Regal Investment Advisors LLC New Holdings in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
64.5K
New
$84.28 - $89.46 $5.44M - $5.77M
64.5K $5.74M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
96.3K
New
$52.39 - $53.11 $5.05M - $5.12M
96.3K $5.11M
ELV
Elevance Health, Inc.

Healthcare
10.8K
New
$274.66 - $395.76 $2.98M - $4.29M
10.8K $3.5M
ITA
Ishares Tr

ETFs
14.1K
New
$184.73 - $209.26 $2.61M - $2.96M
14.1K $2.96M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22.2K
New
$110.74 - $122.12 $2.46M - $2.71M
22.2K $2.69M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
19.1K
New
$108.47 - $114.7 $2.07M - $2.19M
19.1K $2.19M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
31.4K
New
$41.26 - $43.63 $1.29M - $1.37M
31.4K $1.36M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.8K
New
$82.22 - $96.68 $968K - $1.14M
11.8K $1.14M
DRSK
ETF Ser Solutions Aptus Define

ETFs
39.4K
New
$28.26 - $29.29 $1.11M - $1.15M
39.4K $1.14M
NEE
Nextera Energy Inc

Utilities
12.9K
New
$69.77 - $77.54 $900K - $1M
12.9K $973K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
7.68K
New
$96.91 - $101.22 $744K - $777K
7.68K $759K
EQIX
Equinix Inc

Real Estate
897
New
$756.7 - $811.13 $679K - $728K
897 $702K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.92K
New
$128.6 - $136.01 $632K - $669K
4.92K $664K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.62K
New
$105.16 - $140.03 $486K - $647K
4.62K $626K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.19K
New
$100.37 - $100.74 $621K - $624K
6.19K $623K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
12.5K
New
$43.65 - $46.42 $546K - $580K
12.5K $580K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
11.8K
New
$44.14 - $47.9 $519K - $564K
11.8K $558K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
10.5K
New
$48.07 - $51.26 $506K - $540K
10.5K $537K
ITB
Ishares Tr

ETFs
4.77K
New
$94.18 - $117.14 $450K - $559K
4.77K $512K
OSCV
Opus Small Cap Value ETF

ETFs
12.9K
New
$35.98 - $38.73 $465K - $500K
12.9K $493K
IEF
Ishares Barclays

ETFs
4.34K
New
$93.91 - $97.26 $407K - $422K
4.34K $418K
ASML
Asml Holding Nv

Technology
345
New
$689.63 - $968.09 $238K - $334K
345 $333K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.44K
New
$42.79 - $45.73 $318K - $340K
7.44K $333K
PGR
Progressive Corp

Financial Services
1.31K
New
$238.61 - $264.3 $313K - $346K
1.31K $323K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.74K
New
$103.83 - $179.9 $181K - $313K
1.74K $310K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.01K
New
$53.81 - $57.52 $270K - $288K
5.01K $288K
LNT
Alliant Energy Corp

Utilities
4.1K
New
$60.76 - $67.41 $249K - $276K
4.1K $276K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.21K
New
$50.73 - $52.47 $264K - $273K
5.21K $272K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.45K
New
$25.29 - $28.33 $239K - $268K
9.45K $263K
FNDA
Schwab Fundamental U S Small C

ETFs
8.15K
New
$28.75 - $31.93 $234K - $260K
8.15K $254K
VPC
Etfis Ser Tr I Virtus Private

ETFs
11.2K
New
$18.8 - $21.15 $211K - $238K
11.2K $212K
VRT
Vertiv Holdings CO

Industrials
2.06K
New
N/A
2.06K $178K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
12.9K
New
$10.65 - $11.47 $137K - $148K
12.9K $145K
ACHR
Archer Aviation Inc.

Industrials
11.2K
New
$8.25 - $13.4 $92.7K - $151K
11.2K $107K
CAPR
Capricor Therapeutics, Inc.

Healthcare
12.8K
New
$5.94 - $11.42 $76.1K - $146K
12.8K $93K
Trust For Professional Manag
11.2K
New
N/A
11.2K $0
Listed Fds Tr
7.89K
New
N/A
7.89K $0
Blackrock ETF Trust
240K
New
N/A
240K $0
Fidelity Covington Trust
7.17K
New
N/A
7.17K $0
FMIL
Fidelity Covington Tr New Mill
24.1K
New
N/A
24.1K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
32.4K
New
N/A
32.4K $0
Hartford Fds Exchange Traded
79.1K
New
N/A
79.1K $0
JUCY
ETF Ser Solutions Aptus Enhanc
17K
New
N/A
17K $0
ETF Ser Solutions
21.2K
New
N/A
21.2K $0
Blackrock ETF Trust
156K
New
N/A
156K $0
Ishares Tr
11.3K
New
N/A
11.3K $0
Grayscale Ethereum Trust ETF
11.9K
New
N/A
11.9K $0
Activity Summary
Buys All Purchases 332 New Holdings 48 Increased Positions 284 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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