Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025

Regal Investment Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 460 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 $73.5M, Invesco Qqq Trust, Series 1 with a value of $28.9M, Apple Inc. with a value of $27.5M, Schwab Strategic Tr Us Dividen with a value of $27M, and Spdr S&P 500 ETF Trust with a value of $25.9M.

Examining the 13F form we can see an decrease of $87.6M in the current position value, from $1.3B to 1.21B.

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 $1.21 Billion
ETFs: $807 Million
Technology: $94.9 Million
Healthcare: $58.1 Million
Consumer Defensive: $54.4 Million
Financial Services: $45 Million
Consumer Cyclical: $36.6 Million
Industrials: $31 Million
Communication Services: $29.2 Million
Other: $53.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.5 Million 6.05% of portfolio
130,756
Q1 2025 Reduced 0.87%
$0
$28.9 Million 2.38% of portfolio
61,595
Q1 2025 Reduced 4.86%
$3.45T
$27.5 Million 2.27% of portfolio
123,901
Q1 2025 Reduced 3.57%
$0
$27 Million 2.22% of portfolio
963,901
Q1 2025 Added 22.97%
$0
$25.9 Million 2.13% of portfolio
46,314
Q1 2025 Added 10.6%
$0
$23.1 Million 1.9% of portfolio
257,687
Q1 2025 Added 4.85%
$0
$22.4 Million 1.85% of portfolio
206,168
Q1 2025 Reduced 0.05%
$0
$20.2 Million 1.66% of portfolio
438,552
Q1 2025 Added 1.79%
$3.77T
$17.7 Million 1.46% of portfolio
47,190
Q1 2025 Reduced 16.55%
$0
$17.2 Million 1.42% of portfolio
46,485
Q1 2025 Added 3.05%
$331B
$16.3 Million 1.34% of portfolio
77,877
Q1 2025 Reduced 32.15%
$0
$16.2 Million 1.33% of portfolio
94,610
Q1 2025 Reduced 0.68%
$416B
$14.7 Million 1.21% of portfolio
135,864
Q1 2025 Added 15.45%
$0
$14.6 Million 1.2% of portfolio
286,251
Q1 2025 Reduced 3.8%
$0
$12.9 Million 1.06% of portfolio
122,998
Q1 2025 Added 0.97%
$0
$12.9 Million 1.06% of portfolio
139,313
Q1 2025 Added 4.36%
$375B
$12.4 Million 1.02% of portfolio
72,726
Q1 2025 Reduced 25.24%
$0
$11.8 Million 0.97% of portfolio
107,259
Q1 2025 Reduced 15.33%
$439B
$11.6 Million 0.95% of portfolio
69,895
Q1 2025 Reduced 23.13%
$0
$9.93 Million 0.82% of portfolio
203,651
Q1 2025 Added 4.21%
$0
$9.82 Million 0.81% of portfolio
216,917
Q1 2025 Added 13.51%
$0
$9.74 Million 0.8% of portfolio
53,459
Q1 2025 Reduced 21.91%
$0
$9.2 Million 0.76% of portfolio
48,275
Q1 2025 Added 47.11%
$180B
$9.27 Million 0.76% of portfolio
204,258
Q1 2025 Reduced 18.15%
$0
$9.08 Million 0.75% of portfolio
165,535
Q1 2025 Added 4.14%
$0
$8.99 Million 0.74% of portfolio
32,699
Q1 2025 Added 6.23%
$0
$8.64 Million 0.71% of portfolio
117,270
Q1 2025 Added 159.22%
$0
$8.59 Million 0.71% of portfolio
81,515
Q1 2025 Reduced 2.6%
$107B
$8.67 Million 0.71% of portfolio
144,524
Q1 2025 Reduced 18.22%
$0
$8.54 Million 0.7% of portfolio
112,940
Q1 2025 Added 7.59%
$0
$8.41 Million 0.69% of portfolio
142,646
Q1 2025 Reduced 19.88%
$0
$8.41 Million 0.69% of portfolio
87,519
Q1 2025 Added 2.35%
$294B
$8.36 Million 0.69% of portfolio
49,974
Q1 2025 Reduced 28.94%
$122B
$8.14 Million 0.67% of portfolio
90,638
Q1 2025 Reduced 21.22%
$0
$7.9 Million 0.65% of portfolio
15,369
Q1 2025 Added 5.23%
$195B
$7.8 Million 0.64% of portfolio
275,896
Q1 2025 Reduced 23.01%
$0
$7.69 Million 0.63% of portfolio
129,153
Q1 2025 Added 5.33%
$64.9B
$7.38 Million 0.61% of portfolio
66,409
Q1 2025 Reduced 31.69%
$0
$7.35 Million 0.61% of portfolio
247,706
Q1 2025 Added 10.83%
$141B
$7.31 Million 0.6% of portfolio
288,575
Q1 2025 Reduced 8.37%
$0
$7.06 Million 0.58% of portfolio
150,431
Q1 2025 Added 1.97%
$0
$7.08 Million 0.58% of portfolio
71,576
Q1 2025 Added 73.94%
$85.3B
$6.86 Million 0.56% of portfolio
62,552
Q1 2025 Reduced 27.25%
$2.32T
$6.81 Million 0.56% of portfolio
35,815
Q1 2025 Reduced 18.9%
$220B
$6.74 Million 0.55% of portfolio
21,580
Q1 2025 Reduced 28.8%
$0
$6.66 Million 0.55% of portfolio
71,054
Q1 2025 Reduced 16.21%
$0
$6.51 Million 0.54% of portfolio
26,613
Q1 2025 Added 1.65%
$0
$6.51 Million 0.54% of portfolio
40,548
Q1 2025 Reduced 0.03%
$0
$6.18 Million 0.51% of portfolio
163,302
Q1 2025 Added 9.15%

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $1.21 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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