Regal Investment Advisors LLC Purchases in Q1 2025

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HNDL
Strategy Shs

ETFs
16.7K
New
$20.7 - $21.8 $345K - $363K
16.7K $351K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7.23K
New
$42.4 - $44.11 $307K - $319K
7.23K $316K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.25K
New
$128.74 - $138.67 $290K - $312K
2.25K $305K
DVYE
Ishares Emerging Markets Divid

ETFs
11K
New
$25.08 - $27.99 $277K - $309K
11K $301K
VNQ
Vanguard Specialized Funds Van

ETFs
2.29K
+ 3.58%
$85.55 - $94.34 $196K - $216K
66.1K $5.99M
VGIT
Vanguard Intermediate Term Tre

ETFs
5K
New
$57.44 - $59.4 $287K - $297K
5K $296K
UBER
Uber Technologies, Inc

Technology
4.06K
New
$63.17 - $81.49 $257K - $331K
4.06K $295K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
11.3K
New
$23.9 - $24.43 $271K - $277K
11.3K $272K
FYLD
Cambria Foreign Shareholder Yi

ETFs
10.1K
New
$24.97 - $27.67 $251K - $278K
10.1K $270K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
23K
+ 125.57%
$10.61 - $16.49 $244K - $379K
41.2K $513K
LNT
Alliant Energy Corp

Utilities
4.07K
New
$56.66 - $66.04 $230K - $269K
4.07K $261K
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.51K
New
$28.11 - $32.0 $239K - $272K
8.51K $261K
WES
Western Midstream Partners, LP

Energy
6.37K
New
$37.87 - $42.89 $241K - $273K
6.37K $260K
CB
Chubb LTD

Financial Services
849
New
$257.71 - $301.99 $219K - $256K
849 $256K
CGGR
Capital Group Growth ETF Shs C

ETFs
7.45K
New
$33.98 - $39.84 $253K - $297K
7.45K $255K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.35K
New
$45.92 - $47.58 $246K - $255K
5.35K $254K
XLF
Financial Sector Spdr

ETFs
2.79K
+ 3.82%
$47.32 - $52.19 $132K - $146K
75.9K $3.78M
SLV
I Shares Silver Trust

ETFs
3.72K
+ 13.71%
$26.93 - $31.32 $100K - $117K
30.9K $956K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.04K
+ 69.6%
$106.22 - $111.09 $216K - $226K
4.97K $551K
COIN
Coinbase Global, Inc.

Technology
1.79K
+ 172.68%
$172.23 - $301.3 $308K - $539K
2.83K $486K
AJG
Arthur J. Gallagher & Co.

Financial Services
358
+ 21.02%
$275.89 - $345.24 $98.8K - $124K
2.06K $711K
EMB
Ishares Tr

ETFs
2.11K
+ 10.64%
$88.64 - $92.03 $187K - $194K
21.9K $1.98M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.49K
+ 6.48%
N/A
57.3K $3.58M
GTO
Invesco Actively Managed ETF T

ETFs
2.91K
+ 1.97%
$45.9 - $47.37 $133K - $138K
150K $7.06M
FDVV
Fidelity High Dividend ETF

ETFs
4.04K
+ 64.52%
$48.86 - $52.28 $197K - $211K
10.3K $511K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.71K
+ 19.23%
$23.53 - $25.24 $205K - $220K
54K $1.29M
BX
Blackstone Inc.

Financial Services
1.81K
+ 72.75%
$136.53 - $186.74 $246K - $337K
4.29K $599K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41
+ 9.53%
$1187.71 - $1432.58 $48.7K - $58.7K
471 $674K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.11K
+ 20.2%
$50.39 - $50.66 $157K - $157K
18.5K $936K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.56K
+ 28.43%
$29.68 - $32.59 $195K - $214K
29.6K $884K
V
Visa Inc.

Financial Services
99
+ 2.92%
$306.92 - $362.71 $30.4K - $35.9K
3.49K $1.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.22%
$402.49 - $513.76 $1.61K - $2.06K
1.81K $875K
PSX
Phillips 66

Energy
741
+ 12.76%
$113.93 - $131.55 $84.4K - $97.5K
6.55K $808K
CRWD
Crowd Strike Holdings, Inc.

Technology
303
+ 10.27%
$308.86 - $455.36 $93.6K - $138K
3.25K $1.15M
RLY
Ssga Active ETF Tr

ETFs
529
+ 0.66%
$27.21 - $28.6 $14.4K - $15.1K
80.9K $2.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.72K
+ 18.21%
$58.01 - $64.46 $99.8K - $111K
11.2K $693K
CNA
Cna Financial Corp

Financial Services
2.02K
+ 19.93%
$45.86 - $51.0 $92.7K - $103K
12.2K $617K
PULS
Pgim ETF Tr

ETFs
2.5K
+ 16.13%
$49.56 - $49.78 $124K - $124K
18K $894K
RSP
Invesco S&P 500 Equal Weight E

ETFs
879
+ 6.63%
$169.43 - $182.84 $149K - $161K
14.1K $2.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.4K
+ 7.56%
$49.25 - $50.66 $118K - $121K
34.1K $1.69M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
648
+ 3.01%
$110.75 - $119.78 $71.8K - $77.6K
22.2K $2.56M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.93K
+ 8.59%
$38.22 - $41.19 $73.8K - $79.6K
24.4K $988K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.02K
+ 2.82%
$22.25 - $23.0 $89.4K - $92.4K
147K $3.37M
CASY
Caseys General Stores Inc

Consumer Cyclical
111
+ 9.39%
$378.71 - $442.54 $42K - $49.1K
1.29K $561K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.14K
+ 3.13%
$25.77 - $27.6 $55.1K - $59K
70.6K $1.88M
VRSK
Verisk Analytics, Inc.

Industrials
161
+ 8.99%
$268.63 - $301.33 $43.2K - $48.5K
1.95K $580K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.95K
+ 22.79%
$20.64 - $20.73 $81.5K - $81.8K
21.3K $439K
SNPS
Synopsys Inc

Technology
353
+ 28.58%
$428.58 - $551.54 $151K - $195K
1.59K $681K
ADBE
Adobe Inc.

Technology
428
+ 30.62%
$377.84 - $464.11 $162K - $199K
1.83K $700K
Activity Summary
Buys All Purchases 198 New Holdings 33 Increased Positions 165 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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