Regal Investment Advisors LLC Reduced Holdings in Q1 2025

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-9.36K
- 16.55%
$375.39 - $447.2 $3.51M - $4.18M
47.2K $17.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-104K
- 65.81%
$56.17 - $59.71 $5.83M - $6.2M
53.9K $3.08M
AAPL
Apple Inc.

Technology
-4.59K
- 3.57%
$209.68 - $247.1 $962K - $1.13M
124K $27.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.15K
- 4.86%
$468.34 - $539.52 $1.47M - $1.7M
61.6K $28.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.15K
- 0.87%
$554.06 - $615.85 $636K - $706K
131K $73.5M
ABBV
Abb Vie Inc.

Healthcare
-36.9K
- 32.15%
$169.2 - $216.66 $6.24M - $8M
77.9K $16.3M
PG
Procter & Gamble CO

Consumer Defensive
-24.5K
- 25.24%
$158.56 - $176.26 $3.89M - $4.33M
72.7K $12.4M
EMR
Emerson Electric CO

Industrials
-23.4K
- 27.25%
$108.64 - $131.17 $2.55M - $3.07M
62.6K $6.86M
EFG
Msci Eafe Growth ETF

ETFs
-39.6K
- 40.3%
$96.1 - $106.37 $3.8M - $4.21M
58.6K $5.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.35K
- 18.9%
$190.26 - $242.06 $1.59M - $2.02M
35.8K $6.81M
VIG
Vanguard Dividend Appreciation

ETFs
-15K
- 21.91%
N/A
53.5K $9.74M
GOOG
Alphabet Inc.

Communication Services
-9.09K
- 24.08%
$156.06 - $207.71 $1.42M - $1.89M
28.7K $4.48M
AFL
Aflac Inc

Financial Services
-30.8K
- 31.69%
$100.99 - $111.19 $3.11M - $3.43M
66.4K $7.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.33K
- 43.25%
$442.66 - $534.52 $3.24M - $3.92M
9.61K $5.12M
TGT
Target Corp

Consumer Defensive
-8.64K
- 16.86%
$103.65 - $142.5 $895K - $1.23M
42.6K $4.45M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-10.6K
- 34.65%
$157.11 - $206.52 $1.67M - $2.19M
20K $3.36M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.74K
- 28.97%
$314.47 - $431.35 $1.18M - $1.61M
9.16K $3.36M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.73K
- 28.8%
$279.74 - $321.29 $2.44M - $2.8M
21.6K $6.74M
ADP
Automatic Data Processing Inc

Industrials
-7.1K
- 43.63%
$286.85 - $318.64 $2.04M - $2.26M
9.17K $2.8M
CLX
Clorox CO

Consumer Defensive
-10.1K
- 34.65%
$141.76 - $162.89 $1.44M - $1.65M
19.1K $2.82M
XLK
Technology Sector Spdr

ETFs
-6.74K
- 32.89%
$206.38 - $242.18 $1.39M - $1.63M
13.8K $2.84M
WMT
Walmart Inc.

Consumer Defensive
-19.6K
- 23.97%
$84.5 - $105.05 $1.65M - $2.06M
62K $5.45M
CINF
Cincinnati Financial Corp

Financial Services
-14.1K
- 32.18%
$133.67 - $147.81 $1.88M - $2.08M
29.7K $4.39M
GNRC
Generac Holdings Inc.

Industrials
-8.39K
- 28.85%
$126.65 - $164.06 $1.06M - $1.38M
20.7K $2.62M
CSCO
Cisco Systems, Inc.

Technology
-33.9K
- 32.93%
$58.74 - $64.87 $1.99M - $2.2M
69.1K $4.27M
CVX
Chevron Corp

Energy
-20.3K
- 28.94%
$146.71 - $167.97 $2.99M - $3.42M
50K $8.36M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-20.6K
- 63.89%
$85.29 - $92.57 $1.76M - $1.91M
11.6K $1.06M
BLDR
Builders First Source, Inc.

Industrials
-8.19K
- 25.09%
$122.8 - $173.51 $1.01M - $1.42M
24.5K $3.05M
EEM
Ishares Msci Emerging Markets

ETFs
-43.4K
- 26.11%
$40.81 - $45.34 $1.77M - $1.97M
123K $5.36M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-7.18K
- 18.0%
$103.02 - $140.69 $739K - $1.01M
32.7K $3.45M
JNJ
Johnson & Johnson

Healthcare
-21K
- 23.13%
$142.06 - $167.7 $2.99M - $3.53M
69.9K $11.6M
ETN
Eaton Corp PLC

Industrials
-3.63K
- 48.98%
$271.83 - $371.23 $988K - $1.35M
3.79K $1.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-23.5K
- 48.37%
$59.28 - $66.1 $1.39M - $1.55M
25.1K $1.59M
GOOGL
Alphabet Inc.

Communication Services
-3.21K
- 13.44%
$154.33 - $206.19 $496K - $662K
20.7K $3.2M
DHR
Danaher Corp

Healthcare
-5.08K
- 57.89%
$201.62 - $250.59 $1.02M - $1.27M
3.7K $757K
VO
Vanguard Mid Cap ETF

ETFs
-4.39K
- 23.2%
$251.87 - $277.95 $1.11M - $1.22M
14.5K $3.76M
ED
Consolidated Edison Inc

Utilities
-21.5K
- 40.07%
$88.0 - $110.59 $1.89M - $2.37M
32.1K $3.55M
WM
Waste Management Inc

Industrials
-8.73K
- 31.68%
$200.54 - $233.78 $1.75M - $2.04M
18.8K $4.36M
BAC
Bank Of America Corp

Financial Services
-24.3K
- 30.79%
$39.61 - $47.74 $961K - $1.16M
54.5K $2.27M
XLP
Consumer Staples Sector Spdr

ETFs
-15.6K
- 37.37%
N/A
26.1K $1.98M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-20.2K
- 22.64%
$54.25 - $57.64 $1.1M - $1.17M
69.1K $3.81M
MBB
Ishares Tr

ETFs
-13.7K
- 16.21%
$90.37 - $94.08 $1.24M - $1.29M
71.1K $6.66M
PEP
Pepsico Inc

Consumer Defensive
-6.84K
- 24.32%
$142.64 - $156.42 $975K - $1.07M
21.3K $3.19M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-5.71K
- 52.64%
$161.13 - $209.29 $920K - $1.19M
5.14K $849K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.35K
- 27.84%
$222.15 - $428.22 $300K - $578K
3.5K $906K
MS
Morgan Stanley

Financial Services
-7.37K
- 35.08%
$111.68 - $141.08 $823K - $1.04M
13.6K $1.59M
MDT
Medtronic PLC

Healthcare
-24.4K
- 21.22%
$79.84 - $94.5 $1.95M - $2.31M
90.6K $8.14M
PFE
Pfizer Inc

Healthcare
-26.4K
- 8.37%
$25.01 - $27.13 $659K - $715K
289K $7.31M
KMB
Kimberly Clark Corp

Consumer Defensive
-9.82K
- 30.02%
$124.46 - $147.4 $1.22M - $1.45M
22.9K $3.26M
Activity Summary
Buys All Purchases 198 New Holdings 33 Increased Positions 165 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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