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
COIN
Coinbase Global, Inc.

Technology
84
+ 2.97%
$151.47 - $375.07 $12.7K - $31.5K
2.91K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
468
+ 8.92%
$320.42 - $424.58 $150K - $199K
5.71K $2.43M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.05K
+ 1.48%
$105.23 - $109.61 $321K - $334K
209K $22.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.58K
+ 74.81%
$63.36 - $80.23 $353K - $448K
13K $1.05M
XLI
Industrial Sector Spdr

ETFs
2.49K
+ 28.82%
$116.42 - $147.52 $290K - $367K
11.1K $1.64M
PWV
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 1.98%
$52.26 - $62.14 $134K - $159K
132K $8.18M
T
At&T Inc.

Communication Services
10.6K
+ 3.82%
$26.33 - $28.94 $278K - $305K
286K $8.29M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.91K
New
$40.51 - $71.03 $280K - $491K
6.91K $485K
GNRC
Generac Holdings Inc.

Industrials
952
+ 4.6%
$101.92 - $143.21 $97K - $136K
21.6K $3.1M
TXN
Texas Instruments Inc

Technology
2.27K
+ 63.52%
N/A
5.85K $1.14M
VGT
Vanguard Information Technolog

ETFs
363
+ 24.1%
$470.37 - $663.28 $171K - $241K
1.87K $1.24M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.8K
+ 47.21%
$29.52 - $35.31 $318K - $381K
33.6K $1.19M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.41K
New
$62.73 - $78.42 $339K - $424K
5.41K $419K
XLF
Financial Sector Spdr

ETFs
4.17K
+ 5.49%
$43.92 - $52.37 $183K - $218K
80.1K $4.19M
APH
Amphenol Corp

Technology
905
+ 9.47%
$59.09 - $98.75 $53.5K - $89.4K
10.5K $1.03M
ABT
Abbott Laboratories

Healthcare
2.8K
+ 46.34%
$123.95 - $138.08 $347K - $387K
8.85K $1.2M
NOW
Service Now, Inc.

Technology
191
+ 22.68%
$721.65 - $1040.18 $138K - $199K
1.03K $1.06M
AIQ
Global X Funds Global X Artifi

ETFs
8.97K
New
$31.5 - $43.69 $283K - $392K
8.97K $392K
VXF
Vanguard Extended Market ETF

ETFs
48
+ 0.27%
$150.43 - $192.71 $7.22K - $9.25K
18.2K $3.5M
COF
Capital One Financial Corp

Financial Services
1.79K
New
$150.57 - $212.76 $269K - $380K
1.79K $379K
FTCS
First Trust Capital Strength E

ETFs
597
+ 0.23%
$81.6 - $92.39 $48.7K - $55.2K
258K $23.5M
AMD
Advanced Micro Devices Inc

Technology
748
+ 10.96%
$78.21 - $143.81 $58.5K - $108K
7.58K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
3.52K
New
$102.24 - $109.76 $360K - $386K
3.52K $366K
DUK
Duke Energy Corp

Utilities
3.91K
+ 15.82%
$112.46 - $124.05 $440K - $486K
28.7K $3.38M
VO
Vanguard Mid Cap ETF

ETFs
169
+ 1.16%
$228.54 - $279.83 $38.6K - $47.3K
14.7K $4.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.91K
+ 25.19%
$72.96 - $90.39 $212K - $263K
14.5K $1.29M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
21.5K
New
$15.76 - $16.82 $338K - $361K
21.5K $348K
AXP
American Express CO

Financial Services
1.09K
New
$231.39 - $318.98 $251K - $346K
1.09K $346K
PIO
Invesco Exchange Traded Fd Tr

ETFs
7.76K
New
$35.79 - $44.67 $278K - $346K
7.76K $346K
GS
Goldman Sachs Group Inc

Financial Services
487
New
$462.22 - $707.75 $225K - $345K
487 $344K
CRM
Salesforce, Inc.

Technology
1.25K
New
$236.26 - $291.15 $296K - $365K
1.25K $341K
FDVV
Fidelity High Dividend ETF

ETFs
6.02K
+ 58.39%
$43.6 - $52.02 $262K - $313K
16.3K $848K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.42K
New
$82.17 - $99.96 $281K - $342K
3.42K $335K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
4.52K
+ 1.66%
$18.54 - $19.95 $83.8K - $90.2K
278K $5.43M
XLP
Consumer Staples Sector Spdr

ETFs
4.28K
+ 16.39%
N/A
30.4K $2.31M
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
+ 30.94%
$149.23 - $184.95 $187K - $232K
5.32K $968K
VBK
Vanguard Small Cap Growth ETF

ETFs
966
+ 46.85%
$219.76 - $276.94 $212K - $268K
3.03K $838K
SYK
Stryker Corp

Healthcare
806
New
$337.37 - $395.63 $272K - $319K
806 $318K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.18K
New
$35.35 - $42.68 $254K - $307K
7.18K $305K
HYGV
Flexshares Tr High Yield Value

ETFs
7.24K
+ 68.92%
$38.45 - $41.03 $278K - $297K
17.7K $728K
CINF
Cincinnati Financial Corp

Financial Services
1.8K
+ 6.06%
$126.6 - $151.6 $228K - $273K
31.5K $4.69M
HD
Home Depot, Inc.

Consumer Cyclical
826
+ 20.57%
$335.24 - $380.78 $277K - $315K
4.84K $1.78M
SOXX
Ishares Semiconductor ETF

ETFs
1.27K
New
$154.86 - $239.07 $197K - $304K
1.27K $303K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.34K
New
$73.02 - $90.22 $244K - $301K
3.34K $297K
PFE
Pfizer Inc

Healthcare
25K
+ 8.67%
$21.59 - $24.84 $540K - $621K
314K $7.6M
TFC
Truist Financial Corp

Financial Services
6.62K
New
$34.79 - $42.99 $230K - $284K
6.62K $284K
IWB
Ishares Tr Russell 1000 ETF

ETFs
643
+ 33.99%
$272.36 - $339.57 $175K - $218K
2.54K $860K
EMQQ
Emqq Emerging Markets Internet

ETFs
6.74K
New
$33.1 - $41.67 $223K - $281K
6.74K $280K
MO
Altria Group, Inc.

Consumer Defensive
8.16K
+ 5.65%
$55.56 - $60.91 $454K - $497K
153K $8.95M
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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