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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, MSFT, AAPL, ONEQ, and represent 14.06% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$23M), NVDA (+$21M), XLRE (+$6.8M), IVW, EFG, ETN, XOM, GOLD, ULTA, BUFF.
Started 35 new stock positions in TCAF, STIP, FELG, XLB, PWR, ICVT, IGEB, FOUR, AMJB, BROS.
Reduced shares in these 10 stocks: EDOW (-$8.0M), META, , Pioneer Natural Resources, IVV, EFV, FAUG, ICSH, SHY, AGG.
Sold out of its positions in AKTS, APAM, CSX, CTSO, DXCM, DMLP, CAPE, DKNG, EXP, ESI.
Regal Investment Advisors was a net buyer of stock by $76M.
Regal Investment Advisors has $1.5B in assets under management (AUM), dropping by 4.78%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 569 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Regal Investment Advisors has 569 total positions. Only the first 250 positions are shown.

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Download the Regal Investment Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.0	$76M	-2%	139k	547.23	View chart
Invesco Qqq Tr Put Put Option (QQQ)	3.5	$53M	+77%	111k	479.11	View chart
Microsoft Corporation (MSFT)	2.0	$31M	+2%	70k	446.95	View chart
Apple (AAPL)	2.0	$30M		143k	210.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.6	$25M		358k	69.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$25M	+5%	45k	544.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$24M		203k	118.78	View chart
NVIDIA Corporation (NVDA)	1.5	$23M	+914%	187k	123.54	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$21M		192k	107.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.2	$19M	+2%	226k	84.04	View chart
Abbvie (ABBV)	1.2	$19M	+2%	109k	171.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$18M	+2%	236k	77.76	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$18M	-2%	48k	374.01	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.0	$16M		443k	35.55	View chart
Procter & Gamble Company (PG)	1.0	$16M	+4%	94k	164.92	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.0	$15M	+11%	351k	42.87	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$15M	-2%	139k	106.95	View chart
Amazon (AMZN)	1.0	$15M	+5%	76k	193.25	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.9	$14M	+5%	139k	102.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$14M	+2%	28k	500.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$14M	+9%	81k	170.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$13M		296k	45.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$13M		268k	49.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$13M	+2%	120k	106.66	View chart
Johnson & Johnson (JNJ)	0.8	$13M	+2%	87k	146.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$12M		68k	182.55	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$12M	+3%	511k	22.57	View chart
Altria (MO)	0.7	$12M	+4%	252k	45.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$11M	+52%	120k	92.54	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$11M	+4%	208k	50.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$10M	+2%	325k	31.55	View chart
Emerson Electric (EMR)	0.6	$9.8M	-7%	89k	110.16	View chart
Verizon Communications (VZ)	0.6	$9.5M	+4%	231k	41.24	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.6	$9.5M	+4%	389k	24.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$9.1M	+5%	50k	182.15	View chart
AFLAC Incorporated (AFL)	0.6	$8.9M		100k	89.31	View chart
Chevron Corporation (CVX)	0.6	$8.8M	+3%	56k	156.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$8.7M		120k	72.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$8.6M		110k	78.05	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.6	$8.5M		149k	57.27	View chart
Medtronic SHS (MDT)	0.6	$8.5M	+6%	108k	78.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$8.1M	+3%	30k	267.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$8.0M	+2%	20k	406.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$8.0M	-14%	181k	44.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$7.9M		181k	43.76	View chart
Pfizer (PFE)	0.5	$7.9M	+7%	282k	27.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.7M	-8%	42k	183.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$7.7M	+2%	210k	36.66	View chart
McDonald's Corporation (MCD)	0.5	$7.7M	+3%	30k	254.84	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$7.7M		72k	106.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$7.5M	+51%	74k	102.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$7.2M	+3%	154k	46.94	View chart
At&t (T)	0.5	$7.2M		376k	19.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$7.2M		169k	42.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$7.2M	+25%	127k	56.68	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.5	$7.0M	+4%	74k	94.45	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.5	$6.9M	+4%	133k	51.75	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.4	$6.9M	+4%	114k	60.28	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$6.8M	NEW	178k	38.41	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$6.8M		162k	41.80	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$6.8M		390k	17.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.6M		113k	58.52	View chart
Target Corporation (TGT)	0.4	$6.5M		44k	148.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$6.2M		74k	83.76	View chart
Powershares Actively Managed Total Return (GTO)	0.4	$6.2M	+8%	133k	46.36	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.2M		31k	202.26	View chart
Diamondback Energy (FANG)	0.4	$6.1M		31k	200.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$6.0M		40k	150.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.0M	-3%	78k	76.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$5.9M		26k	229.56	View chart
Costco Wholesale Corporation (COST)	0.4	$5.8M		6.8k	849.95	View chart
Wal-Mart Stores (WMT)	0.4	$5.7M	+5%	84k	67.71	View chart
Coca-Cola Company (KO)	0.4	$5.5M	+3%	87k	63.65	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$5.5M	+4%	101k	55.04	View chart
Fidelity National Information Services (FIS)	0.4	$5.5M		73k	75.36	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$5.4M		53k	102.72	View chart
Waste Management (WM)	0.3	$5.3M		25k	213.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$5.3M	+5%	35k	150.50	View chart
Consolidated Edison (ED)	0.3	$5.2M		58k	89.42	View chart
Toll Brothers (TOL)	0.3	$5.1M		45k	115.18	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.1M	+72%	44k	115.12	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.3	$5.1M	-3%	113k	45.25	View chart
EOG Resources (EOG)	0.3	$5.1M		41k	125.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.1M	+3%	28k	182.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.1M	-5%	50k	100.84	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$5.0M	+4%	131k	38.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$4.9M		20k	242.10	View chart
CVS Caremark Corporation (CVS)	0.3	$4.9M	+16%	82k	59.06	View chart
Eli Lilly & Co. (LLY)	0.3	$4.8M		5.3k	905.33	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$4.7M	+3%	23k	204.94	View chart
Generac Holdings (GNRC)	0.3	$4.7M		36k	132.22	View chart
Pepsi (PEP)	0.3	$4.7M	+5%	29k	164.93	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.6M	+6%	50k	91.81	View chart
Builders FirstSource (BLDR)	0.3	$4.5M		33k	138.41	View chart
Corpay Com Shs (CPAY)	0.3	$4.5M		17k	266.41	View chart
Barrick Gold Corp (GOLD)	0.3	$4.5M	+80%	267k	16.68	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$4.4M		132k	33.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$4.4M	+9%	48k	91.15	View chart
Cincinnati Financial Corporation (CINF)	0.3	$4.4M	+17%	37k	118.10	View chart
Cisco Systems (CSCO)	0.3	$4.4M	+3%	92k	47.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.4M	-19%	45k	97.07	View chart
Kimberly-Clark Corporation (KMB)	0.3	$4.2M	+9%	31k	138.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$4.2M	+45%	145k	28.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.1M	+2%	80k	51.09	View chart
La-Z-Boy Incorporated (LZB)	0.3	$4.1M		110k	37.28	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$4.1M	+5%	105k	38.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.0M	+3%	18k	215.01	View chart
Expedia Group Com New (EXPE)	0.3	$3.9M	+17%	31k	125.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.9M		18k	218.04	View chart
American Electric Power Company (AEP)	0.3	$3.9M	-2%	44k	87.74	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$3.9M	+3%	75k	51.26	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.2	$3.8M	-3%	87k	44.01	View chart
CBOE Holdings (CBOE)	0.2	$3.8M		22k	170.06	View chart
3M Company (MMM)	0.2	$3.8M	+5%	37k	102.19	View chart
Cme (CME)	0.2	$3.8M		19k	196.60	View chart
Automatic Data Processing (ADP)	0.2	$3.7M	+10%	15k	238.69	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.2	$3.6M	+3%	73k	49.07	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.6M	-5%	52k	68.53	View chart
Capri Holdings SHS (CPRI)	0.2	$3.5M	+14%	107k	33.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.5M	-25%	43k	81.65	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$3.5M	+3%	37k	94.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.5M	+5%	16k	226.24	View chart
Lam Research Corporation (LRCX)	0.2	$3.5M		3.3k	1064.89	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$3.5M		51k	68.14	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$3.4M		46k	75.66	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.4M	-12%	34k	100.23	View chart
Clorox Company (CLX)	0.2	$3.4M	+19%	25k	136.47	View chart
ON Semiconductor (ON)	0.2	$3.4M		49k	68.55	View chart
International Business Machines (IBM)	0.2	$3.3M	+2%	19k	172.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.2M		38k	83.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.1M	+7%	19k	160.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$3.1M	+3%	52k	59.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.1M	+9%	34k	91.78	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.0M	+2%	49k	61.64	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$3.0M		48k	62.91	View chart
Eaton Corp SHS (ETN)	0.2	$3.0M	+406%	9.5k	313.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.0M	-31%	56k	53.04	View chart
Kinder Morgan (KMI)	0.2	$2.9M	+10%	146k	19.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$2.9M	-15%	103k	27.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.9M	-5%	20k	145.75	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.8M	-3%	37k	76.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.8M	+2%	7.6k	364.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.8M		16k	168.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.7M	+6%	14k	202.89	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$2.7M		37k	73.60	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$2.7M		30k	90.46	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.7M	+133%	51k	53.53	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.6M		22k	114.00	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$2.5M	+197%	6.5k	385.87	View chart
Powershares Actively Managed Var Rate Invt (VRIG)	0.2	$2.5M	+5%	99k	25.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.4M	+2%	33k	74.08	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$2.4M		87k	27.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.3M	-3%	22k	108.70	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$2.3M	+19%	45k	52.20	View chart
Republic Services (RSG)	0.2	$2.3M		12k	194.34	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.3M		20k	117.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.3M	+15%	8.8k	260.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.3M	-2%	8.6k	264.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.3M		26k	88.13	View chart
Visa Com Cl A (V)	0.1	$2.3M	+2%	8.6k	262.46	View chart
Southern Company (SO)	0.1	$2.2M	+4%	29k	77.57	View chart
Broadcom (AVGO)	0.1	$2.2M	-2%	1.4k	1605.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.2M		7.0k	314.23	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.2M	+8%	27k	80.13	View chart
Danaher Corporation (DHR)	0.1	$2.1M		8.6k	249.86	View chart
Shopify Cl A (SHOP)	0.1	$2.1M	+3%	32k	66.05	View chart
Meta Platforms Cl A (META)	0.1	$2.1M	-53%	4.2k	504.19	View chart
S&p Global (SPGI)	0.1	$2.0M		4.5k	446.03	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.0M	-15%	27k	75.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	-6%	17k	118.60	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$2.0M	-39%	40k	50.53	View chart
Tesla Motors (TSLA)	0.1	$2.0M		10k	197.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.0M		11k	182.52	View chart
Home Depot (HD)	0.1	$2.0M	+7%	5.8k	344.22	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$2.0M		36k	55.85	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.9M	+8%	9.7k	197.45	View chart
Walt Disney Company (DIS)	0.1	$1.9M	+8%	19k	99.29	View chart
Lowe's Companies (LOW)	0.1	$1.9M	+5%	8.7k	220.46	View chart
Ford Motor Company (F)	0.1	$1.9M	-3%	152k	12.54	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.9M		25k	74.76	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	+2%	48k	39.77	View chart
Old Dominion Freight Line (ODFL)	0.1	$1.9M		11k	176.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M		16k	119.32	View chart
Oracle Corporation (ORCL)	0.1	$1.9M	+6%	13k	141.20	View chart
ConocoPhillips (COP)	0.1	$1.8M	-3%	16k	114.38	View chart
On Hldg Namen Akt A (ONON)	0.1	$1.8M	-3%	47k	38.80	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$1.8M	-2%	98k	18.51	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.8M		38k	47.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.8M	+21%	71k	25.33	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.8M		26k	68.06	View chart
Elf Beauty (ELF)	0.1	$1.8M	+84%	8.3k	210.72	View chart
Prudential Financial (PRU)	0.1	$1.7M		15k	117.19	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.7M	+23%	35k	49.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	+5%	35k	50.11	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.7M	+16%	33k	50.66	View chart
Ishares Frontier And Sel (FM)	0.1	$1.7M		61k	27.46	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.6M		38k	43.31	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.6M	+90%	16k	100.71	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+8%	10k	162.21	View chart
Merck & Co (MRK)	0.1	$1.6M		13k	123.80	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$1.5M	+123%	9.4k	163.63	View chart
Phillips 66 (PSX)	0.1	$1.5M	+3%	11k	141.17	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.5M	-3%	67k	23.00	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.5M	-4%	33k	46.29	View chart
Diageo Spon Adr New (DEO)	0.1	$1.5M		12k	126.08	View chart
UnitedHealth (UNH)	0.1	$1.5M	-4%	3.0k	509.29	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.5M	+18%	18k	85.66	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$1.5M		26k	59.41	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	+39%	36k	41.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.5M	+20%	18k	81.08	View chart
SYSCO Corporation (SYY)	0.1	$1.5M	+18%	21k	71.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M	-7%	12k	120.98	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.1	$1.4M	NEW	48k	28.94	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M	-3%	30k	45.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+4%	17k	78.33	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M	+2%	10k	128.43	View chart
Fiserv (FI)	0.1	$1.3M	+5%	8.8k	149.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.3M		13k	102.70	View chart
Amgen (AMGN)	0.1	$1.3M		4.2k	312.49	View chart
Qualcomm (QCOM)	0.1	$1.3M	+11%	6.5k	199.19	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.3M		73k	17.67	View chart
Nucor Corporation (NUE)	0.1	$1.3M		8.2k	158.07	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.3M	+29%	28k	45.58	View chart
Fortinet (FTNT)	0.1	$1.2M	+72%	21k	60.27	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.2M	-2%	14k	88.48	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$1.2M	NEW	17k	73.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.2M	+49%	30k	41.11	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$1.2M	-10%	12k	104.52	View chart
Citigroup Com New (C)	0.1	$1.2M		19k	63.46	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.2M		12k	103.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+4%	3.2k	383.19	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.2M	-5%	8.2k	147.92	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.2M		30k	40.43	View chart
Caterpillar (CAT)	0.1	$1.2M	-4%	3.6k	333.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		6.9k	164.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.1M	-40%	11k	100.65	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.1M	+16%	23k	48.74	View chart
United Parcel Service CL B (UPS)	0.1	$1.1M		8.2k	136.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M		2.5k	441.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.1M	-5%	14k	79.93	View chart
Listed Fd Tr Swan Hedged Eqty (HEGD)	0.1	$1.1M	NEW	52k	21.27	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.1M	+17%	27k	40.23	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.1M		18k	61.27	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.1M	-9%	23k	47.98	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		11k	103.91	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$1.1M		17k	64.44	View chart
Entergy Corporation (ETR)	0.1	$1.1M	+3%	10k	107.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M	+4%	3.5k	297.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.0M	+103%	2.2k	467.06	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.0M	+16%	8.6k	121.88	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 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
Regal Investment Advisors 2020 Q2 filed Aug. 3, 2020

View all past filings

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