Regal Investment Advisors LLC Reduced Holdings in Q3 2024

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-252K
- 70.33%
$63.74 - $73.47 $16M - $18.5M
106K $7.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-141K
- 69.29%
$113.41 - $125.62 $16M - $17.7M
62.4K $7.83M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-231K
- 65.95%
$41.93 - $44.13 $9.7M - $10.2M
119K $5.27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-95.3K
- 68.42%
$96.3 - $106.49 $9.18M - $10.1M
44K $4.6M
NVDA
Nvidia Corp

Technology
-66.8K
- 35.75%
$98.91 - $134.91 $6.61M - $9.01M
120K $14.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-237K
- 53.59%
$32.34 - $35.85 $7.68M - $8.51M
206K $7.28M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-251K
- 64.54%
$24.39 - $25.28 $6.12M - $6.35M
138K $3.47M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-256K
- 50.07%
$22.38 - $23.66 $5.72M - $6.05M
255K $5.98M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-104K
- 49.91%
$50.52 - $50.95 $5.23M - $5.28M
104K $5.29M
MSFT
Microsoft Corp

Technology
-9.29K
- 13.32%
$395.15 - $467.56 $3.67M - $4.34M
60.4K $26M
SRLN
Ssga Active Trust

ETFs
-115K
- 70.64%
$40.93 - $41.85 $4.69M - $4.8M
47.7K $1.99M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-265K
- 67.84%
$17.35 - $18.22 $4.59M - $4.82M
125K $2.27M
GOOGL
Alphabet Inc.

Communication Services
-22.2K
- 44.25%
$148.65 - $191.18 $3.3M - $4.24M
28K $4.64M
FYT
First Trust Small Cap

ETFs
-86.5K
- 64.86%
$50.68 - $58.56 $4.39M - $5.07M
46.9K $2.6M
CVS
Cvs Health Corp

Healthcare
-72.5K
- 88.01%
$55.81 - $63.18 $4.04M - $4.58M
9.88K $620K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9.37K
- 33.34%
$475.2 - $527.7 $4.45M - $4.95M
18.7K $9.89M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-111K
- 62.39%
$38.04 - $45.36 $4.22M - $5.03M
66.9K $2.99M
MMM
3 M CO

Industrials
-33K
- 89.1%
$99.69 - $139.42 $3.29M - $4.6M
4.04K $551K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-32.7K
- 61.62%
$102.05 - $114.97 $3.33M - $3.75M
20.3K $2.34M
MO
Altria Group, Inc.

Consumer Defensive
-80.1K
- 31.81%
$45.95 - $54.71 $3.68M - $4.38M
172K $8.77M
JPM
Jpmorgan Chase & CO

Financial Services
-14.1K
- 46.08%
$194.9 - $224.8 $2.74M - $3.16M
16.5K $3.47M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-40.8K
- 54.29%
$50.85 - $53.88 $2.08M - $2.2M
34.4K $1.85M
XOM
Exxon Mobil Corp

Energy
-16.1K
- 36.24%
$109.72 - $119.0 $1.76M - $1.91M
28.3K $3.32M
GOOG
Alphabet Inc.

Communication Services
-5.33K
- 12.67%
$149.54 - $192.66 $797K - $1.03M
36.7K $6.14M
SHOP
Shopify Inc.

Technology
-24.6K
- 77.02%
$52.26 - $80.75 $1.29M - $1.99M
7.35K $588K
CINF
Cincinnati Financial Corp

Financial Services
-15.7K
- 42.4%
$115.7 - $138.2 $1.81M - $2.16M
21.3K $2.9M
ONON
On Holding Ag

Consumer Cyclical
-38.6K
- 82.45%
$36.63 - $51.57 $1.41M - $1.99M
8.22K $412K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-34.2K
- 18.85%
$43.5 - $45.75 $1.49M - $1.56M
147K $6.73M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-22.8K
- 57.19%
$50.32 - $50.75 $1.15M - $1.16M
17.1K $865K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-40.8K
- 39.74%
$26.36 - $28.69 $1.07M - $1.17M
61.8K $1.77M
FANG
Diamondback Energy, Inc.

Energy
-1.45K
- 4.76%
$168.46 - $210.94 $244K - $306K
29.1K $5.01M
V
Visa Inc.

Financial Services
-4.15K
- 48.39%
$253.74 - $291.56 $1.05M - $1.21M
4.43K $1.22M
LRCX
Lam Research Corp

Technology
-253
- 7.7%
$731.56 - $1127.3 $185K - $285K
3.03K $2.48M
KMI
Kinder Morgan, Inc.

Energy
-60.6K
- 41.56%
$19.72 - $22.22 $1.19M - $1.35M
85.2K $1.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.08K
- 9.07%
$517.38 - $573.86 $2.11M - $2.34M
40.9K $23.5M
ORCL
Oracle Corp

Technology
-7.87K
- 59.99%
$125.9 - $170.35 $991K - $1.34M
5.25K $894K
PSX
Phillips 66

Energy
-6.39K
- 58.8%
$125.0 - $147.17 $799K - $941K
4.48K $588K
C
Citigroup Inc

Financial Services
-14.8K
- 76.77%
$56.11 - $67.61 $830K - $1M
4.48K $280K
TFLO
Ishares Treasury Floating Rate

ETFs
-18.2K
- 54.57%
$50.42 - $50.66 $918K - $923K
15.2K $767K
BMY
Bristol Myers Squibb CO

Healthcare
-23.4K
- 64.98%
$39.66 - $51.75 $927K - $1.21M
12.6K $651K
PULS
Pgim ETF Tr

ETFs
-15.6K
- 44.79%
$49.47 - $49.8 $771K - $777K
19.2K $956K
LLY
Eli Lilly & CO

Healthcare
-735
- 13.81%
$772.14 - $960.02 $568K - $706K
4.59K $4.06M
TDIV
First Trust Nasdaq Technology

ETFs
-11.7K
- 25.73%
$70.51 - $81.07 $825K - $949K
33.8K $2.71M
EOG
Eog Resources Inc

Energy
-4.9K
- 12.08%
$117.9 - $132.65 $577K - $649K
35.6K $4.38M
XLE
Energy Sector Spdr

ETFs
-5.93K
- 12.28%
$84.35 - $93.39 $501K - $554K
42.4K $3.72M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.85K
- 48.26%
$191.76 - $263.26 $931K - $1.28M
5.21K $1.36M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.08K
- 54.25%
$100.09 - $100.69 $609K - $612K
5.13K $516K
IEMG
Ishares Inc

ETFs
-10.7K
- 21.12%
$53.64 - $53.64 $574K - $574K
40K $2.15M
FITB
Fifth Third Bancorp

Financial Services
-17.2K
- 62.36%
$36.01 - $43.64 $620K - $751K
10.4K $444K
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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