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
Assertio Holdings Inc
35K
New
N/A
35K $0
Fidelity Covington Trust
912
+ 9.15%
N/A
10.9K $0
FNDX
Schwab Fundamental U S Large C

ETFs
59
+ 0.26%
$23.03 - $25.01 $1.36K - $1.48K
22.6K $534K
VUSB
Vanguard Bd Index Fds
5.6K
New
N/A
5.6K $0
Invesco Actively Managed Exc
6.17K
+ 31.0%
N/A
26.1K $0
Hewlett Packard Enterprise C
11.4K
New
N/A
11.4K $0
Gsk PLC
171
+ 2.01%
N/A
8.67K $0
Fidelity Covington Trust
274
+ 2.48%
N/A
11.3K $0
Ishares Bitcoin Trust ETF
6.43K
New
N/A
6.43K $0
T Rowe Price ETF Inc
13.7K
+ 43.64%
N/A
45K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
799
+ 7.43%
$101.98 - $115.66 $81.5K - $92.4K
11.5K $1.18M
CHRD
Oasis Petroleum Inc.

Energy
29
+ 1.31%
$101.34 - $127.78 $2.94K - $3.71K
2.24K $252K
MGEE
Mge Energy Inc

Utilities
52
+ 0.48%
$85.7 - $94.18 $4.46K - $4.9K
10.9K $1.01M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.26K
+ 5.13%
$59.79 - $67.15 $75.2K - $84.5K
25.8K $1.56M
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.26%
$253.32 - $282.66 $1.01K - $1.13K
1.52K $389K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
169
+ 2.32%
$69.69 - $79.99 $11.8K - $13.5K
7.46K $532K
HBAN
Huntington Bancshares Inc

Financial Services
75
+ 0.42%
$14.28 - $17.39 $1.07K - $1.3K
17.8K $267K
CLF
Cleveland Cliffs Inc.

Basic Materials
48
+ 0.23%
$8.22 - $12.02 $395 - $577
21.2K $174K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.36%
$333.37 - $384.99 $1K - $1.15K
837 $279K
LMT
Lockheed Martin Corp

Industrials
66
+ 4.7%
$423.19 - $506.29 $27.9K - $33.4K
1.47K $656K
FNDA
Schwab Fundamental U S Small C

ETFs
10
+ 0.09%
$26.87 - $30.99 $269 - $310
11.3K $308K
INDI
Indie Semiconductor, Inc.

Technology
116
+ 0.82%
$2.04 - $4.66 $237 - $541
14.3K $29K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
13.7K
+ 9.15%
$37.35 - $43.35 $511K - $593K
163K $6.18M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
551
+ 5.37%
$121.0 - $142.28 $66.7K - $78.4K
10.8K $1.35M
IETC
Ishares U S ETF Tr

ETFs
2
+ 0.05%
$74.94 - $89.98 $150 - $180
4.43K $331K
IJS
Ishares S&P Smallcap 600 Value

ETFs
438
+ 4.98%
$96.3 - $112.23 $42.2K - $49.2K
9.23K $900K
FXR
First Trust Industrials/Produc

ETFs
1.25K
+ 4.05%
$68.3 - $79.81 $85.5K - $99.9K
32.2K $2.24M
AMD
Advanced Micro Devices Inc

Technology
374
+ 5.8%
$96.63 - $129.55 $36.1K - $48.5K
6.83K $701K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.22K
+ 4.21%
$48.06 - $53.73 $395K - $442K
204K $9.93M
QTEC
First Trust Nasdaq 100 Technol

ETFs
359
+ 3.14%
$173.56 - $210.67 $62.3K - $75.6K
11.8K $2.05M
NOW
Service Now, Inc.

Technology
98
+ 13.17%
$783.83 - $1170.39 $76.8K - $115K
842 $670K
ORCL
Oracle Corp

Technology
23
+ 0.47%
$139.81 - $186.47 $3.22K - $4.29K
4.96K $693K
VOT
Vanguard Mid Cap Growth Index

ETFs
431
+ 1.65%
$237.72 - $276.98 $102K - $119K
26.6K $6.51M
FDIS
Fidelity Covington Tr Msci Con

ETFs
873
+ 5.33%
$82.77 - $101.84 $72.3K - $88.9K
17.2K $1.46M
FYX
First Tr Small Cap Core Alphad

ETFs
1.04K
+ 3.38%
$89.26 - $104.61 $92.8K - $109K
31.8K $2.86M
FDN
First Tr Fd Dow Jones

ETFs
1.02K
+ 4.15%
$221.38 - $266.86 $226K - $272K
25.6K $5.68M
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.01K
+ 2.35%
$94.5 - $110.71 $190K - $222K
87.5K $8.41M
FV
First Trust Dorsey Wright Focu

ETFs
6.59K
+ 4.14%
$53.91 - $63.03 $355K - $415K
166K $9.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
487
+ 0.48%
$57.21 - $65.8 $27.9K - $32K
101K $5.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
844
+ 0.6%
$24.91 - $29.02 $21K - $24.5K
143K $3.57M
ON
On Semiconductor Corp

Technology
7.83K
+ 24.2%
$40.69 - $64.51 $318K - $505K
40.2K $1.63M
IWC
Russell Micro Cap ETF

ETFs
41
+ 0.17%
$110.91 - $133.46 $4.55K - $5.47K
23.5K $2.6M
IYW
Ishares Dj Us Tech ETF

ETFs
1.33K
+ 3.47%
$140.44 - $166.79 $186K - $221K
39.5K $5.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.82K
+ 4.36%
$92.45 - $106.69 $538K - $621K
139K $12.9M
NVDA
Nvidia Corp

Technology
18.2K
+ 15.45%
$106.98 - $149.43 $1.94M - $2.72M
136K $14.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.19K
+ 0.97%
$102.49 - $119.96 $121K - $142K
123K $12.9M
VUG
Vanguard Growth ETF

ETFs
1.38K
+ 3.05%
$369.1 - $427.61 $508K - $588K
46.5K $17.2M
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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