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
CME
Cme Group Inc.

Financial Services
-6.3K
- 32.11%
$225.82 - $266.54 $1.42M - $1.68M
13.3K $3.54M
FANG
Diamondback Energy, Inc.

Energy
-5.7K
- 20.71%
$139.9 - $180.18 $797K - $1.03M
21.8K $3.49M
SPGI
S&P Global Inc.

Financial Services
-2.07K
- 47.47%
$478.26 - $543.77 $990K - $1.13M
2.29K $1.16M
XLE
Energy Sector Spdr

ETFs
-14.1K
- 30.98%
$85.7 - $93.96 $1.21M - $1.33M
31.5K $2.94M
AVGO
Broadcom Inc.

Technology
-753
- 5.96%
$167.43 - $244.7 $126K - $184K
11.9K $1.99M
EFV
Msci Eafe Value ETF

ETFs
-35.4K
- 19.88%
$51.88 - $60.73 $1.84M - $2.15M
143K $8.41M
FIS
Fidelity National Information Services, Inc.

Technology
-7.29K
- 11.47%
$68.12 - $83.42 $496K - $608K
56.2K $4.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.36K
- 35.45%
$222.66 - $268.42 $747K - $901K
6.11K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.65K
- 23.93%
$360.07 - $417.26 $594K - $688K
5.25K $1.89M
XLU
Utilities Sector Spdr

ETFs
-13.6K
- 19.28%
$74.7 - $80.27 $1.02M - $1.09M
57K $4.49M
SLB
Schlumberger Limited

Energy
-26.9K
- 27.08%
$38.4 - $43.74 $1.03M - $1.18M
72.4K $3.03M
MPC
Marathon Petroleum Corp

Energy
-5.73K
- 60.94%
$134.72 - $159.03 $771K - $910K
3.67K $534K
MU
Micron Technology Inc

Technology
-10.1K
- 26.14%
$86.89 - $109.38 $882K - $1.11M
28.7K $2.49M
ETR
Entergy Corp

Utilities
-11.6K
- 51.92%
$75.26 - $87.89 $873K - $1.02M
10.7K $918K
RSG
Republic Services, Inc.

Industrials
-4.98K
- 46.78%
$200.09 - $242.16 $996K - $1.21M
5.66K $1.37M
COP
Conocophillips

Energy
-8.07K
- 54.1%
$88.6 - $105.85 $715K - $854K
6.85K $719K
VB
Vanguard Small Cap ETF

ETFs
-2.02K
- 13.05%
$217.89 - $252.64 $441K - $511K
13.5K $2.99M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-23.1K
- 18.22%
N/A
104K $3.27M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-13.1K
- 10.51%
$44.96 - $47.9 $591K - $629K
112K $5.09M
VZ
Verizon Communications Inc

Communication Services
-45.3K
- 18.15%
$37.81 - $46.49 $1.71M - $2.11M
204K $9.27M
UPS
United Parcel Service Inc

Industrials
-4.78K
- 41.35%
$109.66 - $136.26 $525K - $652K
6.78K $746K
EOG
Eog Resources Inc

Energy
-6.54K
- 18.13%
$120.54 - $138.05 $789K - $903K
29.5K $3.79M
SYY
Sysco Corp

Consumer Defensive
-7.74K
- 35.21%
$70.0 - $77.13 $542K - $597K
14.2K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
-32.2K
- 18.22%
$50.81 - $60.02 $1.64M - $1.93M
145K $8.67M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-16.5K
- 29.37%
$27.95 - $30.87 $461K - $509K
39.7K $1.12M
SO
Southern CO

Utilities
-9.04K
- 30.01%
$80.96 - $92.96 $732K - $840K
21.1K $1.94M
LLY
Eli Lilly & CO

Healthcare
-852
- 26.31%
$725.72 - $929.72 $618K - $792K
2.39K $1.97M
CAT
Caterpillar Inc

Industrials
-1.3K
- 44.11%
$326.75 - $407.63 $425K - $531K
1.65K $544K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.13K
- 11.37%
$196.12 - $229.48 $417K - $488K
16.6K $3.35M
VTV
Vanguard Value ETF

ETFs
-3.14K
- 36.22%
$167.73 - $179.21 $526K - $562K
5.53K $954K
XLC
Select Sector Spdr Tr Communic

ETFs
-5.11K
- 20.4%
$94.84 - $105.31 $485K - $538K
19.9K $1.92M
HD
Home Depot, Inc.

Consumer Cyclical
-1.03K
- 20.4%
$347.25 - $424.87 $357K - $437K
4.02K $1.47M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.17K
- 15.67%
$211.47 - $267.17 $248K - $313K
6.3K $1.33M
IWM
Ishares Russell 2000 ETF

ETFs
-1.6K
- 23.62%
$198.1 - $229.79 $317K - $367K
5.17K $1.03M
AEP
American Electric Power CO Inc

Utilities
-10.6K
- 25.95%
$90.32 - $109.27 $957K - $1.16M
30.2K $3.31M
CEG
Constellation Energy Corp

Utilities
-1.37K
- 19.8%
$201.63 - $347.44 $277K - $477K
5.56K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
-2.13K
- 13.86%
$225.19 - $279.95 $479K - $596K
13.2K $3.24M
HUBS
Hubspot Inc

Technology
-415
- 28.94%
$571.29 - $819.71 $237K - $340K
1.02K $582K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.17K
- 17.45%
$192.6 - $233.2 $225K - $273K
5.53K $1.09M
ACN
Accenture PLC

Technology
-584
- 10.67%
$300.91 - $398.25 $176K - $233K
4.89K $1.52M
SPYG
Spdr Portfolio

ETFs
-2.79K
- 14.02%
$80.05 - $92.39 $223K - $258K
17.1K $1.37M
TFLO
Ishares Treasury Floating Rate

ETFs
-7.31K
- 39.87%
$50.48 - $50.68 $369K - $370K
11K $558K
T
At&T Inc.

Communication Services
-82.5K
- 23.01%
$21.56 - $28.28 $1.78M - $2.33M
276K $7.8M
VXF
Vanguard Extended Market ETF

ETFs
-176
- 0.96%
$170.36 - $201.04 $30K - $35.4K
18.1K $3.12M
UNH
Unitedhealth Group Inc

Healthcare
-738
- 32.61%
$461.52 - $548.18 $341K - $405K
1.53K $798K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.43K
- 31.96%
$74.85 - $84.89 $406K - $461K
11.6K $944K
DUK
Duke Energy Corp

Utilities
-6.4K
- 20.54%
$105.87 - $121.97 $677K - $780K
24.7K $3.02M
CL
Colgate Palmolive CO

Consumer Defensive
-3.69K
- 52.33%
$85.68 - $97.5 $316K - $359K
3.36K $314K
XOM
Exxon Mobil Corp

Energy
-5.27K
- 19.89%
$105.44 - $118.93 $555K - $627K
21.2K $2.52M
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
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