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
PLTR
Palantir Technologies Inc.

Technology
-37.5K
- 53.08%
$24.09 - $37.95 $903K - $1.42M
33.1K $1.23M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.06K
- 24.06%
$83.76 - $91.82 $759K - $832K
28.6K $2.61M
FOUR
Shift4 Payments, Inc.

Technology
-8.81K
- 52.26%
$61.26 - $88.65 $539K - $781K
8.04K $713K
COST
Costco Wholesale Corp

Consumer Defensive
-791
- 11.61%
$801.83 - $917.05 $634K - $725K
6.02K $5.34M
HDV
Ishares Core High Dividend ETF

ETFs
-5.44K
- 25.14%
$107.62 - $118.76 $585K - $645K
16.2K $1.9M
FISV
Fiserv Inc

Technology
-3.41K
- 38.91%
N/A
5.36K $670K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.52K
- 43.06%
$283.28 - $314.39 $431K - $478K
2.01K $631K
AZO
Autozone Inc

Consumer Cyclical
-144
- 58.06%
$2815.0 - $3212.87 $405K - $463K
104 $327K
F
Ford Motor CO

Consumer Cyclical
-7K
- 4.62%
$9.71 - $14.55 $68K - $102K
145K $1.53M
VGT
Vanguard Information Technolog

ETFs
-664
- 36.81%
$514.43 - $606.85 $342K - $403K
1.14K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
-143
- 4.53%
$217.89 - $392.15 $31.2K - $56.1K
3.01K $845K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.71K
- 59.16%
$194.66 - $225.97 $334K - $387K
1.18K $260K
EMLP
First Tr Exchange Traded Iv

ETFs
-13K
- 46.19%
$30.38 - $34.0 $396K - $443K
15.2K $509K
FTA
First Tr Large Cap Value

ETFs
-6.36K
- 17.18%
$72.76 - $79.13 $462K - $503K
30.6K $2.42M
HYG
Ishares Tr

ETFs
-3.72K
- 37.43%
$76.72 - $80.36 $286K - $299K
6.22K $499K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.5K
- 45.14%
$147.95 - $191.05 $222K - $287K
1.83K $317K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.4K
- 27.55%
$49.83 - $62.75 $170K - $213K
8.95K $515K
DIS
Walt Disney CO

Communication Services
-2.05K
- 10.61%
$85.6 - $98.61 $175K - $202K
17.2K $1.66M
COP
Conocophillips

Energy
-996
- 6.2%
$102.3 - $116.61 $102K - $116K
15.1K $1.59M
QCOM
Qualcomm Inc

Technology
-346
- 5.31%
$156.12 - $209.64 $54K - $72.5K
6.17K $1.05M
ETN
Eaton Corp PLC

Industrials
-1.25K
- 13.21%
$272.52 - $333.02 $341K - $417K
8.23K $2.73M
EMR
Emerson Electric CO

Industrials
-1.61K
- 1.8%
$98.19 - $118.87 $158K - $191K
87.8K $9.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.41K
- 43.71%
$105.92 - $110.83 $255K - $267K
3.1K $342K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-856
- 11.28%
$332.02 - $382.76 $284K - $328K
6.74K $2.53M
PH
Parker Hannifin Corp

Industrials
-729
- 39.32%
$501.01 - $635.92 $365K - $464K
1.13K $710K
NUE
Nucor Corp

Basic Materials
-1.04K
- 12.72%
$137.77 - $166.14 $143K - $173K
7.14K $1.07M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-7.15K
- 21.8%
$45.78 - $51.72 $327K - $370K
25.6K $1.31M
CRM
Salesforce, Inc.

Technology
-838
- 41.24%
$238.42 - $276.53 $200K - $232K
1.19K $326K
IXUS
Ishares Tr

ETFs
-3.24K
- 41.95%
$64.9 - $73.35 $210K - $238K
4.48K $325K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.65K
- 4.27%
N/A
127K $3.99M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.85K
- 38.2%
$67.43 - $74.23 $192K - $212K
4.61K $335K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-4.49K
- 25.22%
$40.44 - $42.71 $181K - $192K
13.3K $565K
FDX
Fedex Corp

Industrials
-384
- 19.69%
$254.64 - $313.52 $97.8K - $120K
1.57K $428K
RSG
Republic Services, Inc.

Industrials
-1.14K
- 9.53%
$189.34 - $208.21 $216K - $237K
10.8K $2.17M
MRK
Merck & Co., Inc.

Healthcare
-139
- 1.07%
$111.15 - $128.97 $15.4K - $17.9K
12.9K $1.46M
GS
Goldman Sachs Group Inc

Financial Services
-395
- 35.75%
$459.02 - $510.25 $181K - $202K
710 $351K
MA
Mastercard Inc

Financial Services
-571
- 22.47%
$429.6 - $500.99 $245K - $286K
1.97K $972K
BAC
Bank Of America Corp

Financial Services
-3.4K
- 7.16%
$36.65 - $44.13 $125K - $150K
44.1K $1.75M
META
Meta Platforms, Inc.

Communication Services
-741
- 17.69%
$453.41 - $572.44 $336K - $424K
3.45K $1.97M
LMT
Lockheed Martin Corp

Industrials
-682
- 30.51%
$460.3 - $584.56 $314K - $399K
1.55K $907K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.91K
- 21.11%
$76.94 - $79.54 $147K - $152K
7.13K $565K
XLI
Industrial Sector Spdr

ETFs
-1.82K
- 21.29%
$120.56 - $135.44 $220K - $247K
6.74K $912K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-428
- 19.68%
$386.81 - $423.12 $166K - $181K
1.75K $739K
BA
Boeing CO

Industrials
-43
- 1.25%
$152.04 - $190.6 $6.54K - $8.2K
3.4K $516K
BOWL
Bowlero Corp.

Communication Services
-53
- 0.14%
$10.62 - $14.44 $563 - $765
38.4K $450K
PRU
Prudential Financial Inc

Financial Services
-1.34K
- 9.04%
$105.53 - $127.32 $142K - $171K
13.5K $1.63M
GTLS
Chart Industries Inc

Industrials
-24
- 0.49%
$106.83 - $168.99 $2.56K - $4.06K
4.83K $600K
AMGN
Amgen Inc

Healthcare
-432
- 10.36%
$309.38 - $337.38 $134K - $146K
3.74K $1.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.93K
- 25.06%
$51.0 - $52.05 $98.5K - $101K
5.78K $300K
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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