.6k	490.31	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.7M	-5%	37k	46.96	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+5%	6.9k	251.31	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$1.7M		26k	67.29	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$1.7M	+20%	32k	52.46	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.6M	+9%	12k	141.50	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.6M	+7%	24k	68.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		11k	142.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.6M	+109%	6.7k	239.64	View chart
Abbott Laboratories (ABT)	0.1	$1.6M	+33%	12k	133.94	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$1.6M	-4%	34k	46.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M	-72%	14k	113.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.5M	+13%	17k	93.37	View chart
UnitedHealth (UNH)	0.1	$1.5M	+41%	4.4k	345.26	View chart
Walt Disney Company (DIS)	0.1	$1.5M		13k	114.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	+6%	2.0k	746.58	View chart
Visa Com Cl A (V)	0.1	$1.4M	+11%	4.2k	341.40	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	-6%	9.1k	158.96	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.4M	+17%	36k	39.26	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$1.4M	-28%	21k	67.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	+87%	6.9k	203.58	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.4M	NEW	31k	43.43	View chart
Prudential Financial (PRU)	0.1	$1.4M		13k	103.74	View chart
Amgen (AMGN)	0.1	$1.3M	+3%	4.8k	282.18	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.3M		11k	125.94	View chart
CBOE Holdings (CBOE)	0.1	$1.3M	-5%	5.4k	245.23	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+6%	8.1k	161.79	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$1.3M	-31%	13k	102.87	View chart
Brown Forman Corp CL B (BF.B)	0.1	$1.3M		46k	27.08	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$1.3M	NEW	24k	52.04	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.2M	+21%	53k	23.71	View chart
Amphenol Corp Cl A (APH)	0.1	$1.2M	-3%	10k	123.75	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$1.2M	-7%	2.7k	456.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	+35%	4.1k	297.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M		4.9k	246.59	View chart
Republic Services (RSG)	0.1	$1.2M		5.3k	229.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M	+3%	5.0k	241.97	View chart
S&p Global (SPGI)	0.1	$1.2M		2.5k	486.65	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.2M		25k	47.74	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$1.2M	-12%	47k	24.93	View chart
Sherwin-Williams Company (SHW)	0.1	$1.2M	+92%	3.4k	346.29	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.2M	+7%	14k	82.73	View chart
Expedia Group Com New (EXPE)	0.1	$1.2M	+4%	5.4k	213.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$1.1M		36k	32.18	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.1M	+188%	25k	45.45	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.1M		31k	36.55	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.1M	NEW	12k	96.68	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.1M		19k	59.39	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$1.1M	NEW	39k	28.83	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+4%	6.1k	183.72	View chart
Servicenow (NOW)	0.1	$1.1M	+17%	1.2k	920.19	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.1M		5.5k	199.48	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.1	$1.1M		37k	29.52	View chart
Netflix (NFLX)	0.1	$1.1M	+3%	907.00	1198.97	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.1M	+10%	3.2k	337.49	View chart

Past Filings by Regal Investment Advisors

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

Regal Investment Advisors 2025 Q3 filed Nov. 13, 2025
Regal Investment Advisors 2025 Q2 filed Aug. 11, 2025
Regal Investment Advisors 2025 Q1 filed May 12, 2025
Regal Investment Advisors 2024 Q4 filed Feb. 13, 2025
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

View all past filings

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