Regal Investment Advisors LLC Incresed Positions in Q1 2025

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
72K
+ 159.22%
$67.08 - $76.14 $4.83M - $5.48M
117K $8.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
180K
+ 22.97%
$27.01 - $28.54 $4.86M - $5.14M
964K $27M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
180K
+ 193.29%
$17.61 - $18.7 $3.17M - $3.37M
273K $5.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
44K
+ 153.41%
$73.11 - $77.43 $3.21M - $3.4M
72.6K $5.51M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
125K
+ 148.19%
$25.44 - $25.58 $3.18M - $3.2M
209K $5.35M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
136K
+ 149.14%
$23.29 - $23.38 $3.17M - $3.19M
228K $5.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.4K
+ 73.94%
$95.85 - $99.25 $2.92M - $3.02M
71.6K $7.08M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
73.2K
+ 91.29%
$39.61 - $42.65 $2.9M - $3.12M
153K $6.25M
IVE
Ishares S&P 500 Value ETF

ETFs
15.5K
+ 47.11%
$185.78 - $198.58 $2.87M - $3.07M
48.3K $9.2M
OEF
Ishares S&P 100 ETF

ETFs
10.6K
+ 115.63%
N/A
19.7K $5.25M
PFF
Ishares Trust Ishares Pfd And

ETFs
91.3K
+ 28.34%
$30.73 - $32.26 $2.81M - $2.94M
413K $12.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21.9K
+ 62.05%
$97.25 - $104.79 $2.13M - $2.3M
57.2K $5.94M
IEMG
Ishares Inc

ETFs
39.9K
+ 101.61%
N/A
79.2K $4.25M
HEFA
Ishares Currency Hedged Msci E

ETFs
45.9K
+ 48.17%
$34.83 - $37.52 $1.6M - $1.72M
141K $5.13M
IAU
Ishares Gold Trust

ETFs
22K
+ 61.16%
$49.74 - $58.96 $1.09M - $1.3M
57.9K $3.41M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
29.3K
+ 103.11%
$48.65 - $53.06 $1.43M - $1.56M
57.7K $3M
FTCS
First Trust Capital Strength E

ETFs
11.9K
+ 4.85%
$86.39 - $91.35 $1.03M - $1.09M
258K $23.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.3K
+ 420.68%
$91.45 - $91.75 $1.49M - $1.49M
20.1K $1.85M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.7K
+ 103.66%
$79.17 - $82.04 $1.4M - $1.45M
34.7K $2.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.8K
+ 13.51%
$42.5 - $46.71 $1.1M - $1.21M
217K $9.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.44K
+ 10.6%
$551.42 - $612.93 $2.45M - $2.72M
46.3K $25.9M
IEFA
Ishares Tr

ETFs
7.97K
+ 7.59%
$69.57 - $78.65 $554K - $627K
113K $8.54M
VBR
Vanguard Small Cap Value ETF

ETFs
5.77K
+ 53.75%
$183.02 - $207.75 $1.06M - $1.2M
16.5K $3.07M
JPIE
J P Morgan Exchange Traded Fd
17.5K
+ 122.3%
$45.46 - $46.18 $795K - $808K
31.8K $1.47M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
11K
+ 92.55%
$53.69 - $62.68 $590K - $689K
22.9K $1.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.73K
+ 1.79%
$44.72 - $46.25 $346K - $358K
439K $20.2M
PWV
Invesco Exchange Traded Fd Tr

ETFs
6.54K
+ 5.33%
$56.58 - $60.89 $370K - $398K
129K $7.69M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.8K
+ 194.81%
$48.43 - $49.9 $669K - $689K
20.9K $1.04M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.9K
+ 41.54%
$44.68 - $46.49 $531K - $553K
40.5K $1.88M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.2K
+ 10.83%
$29.34 - $31.31 $710K - $758K
248K $7.35M
EWX
Spdr S&P Emerging Markets Smal

ETFs
9.82K
+ 74.12%
$55.48 - $59.47 $545K - $584K
23.1K $1.31M
GNR
Spdr S&P Global Natural Resour

ETFs
6.72K
+ 15.86%
$50.12 - $54.48 $337K - $366K
49.1K $2.61M
XLI
Industrial Sector Spdr

ETFs
3.76K
+ 77.35%
$128.78 - $141.67 $485K - $533K
8.63K $1.13M
X
United States Steel Corp

Basic Materials
7.06K
+ 34.21%
$30.47 - $43.0 $215K - $303K
27.7K $1.17M
BOWL
Bowlero Corp.

Communication Services
41.5K
+ 188.37%
$10.13 - $10.58 $421K - $440K
63.6K $672K
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.18K
+ 52.74%
$46.82 - $47.8 $430K - $439K
26.6K $1.25M
MP
Mp Materials Corp.

Basic Materials
9.45K
+ 47.1%
$16.39 - $26.93 $155K - $255K
29.5K $720K
VNQ
Vanguard Specialized Funds Van

ETFs
2.29K
+ 3.58%
$85.55 - $94.34 $196K - $216K
66.1K $5.99M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
23K
+ 125.57%
$10.61 - $16.49 $244K - $379K
41.2K $513K
AMT
American Tower Corp

Real Estate
434
+ 8.8%
$173.46 - $217.6 $75.3K - $94.4K
5.36K $1.17M
XLF
Financial Sector Spdr

ETFs
2.79K
+ 3.82%
$47.32 - $52.19 $132K - $146K
75.9K $3.78M
SLV
I Shares Silver Trust

ETFs
3.72K
+ 13.71%
$26.93 - $31.32 $100K - $117K
30.9K $956K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.04K
+ 69.6%
$106.22 - $111.09 $216K - $226K
4.97K $551K
COIN
Coinbase Global, Inc.

Technology
1.79K
+ 172.68%
$172.23 - $301.3 $308K - $539K
2.83K $486K
AJG
Arthur J. Gallagher & Co.

Financial Services
358
+ 21.02%
$275.89 - $345.24 $98.8K - $124K
2.06K $711K
EMB
Ishares Tr

ETFs
2.11K
+ 10.64%
$88.64 - $92.03 $187K - $194K
21.9K $1.98M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.49K
+ 6.48%
N/A
57.3K $3.58M
GTO
Invesco Actively Managed ETF T

ETFs
2.91K
+ 1.97%
$45.9 - $47.37 $133K - $138K
150K $7.06M
FDVV
Fidelity High Dividend ETF

ETFs
4.04K
+ 64.52%
$48.86 - $52.28 $197K - $211K
10.3K $511K
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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