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
IYW
Ishares Dj Us Tech ETF

ETFs
4.02K
+ 11.42%
$133.16 - $158.73 $535K - $638K
39.2K $5.94M
CME
Cme Group Inc.

Financial Services
729
+ 3.8%
$193.43 - $220.62 $141K - $161K
19.9K $4.4M
ADP
Automatic Data Processing Inc

Industrials
118
+ 0.77%
$233.44 - $279.45 $27.5K - $33K
15.5K $4.28M
SHV
Ishares Tr

ETFs
5.33K
+ 92.36%
$110.05 - $110.63 $587K - $590K
11.1K $1.23M
GTO
Invesco Actively Managed ETF T

ETFs
6.72K
+ 5.05%
$46.22 - $48.77 $311K - $328K
140K $6.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.72K
+ 11.04%
$89.91 - $101.33 $335K - $377K
37.5K $3.67M
MUB
Ishares National Muni Bond ETF

ETFs
3.83K
+ 5.32%
$106.13 - $108.7 $406K - $416K
75.8K $8.23M
DUK
Duke Energy Corp

Utilities
67
+ 0.2%
$99.35 - $117.71 $6.66K - $7.89K
34.3K $3.95M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.8K
+ 134.98%
$28.09 - $30.4 $473K - $512K
29.3K $889K
LOW
Lowes Companies Inc

Consumer Cyclical
287
+ 3.32%
$213.3 - $270.78 $61.2K - $77.7K
8.94K $2.42M
XLK
Technology Sector Spdr

ETFs
2.13K
+ 13.77%
$197.34 - $237.68 $421K - $507K
17.6K $3.98M
EMB
Ishares Tr

ETFs
4.12K
+ 29.39%
$87.75 - $93.74 $361K - $386K
18.1K $1.7M
VXF
Vanguard Extended Market ETF

ETFs
1.26K
+ 7.69%
$163.98 - $182.92 $206K - $230K
17.6K $3.2M
XLC
Select Sector Spdr Tr Communic

ETFs
3.87K
+ 21.87%
$82.16 - $90.4 $318K - $350K
21.6K $1.95M
FXR
First Trust Industrials/Produc

ETFs
2.92K
+ 11.12%
$66.85 - $75.76 $195K - $221K
29.1K $2.21M
ON
On Semiconductor Corp

Technology
2.74K
+ 5.56%
$66.39 - $78.74 $182K - $216K
52K $3.77M
VB
Vanguard Small Cap ETF

ETFs
188
+ 1.05%
$214.77 - $237.72 $40.4K - $44.7K
18.2K $4.31M
O
Realty Income Corp

Real Estate
4.93K
+ 76.81%
$52.36 - $63.42 $258K - $312K
11.3K $719K
FDN
First Tr Fd Dow Jones

ETFs
984
+ 4.25%
$183.68 - $212.48 $181K - $209K
24.1K $5.11M
UPS
United Parcel Service Inc

Industrials
2.7K
+ 32.84%
$123.32 - $147.38 $332K - $397K
10.9K $1.49M
IFRA
Ishares Tr

ETFs
5.88K
+ 33.45%
$41.55 - $46.97 $244K - $276K
23.5K $1.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
601
+ 5.66%
$178.41 - $210.18 $107K - $126K
11.2K $2.23M
ETR
Entergy Corp

Utilities
788
+ 7.87%
$104.75 - $131.61 $82.5K - $104K
10.8K $1.42M
AVGO
Broadcom Inc.

Technology
13.5K
+ 973.9%
$136.27 - $1745.86 $1.84M - $23.5M
14.9K $2.56M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.56K
+ 16.99%
$33.89 - $41.64 $154K - $190K
31.4K $1.25M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.82K
+ 23.97%
$75.81 - $88.73 $214K - $250K
14.6K $1.29M
IDV
Ishares Tr

ETFs
9.58K
+ 51.25%
$27.62 - $30.64 $265K - $294K
28.3K $854K
DHR
Danaher Corp

Healthcare
316
+ 3.68%
$239.25 - $280.76 $75.6K - $88.7K
8.9K $2.47M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.38K
+ 4.23%
$73.43 - $80.37 $101K - $111K
34K $2.73M
WM
Waste Management Inc

Industrials
2.14K
+ 8.56%
$196.96 - $223.45 $422K - $479K
27.2K $5.64M
FYX
First Tr Small Cap Core Alphad

ETFs
250
+ 0.83%
$89.32 - $100.62 $22.3K - $25.2K
30.3K $3.02M
CEG
Constellation Energy Corp

Utilities
20
+ 0.42%
$167.08 - $262.86 $3.34K - $5.26K
4.82K $1.25M
NEE
Nextera Energy Inc

Utilities
2.85K
+ 81.33%
$69.9 - $84.97 $199K - $242K
6.35K $536K
XLP
Consumer Staples Sector Spdr

ETFs
4.05K
+ 10.9%
$76.04 - $76.04 $308K - $308K
41.2K $3.13M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.55K
+ 4.15%
$93.65 - $97.81 $145K - $151K
38.8K $3.79M
IWC
Russell Micro Cap ETF

ETFs
511
+ 2.28%
$112.21 - $129.46 $57.3K - $66.2K
22.9K $2.83M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.59K
+ 8.66%
$79.92 - $88.19 $127K - $140K
19.9K $1.76M
RPRX
Royalty Pharma PLC

Healthcare
7.69K
+ 36.31%
$25.63 - $29.27 $197K - $225K
28.9K $816K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.53K
+ 15.63%
$100.3 - $100.74 $254K - $255K
18.7K $1.89M
XLV
Select Sector Spdr Fund Health

ETFs
512
+ 2.61%
$143.3 - $157.24 $73.4K - $80.5K
20.1K $3.1M
FV
First Trust Dorsey Wright Focu

ETFs
1.56K
+ 1.04%
$51.35 - $59.82 $80K - $93.2K
151K $8.78M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.07K
+ 1.38%
$76.38 - $78.87 $81.8K - $84.5K
78.9K $6.21M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.83K
+ 36.38%
$64.83 - $72.82 $183K - $206K
10.6K $763K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
588
+ 3.01%
$112.99 - $126.45 $66.4K - $74.4K
20.1K $2.53M
PEP
Pepsico Inc

Consumer Defensive
518
+ 1.81%
$161.9 - $179.3 $83.9K - $92.9K
29.1K $4.94M
KMB
Kimberly Clark Corp

Consumer Defensive
757
+ 2.47%
$135.05 - $148.35 $102K - $112K
31.4K $4.46M
GNR
Spdr S&P Global Natural Resour

ETFs
2.8K
+ 7.87%
$53.02 - $57.84 $148K - $162K
38.3K $2.21M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.5K
+ 8.8%
$75.32 - $84.37 $113K - $127K
18.6K $1.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.66K
+ 62.41%
$71.45 - $75.64 $190K - $201K
6.92K $519K
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email