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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, SPY, SCHD, and represent 12.16% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFG (+$8.3M), IVV (+$7.2M), GOVT (+$5.9M), IDEF (+$5.7M), BLCR (+$5.6M), VIXM, SHV, ZM, MSFT, IUSB.
Started 97 new stock positions in SOLS, DFEB, JCI, HYS, GEM, SPDW, SCHZ, BABA, SGOV, VFMV.
Reduced shares in these 10 stocks: OEF (-$12M), MU, ITA, IAU, DYNF, SCHD, EMB, GSLC, XYLD, MGK.
Sold out of its positions in ALDX, ABEV, CALM, GTLS, Co Diagnostics, CPRT, QTUM, ECG, EMQQ, CIBR.
Regal Investment Advisors was a net buyer of stock by $70M.
Regal Investment Advisors has $1.7B in assets under management (AUM), dropping by 3.57%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 653 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Regal Investment Advisors has 653 total positions. Only the first 250 positions are shown.

Sign up to view all of the Regal Investment Advisors March 31, 2026 positions
Download the Regal Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.1	$88M	+8%	135k	653.21	View chart
Apple (AAPL)	1.9	$32M		127k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$32M		55k	577.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$30M	-2%	47k	650.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$28M	-5%	909k	30.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$27M	+4%	245k	108.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$25M		272k	92.76	View chart
NVIDIA Corporation (NVDA)	1.3	$23M		133k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$23M	+5%	53k	436.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$23M	+9%	493k	46.19	View chart
Microsoft Corporation (MSFT)	1.3	$22M	+10%	60k	370.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$20M	-3%	313k	64.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$20M	-6%	95k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$19M	+8%	169k	113.11	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$18M	-7%	253k	69.75	View chart
Johnson & Johnson (JNJ)	1.0	$17M	-3%	69k	244.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$17M	-12%	285k	58.18	View chart
Abbvie (ABBV)	0.9	$16M		72k	217.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$15M		122k	124.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$15M	+3%	203k	74.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$15M	+5%	166k	90.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.8	$14M	-4%	152k	94.24	View chart
Chevron Corporation (CVX)	0.8	$14M	+6%	65k	206.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$13M	+3%	42k	320.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$13M	-2%	236k	54.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$12M		58k	215.06	View chart
Verizon Communications (VZ)	0.7	$11M	+8%	228k	50.20	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$11M	+10%	104k	106.15	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$11M		87k	125.93	View chart
Pfizer (PFE)	0.6	$11M	+5%	387k	28.08	View chart
Procter & Gamble Company (PG)	0.6	$11M		74k	144.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$11M	+6%	316k	33.77	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$11M	+2%	174k	60.44	View chart
At&t (T)	0.6	$10M	+4%	360k	28.99	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$10M	-14%	82k	125.13	View chart
Wal-Mart Stores (WMT)	0.6	$10M		80k	124.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$9.9M	+7%	52k	191.81	View chart
Altria (MO)	0.6	$9.8M		149k	65.99	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.6	$9.6M		137k	69.71	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$9.5M	+162%	413k	22.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.3M		16k	597.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$9.2M	+7%	39k	239.99	View chart
Emerson Electric (EMR)	0.5	$9.2M		70k	131.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$9.2M	+969%	82k	111.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$9.1M	+2%	49k	184.28	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.9M	+18%	52k	169.66	View chart
Medtronic SHS (MDT)	0.5	$8.8M	+2%	102k	86.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$8.4M	+18%	148k	56.79	View chart
Amazon (AMZN)	0.5	$8.4M	+4%	40k	208.27	View chart
International Business Machines (IBM)	0.5	$8.4M	+5%	35k	242.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$8.3M	-13%	83k	100.72	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$8.2M	+5%	247k	32.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$8.0M	+18%	103k	78.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$8.0M		175k	45.87	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$8.0M	+4%	171k	46.83	View chart
Coca-Cola Company (KO)	0.5	$8.0M		105k	76.05	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$7.7M	+10%	212k	36.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$7.6M		18k	430.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$7.6M	+2%	57k	132.90	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$7.6M	-2%	99k	76.54	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$7.4M	-2%	165k	44.85	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$7.4M		78k	94.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$7.3M	+5%	29k	257.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$7.3M	+3%	241k	30.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.2M	+7%	72k	99.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$7.1M	+2%	156k	45.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$6.9M	+5%	24k	287.56	View chart
Costco Wholesale Corporation (COST)	0.4	$6.7M	+25%	6.7k	996.36	View chart
McDonald's Corporation (MCD)	0.4	$6.5M		21k	310.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$6.4M	+8%	72k	88.70	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$6.4M	+6%	263k	24.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.4M	-6%	94k	67.53	View chart
AFLAC Incorporated (AFL)	0.4	$6.2M	-4%	56k	109.71	View chart
Duke Energy Corp Com New (DUK)	0.4	$6.1M	+2%	47k	130.94	View chart
Cincinnati Financial Corporation (CINF)	0.3	$6.0M	+2%	38k	157.35	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$6.0M		26k	234.03	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$5.8M	-7%	113k	51.93	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$5.8M	+10%	95k	61.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.8M	+10%	20k	286.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$5.8M	-6%	117k	49.37	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$5.7M	NEW	175k	32.72	View chart
Proshares Tr Ii Vix Mdtrm Futr N (VIXM)	0.3	$5.7M	+661%	333k	17.15	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.3	$5.6M	NEW	136k	41.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$5.4M		25k	217.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.3M	-8%	181k	29.13	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$5.3M	+5%	103k	50.95	View chart
Waste Management (WM)	0.3	$5.2M	+9%	23k	229.79	View chart
Royalty Pharma Shs Class A (RPRX)	0.3	$5.1M	-5%	107k	47.97	View chart
Target Corporation (TGT)	0.3	$5.1M		42k	121.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.1M		17k	294.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.0M		18k	287.19	View chart
Cisco Systems (CSCO)	0.3	$5.0M	+4%	65k	77.59	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$4.9M	+2%	118k	41.96	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$4.9M	+10%	98k	50.04	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$4.9M		192k	25.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.9M	+2%	10k	479.18	View chart
SLB Com Stk (SLB)	0.3	$4.8M		93k	51.39	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$4.8M		91k	52.56	View chart
Pepsi (PEP)	0.3	$4.7M	+5%	31k	155.29	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$4.7M	+175%	43k	110.39	View chart
Broadcom (AVGO)	0.3	$4.6M		15k	309.50	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.3	$4.6M	+2%	247k	18.71	View chart
American Electric Power Company (AEP)	0.3	$4.6M	+5%	35k	131.08	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$4.5M		31k	145.79	View chart
Barrick Mng Corp Com Shs (B)	0.3	$4.5M		109k	40.79	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.3	$4.4M	+3%	88k	50.27	View chart
EOG Resources (EOG)	0.2	$4.2M	-7%	29k	144.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$4.2M	-10%	82k	51.78	View chart
Old Dominion Freight Line (ODFL)	0.2	$4.2M		22k	195.40	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$4.2M	+2%	64k	65.69	View chart
Diamondback Energy (FANG)	0.2	$4.1M	-16%	21k	197.79	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$4.1M		43k	95.72	View chart
Corpay Com Shs (CPAY)	0.2	$4.0M		14k	290.99	View chart
Toll Brothers (TOL)	0.2	$4.0M		29k	136.47	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$3.9M	+18%	100k	39.43	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$3.9M		160k	24.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.9M	+19%	17k	237.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.9M	+19%	12k	337.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$3.9M	+84%	35k	112.11	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$3.8M	-5%	152k	25.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.7M		8.7k	426.40	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$3.7M	-4%	75k	49.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.7M	-77%	12k	318.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.7M	-3%	47k	77.11	View chart
Entergy Corporation (ETR)	0.2	$3.6M	+17%	33k	112.36	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$3.6M		31k	119.36	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$3.6M	+5%	133k	27.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.5M	+7%	19k	191.91	View chart
La-Z-Boy Incorporated (LZB)	0.2	$3.5M		110k	32.14	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$3.5M		22k	159.61	View chart
Consolidated Edison (ED)	0.2	$3.4M	-2%	30k	113.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.4M	+26%	13k	261.90	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.4M	-2%	17k	205.80	View chart
Eli Lilly & Co. (LLY)	0.2	$3.4M	+9%	3.7k	919.67	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.2	$3.4M	-5%	46k	74.67	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+12%	5.9k	572.14	View chart
Anthem (ELV)	0.2	$3.3M		11k	292.75	View chart
Merck & Co (MRK)	0.2	$3.2M		27k	120.29	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.2	$3.2M	+2%	129k	24.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.1M	+37%	21k	148.10	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$3.1M	+6%	38k	81.98	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$3.0M	-9%	5.8k	522.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.0M	-49%	34k	88.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$3.0M	-3%	57k	52.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$3.0M	+3%	18k	161.73	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$3.0M	+4%	20k	146.61	View chart
Constellation Energy (CEG)	0.2	$2.9M	+79%	11k	279.24	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.9M	-10%	32k	91.77	View chart
Fidelity National Information Services (FIS)	0.2	$2.8M	+5%	60k	46.91	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.8M	+4%	13k	213.66	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$2.8M	+76%	31k	91.64	View chart
Builders FirstSource (BLDR)	0.2	$2.8M		34k	82.33	View chart
Kinder Morgan (KMI)	0.2	$2.8M		83k	33.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.8M		15k	181.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.7M		32k	82.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.7M	+2%	26k	103.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.7M		31k	87.84	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.7M		24k	110.86	View chart
Visa Com Cl A (V)	0.2	$2.7M	+46%	8.8k	302.25	View chart
Brown Forman Corp CL B (BF.B)	0.2	$2.7M	+99%	101k	26.44	View chart
FactSet Research Systems (FDS)	0.2	$2.6M	+63%	12k	216.98	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.6M	+2%	6.9k	383.40	View chart
Generac Holdings (GNRC)	0.2	$2.6M	-14%	14k	195.33	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$2.6M	+16%	49k	53.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.6M		46k	56.68	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$2.6M		28k	93.66	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$2.6M		28k	92.35	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$2.5M	+66%	55k	45.80	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.5M	-37%	59k	43.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.5M	+2%	27k	92.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.5M		59k	42.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.5M		24k	102.25	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$2.5M	-8%	68k	36.15	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$2.5M	+11%	53k	46.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.4M	+4%	80k	30.50	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$2.4M	-22%	55k	44.57	View chart
Zoetis Cl A (ZTS)	0.1	$2.4M		20k	118.21	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.1	$2.4M	-11%	30k	81.63	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$2.4M	+2%	24k	98.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$2.3M	-2%	42k	55.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.3M	-20%	47k	49.95	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.1	$2.3M	+4%	58k	39.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.2M		16k	141.42	View chart
Zoom Communications Cl A (ZM)	0.1	$2.2M	NEW	28k	80.39	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$2.2M	+2%	46k	47.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.2M	-4%	11k	196.20	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$2.2M	-2%	48k	45.52	View chart
Tesla Motors (TSLA)	0.1	$2.2M	+2%	5.9k	371.77	View chart
Southern Company (SO)	0.1	$2.2M	+2%	23k	96.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.1M	+6%	22k	97.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.1M	-2%	9.9k	213.67	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.1M		22k	96.47	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$2.1M	-5%	9.7k	215.98	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.1M	+6%	27k	78.41	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	-2%	43k	48.75	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.1M	+63%	49k	42.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.0M	+90%	28k	73.64	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$2.0M	+18%	41k	49.49	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.0M	+15%	18k	108.98	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.1	$2.0M	+3%	40k	49.43	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M	-7%	14k	135.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.9M	+17%	3.8k	499.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.9M	+15%	22k	86.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.8M	+6%	39k	46.95	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.8M	+12%	19k	97.91	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.8M	-10%	26k	70.27	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.8M	-15%	27k	68.14	View chart
Cme (CME)	0.1	$1.8M	+12%	6.1k	295.35	View chart
Clorox Company (CLX)	0.1	$1.8M	-2%	17k	103.63	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$1.8M	+63%	49k	36.06	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	+10%	8.7k	203.42	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.8M	+3%	12k	144.70	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$1.7M	NEW	44k	39.68	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.1	$1.7M		26k	66.12	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.7M	-2%	48k	35.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.7M	-9%	21k	82.57	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.7M		19k	89.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	-7%	33k	49.89	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$1.6M	+4%	66k	24.80	View chart
Lowe's Companies (LOW)	0.1	$1.6M	-2%	6.9k	236.28	View chart
Automatic Data Processing (ADP)	0.1	$1.6M		8.0k	203.19	View chart
Abbott Laboratories (ABT)	0.1	$1.6M	+16%	16k	102.67	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$1.6M	+6%	33k	49.59	View chart
AECOM Technology Corporation (ACM)	0.1	$1.6M		19k	84.82	View chart
Etf Ser Solutions Aptus Deferred I (DEFR)	0.1	$1.6M	+2%	60k	26.60	View chart
Amgen (AMGN)	0.1	$1.6M	-11%	4.4k	351.87	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.6M	NEW	32k	49.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M	-8%	10k	151.41	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$1.5M	-10%	22k	70.14	View chart
Oneok (OKE)	0.1	$1.5M	+21%	17k	90.39	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	+45%	5.3k	283.79	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	+2%	8.9k	164.57	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.5M	-33%	31k	46.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	+6%	5.8k	247.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M	-2%	2.1k	697.83	View chart
Caterpillar (CAT)	0.1	$1.4M		2.0k	708.54	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	+9%	9.6k	147.11	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.4M	+13%	6.9k	203.78	View chart
Marriott Intl Cl A (MAR)	0.1	$1.4M	NEW	4.2k	327.03	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.4M	+6%	59k	22.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.4M	+81%	26k	53.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M	-16%	3.4k	390.42	View chart
Walt Disney Company (DIS)	0.1	$1.3M	-2%	14k	96.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	+7%	4.4k	302.26	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.3M		11k	115.24	View chart
Expedia Group Com New (EXPE)	0.1	$1.3M	+8%	5.6k	230.89	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.3M		27k	48.32	View chart
Amphenol Corp Cl A (APH)	0.1	$1.3M		10k	126.35	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.1	$1.3M	+3%	50k	25.50	View chart
Prudential Financial (PRU)	0.1	$1.2M		13k	97.69	View chart

Past Filings by Regal Investment Advisors

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

Regal Investment Advisors 2026 Q1 filed May 14, 2026
Regal Investment Advisors 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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