Regal Investment Advisors LLC Incresed Positions in Q3 2024

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
172K
+ 58.07%
$44.83 - $47.42 $7.71M - $8.15M
468K $22.1M
EFV
Msci Eafe Value ETF

ETFs
112K
+ 200.98%
$51.72 - $57.96 $5.79M - $6.49M
168K $9.64M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
32.5K
+ 255.86%
$100.75 - $111.62 $3.28M - $3.63M
45.2K $4.94M
ABBV
Abb Vie Inc.

Healthcare
2.72K
+ 2.49%
$163.84 - $199.33 $445K - $541K
112K $22.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13K
+ 16.05%
$162.64 - $179.3 $2.11M - $2.33M
94K $16.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
51.3K
+ 33.38%
$44.24 - $49.47 $2.27M - $2.54M
205K $10.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14.1K
+ 204.62%
$162.83 - $179.16 $2.3M - $2.53M
21K $3.76M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6.5K
+ 100.03%
$320.55 - $412.94 $2.08M - $2.68M
13K $5.06M
MBB
Ishares Tr

ETFs
22.9K
+ 45.9%
$90.85 - $96.66 $2.08M - $2.22M
72.9K $6.99M
XLU
Utilities Sector Spdr

ETFs
21.5K
+ 41.91%
$67.67 - $80.78 $1.46M - $1.74M
72.9K $5.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35.4K
+ 67.53%
$56.04 - $62.99 $1.98M - $2.23M
87.8K $5.37M
IVW
Ishares S&P 500 Growth ETF

ETFs
19.3K
+ 16.07%
$84.77 - $97.13 $1.63M - $1.87M
139K $13.3M
JNJ
Johnson & Johnson

Healthcare
4.08K
+ 4.67%
$145.48 - $167.38 $594K - $683K
91.4K $14.8M
FTCS
First Trust Capital Strength E

ETFs
5.4K
+ 2.39%
$83.58 - $90.94 $452K - $491K
231K $21M
BLDR
Builders First Source, Inc.

Industrials
102
+ 0.31%
$132.6 - $201.83 $13.5K - $20.6K
32.9K $6.38M
EFG
Msci Eafe Growth ETF

ETFs
13.3K
+ 18.03%
$96.84 - $108.77 $1.28M - $1.44M
86.8K $9.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.3K
+ 0.97%
$77.02 - $85.06 $177K - $195K
238K $20.1M
MDT
Medtronic PLC

Healthcare
5.35K
+ 4.95%
$76.84 - $91.03 $411K - $487K
114K $10.2M
VZ
Verizon Communications Inc

Communication Services
18.9K
+ 8.16%
$38.89 - $45.0 $733K - $849K
250K $11.2M
IBM
International Business Machines Corp

Technology
3.27K
+ 17.27%
$175.1 - $223.38 $573K - $730K
22.2K $4.91M
MCD
Mcdonalds Corp

Consumer Cyclical
283
+ 0.94%
$245.82 - $304.51 $69.6K - $86.2K
30.5K $9.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.66K
+ 1.9%
$106.11 - $113.72 $388K - $416K
196K $22.1M
CPRI
Capri Holdings LTD

Consumer Cyclical
12.2K
+ 11.42%
$29.61 - $42.44 $363K - $520K
119K $5.07M
PFE
Pfizer Inc

Healthcare
36.8K
+ 13.04%
$27.7 - $31.39 $1.02M - $1.16M
319K $9.24M
VEA
Vanguard Ftse Developed Market

ETFs
7.94K
+ 2.96%
$47.6 - $53.31 $378K - $423K
276K $14.6M
IVE
Ishares S&P 500 Value ETF

ETFs
4.49K
+ 16.02%
$181.06 - $197.17 $812K - $884K
32.5K $6.41M
MPC
Marathon Petroleum Corp

Energy
8.02K
+ 336.55%
$158.61 - $180.75 $1.27M - $1.45M
10.4K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
2.64K
+ 2.81%
$160.76 - $177.82 $425K - $470K
96.7K $16.7M
WMT
Walmart Inc.

Consumer Defensive
1.38K
+ 1.64%
$66.91 - $81.4 $92.3K - $112K
85.6K $6.91M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.15K
+ 10.08%
$112.12 - $149.09 $353K - $469K
34.4K $5.09M
CLX
Clorox CO

Consumer Defensive
2.9K
+ 11.71%
$131.73 - $166.97 $382K - $485K
27.7K $4.51M
CSCO
Cisco Systems, Inc.

Technology
11.3K
+ 12.27%
$44.74 - $53.22 $504K - $599K
103K $5.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.18K
+ 300.03%
$114.73 - $120.23 $1.05M - $1.1M
12.2K $1.46M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
31.3K
+ 21.56%
$28.1 - $29.89 $880K - $937K
177K $5.28M
XLF
Financial Sector Spdr

ETFs
20.8K
+ 69.27%
$40.84 - $45.74 $850K - $952K
50.9K $2.31M
VUG
Vanguard Growth ETF

ETFs
1.52K
+ 3.16%
$341.08 - $391.94 $519K - $597K
49.8K $19.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.8K
+ 9.3%
$54.98 - $59.51 $647K - $700K
138K $8.23M
PWB
Invesco Exchange Traded Fd Tr

ETFs
7.51K
+ 10.16%
$86.85 - $98.91 $653K - $743K
81.4K $8.04M
DGRO
Ishares Core Dividend Growth E

ETFs
15.3K
+ 227.83%
$57.47 - $62.76 $879K - $960K
22K $1.38M
PWV
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 11.01%
$54.33 - $59.01 $602K - $654K
112K $6.51M
KO
Coca Cola CO

Consumer Defensive
3.64K
+ 4.18%
$62.69 - $73.01 $228K - $266K
90.7K $6.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.55K
+ 2.51%
$41.9 - $48.26 $190K - $219K
186K $8.88M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.9K
+ 3.36%
$31.18 - $33.5 $340K - $366K
336K $11.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.04K
+ 15.67%
$96.25 - $101.98 $677K - $718K
51.9K $5.26M
TGT
Target Corp

Consumer Defensive
3.29K
+ 7.5%
$133.47 - $159.25 $440K - $525K
47.2K $7.36M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.47K
+ 7.23%
$37.68 - $42.0 $357K - $398K
140K $5.84M
VO
Vanguard Mid Cap ETF

ETFs
1.47K
+ 7.25%
$237.84 - $263.83 $349K - $387K
21.7K $5.73M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13.2K
+ 48.34%
$39.95 - $45.86 $529K - $608K
40.7K $1.86M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
7.52K
+ 80.12%
$82.41 - $92.06 $619K - $692K
16.9K $1.52M
Activity Summary
Buys All Purchases 232 New Holdings 20 Increased Positions 212 Sells All Sells 246 Reductions 246 Sold out 0 Options Calls 1 Puts 0
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