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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
304
+ 2.23%
$32.74 - $36.2 $9.95K - $11K
13.9K $486K
NUE
Nucor Corp

Basic Materials
153
+ 4.18%
$114.48 - $142.52 $17.5K - $21.8K
3.82K $459K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
764
+ 5.23%
$507.05 - $563.67 $387K - $431K
15.4K $7.9M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
955
+ 6.07%
$22.42 - $23.22 $21.4K - $22.2K
16.7K $384K
NKE
Nike, Inc.

Consumer Cyclical
1.68K
+ 25.9%
$63.29 - $81.72 $106K - $137K
8.14K $516K
VOOV
Vanguard S&P 500 Value ETF

ETFs
146
+ 2.67%
$179.71 - $192.06 $26.2K - $28K
5.62K $1.04M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.2K
+ 8.63%
$46.38 - $52.65 $102K - $116K
27.7K $1.29M
FMB
First Tr Exchange Traded Fd Ii

ETFs
432
+ 7.98%
$50.17 - $51.45 $21.7K - $22.2K
5.85K $294K
AOA
Ishares Tr Core Aggressive All

ETFs
246
+ 4.48%
$75.7 - $80.01 $18.6K - $19.7K
5.74K $438K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7
+ 0.11%
$97.38 - $104.52 $682 - $732
6.5K $663K
FTA
First Tr Large Cap Value

ETFs
29
+ 0.09%
$74.42 - $80.34 $2.16K - $2.33K
30.7K $2.36M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
52
+ 2.34%
$408.78 - $448.82 $21.3K - $23.3K
2.28K $956K
C
Citigroup Inc

Financial Services
87
+ 2.36%
$67.23 - $84.63 $5.85K - $7.36K
3.77K $267K
FISV
Fiserv Inc

Technology
40
+ 0.86%
N/A
4.69K $587K
VGT
Vanguard Information Technolog

ETFs
198
+ 15.14%
$542.38 - $646.34 $107K - $128K
1.51K $816K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 5.2%
$21.75 - $24.28 $36.4K - $40.7K
33.9K $748K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
38
+ 0.11%
$12.03 - $12.69 $457 - $482
33.6K $410K
J P Morgan Exchange Traded F
2.75K
+ 30.97%
N/A
11.6K $0
Fidelity Covington Trust
274
+ 2.48%
N/A
11.3K $0
Gsk PLC
171
+ 2.01%
N/A
8.67K $0
T Rowe Price ETF Inc
13.7K
+ 43.64%
N/A
45K $0
LCTD
Blackrock ETF World Ex Us Carb
121
+ 1.97%
N/A
6.27K $0
Fidelity Covington Trust
912
+ 9.15%
N/A
10.9K $0
Invesco Actively Managed Exc
6.17K
+ 31.0%
N/A
26.1K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3.96K
+ 19.04%
N/A
24.8K $0
FNDX
Schwab Fundamental U S Large C

ETFs
59
+ 0.26%
$23.03 - $25.01 $1.36K - $1.48K
22.6K $534K
DSI
Ishares Msci Kld 400 Social Et

ETFs
799
+ 7.43%
$101.98 - $115.66 $81.5K - $92.4K
11.5K $1.18M
SNA
Snap On Inc

Industrials
4
+ 0.32%
$324.09 - $358.62 $1.3K - $1.43K
1.25K $421K
CHRD
Oasis Petroleum Inc.

Energy
29
+ 1.31%
$101.34 - $127.78 $2.94K - $3.71K
2.24K $252K
MGEE
Mge Energy Inc

Utilities
52
+ 0.48%
$85.7 - $94.18 $4.46K - $4.9K
10.9K $1.01M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.26K
+ 5.13%
$59.79 - $67.15 $75.2K - $84.5K
25.8K $1.56M
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.26%
$253.32 - $282.66 $1.01K - $1.13K
1.52K $389K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
169
+ 2.32%
$69.69 - $79.99 $11.8K - $13.5K
7.46K $532K
HBAN
Huntington Bancshares Inc

Financial Services
75
+ 0.42%
$14.28 - $17.39 $1.07K - $1.3K
17.8K $267K
CLF
Cleveland Cliffs Inc.

Basic Materials
48
+ 0.23%
$8.22 - $12.02 $395 - $577
21.2K $174K
LMT
Lockheed Martin Corp

Industrials
66
+ 4.7%
$423.19 - $506.29 $27.9K - $33.4K
1.47K $656K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.36%
$333.37 - $384.99 $1K - $1.15K
837 $279K
FNDA
Schwab Fundamental U S Small C

ETFs
10
+ 0.09%
$26.87 - $30.99 $269 - $310
11.3K $308K
INDI
Indie Semiconductor, Inc.

Technology
116
+ 0.82%
$2.04 - $4.66 $237 - $541
14.3K $29K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
13.7K
+ 9.15%
$37.35 - $43.35 $511K - $593K
163K $6.18M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
551
+ 5.37%
$121.0 - $142.28 $66.7K - $78.4K
10.8K $1.35M
IETC
Ishares U S ETF Tr

ETFs
2
+ 0.05%
$74.94 - $89.98 $150 - $180
4.43K $331K
IJS
Ishares S&P Smallcap 600 Value

ETFs
438
+ 4.98%
$96.3 - $112.23 $42.2K - $49.2K
9.23K $900K
FXR
First Trust Industrials/Produc

ETFs
1.25K
+ 4.05%
$68.3 - $79.81 $85.5K - $99.9K
32.2K $2.24M
AMD
Advanced Micro Devices Inc

Technology
374
+ 5.8%
$96.63 - $129.55 $36.1K - $48.5K
6.83K $701K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.22K
+ 4.21%
$48.06 - $53.73 $395K - $442K
204K $9.93M
QTEC
First Trust Nasdaq 100 Technol

ETFs
359
+ 3.14%
$173.56 - $210.67 $62.3K - $75.6K
11.8K $2.05M
NOW
Service Now, Inc.

Technology
98
+ 13.17%
$783.83 - $1170.39 $76.8K - $115K
842 $670K
ORCL
Oracle Corp

Technology
23
+ 0.47%
$139.81 - $186.47 $3.22K - $4.29K
4.96K $693K
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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