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
DTE
Dte Energy CO

Utilities
285
+ 13.38%
$117.6 - $138.27 $33.5K - $39.4K
2.42K $333K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.51K
+ 9.43%
$120.24 - $134.3 $182K - $203K
17.5K $2.14M
RTX
Raytheon Technologies Corp

Industrials
39
+ 0.98%
$114.1 - $135.66 $4.45K - $5.29K
4.03K $534K
CAH
Cardinal Health Inc

Healthcare
90
+ 2.99%
$118.02 - $137.77 $10.6K - $12.4K
3.1K $426K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.3K
+ 13.73%
$50.24 - $50.57 $65.4K - $65.8K
10.8K $544K
TYL
Tyler Technologies Inc

Technology
106
+ 12.34%
$553.41 - $646.74 $58.7K - $68.6K
965 $561K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
463
+ 1.05%
$42.18 - $45.16 $19.5K - $20.9K
44.6K $1.97M
APH
Amphenol Corp

Technology
1.5K
+ 18.54%
$61.62 - $78.55 $92.1K - $117K
9.56K $626K
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 6.23%
$271.18 - $303.12 $520K - $582K
32.7K $8.99M
SHW
Sherwin Williams CO

Basic Materials
148
+ 10.35%
$330.16 - $365.55 $48.9K - $54.1K
1.58K $551K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.13K
+ 2.89%
$47.33 - $47.92 $53.7K - $54.3K
40.3K $1.92M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.01K
+ 6.32%
$25.12 - $26.05 $75.5K - $78.3K
50.5K $1.27M
VRIG
Invesco Actively Managed ETF F

ETFs
2.51K
+ 2.34%
$25.06 - $25.19 $63K - $63.3K
110K $2.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
831
+ 0.93%
$50.87 - $51.09 $42.3K - $42.5K
89.8K $4.58M
DLR
Digital Realty Trust, Inc.

Real Estate
959
+ 40.29%
$142.1 - $183.56 $136K - $176K
3.34K $478K
WWD
Woodward, Inc.

Industrials
3
+ 0.09%
$171.38 - $195.22 $514 - $586
3.32K $605K
FXG
First Tr Exchange Traded First

ETFs
500
+ 2.99%
$62.56 - $65.85 $31.3K - $32.9K
17.2K $1.13M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
840
+ 9.11%
$28.65 - $33.18 $24.1K - $27.9K
10.1K $318K
ICVT
Ishares Tr Convertible Bond Et

ETFs
679
+ 16.08%
$83.18 - $89.27 $56.5K - $60.6K
4.9K $409K
SBLK
Star Bulk Carriers Corp.

Industrials
2.41K
+ 22.5%
$14.35 - $17.15 $34.6K - $41.3K
13.1K $204K
FNDF
Schwab Fundamental Intl Large

ETFs
20
+ 0.16%
$32.9 - $37.45 $658 - $749
12.6K $455K
IXUS
Ishares Tr

ETFs
312
+ 7.27%
$65.06 - $72.31 $20.3K - $22.6K
4.6K $321K
JNK
Spdr Bloomberg High Yield Bond

ETFs
459
+ 1.22%
$94.86 - $97.12 $43.5K - $44.6K
38K $3.62M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
406
+ 13.64%
N/A
3.38K $290K
PKW
Invesco Exchange Traded Fd Tr

ETFs
368
+ 14.68%
$109.15 - $120.99 $40.2K - $44.5K
2.87K $323K
NUE
Nucor Corp

Basic Materials
153
+ 4.18%
$114.48 - $142.52 $17.5K - $21.8K
3.82K $459K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
304
+ 2.23%
$32.74 - $36.2 $9.95K - $11K
13.9K $486K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
764
+ 5.23%
$507.05 - $563.67 $387K - $431K
15.4K $7.9M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
955
+ 6.07%
$22.42 - $23.22 $21.4K - $22.2K
16.7K $384K
NKE
Nike, Inc.

Consumer Cyclical
1.68K
+ 25.9%
$63.29 - $81.72 $106K - $137K
8.14K $516K
VOOV
Vanguard S&P 500 Value ETF

ETFs
146
+ 2.67%
$179.71 - $192.06 $26.2K - $28K
5.62K $1.04M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.2K
+ 8.63%
$46.38 - $52.65 $102K - $116K
27.7K $1.29M
FMB
First Tr Exchange Traded Fd Ii

ETFs
432
+ 7.98%
$50.17 - $51.45 $21.7K - $22.2K
5.85K $294K
AOA
Ishares Tr Core Aggressive All

ETFs
246
+ 4.48%
$75.7 - $80.01 $18.6K - $19.7K
5.74K $438K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7
+ 0.11%
$97.38 - $104.52 $682 - $732
6.5K $663K
FIW
First Trust Water ETF

ETFs
203
+ 6.9%
$99.48 - $106.74 $20.2K - $21.7K
3.14K $316K
FTA
First Tr Large Cap Value

ETFs
29
+ 0.09%
$74.42 - $80.34 $2.16K - $2.33K
30.7K $2.36M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
52
+ 2.34%
$408.78 - $448.82 $21.3K - $23.3K
2.28K $956K
C
Citigroup Inc

Financial Services
87
+ 2.36%
$67.23 - $84.63 $5.85K - $7.36K
3.77K $267K
FISV
Fiserv Inc

Technology
40
+ 0.86%
N/A
4.69K $587K
CODX
Co Diagnostics, Inc.

Healthcare
15K
New
$0.31 - $1.0 $4.65K - $15K
15K $4K
VGT
Vanguard Information Technolog

ETFs
198
+ 15.14%
$542.38 - $646.34 $107K - $128K
1.51K $816K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
38
+ 0.11%
$12.03 - $12.69 $457 - $482
33.6K $410K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 5.2%
$21.75 - $24.28 $36.4K - $40.7K
33.9K $748K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3.96K
+ 19.04%
N/A
24.8K $0
Capital Group Conservative E
13.3K
New
N/A
13.3K $0
Trust For Professional Manag
10.1K
New
N/A
10.1K $0
J P Morgan Exchange Traded F
2.75K
+ 30.97%
N/A
11.6K $0
LCTD
Blackrock ETF World Ex Us Carb
121
+ 1.97%
N/A
6.27K $0
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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