Regal Investment Advisors LLC Purchases in Q4 2024

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
22.5K
+ 105.88%
$132.86 - $160.16 $2.99M - $3.61M
43.8K $6.3M
MU
Micron Technology Inc

Technology
38.8K
New
$84.16 - $113.41 $3.27M - $4.4M
38.8K $3.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.4K
+ 462.01%
$201.32 - $217.44 $3.1M - $3.35M
18.7K $3.87M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.94K
New
$424.05 - $524.22 $2.09M - $2.59M
4.94K $2.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.38K
+ 2.17%
$481.22 - $538.17 $663K - $742K
64.7K $33.1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
84.4K
New
$25.35 - $25.53 $2.14M - $2.15M
84.4K $2.15M
MS
Morgan Stanley

Financial Services
13.1K
+ 165.49%
$104.42 - $134.99 $1.37M - $1.77M
21K $2.64M
BAC
Bank Of America Corp

Financial Services
34.7K
+ 78.74%
$39.22 - $47.77 $1.36M - $1.66M
78.8K $3.46M
CVX
Chevron Corp

Energy
12.6K
+ 21.83%
$141.15 - $162.53 $1.78M - $2.05M
70.3K $10.2M
ACN
Accenture PLC

Technology
4.42K
+ 419.07%
$343.9 - $376.86 $1.52M - $1.66M
5.47K $1.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
546K
+ 229.33%
$26.93 - $84.95 $14.7M - $46.4M
784K $21.4M
SLB
Schlumberger Limited

Energy
39.4K
+ 65.69%
$36.83 - $45.59 $1.45M - $1.79M
99.3K $3.81M
XLF
Financial Sector Spdr

ETFs
22.2K
+ 43.68%
$44.89 - $51.34 $998K - $1.14M
73.1K $3.53M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
51.1K
+ 127.03%
$23.25 - $23.37 $1.19M - $1.19M
91.4K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
953
+ 2.33%
$567.81 - $607.81 $541K - $579K
41.9K $24.5M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 2.82%
$163.08 - $198.16 $169K - $205K
37.8K $7.19M
AON
Aon PLC

Financial Services
2.81K
New
$344.14 - $393.31 $967K - $1.11M
2.81K $1.01M
FDN
First Tr Fd Dow Jones

ETFs
432
+ 1.79%
$210.5 - $257.24 $90.9K - $111K
24.6K $5.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.4K
+ 14.02%
$57.53 - $60.83 $1.12M - $1.18M
158K $9.07M
IAU
Ishares Gold Trust

ETFs
16.4K
+ 83.58%
$48.37 - $52.65 $791K - $861K
35.9K $1.78M
XLK
Technology Sector Spdr

ETFs
2.87K
+ 16.27%
$220.26 - $241.44 $632K - $693K
20.5K $4.77M
MBB
Ishares Tr

ETFs
11.9K
+ 16.26%
$91.26 - $95.82 $1.08M - $1.14M
84.8K $7.77M
MUB
Ishares National Muni Bond ETF

ETFs
7.92K
+ 10.46%
$105.78 - $108.7 $838K - $861K
83.7K $8.92M
PWB
Invesco Exchange Traded Fd Tr

ETFs
4.08K
+ 5.01%
$98.04 - $108.11 $400K - $441K
85.5K $8.7M
JPIE
J P Morgan Exchange Traded Fd
14.3K
New
$45.59 - $46.25 $652K - $662K
14.3K $652K
CSCO
Cisco Systems, Inc.

Technology
39
+ 0.04%
$52.45 - $60.02 $2.05K - $2.34K
103K $6.1M
XLY
Select Sector Spdr Consumer Di

ETFs
2.28K
+ 51.54%
$194.8 - $239.43 $444K - $546K
6.7K $1.5M
FV
First Trust Dorsey Wright Focu

ETFs
8.26K
+ 5.48%
$57.47 - $62.82 $475K - $519K
159K $9.39M
KMI
Kinder Morgan, Inc.

Energy
5.59K
+ 6.56%
$22.59 - $28.54 $126K - $159K
90.8K $2.49M
FTCS
First Trust Capital Strength E

ETFs
14.6K
+ 6.32%
$87.62 - $94.03 $1.28M - $1.37M
246K $21.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6K
+ 5.18%
$113.92 - $127.38 $683K - $764K
122K $14M
ADP
Automatic Data Processing Inc

Industrials
807
+ 5.22%
$280.08 - $307.97 $226K - $249K
16.3K $4.76M
XLC
Select Sector Spdr Tr Communic

ETFs
3.5K
+ 16.24%
$89.66 - $102.16 $314K - $358K
25.1K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
4.92K
+ 2.86%
$49.06 - $57.74 $241K - $284K
177K $9.24M
PWV
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 9.76%
$56.33 - $61.73 $614K - $673K
123K $6.97M
VTI
Vanguard Total Stock Market Et

ETFs
831
+ 2.77%
$280.04 - $302.45 $233K - $251K
30.8K $8.92M
SOUN
Soundhound Ai, Inc.

Technology
19.9K
New
$4.51 - $24.23 $89.6K - $481K
19.9K $394K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.13K
+ 6.5%
$40.82 - $45.39 $373K - $414K
150K $6.23M
EWJ
Ishares Msci Japan ETF

ETFs
5.71K
New
$66.18 - $71.84 $378K - $410K
5.71K $382K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.29K
+ 25.4%
$89.01 - $96.24 $382K - $413K
21.2K $1.9M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.94K
+ 84.01%
$46.68 - $47.95 $371K - $381K
17.4K $817K
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.22K
New
$83.09 - $89.28 $351K - $377K
4.22K $358K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
17.3K
New
$20.6 - $20.71 $357K - $359K
17.3K $357K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.89K
+ 32.0%
$46.48 - $51.32 $320K - $354K
28.4K $1.37M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.09K
New
$48.33 - $49.08 $343K - $348K
7.09K $343K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.53K
+ 66.56%
$35.45 - $40.33 $338K - $384K
23.9K $855K
HUBS
Hubspot Inc

Technology
149
+ 11.6%
$514.07 - $757.4 $76.6K - $113K
1.43K $999K
RING
Ishares Inc Msci Global Gold M

ETFs
10.9K
New
$27.93 - $36.45 $303K - $396K
10.9K $305K
CEG
Constellation Energy Corp

Utilities
2.11K
+ 43.73%
$224.28 - $285.52 $473K - $602K
6.93K $1.56M
Activity Summary
Buys All Purchases 234 New Holdings 28 Increased Positions 206 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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