Regal Investment Advisors LLC Incresed Positions in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.37K
+ 5.66%
$620.67 - $670.08 $3.95M - $4.27M
119K $79.6M
AAPL
Apple Inc.

Technology
3.85K
+ 3.1%
$202.38 - $256.87 $778K - $988K
128K $32.6M
OEF
Ishares S&P 100 ETF

ETFs
19.6K
+ 77.23%
N/A
45K $12M
NVDA
Nvidia Corp

Technology
9.81K
+ 8.5%
$153.3 - $186.58 $1.5M - $1.83M
125K $23.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
54.9K
+ 25.38%
$54.35 - $59.32 $2.99M - $3.26M
271K $16.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
941
+ 1.52%
$546.99 - $602.2 $515K - $567K
62.9K $37.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
65.4K
+ 316.54%
$49.78 - $50.75 $3.26M - $3.32M
86.1K $4.36M
VRIG
Invesco Actively Managed ETF F

ETFs
131K
+ 116.43%
$25.04 - $25.16 $3.29M - $3.31M
244K $6.14M
XLK
Technology Sector Spdr

ETFs
10.1K
+ 63.63%
$250.97 - $282.66 $2.53M - $2.85M
25.9K $7.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.5K
+ 3.27%
$617.65 - $666.84 $927K - $1M
47.5K $31.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25.2K
+ 338.53%
$102.4 - $103.88 $2.58M - $2.62M
32.6K $3.37M
VUG
Vanguard Growth ETF

ETFs
1.29K
+ 2.72%
$433.97 - $484.08 $560K - $625K
48.8K $23.4M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
53.8K
+ 188.34%
$45.07 - $47.56 $2.42M - $2.56M
82.3K $3.79M
JNJ
Johnson & Johnson

Healthcare
822
+ 1.16%
$155.17 - $185.42 $128K - $152K
71.9K $13.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.8K
+ 7.54%
$107.66 - $112.36 $1.7M - $1.77M
225K $25.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.3K
+ 113.23%
$72.65 - $78.68 $1.84M - $1.99M
47.7K $3.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 12.82%
$567.77 - $614.76 $1.18M - $1.27M
18.2K $11.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
14.8K
+ 261.04%
$138.59 - $171.12 $2.05M - $2.53M
20.4K $2.87M
IAU
Ishares Gold Trust

ETFs
21.1K
+ 58.55%
$61.62 - $72.77 $1.3M - $1.53M
57.1K $4.15M
GOOGL
Alphabet Inc.

Communication Services
2.53K
+ 13.49%
$174.36 - $254.72 $441K - $645K
21.3K $5.18M
IEFA
Ishares Tr

ETFs
15.9K
+ 12.74%
$81.7 - $87.53 $1.3M - $1.39M
141K $12.3M
DUK
Duke Energy Corp

Utilities
13.7K
+ 47.86%
$116.31 - $125.93 $1.6M - $1.73M
42.4K $5.24M
VTI
Vanguard Total Stock Market Et

ETFs
3.15K
+ 9.56%
$303.93 - $329.86 $957K - $1.04M
36.1K $11.8M
IEMG
Ishares Inc

ETFs
34K
+ 22.63%
N/A
184K $9.88M
XLF
Financial Sector Spdr

ETFs
31.5K
+ 39.39%
$51.37 - $54.25 $1.62M - $1.71M
112K $6.01M
IVE
Ishares S&P 500 Value ETF

ETFs
5.65K
+ 9.99%
$194.44 - $206.51 $1.1M - $1.17M
62.2K $12.8M
MSFT
Microsoft Corp

Technology
1.32K
+ 2.55%
$491.09 - $535.64 $647K - $705K
52.9K $27.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 1.58%
$108.97 - $121.65 $224K - $250K
132K $16M
IBM
International Business Machines Corp

Technology
6.71K
+ 29.0%
$234.77 - $292.47 $1.57M - $1.96M
29.8K $8.42M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.01K
+ 68.74%
$275.84 - $326.36 $1.11M - $1.31M
9.85K $3.21M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
27.6K
+ 18.69%
$42.39 - $44.63 $1.17M - $1.23M
175K $7.81M
VEA
Vanguard Ftse Developed Market

ETFs
11.5K
+ 4.09%
$56.02 - $60.3 $645K - $694K
293K $17.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.6K
+ 18.6%
$98.52 - $103.93 $1.34M - $1.41M
86.5K $8.9M
XOM
Exxon Mobil Corp

Energy
11.5K
+ 37.36%
$105.83 - $117.22 $1.22M - $1.35M
42.4K $4.79M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35.6K
+ 105.88%
$35.42 - $38.65 $1.26M - $1.38M
69.2K $2.63M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.52K
+ 27.63%
$236.25 - $257.69 $1.07M - $1.16M
20.9K $5.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.78K
+ 2.62%
$49.43 - $54.52 $286K - $315K
227K $12.3M
PFE
Pfizer Inc

Healthcare
36.4K
+ 11.59%
$23.29 - $25.88 $847K - $941K
350K $8.92M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.57K
+ 11.18%
$164.63 - $174.58 $753K - $798K
45.5K $7.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.6K
+ 14.91%
$97.75 - $100.75 $1.04M - $1.07M
82K $8.22M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
21.3K
+ 8.11%
$31.79 - $33.42 $678K - $713K
284K $9.5M
GLD
Spdr Gold Trust

ETFs
493
+ 2.66%
$300.96 - $355.47 $148K - $175K
19K $6.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.6K
+ 10.73%
$62.09 - $66.51 $723K - $775K
120K $7.84M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.04K
+ 23.16%
$50.79 - $76.4 $307K - $461K
32.1K $2.45M
FTCS
First Trust Capital Strength E

ETFs
3.94K
+ 1.53%
$89.72 - $93.74 $354K - $370K
262K $24.6M
VBR
Vanguard Small Cap Value ETF

ETFs
3.83K
+ 21.33%
$195.41 - $212.37 $748K - $813K
21.8K $4.54M
PEP
Pepsico Inc

Consumer Defensive
5.99K
+ 28.22%
$133.81 - $152.16 $801K - $911K
27.2K $3.82M
XLU
Utilities Sector Spdr

ETFs
7.47K
+ 11.77%
$81.14 - $87.32 $606K - $653K
71K $6.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.3K
+ 0.73%
$26.38 - $27.95 $193K - $204K
1M $27.4M
Activity Summary
Buys All Purchases 332 New Holdings 48 Increased Positions 284 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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