Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025

Regal Investment Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 481 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.9M, Invesco Qqq Trust, Series 1 with a value of $34.2M, Spdr S&P 500 ETF Trust with a value of $28.4M, Schwab Strategic Tr Us Dividen with a value of $26.4M, and Microsoft Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $78M in the current position value, from $1.21B to 1.29B.

Regal Investment Advisors LLC is based out at Kentwood, MI

Below you can find more details about Regal Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Billion
ETFs: $868 Million
Technology: $116 Million
Healthcare: $57.1 Million
Consumer Defensive: $53.8 Million
Financial Services: $46.1 Million
Consumer Cyclical: $35.1 Million
Industrials: $34.2 Million
Communication Services: $30.4 Million
Other: $47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69.9 Million 5.41% of portfolio
112,526
Q2 2025 Reduced 13.94%
$0
$34.2 Million 2.65% of portfolio
61,997
Q2 2025 Added 0.65%
$0
$28.4 Million 2.2% of portfolio
45,958
Q2 2025 Reduced 0.77%
$0
$26.4 Million 2.04% of portfolio
996,545
Q2 2025 Added 3.39%
$3.95T
$25.7 Million 1.98% of portfolio
51,573
Q2 2025 Added 9.29%
$3.69T
$25.5 Million 1.97% of portfolio
124,099
Q2 2025 Added 0.16%
$0
$23.5 Million 1.82% of portfolio
258,284
Q2 2025 Added 0.23%
$0
$22.9 Million 1.77% of portfolio
209,214
Q2 2025 Added 1.48%
$0
$20.8 Million 1.61% of portfolio
47,459
Q2 2025 Added 2.1%
$0
$19.7 Million 1.52% of portfolio
426,073
Q2 2025 Reduced 2.85%
$456B
$18.2 Million 1.41% of portfolio
115,428
Q2 2025 Reduced 15.04%
$0
$17.5 Million 1.35% of portfolio
95,707
Q2 2025 Added 1.16%
$0
$16 Million 1.24% of portfolio
281,192
Q2 2025 Reduced 1.77%
$351B
$14.6 Million 1.13% of portfolio
78,719
Q2 2025 Added 1.08%
$0
$14.3 Million 1.11% of portfolio
130,213
Q2 2025 Reduced 6.53%
$0
$13.7 Million 1.06% of portfolio
216,033
Q2 2025 Added 51.45%
$0
$12.6 Million 0.97% of portfolio
103,595
Q2 2025 Reduced 3.42%
$0
$12.6 Million 0.97% of portfolio
410,639
Q2 2025 Reduced 0.66%
$368B
$11.8 Million 0.92% of portfolio
74,246
Q2 2025 Added 2.09%
$0
$11.8 Million 0.91% of portfolio
216,509
Q2 2025 Added 6.31%
$0
$11.1 Million 0.86% of portfolio
56,553
Q2 2025 Added 17.15%
$0
$10.9 Million 0.85% of portfolio
220,924
Q2 2025 Added 1.85%
$452B
$10.9 Million 0.84% of portfolio
71,048
Q2 2025 Added 1.65%
$0
$10.4 Million 0.8% of portfolio
124,634
Q2 2025 Added 10.35%
$0
$10.3 Million 0.8% of portfolio
87,869
Q2 2025 Added 0.4%
$0
$10 Million 0.77% of portfolio
32,937
Q2 2025 Added 0.73%
$0
$9.86 Million 0.76% of portfolio
54,145
Q2 2025 Added 1.28%
$0
$9.86 Million 0.76% of portfolio
166,463
Q2 2025 Added 0.56%
$0
$9.62 Million 0.74% of portfolio
120,133
Q2 2025 Added 2.44%
$0
$9.18 Million 0.71% of portfolio
16,156
Q2 2025 Added 5.12%
$118B
$8.95 Million 0.69% of portfolio
152,687
Q2 2025 Added 5.65%
$78.6B
$8.49 Million 0.66% of portfolio
63,706
Q2 2025 Added 1.84%
$0
$8.36 Million 0.65% of portfolio
262,842
Q2 2025 Added 6.11%
$0
$8.36 Million 0.65% of portfolio
80,020
Q2 2025 Reduced 1.83%
$203B
$8.29 Million 0.64% of portfolio
286,447
Q2 2025 Added 3.82%
$2.26T
$8.16 Million 0.63% of portfolio
37,193
Q2 2025 Added 3.85%
$0
$8.18 Million 0.63% of portfolio
131,708
Q2 2025 Added 1.98%
$0
$8.06 Million 0.62% of portfolio
150,184
Q2 2025 Added 89.65%
$122B
$7.92 Million 0.61% of portfolio
90,912
Q2 2025 Added 0.3%
$302B
$7.73 Million 0.6% of portfolio
54,006
Q2 2025 Added 8.07%
$138B
$7.6 Million 0.59% of portfolio
313,582
Q2 2025 Added 8.67%
$182B
$7.46 Million 0.58% of portfolio
172,388
Q2 2025 Reduced 15.6%
$0
$7.56 Million 0.58% of portfolio
26,584
Q2 2025 Reduced 0.11%
$0
$7.41 Million 0.57% of portfolio
72,900
Q2 2025 Added 27.42%
$0
$7.25 Million 0.56% of portfolio
154,613
Q2 2025 Added 2.78%
$0
$7.08 Million 0.55% of portfolio
71,356
Q2 2025 Reduced 0.31%
$0
$6.97 Million 0.54% of portfolio
25,873
Q2 2025 Added 1.17%
$0
$6.82 Million 0.53% of portfolio
167,645
Q2 2025 Added 2.66%
$210B
$6.82 Million 0.53% of portfolio
23,128
Q2 2025 Added 11.24%

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $1.29 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 213 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email