Regal Investment Advisors LLC New Holdings in Q2 2025

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
62.7K
New
$50.09 - $51.09 $3.14M - $3.2M
62.7K $3.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.36K
New
$141.37 - $228.57 $1.18M - $1.91M
8.36K $1.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.4K
New
$58.41 - $72.69 $1.31M - $1.63M
22.4K $1.63M
DGRO
Ishares Core Dividend Growth E

ETFs
24.5K
New
$55.22 - $63.94 $1.35M - $1.57M
24.5K $1.57M
FTHI
First Trust Exchange Traded Fd

ETFs
43.5K
New
$19.66 - $22.85 $855K - $993K
43.5K $993K
HEI
Heico Corp

Industrials
2.96K
New
$236.44 - $328.0 $701K - $972K
2.96K $972K
LVHI
Franklin International Low Vol

ETFs
26.4K
New
$28.91 - $33.28 $763K - $878K
26.4K $858K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.44K
New
$102.02 - $103.5 $759K - $770K
7.44K $765K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
12.6K
New
$48.22 - $60.41 $609K - $763K
12.6K $754K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.5K
New
$22.4 - $23.8 $549K - $584K
24.5K $583K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.41K
New
$62.73 - $78.42 $339K - $424K
5.41K $419K
AIQ
Global X Funds Global X Artifi

ETFs
8.97K
New
$31.5 - $43.69 $283K - $392K
8.97K $392K
COF
Capital One Financial Corp

Financial Services
1.79K
New
$150.57 - $212.76 $269K - $380K
1.79K $379K
WEC
Wec Energy Group, Inc.

Utilities
3.52K
New
$102.24 - $109.76 $360K - $386K
3.52K $366K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
21.5K
New
$15.76 - $16.82 $338K - $361K
21.5K $348K
AXP
American Express CO

Financial Services
1.09K
New
$231.39 - $318.98 $251K - $346K
1.09K $346K
PIO
Invesco Exchange Traded Fd Tr

ETFs
7.76K
New
$35.79 - $44.67 $278K - $346K
7.76K $346K
GS
Goldman Sachs Group Inc

Financial Services
487
New
$462.22 - $707.75 $225K - $345K
487 $344K
CRM
Salesforce, Inc.

Technology
1.25K
New
$236.26 - $291.15 $296K - $365K
1.25K $341K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.42K
New
$82.17 - $99.96 $281K - $342K
3.42K $335K
SYK
Stryker Corp

Healthcare
806
New
$337.37 - $395.63 $272K - $319K
806 $318K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.18K
New
$35.35 - $42.68 $254K - $307K
7.18K $305K
SOXX
Ishares Semiconductor ETF

ETFs
1.27K
New
$154.86 - $239.07 $197K - $304K
1.27K $303K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.34K
New
$73.02 - $90.22 $244K - $301K
3.34K $297K
TFC
Truist Financial Corp

Financial Services
6.62K
New
$34.79 - $42.99 $230K - $284K
6.62K $284K
EMQQ
Emqq Emerging Markets Internet

ETFs
6.74K
New
$33.1 - $41.67 $223K - $281K
6.74K $280K
SMR
Nuscale Power Corp

Industrials
7K
New
$12.6 - $43.24 $88.1K - $302K
7K $276K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
New
$59.24 - $71.39 $225K - $271K
3.8K $270K
FCX
Freeport Mcmoran Inc

Basic Materials
5.96K
New
$29.15 - $44.46 $174K - $265K
5.96K $258K
D
Dominion Energy, Inc

Utilities
4.56K
New
$49.66 - $58.0 $226K - $264K
4.56K $257K
VT
Vanguard Total World Stk Index

ETFs
1.99K
New
$103.16 - $128.52 $205K - $256K
1.99K $255K
AXON
Axon Enterprise, Inc.

Industrials
305
New
$497.13 - $827.94 $152K - $253K
305 $252K
QBTS
D Wave Quantum Inc.

Technology
17.2K
New
$6.22 - $19.04 $107K - $327K
17.2K $251K
PWFL
Power Fleet, Inc.

Technology
13.4K
New
N/A
13.4K $66K
BLZE
Backblaze, Inc.

Technology
11.4K
New
$4.26 - $5.98 $48.6K - $68.2K
11.4K $62K
Barrick Mng Corp
173K
New
N/A
173K $0
Vanguard Malvern Fds
3.28K
New
N/A
3.28K $0
Blackrock ETF Trust
71.6K
New
N/A
71.6K $0
BFB
Brown Forman Corp Cl B
47.2K
New
N/A
47.2K $0
Global X Fds
5.08K
New
N/A
5.08K $0
First Tr Exchng Traded Fd Vi
6.91K
New
N/A
6.91K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
29.8K
New
N/A
29.8K $0
Ge Vernova Inc
898
New
N/A
898 $0
Blackrock ETF Trust
149K
New
N/A
149K $0
LENB
Lennar Corporation Cl B
5.1K
New
N/A
5.1K $0
Goldman Sachs ETF Tr
26.5K
New
N/A
26.5K $0
Capital Group Core Balanced
9.17K
New
N/A
9.17K $0
Rocket Lab Corp
7.47K
New
N/A
7.47K $0
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email