Regal Investment Advisors LLC Reduced Holdings in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-69.7K
- 95.48%
$73.94 - $78.51 $5.15M - $5.47M
3.3K $256K
PFF
Ishares Trust Ishares Pfd And

ETFs
-179K
- 43.61%
$30.67 - $32.13 $5.49M - $5.75M
232K $7.32M
EFG
Msci Eafe Growth ETF

ETFs
-36.6K
- 72.95%
$106.99 - $114.46 $3.91M - $4.18M
13.6K $1.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-23.2K
- 24.24%
$182.33 - $194.5 $4.23M - $4.51M
72.5K $14.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-20.9K
- 56.8%
$171.38 - $197.01 $3.59M - $4.13M
15.9K $3.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-37.2K
- 8.73%
$45.6 - $46.92 $1.7M - $1.74M
389K $18.2M
EFV
Msci Eafe Value ETF

ETFs
-27.4K
- 12.69%
$62.79 - $68.42 $1.72M - $1.88M
189K $12.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-14K
- 56.91%
$64.12 - $68.08 $895K - $950K
10.6K $719K
FIS
Fidelity National Information Services, Inc.

Technology
-504
- 0.96%
$63.37 - $82.35 $31.9K - $41.5K
52.2K $3.44M
PG
Procter & Gamble CO

Consumer Defensive
-753
- 1.01%
$150.47 - $161.22 $113K - $121K
73.5K $11.3M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-19.4K
- 7.0%
$19.15 - $20.2 $372K - $393K
258K $4.98M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-5.79K
- 31.5%
$93.41 - $104.11 $541K - $603K
12.6K $1.29M
GNRC
Generac Holdings Inc.

Industrials
-5.24K
- 24.24%
$146.61 - $202.85 $769K - $1.06M
16.4K $2.74M
VB
Vanguard Small Cap ETF

ETFs
-2.32K
- 17.0%
$237.58 - $259.17 $550K - $600K
11.3K $2.87M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.29K
- 17.66%
$105.99 - $119.41 $561K - $632K
24.7K $2.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.65K
- 28.36%
$85.01 - $90.35 $311K - $330K
9.23K $824K
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.31K
- 30.26%
$53.69 - $57.31 $339K - $361K
14.5K $832K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-11.7K
- 5.53%
$25.39 - $25.57 $296K - $298K
199K $5.09M
F
Ford Motor CO

Consumer Cyclical
-31.3K
- 30.69%
$10.82 - $12.09 $338K - $378K
70.6K $844K
ADP
Automatic Data Processing Inc

Industrials
-397
- 4.53%
$288.69 - $310.94 $115K - $123K
8.38K $2.46M
ON
On Semiconductor Corp

Technology
-1.35K
- 3.63%
$46.98 - $62.45 $63.6K - $84.5K
35.9K $1.77M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-4.29K
- 5.73%
$44.97 - $45.88 $193K - $197K
70.6K $3.24M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-6.49K
- 12.14%
$24.11 - $24.94 $156K - $162K
46.9K $1.17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.65K
- 21.24%
$91.44 - $91.77 $151K - $151K
6.11K $560K
KMB
Kimberly Clark Corp

Consumer Defensive
-379
- 1.7%
$121.72 - $136.77 $46.1K - $51.8K
21.9K $2.73M
CSCO
Cisco Systems, Inc.

Technology
-1.2K
- 1.77%
$66.2 - $71.79 $79.5K - $86.2K
66.6K $4.56M
DIS
Walt Disney CO

Communication Services
-92
- 0.7%
$112.25 - $124.0 $10.3K - $11.4K
13K $1.49M
CME
Cme Group Inc.

Financial Services
-255
- 2.66%
$258.83 - $287.1 $66K - $73.2K
9.34K $2.52M
HUBS
Hubspot Inc

Technology
-27
- 2.21%
$420.79 - $560.9 $11.4K - $15.1K
1.19K $558K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.96K
- 14.6%
$19.49 - $19.61 $96.6K - $97.2K
29K $567K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.09K
- 15.51%
$22.84 - $22.95 $93.4K - $93.9K
22.3K $511K
CYBR
Cyber Ark Software Ltd.

Technology
-597
- 23.03%
$374.8 - $491.1 $224K - $293K
2K $963K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.35K
- 5.94%
$45.72 - $47.27 $107K - $111K
37.1K $1.74M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.29K
- 10.17%
$208.95 - $229.72 $270K - $297K
11.4K $2.62M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.65K
- 10.17%
$50.47 - $50.74 $83.3K - $83.7K
14.6K $739K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.43K
- 2.4%
N/A
98.7K $3.11M
HYG
Ishares Tr

ETFs
-945
- 18.91%
$79.85 - $81.32 $75.5K - $76.8K
4.05K $329K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.33K
- 15.57%
$50.23 - $50.48 $67K - $67.3K
7.23K $363K
PRU
Prudential Financial Inc

Financial Services
-86
- 0.66%
$100.68 - $109.89 $8.66K - $9.45K
13K $1.35M
CL
Colgate Palmolive CO

Consumer Defensive
-193
- 5.77%
$79.36 - $93.33 $15.3K - $18K
3.15K $251K
CLF
Cleveland Cliffs Inc.

Basic Materials
-21.1K
- 46.65%
$8.12 - $12.84 $172K - $271K
24.2K $294K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-432
- 5.73%
$117.65 - $120.08 $50.8K - $51.9K
7.1K $848K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.26K
- 11.72%
$20.66 - $20.74 $46.6K - $46.8K
17K $351K
FIVN
Five9, Inc.

Technology
-442
- 2.91%
$24.05 - $29.16 $10.6K - $12.9K
14.8K $357K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-6.56K
- 6.29%
$49.0 - $51.91 $322K - $341K
97.8K $5.08M
GTLS
Chart Industries Inc

Industrials
-1.03K
- 21.76%
$162.6 - $200.28 $167K - $205K
3.69K $738K
DAL
Delta Air Lines, Inc.

Industrials
-1.54K
- 23.16%
$49.0 - $61.97 $75.4K - $95.3K
5.1K $289K
NTRA
Natera, Inc.

Healthcare
-13
- 0.31%
$133.66 - $181.11 $1.74K - $2.35K
4.18K $672K
OKE
Oneok Inc

Energy
-34
- 0.93%
$71.36 - $83.47 $2.43K - $2.84K
3.62K $264K
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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