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
CAT
Caterpillar Inc

Industrials
20
+ 1.21%
$273.94 - $388.21 $5.48K - $7.76K
1.67K $648K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.41K
+ 7.06%
$48.13 - $49.85 $116K - $120K
36.5K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
496
+ 6.09%
$53.27 - $72.04 $26.4K - $35.7K
8.64K $613K
HUBS
Hubspot Inc

Technology
201
+ 19.73%
$487.07 - $672.24 $97.9K - $135K
1.22K $679K
GTLS
Chart Industries Inc

Industrials
5
+ 0.11%
$115.08 - $175.5 $575 - $878
4.72K $776K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
366
+ 20.28%
$421.16 - $509.5 $154K - $186K
2.17K $966K
CB
Chubb LTD

Financial Services
335
+ 39.46%
$274.32 - $302.46 $91.9K - $101K
1.18K $343K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
939
+ 22.79%
$79.41 - $86.53 $74.6K - $81.3K
5.06K $437K
TFLO
Ishares Treasury Floating Rate

ETFs
1.7K
+ 15.41%
$50.47 - $50.66 $85.7K - $86K
12.7K $644K
PSX
Phillips 66

Energy
943
+ 14.4%
$92.87 - $125.73 $87.6K - $119K
7.49K $893K
RTX
Raytheon Technologies Corp

Industrials
199
+ 4.93%
$113.75 - $148.48 $22.6K - $29.5K
4.23K $618K
IWD
Ishares Russell 1000 Val ETF

ETFs
324
+ 9.68%
$166.82 - $194.23 $54K - $62.9K
3.67K $712K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.81K
+ 8.53%
$38.81 - $44.28 $148K - $168K
48.4K $2.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.25K
+ 10.71%
$83.97 - $92.85 $105K - $116K
12.9K $1.14M
VRIG
Invesco Actively Managed ETF F

ETFs
3.13K
+ 2.85%
$24.89 - $25.14 $77.8K - $78.6K
113K $2.83M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
431
+ 3.1%
$30.87 - $39.17 $13.3K - $16.9K
14.3K $561K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.37K
+ 3.4%
$47.02 - $47.83 $64.6K - $65.7K
41.7K $1.99M
TYL
Tyler Technologies Inc

Technology
109
+ 11.3%
$521.68 - $592.84 $56.9K - $64.6K
1.07K $636K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.52K
+ 23.66%
$12.21 - $13.9 $79.6K - $90.6K
34.1K $444K
IGRO
Ishares Tr International Divid

ETFs
480
+ 10.42%
$66.32 - $80.17 $31.8K - $38.5K
5.09K $401K
PKW
Invesco Exchange Traded Fd Tr

ETFs
294
+ 10.23%
$98.58 - $123.6 $29K - $36.3K
3.17K $391K
ODFL
Old Dominion Freight Line, Inc.

Industrials
518
+ 10.09%
$146.74 - $176.07 $76K - $91.2K
5.65K $917K
PWFL
Power Fleet, Inc.

Technology
13.4K
New
N/A
13.4K $66K
BND
Vanguard Bd Index Fd Inc Total

ETFs
873
+ 9.79%
$72.02 - $73.82 $62.9K - $64.4K
9.79K $720K
C
Citigroup Inc

Financial Services
113
+ 2.99%
$58.13 - $85.12 $6.57K - $9.62K
3.89K $330K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2K
+ 7.0%
$35.62 - $39.64 $71.2K - $79.2K
30.6K $1.19M
BLZE
Backblaze, Inc.

Technology
11.4K
New
$4.26 - $5.98 $48.6K - $68.2K
11.4K $62K
BNDX
Vanguard Total International B

ETFs
1.11K
+ 12.03%
$48.77 - $49.55 $54K - $54.9K
10.3K $510K
DHR
Danaher Corp

Healthcare
441
+ 11.93%
$174.64 - $205.16 $77K - $90.5K
4.14K $817K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.11K
+ 1.23%
$50.1 - $51.02 $55.6K - $56.6K
90.9K $4.64M
JPIE
J P Morgan Exchange Traded Fd
981
+ 3.08%
$45.12 - $46.32 $44.3K - $45.4K
32.8K $1.52M
SHW
Sherwin Williams CO

Basic Materials
175
+ 11.09%
$313.51 - $363.51 $54.9K - $63.6K
1.75K $601K
DAL
Delta Air Lines, Inc.

Industrials
276
+ 4.34%
$35.88 - $52.99 $9.9K - $14.6K
6.64K $326K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.89K
+ 5.71%
$24.14 - $25.43 $69.7K - $73.4K
53.4K $1.32M
TIP
Ishares Tr Tips Bd ETF

ETFs
483
+ 9.73%
$107.93 - $110.97 $52.1K - $53.6K
5.45K $599K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.87K
+ 11.18%
$22.43 - $23.23 $41.9K - $43.4K
18.6K $431K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.08K
+ 0.92%
$23.29 - $23.38 $48.5K - $48.7K
230K $5.37M
AOA
Ishares Tr Core Aggressive All

ETFs
27
+ 0.47%
$69.46 - $83.4 $1.88K - $2.25K
5.76K $480K
PLD
Prologis, Inc.

Real Estate
772
+ 12.89%
$89.76 - $112.34 $69.3K - $86.7K
6.76K $710K
ACWI
Ishares Msci Acwi ETF

ETFs
56
+ 2.05%
$103.59 - $128.6 $5.8K - $7.2K
2.79K $358K
CPRT
Copart Inc

Consumer Cyclical
2.33K
+ 23.09%
$47.72 - $63.84 $111K - $149K
12.4K $610K
QCOM
Qualcomm Inc

Technology
118
+ 3.35%
$124.66 - $159.48 $14.7K - $18.8K
3.64K $580K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.04%
$90.17 - $109.96 $180 - $220
5.11K $561K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.72K
+ 1.17%
$22.54 - $23.17 $38.7K - $39.8K
148K $3.41M
FITB
Fifth Third Bancorp

Financial Services
456
+ 4.85%
$33.32 - $41.51 $15.2K - $18.9K
9.86K $405K
CNA
Cna Financial Corp

Financial Services
1.79K
+ 14.72%
$45.03 - $50.88 $80.6K - $91.1K
14K $649K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
282
+ 1.13%
$85.42 - $94.39 $24.1K - $26.6K
25.1K $2.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
458
+ 9.17%
$58.63 - $59.9 $26.9K - $27.4K
5.45K $326K
ETR
Entergy Corp

Utilities
675
+ 6.28%
$79.01 - $86.61 $53.3K - $58.5K
11.4K $948K
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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