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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, ITOT, MSFT, and represent 13.80% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$6.8M), SPGP, VCLT, DIVO, IBTD, IBTE, IVOL, SRLN, FPE, EXPE.
Started 38 new stock positions in INMD, AGL, SGOV, TYL, RSP, VRSK, AJG, SDY, SEF, AVY.
Reduced shares in these 10 stocks: VYM (-$7.7M), QQQ (-$6.5M), STIP (-$5.7M), DGRW (-$5.1M), DEM, HYG, Liberty Media Corp Delaware Com A Braves Grp, ONEQ, FXH, MYY.
Sold out of its positions in ATVI, ANET, BBBYQ, CSX, CLIR, CCI, DDOG, ERX, Direxion Dly Rgnl Bnk etf, DPZ.
Regal Investment Advisors was a net buyer of stock by $12M.
Regal Investment Advisors has $1.2B in assets under management (AUM), dropping by 5.35%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 512 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Regal Investment Advisors has 512 total positions. Only the first 250 positions are shown.

Sign up to view all of the Regal Investment Advisors June 30, 2023 positions
Download the Regal Investment Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.9	$70M		158k	445.71	View chart
Apple (AAPL)	2.2	$26M		135k	193.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$23M	-22%	62k	369.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$23M		234k	97.84	View chart
Microsoft Corporation (MSFT)	1.9	$22M		66k	340.54	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.8	$22M	-9%	398k	54.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$20M	+51%	275k	72.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$18M		42k	443.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$17M		157k	108.14	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$16M		212k	75.08	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.3	$15M	+5%	494k	30.93	View chart
Abbvie (ABBV)	1.2	$15M		109k	134.73	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$14M	+4%	51k	282.96	View chart
Procter & Gamble Company (PG)	1.2	$14M		94k	151.74	View chart
Johnson & Johnson (JNJ)	1.2	$14M	+3%	84k	165.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$13M		31k	407.28	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$12M		273k	45.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$12M	-2%	262k	46.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$12M		74k	162.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$11M	-4%	130k	87.30	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.9	$11M	+79%	123k	90.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$11M	+2%	108k	99.65	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.9	$11M	+30%	258k	41.87	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$10M	+5%	159k	63.20	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.8	$9.7M	+3%	252k	38.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$9.4M		70k	134.87	View chart
Emerson Electric (EMR)	0.8	$9.3M		103k	90.39	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$9.2M	+74%	118k	78.49	View chart
NVIDIA Corporation (NVDA)	0.8	$9.1M	-8%	22k	423.02	View chart
Altria (MO)	0.8	$9.1M	+2%	201k	45.30	View chart
Amazon (AMZN)	0.8	$9.1M	-2%	70k	130.36	View chart
McDonald's Corporation (MCD)	0.7	$8.3M		28k	298.41	View chart
Medtronic SHS (MDT)	0.7	$8.3M	+7%	94k	88.10	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.7	$8.2M	+6%	338k	24.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$7.9M	+2%	83k	95.41	View chart
Pfizer (PFE)	0.7	$7.8M	+4%	212k	36.68	View chart
Chevron Corporation (CVX)	0.6	$7.7M	+3%	49k	157.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$7.6M		212k	35.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$7.5M		183k	40.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$7.3M	-40%	110k	66.66	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.6	$7.1M		152k	46.91	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.6	$7.0M	+2%	105k	66.68	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$7.0M	+2%	65k	106.73	View chart
AFLAC Incorporated (AFL)	0.6	$6.9M		100k	69.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$6.9M	+107%	192k	36.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$6.6M	-8%	81k	81.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$6.6M		167k	39.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$6.5M		86k	75.57	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.5	$6.5M	+3%	79k	82.26	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.5	$6.5M		172k	37.70	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.5	$6.4M	-21%	59k	108.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.3M	+3%	29k	220.28	View chart
At&t (T)	0.5	$6.3M	+7%	396k	15.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$6.3M	+6%	275k	22.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$5.9M	+7%	75k	79.03	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$5.9M	+68%	371k	15.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$5.9M		20k	294.09	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$5.6M		197k	28.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$5.5M		57k	97.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$5.5M		27k	205.77	View chart
Verizon Communications (VZ)	0.5	$5.5M	+2%	148k	37.19	View chart
Consolidated Edison (ED)	0.5	$5.5M	-4%	61k	90.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$5.4M	-6%	73k	74.33	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.4	$5.3M	+107%	257k	20.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$5.3M	+3%	20k	261.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.2M	-3%	44k	119.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$5.2M	+7%	53k	97.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.1M	+4%	76k	67.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$5.1M	+4%	149k	34.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$5.1M	+2%	37k	138.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$5.0M		46k	108.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$5.0M		102k	48.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$5.0M	+6%	43k	115.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$5.0M		59k	83.56	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.7M	+7%	103k	45.76	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.7M	+5%	95k	49.29	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.7M	+3%	50k	93.27	View chart
Coca-Cola Company (KO)	0.4	$4.6M	+2%	76k	60.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.6M		13k	341.00	View chart
Target Corporation (TGT)	0.4	$4.5M	+14%	34k	131.90	View chart
Pepsi (PEP)	0.4	$4.5M	+4%	24k	185.22	View chart
Builders FirstSource (BLDR)	0.4	$4.4M	-17%	32k	136.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.3M	+8%	36k	120.97	View chart
Waste Management (WM)	0.3	$4.2M	+5%	24k	173.42	View chart
American Electric Power Company (AEP)	0.3	$3.9M	-2%	47k	84.20	View chart
Kimberly-Clark Corporation (KMB)	0.3	$3.8M	+8%	27k	138.06	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$3.8M	-3%	74k	50.82	View chart
Wal-Mart Stores (WMT)	0.3	$3.7M	+3%	23k	157.18	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$3.7M		73k	50.30	View chart
Costco Wholesale Corporation (COST)	0.3	$3.5M	+4%	6.5k	538.40	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$3.4M	-2%	110k	31.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$3.4M	+23%	61k	55.33	View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD)	0.3	$3.3M	+694%	133k	24.81	View chart
Cisco Systems (CSCO)	0.3	$3.3M	+2%	63k	51.74	View chart
Leggett & Platt (LEG)	0.3	$3.2M	+4%	110k	29.62	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.3	$3.2M	-2%	75k	42.96	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$3.2M	+10%	35k	92.03	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.2M	+6%	36k	89.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.2M		16k	198.90	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.2M	+6%	22k	145.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.2M	+5%	18k	178.27	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$3.2M	-2%	19k	162.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.2M	+3%	14k	220.16	View chart
La-Z-Boy Incorporated (LZB)	0.3	$3.1M		110k	28.64	View chart
Generac Holdings (GNRC)	0.3	$3.1M		21k	149.13	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$3.0M	+2%	52k	58.66	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$3.0M	+9%	76k	39.21	View chart
Republic Services (RSG)	0.3	$3.0M	-3%	20k	153.17	View chart
CVS Caremark Corporation (CVS)	0.2	$3.0M	+17%	43k	69.13	View chart
Automatic Data Processing (ADP)	0.2	$2.9M	-2%	13k	219.79	View chart
Cincinnati Financial Corporation (CINF)	0.2	$2.9M		30k	97.32	View chart
Diamondback Energy (FANG)	0.2	$2.9M	-4%	22k	131.36	View chart
FleetCor Technologies (FLT)	0.2	$2.9M	+4%	12k	251.08	View chart
Clorox Company (CLX)	0.2	$2.8M		18k	159.04	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$2.8M	NEW	118k	23.80	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$2.8M		45k	62.27	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.2	$2.6M	+10%	51k	51.55	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$2.6M		45k	58.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$2.6M	+3%	55k	47.67	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.2	$2.5M	-3%	64k	39.31	View chart
Ford Motor Company (F)	0.2	$2.5M	-7%	163k	15.13	View chart
Toll Brothers (TOL)	0.2	$2.5M	-16%	31k	79.07	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$2.5M	-8%	49k	50.67	View chart
CBOE Holdings (CBOE)	0.2	$2.4M	-5%	17k	138.01	View chart
Capri Holdings SHS (CPRI)	0.2	$2.4M	+29%	66k	35.89	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.4M	+7%	22k	109.30	View chart
Tesla Motors (TSLA)	0.2	$2.3M	+8%	9.0k	261.77	View chart
Shopify Cl A (SHOP)	0.2	$2.3M	+3%	36k	64.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.3M	-3%	21k	110.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.2M	+28%	12k	187.27	View chart
Cme (CME)	0.2	$2.2M	-3%	12k	185.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.2M		15k	148.83	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.2M		22k	100.79	View chart
3M Company (MMM)	0.2	$2.2M	+23%	22k	100.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.2M	-78%	20k	106.07	View chart
Kinder Morgan (KMI)	0.2	$2.2M	+8%	125k	17.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.1M	+11%	27k	78.26	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$2.1M	+14%	68k	31.00	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$2.1M	-2%	79k	26.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M		19k	107.25	View chart
International Business Machines (IBM)	0.2	$2.0M	+4%	15k	133.81	View chart
Visa Com Cl A (V)	0.2	$2.0M		8.5k	237.48	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$2.0M	-38%	18k	110.45	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$2.0M	+5%	37k	53.91	View chart
Lowe's Companies (LOW)	0.2	$2.0M	+2%	8.8k	225.70	View chart
Expedia Group Com New (EXPE)	0.2	$2.0M	NEW	18k	109.39	View chart
Phillips 66 (PSX)	0.2	$2.0M	-20%	21k	95.38	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.0M	+26%	24k	81.17	View chart
Southern Company (SO)	0.2	$2.0M		28k	70.25	View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)	0.2	$2.0M	NEW	52k	37.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.9M		6.8k	275.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.8M		18k	99.76	View chart
Nutrien (NTR)	0.1	$1.8M	-3%	30k	59.05	View chart
ConocoPhillips (COP)	0.1	$1.8M	-12%	17k	103.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M	+49%	12k	142.10	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.7M	+30%	37k	47.05	View chart
Fidelity National Information Services (FIS)	0.1	$1.7M	-3%	32k	54.70	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.7M	+43%	26k	65.44	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.7M	+22%	15k	110.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		14k	113.30	View chart
Merck & Co (MRK)	0.1	$1.6M	+7%	14k	115.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.6M	+36%	9.0k	173.86	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$1.5M	NEW	33k	46.16	View chart
Walt Disney Company (DIS)	0.1	$1.5M	-4%	17k	89.28	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	+17%	3.3k	469.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.5M		9.2k	165.41	View chart
SYSCO Corporation (SYY)	0.1	$1.5M	+5%	21k	74.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.5M	+36%	11k	132.73	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.5M	-64%	39k	38.27	View chart
Citigroup Com New (C)	0.1	$1.5M	-3%	32k	46.04	View chart
Bank of America Corporation (BAC)	0.1	$1.5M		52k	28.69	View chart
Ishares Frontier And Sel (FM)	0.1	$1.5M		57k	25.87	View chart
Nucor Corporation (NUE)	0.1	$1.5M	-3%	9.0k	163.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M	+3%	7.0k	207.06	View chart
Meta Platforms Cl A (META)	0.1	$1.4M	+13%	5.0k	286.97	View chart
UnitedHealth (UNH)	0.1	$1.4M		3.0k	480.66	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M	+18%	21k	67.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.4M	+10%	20k	70.48	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+10%	7.7k	179.24	View chart
Home Depot (HD)	0.1	$1.3M	+3%	4.3k	310.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.3M	+4%	76k	17.75	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.3M		17k	76.98	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.3M		22k	60.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	-6%	17k	75.66	View chart
Broadcom (AVGO)	0.1	$1.3M	+21%	1.5k	867.25	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.3M	+24%	21k	61.01	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.3M	-9%	8.6k	147.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.3M	-3%	27k	45.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.2M	-15%	12k	102.94	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.2M	+5%	30k	41.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.2M	+56%	17k	74.17	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	0.1	$1.2M	-3%	53k	22.91	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.2M	-4%	63k	19.04	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M		11k	113.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.2M		10k	114.93	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$1.2M	-2%	26k	45.26	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.2M	+32%	13k	86.54	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	-2%	10k	109.02	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$1.1M		17k	62.65	View chart
Qualcomm (QCOM)	0.1	$1.0M	-2%	8.7k	119.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.0M		6.4k	161.20	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	-3%	8.6k	119.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M	+6%	2.6k	393.26	View chart
Fiserv (FI)	0.1	$1.0M		8.1k	126.15	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	0.1	$1.0M	NEW	46k	22.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$983k	-8%	20k	49.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$972k	-9%	9.3k	104.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$959k	+25%	13k	72.50	View chart
Caterpillar (CAT)	0.1	$947k	+5%	3.8k	246.05	View chart
Lam Research Corporation (LRCX)	0.1	$943k	+9%	1.5k	642.94	View chart
GSK Sponsored Adr (GSK)	0.1	$939k		26k	35.64	View chart
Fifth Third Ban (FITB)	0.1	$912k	+335%	35k	26.21	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$905k		11k	84.17	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$864k	+6%	14k	60.69	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$863k	+6%	32k	27.00	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$860k	-10%	34k	25.01	View chart
Boeing Company (BA)	0.1	$850k	+15%	4.0k	211.14	View chart
Intra Cellular Therapies (ITCI)	0.1	$850k	+39%	13k	63.32	View chart
Old Dominion Freight Line (ODFL)	0.1	$839k	-3%	2.3k	369.75	View chart
Hubspot (HUBS)	0.1	$833k	+50%	1.6k	532.09	View chart
MGE Energy (MGEE)	0.1	$827k		11k	79.11	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$799k		27k	29.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$798k	+11%	17k	46.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$798k		2.8k	280.21	View chart
Starbucks Corporation (SBUX)	0.1	$784k	+25%	7.9k	99.06	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$783k	+23%	20k	39.08	View chart
Nike CL B (NKE)	0.1	$781k		7.1k	110.37	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$780k		16k	48.84	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.1	$757k	-2%	29k	26.33	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$757k		19k	40.19	View chart
Entergy Corporation (ETR)	0.1	$752k	+13%	7.7k	97.37	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$744k		21k	35.95	View chart
Mongodb Cl A (MDB)	0.1	$735k	+43%	1.8k	410.99	View chart
Discover Financial Services (DFS)	0.1	$734k	-10%	6.3k	116.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$734k	-77%	9.8k	75.07	View chart
Amgen (AMGN)	0.1	$731k	+2%	3.3k	222.03	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$730k	+5%	18k	40.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$723k	-8%	7.6k	95.09	View chart
Nrg Energy Com New (NRG)	0.1	$721k	+7%	19k	37.39	View chart
Exelon Corporation (EXC)	0.1	$720k	-3%	18k	40.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$714k		2.9k	243.72	View chart
Franklin Templeton Etf Tr Intl Aggregte Bd (FLIA)	0.1	$707k	+6%	36k	19.69	View chart
Danaher Corporation (DHR)	0.1	$705k	+8%	2.9k	240.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$697k		15k	45.42	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$695k	+17%	17k	41.57	View chart
EXACT Sciences Corporation (EXAS)	0.1	$686k	+32%	7.3k	93.90	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$681k	+17%	17k	41.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$680k	+15%	6.9k	97.96	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$675k	-23%	12k	56.46	View chart
Intel Corporation (INTC)	0.1	$674k	-67%	20k	33.44	View chart

Past Filings by Regal Investment Advisors

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

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
Regal Investment Advisors 2020 Q2 filed Aug. 3, 2020
Regal Investment Advisors 2020 Q1 filed May 12, 2020
Regal Investment Advisors 2019 Q4 filed Jan. 29, 2020
Regal Investment Advisors 2019 Q3 filed Nov. 15, 2019

View all past filings

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