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
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.35K
+ 3.23%
$48.96 - $50.57 $115K - $119K
75K $3.78M
IEF
Ishares Barclays

ETFs
1.97K
+ 81.64%
$92.67 - $99.14 $183K - $196K
4.39K $430K
SYY
Sysco Corp

Consumer Defensive
701
+ 3.39%
$69.16 - $78.98 $48.5K - $55.4K
21.4K $1.67M
MGEE
Mge Energy Inc

Utilities
54
+ 0.5%
$73.49 - $92.42 $3.97K - $4.99K
10.8K $982K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.13K
+ 5.68%
$40.45 - $47.24 $45.7K - $53.3K
21K $985K
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 1.66%
$182.15 - $182.15 $206K - $206K
69.1K $12.6M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.21K
+ 12.41%
$169.92 - $205.38 $206K - $249K
11K $2.1M
OEF
Ishares S&P 100 ETF

ETFs
568
+ 6.58%
$266.03 - $266.03 $151K - $151K
9.2K $2.45M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.22K
+ 13.9%
$211.47 - $281.27 $258K - $343K
9.99K $2.45M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.25K
+ 8.03%
$45.2 - $47.87 $102K - $108K
30.3K $1.44M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.18K
+ 5.12%
$48.51 - $52.86 $57.3K - $62.5K
24.3K $1.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.12K
+ 3.89%
$50.63 - $51.11 $158K - $159K
83.3K $4.25M
ENB
Enbridge Inc

Energy
2.06K
+ 15.19%
$35.27 - $41.18 $72.5K - $84.6K
15.6K $632K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.73K
+ 24.7%
$43.99 - $46.63 $120K - $127K
13.8K $639K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
314
+ 2.01%
$113.45 - $126.18 $35.6K - $39.6K
16K $2.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
968
+ 2.24%
$81.31 - $83.29 $78.7K - $80.6K
44.1K $3.67M
VEEV
Veeva Systems Inc

Healthcare
362
+ 14.28%
$180.43 - $223.9 $65.3K - $81.1K
2.9K $608K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.11K
+ 11.39%
$75.47 - $83.18 $84K - $92.6K
10.9K $904K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.24K
+ 6.4%
$46.9 - $51.96 $58.1K - $64.3K
20.6K $1.06M
CL
Colgate Palmolive CO

Consumer Defensive
835
+ 10.79%
$95.54 - $108.77 $79.8K - $90.8K
8.57K $889K
MTN
Vail Resorts Inc

Consumer Cyclical
834
+ 59.32%
$167.58 - $188.32 $140K - $157K
2.24K $390K
MS
Morgan Stanley

Financial Services
823
+ 11.62%
$92.07 - $106.96 $75.8K - $88K
7.91K $824K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.67K
+ 8.1%
$43.59 - $49.35 $72.7K - $82.3K
22.3K $1.09M
POOL
Pool Corp

Industrials
219
+ 30.72%
$296.17 - $376.8 $64.9K - $82.5K
932 $351K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.5K
+ 5.27%
$62.4 - $62.4 $156K - $156K
50K $3.12M
VRIG
Invesco Actively Managed ETF F

ETFs
5.29K
+ 5.37%
$25.05 - $25.21 $132K - $133K
104K $2.6M
TYL
Tyler Technologies Inc

Technology
111
+ 14.66%
$499.52 - $595.46 $55.4K - $66.1K
868 $506K
CASY
Caseys General Stores Inc

Consumer Cyclical
348
+ 44.27%
$354.52 - $391.16 $123K - $136K
1.13K $425K
CAH
Cardinal Health Inc

Healthcare
880
+ 41.22%
$93.74 - $114.66 $82.5K - $101K
3.02K $333K
EXC
Exelon Corp

Utilities
571
+ 3.61%
$34.24 - $40.55 $19.6K - $23.2K
16.4K $664K
SMAR
Smartsheet Inc

Technology
6
+ 0.06%
$42.95 - $55.46 $258 - $333
10.3K $568K
IYH
Ishares Tr

ETFs
751
+ 4.18%
$60.29 - $66.38 $45.3K - $49.9K
18.7K $1.22M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.57K
+ 22.17%
$32.17 - $35.98 $82.5K - $92.3K
14.1K $494K
FM
Ishares Msci Frontier And Sele

ETFs
3.96K
+ 6.52%
$27.35 - $27.85 $108K - $110K
64.7K $1.78M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1.75K
+ 1.78%
$18.55 - $19.57 $32.4K - $34.1K
99.7K $1.92M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.44K
+ 3.75%
$47.01 - $48.2 $67.5K - $69.2K
39.7K $1.91M
GE
General Electric CO

Industrials
10
+ 0.29%
$156.66 - $189.66 $1.57K - $1.9K
3.5K $659K
RACE
Ferrari N.V.

Consumer Cyclical
146
+ 26.12%
$405.92 - $496.79 $59.3K - $72.5K
705 $331K
DLR
Digital Realty Trust, Inc.

Real Estate
518
+ 26.97%
$144.47 - $162.98 $74.8K - $84.4K
2.44K $394K
MP
Mp Materials Corp.

Basic Materials
83
+ 0.41%
$10.49 - $18.39 $871 - $1.53K
20.2K $357K
AJG
Arthur J. Gallagher & Co.

Financial Services
231
+ 16.44%
$259.22 - $299.75 $59.9K - $69.2K
1.64K $460K
X
United States Steel Corp

Basic Materials
3.6K
+ 25.85%
$29.38 - $42.28 $106K - $152K
17.5K $619K
UNP
Union Pacific Corp

Industrials
239
+ 14.13%
$221.78 - $256.09 $53K - $61.2K
1.93K $475K
VOOV
Vanguard S&P 500 Value ETF

ETFs
133
+ 3.01%
$175.0 - $190.72 $23.3K - $25.4K
4.56K $869K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.99K
+ 12.32%
$19.2 - $19.63 $76.7K - $78.4K
36.4K $712K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.72K
+ 14.07%
$50.25 - $50.74 $86.2K - $87.1K
13.9K $705K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.38K
+ 13.44%
$22.55 - $23.1 $76.2K - $78.1K
28.5K $658K
VBK
Vanguard Small Cap Growth ETF

ETFs
158
+ 7.79%
$240.48 - $267.94 $38K - $42.3K
2.19K $584K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.26K
+ 20.27%
$12.67 - $14.36 $91.9K - $104K
43K $578K
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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