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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.87K
+ 11.18%
$22.43 - $23.23 $41.9K - $43.4K
18.6K $431K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.08K
+ 0.92%
$23.29 - $23.38 $48.5K - $48.7K
230K $5.37M
AOA
Ishares Tr Core Aggressive All

ETFs
27
+ 0.47%
$69.46 - $83.4 $1.88K - $2.25K
5.76K $480K
PLD
Prologis, Inc.

Real Estate
772
+ 12.89%
$89.76 - $112.34 $69.3K - $86.7K
6.76K $710K
ACWI
Ishares Msci Acwi ETF

ETFs
56
+ 2.05%
$103.59 - $128.6 $5.8K - $7.2K
2.79K $358K
CPRT
Copart Inc

Consumer Cyclical
2.33K
+ 23.09%
$47.72 - $63.84 $111K - $149K
12.4K $610K
QCOM
Qualcomm Inc

Technology
118
+ 3.35%
$124.66 - $159.48 $14.7K - $18.8K
3.64K $580K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.04%
$90.17 - $109.96 $180 - $220
5.11K $561K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.72K
+ 1.17%
$22.54 - $23.17 $38.7K - $39.8K
148K $3.41M
FITB
Fifth Third Bancorp

Financial Services
456
+ 4.85%
$33.32 - $41.51 $15.2K - $18.9K
9.86K $405K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
282
+ 1.13%
$85.42 - $94.39 $24.1K - $26.6K
25.1K $2.36M
VGIT
Vanguard Intermediate Term Tre

ETFs
458
+ 9.17%
$58.63 - $59.9 $26.9K - $27.4K
5.45K $326K
ETR
Entergy Corp

Utilities
675
+ 6.28%
$79.01 - $86.61 $53.3K - $58.5K
11.4K $948K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.52K
+ 0.73%
$24.96 - $25.5 $38K - $38.9K
211K $5.38M
RPV
Invesco Exchange Traded Fd Tr

ETFs
246
+ 5.73%
$81.66 - $93.76 $20.1K - $23.1K
4.54K $425K
IJS
Ishares S&P Smallcap 600 Value

ETFs
99
+ 1.07%
$83.54 - $100.04 $8.27K - $9.9K
9.33K $928K
DE
Deere & CO

Industrials
9
+ 1.57%
$412.99 - $531.48 $3.72K - $4.78K
581 $295K
MMM
3 M CO

Industrials
74
+ 2.54%
$126.09 - $154.15 $9.33K - $11.4K
2.99K $454K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
362
+ 0.5%
$72.12 - $76.23 $26.1K - $27.6K
73K $5.54M
LOW
Lowes Companies Inc

Consumer Cyclical
417
+ 6.82%
$210.83 - $235.28 $87.9K - $98.1K
6.53K $1.45M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
692
+ 6.1%
$23.13 - $24.23 $16K - $16.8K
12K $291K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.21K
+ 1531.21%
$87.84 - $1441.89 $634K - $10.4M
7.68K $692K
IWS
Ishares Russell Midcap Value E

ETFs
42
+ 2.07%
$110.58 - $132.14 $4.64K - $5.55K
2.07K $273K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
214
+ 6.33%
N/A
3.6K $308K
STKL
Sun Opta Inc.

Consumer Defensive
200
+ 1.17%
$3.71 - $6.44 $742 - $1.29K
17.3K $100K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
155
+ 2.88%
$77.94 - $79.5 $12.1K - $12.3K
5.53K $439K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
95
+ 4.22%
$121.58 - $136.74 $11.6K - $13K
2.35K $318K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
259
+ 3.58%
$42.72 - $44.24 $11.1K - $11.5K
7.49K $328K
UL
Unilever PLC

Consumer Defensive
25
+ 0.57%
$57.9 - $65.43 $1.45K - $1.64K
4.45K $271K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
165
+ 3.08%
$46.41 - $47.7 $7.66K - $7.87K
5.52K $262K
BOWL
Bowlero Corp.

Communication Services
73
+ 0.11%
N/A
63.7K $673K
Fidelity Covington Trust
324
+ 2.86%
N/A
11.6K $0
Blackrock ETF Trust Ii
2.09K
+ 3.38%
N/A
63.8K $0
Hewlett Packard Enterprise C
1.63K
+ 14.28%
N/A
13K $0
T Rowe Price ETF Inc
4.61K
+ 10.25%
N/A
49.6K $0
Assertio Holdings Inc
223K
+ 637.14%
N/A
258K $0
Fidelity Covington Trust
312
+ 2.87%
N/A
11.2K $0
J P Morgan Exchange Traded F
210
+ 1.8%
N/A
11.9K $0
Capital Group Conservative E
4.8K
+ 36.09%
N/A
18.1K $0
Invesco Actively Managed Exc
2.54K
+ 9.75%
N/A
28.6K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
160
+ 7.76%
$310.86 - $348.77 $49.7K - $55.8K
2.22K $710K
AMGN
Amgen Inc

Healthcare
464
+ 11.22%
$262.28 - $309.85 $122K - $144K
4.6K $1.28M
FIVN
Five9, Inc.

Technology
44
+ 0.29%
$21.54 - $29.56 $948 - $1.3K
15.2K $402K
WM
Waste Management Inc

Industrials
177
+ 0.94%
$216.47 - $242.1 $38.3K - $42.9K
19K $4.35M
DTE
Dte Energy CO

Utilities
2
+ 0.08%
$127.39 - $139.49 $255 - $279
2.42K $320K
SLB
Schlumberger Limited

Energy
16.6K
+ 22.94%
$31.95 - $42.2 $531K - $701K
89K $3.01M
LLY
Eli Lilly & CO

Healthcare
115
+ 4.82%
$713.71 - $898.95 $82.1K - $103K
2.5K $1.95M
GIS
General Mills Inc

Consumer Defensive
242
+ 4.35%
$50.37 - $60.97 $12.2K - $14.8K
5.81K $300K
IYH
Ishares Tr

ETFs
422
+ 3.18%
$53.97 - $60.17 $22.8K - $25.4K
13.7K $773K
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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