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
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.71K
+ 19.23%
$23.53 - $25.24 $205K - $220K
54K $1.29M
BX
Blackstone Inc.

Financial Services
1.81K
+ 72.75%
$136.53 - $186.74 $246K - $337K
4.29K $599K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41
+ 9.53%
$1187.71 - $1432.58 $48.7K - $58.7K
471 $674K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.11K
+ 20.2%
$50.39 - $50.66 $157K - $157K
18.5K $936K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.56K
+ 28.43%
$29.68 - $32.59 $195K - $214K
29.6K $884K
V
Visa Inc.

Financial Services
99
+ 2.92%
$306.92 - $362.71 $30.4K - $35.9K
3.49K $1.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.22%
$402.49 - $513.76 $1.61K - $2.06K
1.81K $875K
PSX
Phillips 66

Energy
741
+ 12.76%
$113.93 - $131.55 $84.4K - $97.5K
6.55K $808K
CRWD
Crowd Strike Holdings, Inc.

Technology
303
+ 10.27%
$308.86 - $455.36 $93.6K - $138K
3.25K $1.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.72K
+ 18.21%
$58.01 - $64.46 $99.8K - $111K
11.2K $693K
PULS
Pgim ETF Tr

ETFs
2.5K
+ 16.13%
$49.56 - $49.78 $124K - $124K
18K $894K
CNA
Cna Financial Corp

Financial Services
2.02K
+ 19.93%
$45.86 - $51.0 $92.7K - $103K
12.2K $617K
RSP
Invesco S&P 500 Equal Weight E

ETFs
879
+ 6.63%
$169.43 - $182.84 $149K - $161K
14.1K $2.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.4K
+ 7.56%
$49.25 - $50.66 $118K - $121K
34.1K $1.69M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
648
+ 3.01%
$110.75 - $119.78 $71.8K - $77.6K
22.2K $2.56M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.93K
+ 8.59%
$38.22 - $41.19 $73.8K - $79.6K
24.4K $988K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.02K
+ 2.82%
$22.25 - $23.0 $89.4K - $92.4K
147K $3.37M
CASY
Caseys General Stores Inc

Consumer Cyclical
111
+ 9.39%
$378.71 - $442.54 $42K - $49.1K
1.29K $561K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.14K
+ 3.13%
$25.77 - $27.6 $55.1K - $59K
70.6K $1.88M
VRSK
Verisk Analytics, Inc.

Industrials
161
+ 8.99%
$268.63 - $301.33 $43.2K - $48.5K
1.95K $580K
SNPS
Synopsys Inc

Technology
353
+ 28.58%
$428.58 - $551.54 $151K - $195K
1.59K $681K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.95K
+ 22.79%
$20.64 - $20.73 $81.5K - $81.8K
21.3K $439K
ADBE
Adobe Inc.

Technology
428
+ 30.62%
$377.84 - $464.11 $162K - $199K
1.83K $700K
DTE
Dte Energy CO

Utilities
285
+ 13.38%
$117.6 - $138.27 $33.5K - $39.4K
2.42K $333K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.51K
+ 9.43%
$120.24 - $134.3 $182K - $203K
17.5K $2.14M
RTX
Raytheon Technologies Corp

Industrials
39
+ 0.98%
$114.1 - $135.66 $4.45K - $5.29K
4.03K $534K
CAH
Cardinal Health Inc

Healthcare
90
+ 2.99%
$118.02 - $137.77 $10.6K - $12.4K
3.1K $426K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.3K
+ 13.73%
$50.24 - $50.57 $65.4K - $65.8K
10.8K $544K
TYL
Tyler Technologies Inc

Technology
106
+ 12.34%
$553.41 - $646.74 $58.7K - $68.6K
965 $561K
APH
Amphenol Corp

Technology
1.5K
+ 18.54%
$61.62 - $78.55 $92.1K - $117K
9.56K $626K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
463
+ 1.05%
$42.18 - $45.16 $19.5K - $20.9K
44.6K $1.97M
VTI
Vanguard Total Stock Market Et

ETFs
1.92K
+ 6.23%
$271.18 - $303.12 $520K - $582K
32.7K $8.99M
SHW
Sherwin Williams CO

Basic Materials
148
+ 10.35%
$330.16 - $365.55 $48.9K - $54.1K
1.58K $551K
KLAC
Kla Corp

Technology
44
+ 6.52%
$636.62 - $777.63 $28K - $34.2K
719 $488K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.13K
+ 2.89%
$47.33 - $47.92 $53.7K - $54.3K
40.3K $1.92M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.01K
+ 6.32%
$25.12 - $26.05 $75.5K - $78.3K
50.5K $1.27M
VRIG
Invesco Actively Managed ETF F

ETFs
2.51K
+ 2.34%
$25.06 - $25.19 $63K - $63.3K
110K $2.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
831
+ 0.93%
$50.87 - $51.09 $42.3K - $42.5K
89.8K $4.58M
DLR
Digital Realty Trust, Inc.

Real Estate
959
+ 40.29%
$142.1 - $183.56 $136K - $176K
3.34K $478K
FXG
First Tr Exchange Traded First

ETFs
500
+ 2.99%
$62.56 - $65.85 $31.3K - $32.9K
17.2K $1.13M
WWD
Woodward, Inc.

Industrials
3
+ 0.09%
$171.38 - $195.22 $514 - $586
3.32K $605K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
840
+ 9.11%
$28.65 - $33.18 $24.1K - $27.9K
10.1K $318K
ICVT
Ishares Tr Convertible Bond Et

ETFs
679
+ 16.08%
$83.18 - $89.27 $56.5K - $60.6K
4.9K $409K
SBLK
Star Bulk Carriers Corp.

Industrials
2.41K
+ 22.5%
$14.35 - $17.15 $34.6K - $41.3K
13.1K $204K
FNDF
Schwab Fundamental Intl Large

ETFs
20
+ 0.16%
$32.9 - $37.45 $658 - $749
12.6K $455K
IXUS
Ishares Tr

ETFs
312
+ 7.27%
$65.06 - $72.31 $20.3K - $22.6K
4.6K $321K
JNK
Spdr Bloomberg High Yield Bond

ETFs
459
+ 1.22%
$94.86 - $97.12 $43.5K - $44.6K
38K $3.62M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
406
+ 13.64%
N/A
3.38K $290K
PKW
Invesco Exchange Traded Fd Tr

ETFs
368
+ 14.68%
$109.15 - $120.99 $40.2K - $44.5K
2.87K $323K
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
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