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
EWX
Spdr S&P Emerging Markets Smal

ETFs
357
+ 3.09%
$54.3 - $62.38 $19.4K - $22.3K
11.9K $743K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.53K
+ 3.93%
$25.38 - $26.27 $38.9K - $40.3K
40.6K $1.07M
DSI
Ishares Msci Kld 400 Social Et

ETFs
139
+ 1.19%
$97.81 - $108.79 $13.6K - $15.1K
11.8K $1.29M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.73K
+ 9.01%
$28.11 - $29.42 $48.5K - $50.7K
20.9K $613K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.54K
+ 4.36%
$22.43 - $24.11 $34.5K - $37.1K
36.9K $888K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
42
+ 0.7%
$95.1 - $106.76 $3.99K - $4.48K
6.01K $641K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
4.48K
+ 41.26%
$12.17 - $13.05 $54.5K - $58.4K
15.3K $199K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
273
+ 16.62%
$125.95 - $142.04 $34.4K - $38.8K
1.92K $272K
VRSK
Verisk Analytics, Inc.

Industrials
241
+ 15.54%
$260.31 - $285.99 $62.7K - $68.9K
1.79K $480K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
4.45K
+ 40.64%
$11.34 - $12.17 $50.5K - $54.2K
15.4K $186K
SCHX
Schwab Strategic Tr Us Large C

ETFs
334
+ 3.33%
$61.11 - $67.85 $20.4K - $22.7K
10.4K $702K
DE
Deere & CO

Industrials
53
+ 6.54%
$344.84 - $418.0 $18.3K - $22.2K
863 $360K
VCIT
Vanguard Intermediate Term Cor

ETFs
18
+ 0.13%
$79.29 - $84.02 $1.43K - $1.51K
14K $1.17M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
524
+ 4.14%
$32.04 - $37.11 $16.8K - $19.4K
13.2K $479K
CPRT
Copart Inc

Consumer Cyclical
1.36K
+ 13.14%
$49.19 - $55.54 $66.7K - $75.3K
11.7K $611K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
576
+ 5.35%
$36.98 - $41.55 $21.3K - $23.9K
11.3K $466K
DAL
Delta Air Lines, Inc.

Industrials
601
+ 9.14%
$37.32 - $51.8 $22.4K - $31.1K
7.18K $364K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.06K
+ 9.37%
$26.69 - $29.87 $28.3K - $31.7K
12.4K $360K
LNT
Alliant Energy Corp

Utilities
24
+ 0.48%
$50.74 - $60.74 $1.22K - $1.46K
4.99K $302K
DOW
Dow Inc.

Basic Materials
460
+ 3.12%
$50.15 - $55.41 $23.1K - $25.5K
15.2K $830K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.19K
+ 7.15%
$22.51 - $23.92 $26.8K - $28.4K
17.8K $423K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36
+ 0.42%
$58.03 - $65.37 $2.09K - $2.35K
8.6K $556K
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.02%
$94.21 - $104.17 $94.2 - $104
5.29K $551K
UAA
Under Armour, Inc.

Consumer Cyclical
775
+ 5.72%
$6.37 - $8.94 $4.94K - $6.93K
14.3K $127K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.66K
+ 12.2%
$21.05 - $21.17 $35K - $35.2K
15.3K $322K
SNA
Snap On Inc

Industrials
1
+ 0.08%
$255.35 - $289.77 $255 - $290
1.25K $361K
KLAC
Kla Corp

Technology
85
+ 12.13%
$696.17 - $892.35 $59.2K - $75.8K
786 $608K
IEV
Ishares Tr Europe ETF

ETFs
230
+ 4.88%
$53.25 - $58.78 $12.2K - $13.5K
4.95K $288K
EMGF
Ishares Msci Emerging Markets

ETFs
41
+ 0.47%
$44.02 - $50.58 $1.8K - $2.07K
8.84K $440K
FNDF
Schwab Fundamental Intl Large

ETFs
43
+ 0.35%
$33.67 - $37.71 $1.45K - $1.62K
12.3K $457K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
419
+ 7.45%
$47.18 - $48.74 $19.8K - $20.4K
6.04K $294K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.04%
$54.26 - $60.01 $109 - $120
5.63K $335K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.08%
$72.94 - $87.46 $219 - $262
3.54K $303K
AOA
Ishares Tr Core Aggressive All

ETFs
72
+ 1.53%
$72.11 - $79.05 $5.19K - $5.69K
4.78K $376K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
110
+ 3.53%
$91.41 - $101.59 $10.1K - $11.2K
3.23K $327K
WW
Ww International, Inc.

Consumer Cyclical
38K
+ 115.85%
$0.69 - $1.41 $26.2K - $53.6K
70.8K $62K
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 1.39%
$251.95 - $290.93 $3.02K - $3.49K
874 $254K
STKL
Sun Opta Inc.

Consumer Defensive
57
+ 0.28%
$5.01 - $6.83 $286 - $389
20.7K $132K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.07%
$236.92 - $263.4 $237 - $263
1.51K $397K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
205
+ 3.59%
$91.42 - $91.82 $18.7K - $18.8K
5.92K $543K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13
+ 0.29%
$53.41 - $57.9 $694 - $753
4.55K $263K
IETC
Ishares U S ETF Tr

ETFs
5
+ 0.11%
$68.54 - $78.83 $343 - $394
4.42K $346K
AVY
Avery Dennison Corp

Industrials
28
+ 1.5%
$202.27 - $224.18 $5.66K - $6.28K
1.89K $417K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
38
+ 0.09%
$23.13 - $23.43 $879 - $890
40.2K $942K
STLD
Steel Dynamics Inc

Basic Materials
23
+ 0.46%
N/A
5.02K $492K
GBIL
Goldman Sachs Access Treasury

ETFs
1
+ 0.02%
$99.7 - $100.3 $99.7 - $100
4.14K $414K
Invesco Actively Managed Exc
8.68K
+ 108.83%
N/A
16.7K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
33.1K
+ 104.64%
N/A
64.8K $0
Blackrock ETF Trust Ii
26.7K
+ 59.66%
N/A
71.5K $0
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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