Regal Investment Advisors LLC Incresed Positions in Q2 2025

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.17K
+ 9.24%
$39.43 - $49.34 $46.3K - $57.9K
13.9K $656K
BX
Blackstone Inc.

Financial Services
597
+ 13.93%
$120.07 - $151.11 $71.7K - $90.2K
4.88K $730K
NTRA
Natera, Inc.

Healthcare
92
+ 2.24%
$132.23 - $171.87 $12.2K - $15.8K
4.19K $707K
V
Visa Inc.

Financial Services
314
+ 8.99%
$308.27 - $373.31 $96.8K - $117K
3.81K $1.35M
JNK
Spdr Bloomberg High Yield Bond

ETFs
537
+ 1.41%
$91.23 - $97.27 $49K - $52.2K
38.6K $3.75M
VIG
Vanguard Dividend Appreciation

ETFs
686
+ 1.28%
N/A
54.1K $9.86M
FISV
Fiserv Inc

Technology
951
+ 20.26%
N/A
5.64K $706K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.8K
+ 2.34%
$49.54 - $50.53 $89.1K - $90.9K
78.7K $3.97M
HYG
Ishares Tr

ETFs
1.32K
+ 36.0%
$75.75 - $80.65 $100K - $107K
5K $403K
UBER
Uber Technologies, Inc

Technology
317
+ 7.8%
$64.62 - $93.3 $20.5K - $29.6K
4.38K $408K
EMB
Ishares Tr

ETFs
696
+ 3.18%
$86.54 - $92.62 $60.2K - $64.5K
22.6K $2.09M
MPC
Marathon Petroleum Corp

Energy
197
+ 5.37%
$118.55 - $170.08 $23.4K - $33.5K
3.87K $642K
PI
Impinj Inc

Technology
89
+ 1.86%
$62.54 - $125.05 $5.57K - $11.1K
4.88K $542K
SPGI
S&P Global Inc.

Financial Services
120
+ 5.24%
$438.31 - $527.29 $52.6K - $63.3K
2.41K $1.27M
ZETA
Zeta Global Holdings Corp.

Technology
40
+ 0.07%
$11.02 - $16.81 $441 - $672
54.3K $841K
CAT
Caterpillar Inc

Industrials
20
+ 1.21%
$273.94 - $388.21 $5.48K - $7.76K
1.67K $648K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.41K
+ 7.06%
$48.13 - $49.85 $116K - $120K
36.5K $1.79M
NKE
Nike, Inc.

Consumer Cyclical
496
+ 6.09%
$53.27 - $72.04 $26.4K - $35.7K
8.64K $613K
HUBS
Hubspot Inc

Technology
201
+ 19.73%
$487.07 - $672.24 $97.9K - $135K
1.22K $679K
GTLS
Chart Industries Inc

Industrials
5
+ 0.11%
$115.08 - $175.5 $575 - $878
4.72K $776K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
366
+ 20.28%
$421.16 - $509.5 $154K - $186K
2.17K $966K
CB
Chubb LTD

Financial Services
335
+ 39.46%
$274.32 - $302.46 $91.9K - $101K
1.18K $343K
TFLO
Ishares Treasury Floating Rate

ETFs
1.7K
+ 15.41%
$50.47 - $50.66 $85.7K - $86K
12.7K $644K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
939
+ 22.79%
$79.41 - $86.53 $74.6K - $81.3K
5.06K $437K
PSX
Phillips 66

Energy
943
+ 14.4%
$92.87 - $125.73 $87.6K - $119K
7.49K $893K
IETC
Ishares U S ETF Tr

ETFs
2
+ 0.05%
$67.28 - $94.0 $135 - $188
4.43K $416K
RTX
Raytheon Technologies Corp

Industrials
199
+ 4.93%
$113.75 - $148.48 $22.6K - $29.5K
4.23K $618K
IWD
Ishares Russell 1000 Val ETF

ETFs
324
+ 9.68%
$166.82 - $194.23 $54K - $62.9K
3.67K $712K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.81K
+ 8.53%
$38.81 - $44.28 $148K - $168K
48.4K $2.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.25K
+ 10.71%
$83.97 - $92.85 $105K - $116K
12.9K $1.14M
VRIG
Invesco Actively Managed ETF F

ETFs
3.13K
+ 2.85%
$24.89 - $25.14 $77.8K - $78.6K
113K $2.83M
TYL
Tyler Technologies Inc

Technology
109
+ 11.3%
$521.68 - $592.84 $56.9K - $64.6K
1.07K $636K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.37K
+ 3.4%
$47.02 - $47.83 $64.6K - $65.7K
41.7K $1.99M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
431
+ 3.1%
$30.87 - $39.17 $13.3K - $16.9K
14.3K $561K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.52K
+ 23.66%
$12.21 - $13.9 $79.6K - $90.6K
34.1K $444K
ODFL
Old Dominion Freight Line, Inc.

Industrials
518
+ 10.09%
$146.74 - $176.07 $76K - $91.2K
5.65K $917K
PKW
Invesco Exchange Traded Fd Tr

ETFs
294
+ 10.23%
$98.58 - $123.6 $29K - $36.3K
3.17K $391K
IGRO
Ishares Tr International Divid

ETFs
480
+ 10.42%
$66.32 - $80.17 $31.8K - $38.5K
5.09K $401K
BND
Vanguard Bd Index Fd Inc Total

ETFs
873
+ 9.79%
$72.02 - $73.82 $62.9K - $64.4K
9.79K $720K
C
Citigroup Inc

Financial Services
113
+ 2.99%
$58.13 - $85.12 $6.57K - $9.62K
3.89K $330K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2K
+ 7.0%
$35.62 - $39.64 $71.2K - $79.2K
30.6K $1.19M
BNDX
Vanguard Total International B

ETFs
1.11K
+ 12.03%
$48.77 - $49.55 $54K - $54.9K
10.3K $510K
DHR
Danaher Corp

Healthcare
441
+ 11.93%
$174.64 - $205.16 $77K - $90.5K
4.14K $817K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.11K
+ 1.23%
$50.1 - $51.02 $55.6K - $56.6K
90.9K $4.64M
JPIE
J P Morgan Exchange Traded Fd
981
+ 3.08%
$45.12 - $46.32 $44.3K - $45.4K
32.8K $1.52M
SHW
Sherwin Williams CO

Basic Materials
175
+ 11.09%
$313.51 - $363.51 $54.9K - $63.6K
1.75K $601K
DAL
Delta Air Lines, Inc.

Industrials
276
+ 4.34%
$35.88 - $52.99 $9.9K - $14.6K
6.64K $326K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.89K
+ 5.71%
$24.14 - $25.43 $69.7K - $73.4K
53.4K $1.32M
TIP
Ishares Tr Tips Bd ETF

ETFs
483
+ 9.73%
$107.93 - $110.97 $52.1K - $53.6K
5.45K $599K
Activity Summary
Buys All Purchases 262 New Holdings 49 Increased Positions 213 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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