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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, MSFT, QQQ, AAPL, ITOT, and represent 12.25% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: HEFA (+$13M), JAAA (+$10M), BUFF (+$9.7M), EDOW (+$8.0M), GOVT (+$8.0M), FYT (+$6.9M), DYNF (+$6.6M), PWB (+$6.3M), NFTY (+$6.3M), GTO (+$5.7M).
Started 125 new stock positions in IEF, BOWL, VRIG, ALL, APRT, ON, ELF, UTG, GOLD, MOH.
Reduced shares in these 10 stocks: IVV (-$14M), IQLT (-$9.5M), QQQ (-$7.6M), SPEM (-$6.5M), IJS (-$6.3M), FTA (-$5.8M), FXO (-$5.5M), VCLT (-$5.0M), VYMI, IEI.
Sold out of its positions in AGL, BABA, BERY, Canopy Gro, DHY, CCI, DFS, DPZ, LMBS, QDEC.
Regal Investment Advisors was a net buyer of stock by $91M.
Regal Investment Advisors has $1.5B in assets under management (AUM), dropping by 23.12%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 581 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Regal Investment Advisors has 581 total positions. Only the first 250 positions are shown.

Sign up to view all of the Regal Investment Advisors March 31, 2024 positions
Download the Regal Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.1	$75M	-15%	143k	525.73	View chart
Microsoft Corporation (MSFT)	2.0	$29M		68k	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$28M	-21%	62k	444.01	View chart
Apple (AAPL)	1.6	$24M		141k	171.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$23M	-12%	203k	115.30	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.6	$23M	-2%	356k	64.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$22M		43k	523.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$21M	+7%	191k	108.92	View chart
Abbvie (ABBV)	1.3	$19M	-6%	106k	182.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$19M		221k	85.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$19M	-10%	231k	80.63	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$17M	-2%	50k	344.20	View chart
NVIDIA Corporation (NVDA)	1.1	$17M	-11%	18k	903.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.1	$16M	+429%	450k	34.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$15M	+10%	143k	103.79	View chart
Procter & Gamble Company (PG)	1.0	$15M	-7%	90k	162.25	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.0	$14M	+18%	132k	106.49	View chart
Johnson & Johnson (JNJ)	0.9	$14M		85k	158.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$13M		266k	50.17	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$13M	+2%	291k	45.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$13M	-7%	28k	480.70	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.9	$13M	+281%	314k	41.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$13M	+10%	118k	110.52	View chart
Amazon (AMZN)	0.9	$13M	+2%	72k	180.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$13M	-10%	69k	182.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$12M	+26%	74k	164.35	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$11M	+244%	493k	22.77	View chart
Emerson Electric (EMR)	0.7	$11M	-3%	96k	113.42	View chart
Altria (MO)	0.7	$11M	+13%	242k	43.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$10M	-29%	318k	32.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$10M	NEW	199k	50.74	View chart
Verizon Communications (VZ)	0.6	$9.2M	+19%	220k	41.96	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.6	$9.2M		373k	24.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$9.1M	-19%	212k	42.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$8.8M	+56%	119k	74.22	View chart
Medtronic SHS (MDT)	0.6	$8.8M		101k	87.15	View chart
Chevron Corporation (CVX)	0.6	$8.5M		54k	157.74	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.6	$8.5M		148k	57.23	View chart
AFLAC Incorporated (AFL)	0.6	$8.5M	-5%	98k	85.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$8.4M	+2%	110k	76.19	View chart
McDonald's Corporation (MCD)	0.6	$8.3M		29k	281.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$8.1M	+33%	19k	420.52	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.5	$8.0M	NEW	233k	34.44	View chart
Target Corporation (TGT)	0.5	$7.8M	+7%	44k	177.21	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$7.7M	+12%	71k	107.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$7.7M	+2%	184k	41.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$7.6M	+4%	29k	259.90	View chart
Pfizer (PFE)	0.5	$7.3M	+24%	263k	27.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$7.2M	+2%	204k	35.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.2M	+7%	48k	150.93	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$7.0M		170k	41.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.0M	+14%	46k	152.26	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.5	$6.9M	NEW	128k	54.33	View chart
Builders FirstSource (BLDR)	0.5	$6.9M	+40%	33k	208.55	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$6.8M		395k	17.32	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.5	$6.8M	-41%	162k	42.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$6.7M	+349%	111k	60.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$6.6M	+67%	79k	84.44	View chart
At&t (T)	0.5	$6.6M	-6%	375k	17.60	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$6.6M	NEW	148k	44.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$6.4M	+21%	74k	86.48	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$6.3M	NEW	71k	89.29	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.4	$6.3M	NEW	110k	56.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.2M	-6%	81k	76.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$6.1M	+4%	39k	155.91	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.1M	+29%	31k	200.30	View chart
Diamondback Energy (FANG)	0.4	$6.0M	+19%	30k	198.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$6.0M		25k	235.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$5.8M	+48%	101k	57.86	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.4	$5.7M	NEW	123k	46.81	View chart
Toll Brothers (TOL)	0.4	$5.7M	+25%	44k	129.37	View chart
CVS Caremark Corporation (CVS)	0.4	$5.6M	+18%	71k	79.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$5.5M		56k	97.94	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.4	$5.5M	NEW	96k	56.68	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.4	$5.4M	+322%	117k	45.79	View chart
Fidelity National Information Services (FIS)	0.4	$5.3M	+56%	72k	74.18	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$5.3M	+1842%	52k	101.57	View chart
Consolidated Edison (ED)	0.4	$5.3M	-5%	58k	90.81	View chart
Waste Management (WM)	0.4	$5.2M		25k	213.15	View chart
Coca-Cola Company (KO)	0.4	$5.1M	+3%	84k	61.18	View chart
EOG Resources (EOG)	0.3	$5.1M	+691%	40k	127.84	View chart
Corpay Com Shs	0.3	$5.1M	NEW	17k	308.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.0M	+318%	27k	186.82	View chart
Costco Wholesale Corporation (COST)	0.3	$5.0M	+6%	6.9k	732.61	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$5.0M	-31%	48k	103.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.0M	+36%	20k	249.87	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$4.9M	NEW	126k	39.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.9M	+768%	53k	92.72	View chart
Wal-Mart Stores (WMT)	0.3	$4.8M	+226%	80k	60.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$4.7M	-24%	58k	81.78	View chart
Pepsi (PEP)	0.3	$4.7M	+8%	27k	175.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$4.6M	+18%	135k	34.29	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$4.6M	+2%	22k	205.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$4.5M	+14%	33k	135.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$4.5M	-47%	82k	54.40	View chart
Cisco Systems (CSCO)	0.3	$4.4M	+23%	89k	49.91	View chart
Generac Holdings (GNRC)	0.3	$4.4M	+44%	35k	126.14	View chart
Meta Platforms Cl A (META)	0.3	$4.4M	+39%	9.0k	485.56	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.3M	+8%	47k	92.42	View chart
Capri Holdings SHS (CPRI)	0.3	$4.3M	+22%	94k	45.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$4.2M	+51%	44k	94.41	View chart
La-Z-Boy Incorporated (LZB)	0.3	$4.1M		110k	37.62	View chart
Eli Lilly & Co. (LLY)	0.3	$4.1M	+55%	5.3k	777.92	View chart
CBOE Holdings (CBOE)	0.3	$4.1M	+8%	22k	183.73	View chart
Cme (CME)	0.3	$4.1M	+26%	19k	215.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.0M	+7%	18k	228.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$4.0M	+3%	78k	51.06	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.3	$4.0M	+13%	90k	44.23	View chart
Cincinnati Financial Corporation (CINF)	0.3	$3.9M	-5%	31k	124.17	View chart
American Electric Power Company (AEP)	0.3	$3.9M	-4%	45k	86.10	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$3.9M	-38%	100k	38.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$3.8M	-56%	55k	68.80	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.8M	+3%	39k	96.71	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$3.7M	NEW	73k	51.60	View chart
3M Company (MMM)	0.3	$3.7M	+15%	35k	106.07	View chart
Expedia Group Com New (EXPE)	0.3	$3.7M	+19%	27k	137.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.6M		18k	205.72	View chart
Kimberly-Clark Corporation (KMB)	0.2	$3.6M	-4%	28k	129.35	View chart
ON Semiconductor (ON)	0.2	$3.6M	NEW	49k	73.55	View chart
International Business Machines (IBM)	0.2	$3.5M	+6%	19k	190.96	View chart
Automatic Data Processing (ADP)	0.2	$3.5M		14k	249.74	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.2	$3.5M	NEW	71k	49.05	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$3.4M		36k	95.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$3.3M	+67%	51k	65.65	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$3.3M	-5%	66k	50.56	View chart
Lam Research Corporation (LRCX)	0.2	$3.2M	+66%	3.3k	971.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$3.2M	NEW	121k	26.50	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$3.2M	-8%	46k	69.67	View chart
Clorox Company (CLX)	0.2	$3.2M	+5%	21k	153.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.2M	-43%	38k	83.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.1M	+68%	21k	147.73	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.0M	+37%	15k	208.27	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.0M	+6%	48k	63.33	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$3.0M	+12%	47k	63.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M	+34%	26k	116.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.9M	+21%	18k	162.86	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.9M	+74%	38k	76.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.9M	-23%	31k	94.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.9M	NEW	50k	57.57	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$2.8M	-66%	37k	76.38	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$2.8M	-63%	30k	93.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.8M		16k	175.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$2.8M	+371%	100k	27.96	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.7M	+3%	22k	121.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.7M	+29%	13k	210.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.5M		7.4k	337.06	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$2.5M	+11%	89k	27.95	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.5M		22k	110.21	View chart
Barrick Gold Corp (GOLD)	0.2	$2.5M	NEW	148k	16.64	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$2.5M	-67%	31k	78.23	View chart
Kinder Morgan (KMI)	0.2	$2.4M	+3%	132k	18.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.4M	+32%	32k	75.98	View chart
Shopify Cl A (SHOP)	0.2	$2.4M	-4%	31k	77.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.3M	-3%	26k	90.44	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.2	$2.3M	NEW	93k	25.09	View chart
Visa Com Cl A (V)	0.2	$2.3M		8.3k	279.07	View chart
Old Dominion Freight Line (ODFL)	0.2	$2.3M	+229%	11k	219.31	View chart
Republic Services (RSG)	0.2	$2.3M	-33%	12k	191.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$2.3M	-5%	20k	116.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.2M	-4%	18k	120.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.2M	+13%	8.8k	247.40	View chart
Walt Disney Company (DIS)	0.1	$2.2M		18k	122.36	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.1	$2.1M	-38%	47k	45.77	View chart
Pioneer Natural Resources (PXD)	0.1	$2.1M	-36%	8.1k	262.50	View chart
ConocoPhillips (COP)	0.1	$2.1M		17k	127.28	View chart
Danaher Corporation (DHR)	0.1	$2.1M	+81%	8.4k	249.73	View chart
Lowe's Companies (LOW)	0.1	$2.1M	-15%	8.2k	254.72	View chart
Ford Motor Company (F)	0.1	$2.1M	-2%	157k	13.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.1M	+7%	11k	191.89	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$2.1M	+2%	36k	57.93	View chart
Home Depot (HD)	0.1	$2.1M	+10%	5.4k	383.59	View chart
Southern Company (SO)	0.1	$2.0M		28k	71.74	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.0M	NEW	38k	52.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.0M	+522%	6.9k	286.63	View chart
S&p Global (SPGI)	0.1	$1.9M	+71%	4.5k	425.47	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$1.9M	-53%	100k	18.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.9M	+5%	19k	100.54	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$1.9M	+2%	26k	72.96	View chart
Broadcom (AVGO)	0.1	$1.9M	-11%	1.4k	1325.04	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.8M	+24%	26k	71.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.8M	-61%	16k	114.96	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.8M		25k	73.15	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$1.8M	+2%	38k	47.44	View chart
Prudential Financial (PRU)	0.1	$1.8M	+356%	15k	117.40	View chart
Diageo Spon Adr New (DEO)	0.1	$1.8M	+97%	12k	148.74	View chart
Tesla Motors (TSLA)	0.1	$1.8M	+26%	10k	175.79	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	-9%	46k	37.92	View chart
Ishares Frontier And Sel (FM)	0.1	$1.7M	+5%	61k	28.65	View chart
Phillips 66 (PSX)	0.1	$1.7M	-6%	11k	163.35	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.7M	+8%	9.0k	190.69	View chart
On Hldg Namen Akt A (ONON)	0.1	$1.7M	+90%	48k	35.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M	+13%	7.6k	224.98	View chart
Merck & Co (MRK)	0.1	$1.7M	-3%	13k	131.95	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	+14%	9.3k	180.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	+6%	33k	50.60	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$1.6M	-77%	34k	47.52	View chart
Nucor Corporation (NUE)	0.1	$1.6M	-8%	8.2k	197.91	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.6M	+2%	38k	41.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	-11%	13k	123.18	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+2%	12k	125.61	View chart
UnitedHealth (UNH)	0.1	$1.5M	-3%	3.1k	494.64	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.5M	+8%	69k	21.99	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$1.5M	+13%	26k	57.41	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.5M	-75%	29k	50.69	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$1.4M	-76%	13k	109.59	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M	+7%	31k	45.61	View chart
SYSCO Corporation (SYY)	0.1	$1.4M	-18%	17k	81.18	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.4M	+21%	28k	49.70	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	+167%	26k	54.23	View chart
Caterpillar (CAT)	0.1	$1.4M	+2%	3.7k	366.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+18%	58k	23.01	View chart
Fifth Third Ban (FITB)	0.1	$1.3M	-3%	36k	37.21	View chart
Fiserv (FI)	0.1	$1.3M		8.3k	159.82	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.3M	NEW	13k	105.03	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M	+3%	10k	130.73	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.3M	+6%	73k	17.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+8%	16k	79.86	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.3M	-43%	12k	110.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.3M	+21%	14k	89.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M	+72%	15k	84.09	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.2M	NEW	8.6k	142.58	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.2M	+159%	15k	81.66	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	+9%	8.2k	148.64	View chart
Citigroup Com New (C)	0.1	$1.2M	-35%	19k	63.24	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M	-3%	2.5k	481.60	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.2M	+4%	30k	40.79	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	+7%	11k	113.66	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.2M	-57%	25k	47.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.2M	-75%	15k	80.51	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.2M	+8%	12k	100.81	View chart
Amgen (AMGN)	0.1	$1.2M	+20%	4.1k	284.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	+43%	6.8k	169.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M	-84%	11k	102.76	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$1.1M	+9%	17k	68.49	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$1.1M	+48%	2.2k	522.88	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	-67%	22k	51.60	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.1M	+476%	18k	61.90	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.0M	NEW	3.9k	265.12	View chart
Entergy Corporation (ETR)	0.1	$1.0M	+10%	9.7k	105.68	View chart
GSK Sponsored Adr (GSK)	0.1	$1.0M	-5%	24k	42.87	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$1.0M	-53%	43k	23.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$999k	+16%	22k	46.00	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$992k	+44%	20k	50.10	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$990k	NEW	43k	23.23	View chart
Qualcomm (QCOM)	0.1	$989k	-30%	5.8k	169.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$988k	+85%	24k	42.01	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$983k	+14%	38k	25.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$976k	+15%	3.4k	287.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$973k	+111%	3.0k	320.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$968k	+38%	9.9k	97.53	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 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
Regal Investment Advisors 2020 Q1 filed May 12, 2020

View all past filings

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