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
SMR
Nuscale Power Corp

Industrials
7K
New
$12.6 - $43.24 $88.1K - $302K
7K $276K
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.43K
+ 10.55%
$49.89 - $62.13 $121K - $151K
25.5K $1.58M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.13K
+ 6.57%
$75.33 - $94.56 $85.3K - $107K
18.4K $1.73M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
New
$59.24 - $71.39 $225K - $271K
3.8K $270K
FXR
First Trust Industrials/Produc

ETFs
1.49K
+ 4.61%
$60.85 - $74.22 $90.4K - $110K
33.7K $2.5M
FCX
Freeport Mcmoran Inc

Basic Materials
5.96K
New
$29.15 - $44.46 $174K - $265K
5.96K $258K
D
Dominion Energy, Inc

Utilities
4.56K
New
$49.66 - $58.0 $226K - $264K
4.56K $257K
VT
Vanguard Total World Stk Index

ETFs
1.99K
New
$103.16 - $128.52 $205K - $256K
1.99K $255K
AXON
Axon Enterprise, Inc.

Industrials
305
New
$497.13 - $827.94 $152K - $253K
305 $252K
QBTS
D Wave Quantum Inc.

Technology
17.2K
New
$6.22 - $19.04 $107K - $327K
17.2K $251K
KLAC
Kla Corp

Technology
93
+ 12.93%
$576.53 - $902.94 $53.6K - $84K
812 $727K
VB
Vanguard Small Cap ETF

ETFs
137
+ 1.02%
$193.73 - $237.37 $26.5K - $32.5K
13.6K $3.23M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
61
+ 0.3%
$76.98 - $98.31 $4.7K - $6K
20.7K $2.04M
VEEV
Veeva Systems Inc

Healthcare
285
+ 10.94%
$209.39 - $289.94 $59.7K - $82.6K
2.89K $831K
SNPS
Synopsys Inc

Technology
185
+ 11.65%
$380.9 - $517.66 $70.5K - $95.8K
1.77K $908K
VOE
Vanguard Mid Cap Value Index F

ETFs
344
+ 0.85%
$141.87 - $164.49 $48.8K - $56.6K
40.9K $6.73M
CYBR
Cyber Ark Software Ltd.

Technology
75
+ 2.98%
$305.98 - $406.88 $22.9K - $30.5K
2.59K $1.05M
BLDR
Builders First Source, Inc.

Industrials
3.47K
+ 14.21%
$105.63 - $131.12 $367K - $456K
27.9K $3.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.36K
+ 6.52%
$82.21 - $83.12 $194K - $196K
38.5K $3.19M
FIW
First Trust Water ETF

ETFs
1.59K
+ 50.45%
$90.26 - $108.05 $143K - $171K
4.73K $510K
GTO
Invesco Actively Managed ETF T

ETFs
4.18K
+ 2.78%
$45.73 - $47.2 $191K - $197K
155K $7.25M
KO
Coca Cola CO

Consumer Defensive
3.58K
+ 4.88%
$68.37 - $73.9 $245K - $265K
76.9K $5.44M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
80
+ 0.31%
$53.69 - $67.27 $4.3K - $5.38K
25.9K $1.74M
BA
Boeing CO

Industrials
157
+ 4.27%
$136.59 - $217.51 $21.4K - $34.1K
3.84K $803K
CASY
Caseys General Stores Inc

Consumer Cyclical
140
+ 10.83%
$415.82 - $510.91 $58.2K - $71.5K
1.43K $731K
CLF
Cleveland Cliffs Inc.

Basic Materials
24.1K
+ 113.67%
$5.83 - $8.88 $141K - $214K
45.3K $344K
UNH
Unitedhealth Group Inc

Healthcare
1.57K
+ 102.75%
$274.35 - $599.47 $430K - $939K
3.09K $964K
DLR
Digital Realty Trust, Inc.

Real Estate
347
+ 10.39%
$136.11 - $177.69 $47.2K - $61.7K
3.69K $642K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.79K
+ 37.42%
$30.53 - $40.65 $85.1K - $113K
10.2K $416K
ADBE
Adobe Inc.

Technology
389
+ 21.3%
$340.0 - $420.68 $132K - $164K
2.22K $856K
VV
Vanguard Large Cap ETF

ETFs
381
+ 25.15%
$228.25 - $285.3 $87K - $109K
1.9K $540K
VNQI
Vanguard Global Ex U.S. Real

ETFs
16
+ 0.07%
$37.77 - $46.15 $604 - $738
24.4K $1.13M
IDV
Ishares Tr

ETFs
864
+ 2.84%
$27.79 - $34.84 $24K - $30.1K
31.3K $1.08M
BX
Blackstone Inc.

Financial Services
597
+ 13.93%
$120.07 - $151.11 $71.7K - $90.2K
4.88K $730K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.17K
+ 9.24%
$39.43 - $49.34 $46.3K - $57.9K
13.9K $656K
V
Visa Inc.

Financial Services
314
+ 8.99%
$308.27 - $373.31 $96.8K - $117K
3.81K $1.35M
NTRA
Natera, Inc.

Healthcare
92
+ 2.24%
$132.23 - $171.87 $12.2K - $15.8K
4.19K $707K
JNK
Spdr Bloomberg High Yield Bond

ETFs
537
+ 1.41%
$91.23 - $97.27 $49K - $52.2K
38.6K $3.75M
VIG
Vanguard Dividend Appreciation

ETFs
686
+ 1.28%
N/A
54.1K $9.86M
FISV
Fiserv Inc

Technology
951
+ 20.26%
N/A
5.64K $706K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.8K
+ 2.34%
$49.54 - $50.53 $89.1K - $90.9K
78.7K $3.97M
HYG
Ishares Tr

ETFs
1.32K
+ 36.0%
$75.75 - $80.65 $100K - $107K
5K $403K
UBER
Uber Technologies, Inc

Technology
317
+ 7.8%
$64.62 - $93.3 $20.5K - $29.6K
4.38K $408K
EMB
Ishares Tr

ETFs
696
+ 3.18%
$86.54 - $92.62 $60.2K - $64.5K
22.6K $2.09M
UAA
Under Armour, Inc.

Consumer Cyclical
15K
+ 133.63%
$4.94 - $7.03 $74.1K - $105K
26.2K $179K
MPC
Marathon Petroleum Corp

Energy
197
+ 5.37%
$118.55 - $170.08 $23.4K - $33.5K
3.87K $642K
PI
Impinj Inc

Technology
89
+ 1.86%
$62.54 - $125.05 $5.57K - $11.1K
4.88K $542K
SPGI
S&P Global Inc.

Financial Services
120
+ 5.24%
$438.31 - $527.29 $52.6K - $63.3K
2.41K $1.27M
ZETA
Zeta Global Holdings Corp.

Technology
40
+ 0.07%
$11.02 - $16.81 $441 - $672
54.3K $841K
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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