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
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.78K
+ 12.18%
$85.33 - $104.24 $152K - $185K
16.4K $1.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
73
+ 0.28%
$241.48 - $274.89 $17.6K - $20.1K
26.2K $6.64M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.17K
New
$66.77 - $71.52 $278K - $298K
4.17K $287K
WFC
Wells Fargo & Company

Financial Services
4.08K
New
$54.98 - $77.35 $224K - $316K
4.08K $286K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
45.3K
+ 149.8%
$22.63 - $47.53 $1.03M - $2.15M
75.6K $1.72M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.64K
+ 6.76%
$50.73 - $51.08 $286K - $288K
89K $4.53M
ETR
Entergy Corp

Utilities
11.5K
+ 106.85%
$73.19 - $156.4 $845K - $1.8M
22.3K $1.69M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.33K
New
$152.04 - $211.12 $202K - $281K
1.33K $270K
VXF
Vanguard Extended Market ETF

ETFs
674
+ 3.83%
$179.17 - $207.15 $121K - $140K
18.3K $3.47M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
9.22K
New
$28.25 - $31.75 $260K - $293K
9.22K $266K
RBLX
Roblox Corp

Communication Services
4.46K
New
$39.86 - $61.45 $178K - $274K
4.46K $257K
CHRD
Oasis Petroleum Inc.

Energy
2.21K
New
$110.83 - $137.78 $245K - $304K
2.21K $257K
COIN
Coinbase Global, Inc.

Technology
1.04K
New
$163.17 - $343.62 $169K - $356K
1.04K $257K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13.3K
+ 18.72%
$17.93 - $18.8 $239K - $251K
84.6K $1.54M
SOFI
So Fi Technologies, Inc.

Financial Services
16.5K
New
$7.63 - $16.88 $126K - $279K
16.5K $254K
CLX
Clorox CO

Consumer Defensive
1.6K
+ 5.79%
$156.51 - $169.74 $251K - $272K
29.3K $4.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 2.38%
$370.24 - $418.94 $59.2K - $67K
6.9K $2.77M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.79K
+ 7.57%
N/A
53.8K $3.36M
IWC
Russell Micro Cap ETF

ETFs
524
+ 2.29%
$120.3 - $138.84 $63K - $72.8K
23.4K $3.06M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.45K
+ 22.93%
$23.92 - $24.89 $202K - $210K
45.3K $1.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
478
+ 27.36%
$417.69 - $450.94 $200K - $216K
2.23K $946K
BA
Boeing CO

Industrials
692
+ 20.37%
$138.14 - $180.72 $95.6K - $125K
4.09K $723K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.09K
+ 22.14%
$80.13 - $83.77 $248K - $259K
17K $1.37M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.3K
+ 14.94%
$40.86 - $43.42 $176K - $187K
33.1K $1.39M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
1.72K
+ 7.38%
$77.98 - $84.06 $134K - $145K
25.1K $2.03M
XLE
Energy Sector Spdr

ETFs
3.23K
+ 7.61%
$83.32 - $97.27 $269K - $314K
45.6K $3.91M
USXF
Ishares Esg Advanced Msci Usa

Technology
3.2K
+ 14.37%
$48.45 - $52.57 $155K - $168K
25.5K $1.27M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.56K
+ 31.41%
$28.6 - $29.27 $188K - $192K
27.4K $786K
CNA
Cna Financial Corp

Financial Services
3.34K
+ 49.1%
$46.76 - $50.95 $156K - $170K
10.1K $490K
EFG
Msci Eafe Growth ETF

ETFs
11.3K
+ 13.05%
$96.83 - $106.88 $1.1M - $1.21M
98.2K $9.51M
TFLO
Ishares Treasury Floating Rate

ETFs
3.16K
+ 20.85%
$50.37 - $50.63 $159K - $160K
18.3K $924K
SNPS
Synopsys Inc

Technology
359
+ 40.98%
$485.36 - $588.0 $174K - $211K
1.24K $599K
CYBR
Cyber Ark Software Ltd.

Technology
86
+ 2.93%
$274.1 - $333.15 $23.6K - $28.7K
3.02K $1.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.92K
+ 17.05%
$25.3 - $26.31 $175K - $182K
47.5K $1.22M
FM
Ishares Msci Frontier And Sele

ETFs
6.36K
+ 9.83%
$27.11 - $27.7 $172K - $176K
71K $1.93M
VGT
Vanguard Information Technolog

ETFs
168
+ 14.74%
$571.78 - $647.97 $96.1K - $109K
1.31K $813K
VOOV
Vanguard S&P 500 Value ETF

ETFs
921
+ 20.21%
$184.21 - $199.29 $170K - $184K
5.48K $1.01M
HPE
Hewlett Packard Enterprise CO

Technology
5.2K
+ 27.38%
$19.31 - $23.95 $100K - $124K
24.2K $516K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.05K
+ 29.6%
$71.75 - $75.11 $147K - $154K
8.97K $645K
IWD
Ishares Russell 1000 Val ETF

ETFs
740
+ 25.94%
$183.23 - $199.79 $136K - $148K
3.59K $665K
FXR
First Trust Industrials/Produc

ETFs
1.81K
+ 6.2%
$74.81 - $83.27 $135K - $151K
31K $2.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
+ 1.33%
$176.42 - $186.91 $221K - $234K
95.3K $17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
263
+ 14.4%
$172.07 - $207.36 $45.3K - $54.5K
2.09K $412K
VRIG
Invesco Actively Managed ETF F

ETFs
3.54K
+ 3.41%
$25.06 - $25.2 $88.8K - $89.3K
107K $2.7M
FYX
First Tr Small Cap Core Alphad

ETFs
410
+ 1.35%
$96.51 - $110.53 $39.6K - $45.3K
30.7K $3.11M
GTO
Invesco Actively Managed ETF T

ETFs
7.61K
+ 5.44%
$46.33 - $48.41 $352K - $368K
148K $6.85M
VBK
Vanguard Small Cap Growth ETF

ETFs
208
+ 9.51%
$264.18 - $304.19 $54.9K - $63.3K
2.4K $670K
IJS
Ishares S&P Smallcap 600 Value

ETFs
694
+ 8.57%
$104.59 - $118.05 $72.6K - $81.9K
8.8K $955K
X
United States Steel Corp

Basic Materials
3.1K
+ 17.69%
$30.14 - $42.31 $93.4K - $131K
20.6K $701K
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
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