Regal Investment Advisors LLC Purchases in Q2 2025

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.38K
+ 9.29%
$354.56 - $497.45 $1.55M - $2.18M
51.6K $25.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
402
+ 0.65%
$416.06 - $551.64 $167K - $222K
62K $34.2M
EFV
Msci Eafe Value ETF

ETFs
73.4K
+ 51.45%
$52.4 - $64.65 $3.85M - $4.74M
216K $13.7M
IEMG
Ishares Inc

ETFs
71K
+ 89.65%
N/A
150K $8.06M
VUG
Vanguard Growth ETF

ETFs
974
+ 2.1%
$329.49 - $438.4 $321K - $427K
47.5K $20.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
62.7K
New
$50.09 - $51.09 $3.14M - $3.2M
62.7K $3.2M
PWB
Invesco Exchange Traded Fd Tr

ETFs
350
+ 0.4%
$86.24 - $117.44 $30.2K - $41.1K
87.9K $10.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.36K
New
$141.37 - $228.57 $1.18M - $1.91M
8.36K $1.89M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
+ 6.31%
$43.53 - $54.46 $560K - $700K
217K $11.8M
IEFA
Ishares Tr

ETFs
11.7K
+ 10.35%
$67.83 - $84.09 $793K - $983K
125K $10.4M
AVGO
Broadcom Inc.

Technology
1.81K
+ 15.28%
$146.29 - $275.65 $265K - $500K
13.7K $3.77M
IBM
International Business Machines Corp

Technology
2.34K
+ 11.24%
$221.03 - $294.78 $517K - $689K
23.1K $6.82M
EMR
Emerson Electric CO

Industrials
1.15K
+ 1.84%
$94.15 - $133.33 $109K - $154K
63.7K $8.49M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.4K
New
$58.41 - $72.69 $1.31M - $1.63M
22.4K $1.63M
DGRO
Ishares Core Dividend Growth E

ETFs
24.5K
New
$55.22 - $63.94 $1.35M - $1.57M
24.5K $1.57M
OEF
Ishares S&P 100 ETF

ETFs
5.65K
+ 28.66%
N/A
25.4K $6.75M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
15.7K
+ 27.42%
$97.29 - $105.63 $1.53M - $1.66M
72.9K $7.41M
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 51.95%
$484.66 - $738.09 $664K - $1.01M
4.01K $2.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
+ 3.85%
$167.32 - $223.3 $231K - $308K
37.2K $8.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 17.69%
$22.27 - $29.21 $562K - $737K
168K $4.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 1.16%
$152.42 - $182.82 $167K - $201K
95.7K $17.5M
XLC
Select Sector Spdr Tr Communic

ETFs
10K
+ 50.25%
$86.13 - $108.53 $863K - $1.09M
30K $3.25M
FDN
First Tr Fd Dow Jones

ETFs
300
+ 1.17%
$200.29 - $269.33 $60.1K - $80.8K
25.9K $6.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
787
+ 5.12%
$456.74 - $568.03 $359K - $447K
16.2K $9.18M
XLK
Technology Sector Spdr

ETFs
2.09K
+ 15.21%
$179.73 - $253.23 $376K - $530K
15.9K $4.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.01K
+ 1.85%
$39.89 - $49.46 $160K - $198K
221K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
238
+ 0.73%
$243.75 - $303.93 $58K - $72.3K
32.9K $10M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.1K
+ 6.11%
$27.3 - $31.8 $413K - $481K
263K $8.36M
FTHI
First Trust Exchange Traded Fd

ETFs
43.5K
New
$19.66 - $22.85 $855K - $993K
43.5K $993K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.86K
+ 2.44%
$65.84 - $80.81 $188K - $231K
120K $9.62M
HEI
Heico Corp

Industrials
2.96K
New
$236.44 - $328.0 $701K - $972K
2.96K $972K
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 8.69%
$210.28 - $289.91 $242K - $333K
14.4K $4.17M
MA
Mastercard Inc

Financial Services
1.5K
+ 101.84%
$479.92 - $590.74 $718K - $884K
2.97K $1.67M
LVHI
Franklin International Low Vol

ETFs
26.4K
New
$28.91 - $33.28 $763K - $878K
26.4K $858K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.51K
+ 7.43%
$51.16 - $62.02 $384K - $466K
109K $6.73M
XOM
Exxon Mobil Corp

Energy
9.68K
+ 45.62%
$99.93 - $119.04 $967K - $1.15M
30.9K $3.33M
FV
First Trust Dorsey Wright Focu

ETFs
928
+ 0.56%
$48.43 - $59.26 $44.9K - $55K
166K $9.86M
GLD
Spdr Gold Trust

ETFs
1.6K
+ 9.42%
$273.71 - $316.29 $437K - $504K
18.5K $5.65M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.44K
New
$102.02 - $103.5 $759K - $770K
7.44K $765K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.6K
New
$48.22 - $60.41 $609K - $763K
12.6K $754K
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 2.21%
$81.79 - $99.98 $112K - $137K
63.4K $6.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.48K
+ 11.21%
$104.23 - $134.39 $259K - $334K
24.6K $3.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.53K
+ 85.32%
$55.54 - $69.09 $529K - $658K
20.7K $1.43M
XLU
Utilities Sector Spdr

ETFs
6.53K
+ 11.45%
$73.09 - $82.77 $477K - $540K
63.5K $5.19M
QTEC
First Trust Nasdaq 100 Technol

ETFs
940
+ 7.98%
$149.56 - $212.83 $141K - $200K
12.7K $2.71M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.34K
+ 2.66%
$33.13 - $40.67 $144K - $177K
168K $6.82M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.5K
New
$22.4 - $23.8 $549K - $584K
24.5K $583K
CRWD
Crowd Strike Holdings, Inc.

Technology
108
+ 3.32%
$321.63 - $509.31 $34.7K - $55K
3.36K $1.71M
VTV
Vanguard Value ETF

ETFs
2.93K
+ 53.0%
$153.67 - $176.74 $450K - $517K
8.45K $1.49M
Activity Summary
Buys All Purchases 262 New Holdings 49 Increased Positions 213 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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