Regal Investment Advisors LLC Reduced Holdings in Q4 2024

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-57.2K
- 91.69%
$124.26 - $134.12 $7.11M - $7.67M
5.18K $666K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-94.7K
- 89.21%
$70.54 - $79.61 $6.68M - $7.54M
11.4K $870K
HEFA
Ishares Currency Hedged Msci E

ETFs
-110K
- 53.62%
$34.42 - $35.88 $3.8M - $3.96M
95.4K $3.31M
CBOE
Cboe Global Markets, Inc.

Financial Services
-13.2K
- 61.2%
$191.61 - $217.84 $2.54M - $2.88M
8.4K $1.64M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-112K
- 44.11%
$22.39 - $23.45 $2.52M - $2.64M
143K $3.28M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-37.3K
- 7.96%
$45.07 - $47.1 $1.68M - $1.76M
431K $19.5M
MSFT
Microsoft Corp

Technology
-3.86K
- 6.39%
$406.35 - $454.46 $1.57M - $1.75M
56.5K $23.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.13K
- 22.04%
$521.84 - $558.82 $2.15M - $2.31M
14.6K $7.87M
VTV
Vanguard Value ETF

ETFs
-10.1K
- 53.82%
$168.32 - $181.87 $1.7M - $1.84M
8.66K $1.47M
ON
On Semiconductor Corp

Technology
-19.6K
- 37.73%
$63.05 - $74.7 $1.24M - $1.46M
32.3K $2.04M
JNJ
Johnson & Johnson

Healthcare
-508
- 0.56%
$143.34 - $165.86 $72.8K - $84.3K
90.9K $13.1M
IEFA
Ishares Tr

ETFs
-10.5K
- 9.08%
$70.06 - $77.43 $735K - $812K
105K $7.38M
LLY
Eli Lilly & CO

Healthcare
-1.35K
- 29.42%
$727.2 - $932.06 $982K - $1.26M
3.24K $2.5M
GOLD
Barrick Gold Corp

Basic Materials
-25.7K
- 10.03%
$15.23 - $21.19 $391K - $544K
230K $3.57M
IWR
Ishares Russell Mid Cap ETF

ETFs
-16.8K
- 84.33%
$87.25 - $95.52 $1.47M - $1.61M
3.12K $276K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.76K
- 36.91%
$174.22 - $187.62 $1.35M - $1.45M
13.3K $2.32M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-9.91K
- 21.92%
$99.04 - $109.59 $982K - $1.09M
35.3K $3.51M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.13K
- 12.51%
$87.85 - $98.6 $802K - $900K
63.8K $5.69M
KO
Coca Cola CO

Consumer Defensive
-7.49K
- 8.26%
$61.74 - $71.71 $462K - $537K
83.2K $5.18M
IWM
Ishares Russell 2000 ETF

ETFs
-5.78K
- 46.06%
$216.13 - $242.4 $1.25M - $1.4M
6.77K $1.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.8K
- 20.76%
$96.64 - $101.23 $1.04M - $1.09M
41.2K $3.99M
VZ
Verizon Communications Inc

Communication Services
-327
- 0.13%
$39.6 - $45.21 $12.9K - $14.8K
250K $9.98M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-106
- 0.27%
$123.8 - $167.8 $13.1K - $17.8K
39.9K $5.02M
GNRC
Generac Holdings Inc.

Industrials
-6.08K
- 17.31%
$154.28 - $195.11 $939K - $1.19M
29.1K $4.51M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-19.5K
- 56.64%
$51.33 - $53.74 $1M - $1.05M
14.9K $768K
PFF
Ishares Trust Ishares Pfd And

ETFs
-13.7K
- 4.09%
$31.23 - $33.51 $429K - $461K
322K $10.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.24K
- 49.29%
$100.16 - $100.7 $925K - $930K
9.5K $953K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-21K
- 20.74%
$40.26 - $42.88 $844K - $899K
80.2K $3.25M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-22.1K
- 15.03%
$45.35 - $47.21 $1M - $1.04M
125K $5.81M
PFE
Pfizer Inc

Healthcare
-4.31K
- 1.35%
$24.8 - $30.19 $107K - $130K
315K $8.35M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.24K
- 13.98%
$87.1 - $98.49 $456K - $516K
32.2K $2.81M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16K
- 65.78%
$51.09 - $55.27 $815K - $882K
8.3K $424K
AMD
Advanced Micro Devices Inc

Technology
-3.27K
- 33.62%
$118.88 - $172.8 $388K - $565K
6.45K $779K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.78K
- 37.81%
$25.33 - $51.16 $197K - $398K
12.8K $330K
VO
Vanguard Mid Cap ETF

ETFs
-2.77K
- 12.74%
$261.5 - $284.63 $723K - $787K
18.9K $5M
PEP
Pepsico Inc

Consumer Defensive
-955
- 3.29%
$151.29 - $176.1 $144K - $168K
28.1K $4.28M
NUE
Nucor Corp

Basic Materials
-3.48K
- 48.68%
$115.78 - $167.74 $402K - $583K
3.66K $427K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.52K
- 25.18%
$238.25 - $261.28 $599K - $657K
7.48K $1.81M
VUG
Vanguard Growth ETF

ETFs
-4.69K
- 9.41%
$378.79 - $428.11 $1.77M - $2.01M
45.1K $18.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-4.79K
- 9.57%
$67.29 - $73.38 $322K - $351K
45.2K $3.07M
DUK
Duke Energy Corp

Utilities
-3.15K
- 9.18%
$105.76 - $120.76 $333K - $380K
31.1K $3.36M
DGRO
Ishares Core Dividend Growth E

ETFs
-9.07K
- 41.22%
$60.73 - $64.94 $551K - $589K
12.9K $793K
VB
Vanguard Small Cap ETF

ETFs
-2.66K
- 14.64%
$233.76 - $261.58 $621K - $695K
15.5K $3.72M
AEP
American Electric Power CO Inc

Utilities
-1.36K
- 3.22%
$90.91 - $102.21 $124K - $139K
40.8K $3.77M
XLU
Utilities Sector Spdr

ETFs
-2.31K
- 3.17%
$74.89 - $82.93 $173K - $192K
70.6K $5.34M
XLV
Select Sector Spdr Fund Health

ETFs
-1.31K
- 6.5%
$136.28 - $154.74 $178K - $203K
18.8K $2.59M
FANG
Diamondback Energy, Inc.

Energy
-1.56K
- 5.37%
$153.06 - $199.5 $239K - $311K
27.5K $4.51M
TDIV
First Trust Nasdaq Technology

ETFs
-5.47K
- 16.2%
$78.03 - $82.13 $427K - $450K
28.3K $2.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-152
- 0.5%
$288.47 - $316.54 $43.8K - $48.1K
30.3K $8.79M
Activity Summary
Buys All Purchases 234 New Holdings 28 Increased Positions 206 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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