Regal Investment Advisors LLC Reduced Holdings in Q2 2025

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
-395
- 2.92%
$95.12 - $112.71 $37.6K - $44.5K
13.1K $1.41M
PULS
Pgim ETF Tr

ETFs
-2.01K
- 11.18%
$49.39 - $49.76 $99.4K - $100K
16K $795K
NUE
Nucor Corp

Basic Materials
-1.04K
- 27.14%
$103.22 - $131.43 $107K - $136K
2.78K $360K
SLV
I Shares Silver Trust

ETFs
-4.69K
- 15.2%
$27.08 - $33.74 $127K - $158K
26.2K $858K
OKE
Oneok Inc

Energy
-344
- 8.6%
$78.71 - $100.37 $27.1K - $34.5K
3.66K $298K
ADP
Automatic Data Processing Inc

Industrials
-397
- 4.33%
$276.76 - $326.81 $110K - $130K
8.77K $2.71M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-3.36K
- 4.3%
$42.62 - $45.37 $143K - $153K
74.8K $3.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.73K
- 12.38%
$22.81 - $22.97 $85.1K - $85.7K
26.4K $605K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.67K
- 2.57%
N/A
101K $3.19M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.25K
- 11.12%
$19.44 - $19.56 $82.6K - $83.1K
34K $662K
SYY
Sysco Corp

Consumer Defensive
-1.18K
- 8.25%
$68.0 - $75.91 $79.9K - $89.2K
13.1K $989K
MET
Metlife Inc

Financial Services
-907
- 7.69%
$68.42 - $82.49 $62.1K - $74.8K
10.9K $875K
RSG
Republic Services, Inc.

Industrials
-382
- 6.75%
$227.2 - $258.07 $86.8K - $98.6K
5.28K $1.3M
ACN
Accenture PLC

Technology
-4
- 0.08%
$279.23 - $323.21 $1.12K - $1.29K
4.88K $1.46M
LMT
Lockheed Martin Corp

Industrials
-184
- 12.52%
$430.82 - $486.45 $79.3K - $89.5K
1.29K $595K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.21K
- 12.35%
$50.28 - $50.47 $60.6K - $60.9K
8.56K $430K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.73K
- 21.64%
$32.25 - $40.02 $87.9K - $109K
9.87K $395K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.07K
- 12.3%
$51.1 - $53.29 $54.7K - $57K
7.63K $406K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-417
- 6.42%
$90.85 - $102.31 $37.9K - $42.7K
6.08K $612K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-640
- 6.31%
$23.94 - $30.54 $15.3K - $19.5K
9.51K $258K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.04K
- 2.56%
$45.2 - $46.6 $46.8K - $48.2K
39.5K $1.83M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2.08K
- 22.73%
$328.01 - $475.68 $683K - $991K
7.08K $3.31M
PFG
Principal Financial Group Inc

Financial Services
-305
- 8.6%
$69.56 - $86.19 $21.2K - $26.3K
3.24K $257K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.02K
- 9.51%
$20.66 - $20.74 $41.8K - $41.9K
19.2K $397K
F
Ford Motor CO

Consumer Cyclical
-12.5K
- 10.93%
$8.69 - $10.85 $109K - $136K
102K $1.11M
STLD
Steel Dynamics Inc

Basic Materials
-392
- 10.9%
N/A
3.2K $314K
KMI
Kinder Morgan, Inc.

Energy
-3.66K
- 4.59%
$25.21 - $29.4 $92.3K - $108K
76.1K $2.24M
FTA
First Tr Large Cap Value

ETFs
-1.23K
- 3.98%
$67.12 - $78.63 $82.2K - $96.3K
29.5K $2.32M
ABEV
Ambev S.A.

Consumer Defensive
-16.4K
- 59.73%
$2.15 - $2.55 $35.2K - $41.8K
11K $26K
PSEC
Prospect Capital Corp

Financial Services
-4.47K
- 19.76%
$3.14 - $4.06 $14K - $18.1K
18.1K $57K
MBB
Ishares Tr

ETFs
-425
- 0.6%
$91.41 - $94.22 $38.8K - $40K
70.6K $6.63M
RLY
Ssga Active ETF Tr

ETFs
-2.59K
- 3.2%
$25.82 - $29.59 $67K - $76.7K
78.3K $2.28M
O
Realty Income Corp

Real Estate
-456
- 5.91%
$52.27 - $58.52 $23.8K - $26.7K
7.26K $418K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-215
- 3.26%
$68.13 - $74.77 $14.6K - $16.1K
6.37K $463K
FDX
Fedex Corp

Industrials
-8
- 0.53%
$198.07 - $245.17 $1.58K - $1.96K
1.51K $343K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-382
- 0.67%
N/A
56.9K $3.55M
DVY
Ishares Tr

ETFs
-44
- 0.38%
$118.37 - $134.86 $5.21K - $5.93K
11.4K $1.52M
IYR
Ishares Tr

ETFs
-163
- 2.74%
$84.48 - $96.25 $13.8K - $15.7K
5.79K $548K
CVS
Cvs Health Corp

Healthcare
-443
- 6.81%
$60.04 - $70.18 $26.6K - $31.1K
6.06K $418K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-429
- 3.98%
$50.29 - $50.56 $21.6K - $21.7K
10.4K $523K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.41K
- 13.61%
$17.76 - $22.1 $60.6K - $75.4K
21.6K $478K
SHV
Ishares Tr

ETFs
-146
- 1.61%
$110.06 - $110.46 $16.1K - $16.1K
8.91K $983K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-3.98K
- 10.02%
$25.96 - $30.99 $103K - $123K
35.7K $1.11M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-680
- 5.01%
N/A
12.9K $251K
AB
Alliancebernstein Holding L.P.

Financial Services
-819
- 10.1%
$33.0 - $41.77 $27K - $34.2K
7.29K $297K
IQDF
Flexshares International Quali

ETFs
-1.9K
- 10.45%
$22.1 - $27.31 $41.9K - $51.8K
16.2K $440K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-174
- 0.52%
$11.34 - $12.35 $1.97K - $2.15K
33.4K $398K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-206
- 1.27%
$50.48 - $50.71 $10.4K - $10.4K
16K $812K
CL
Colgate Palmolive CO

Consumer Defensive
-14
- 0.42%
$87.57 - $96.0 $1.23K - $1.34K
3.35K $304K
Activity Summary
Buys All Purchases 262 New Holdings 49 Increased Positions 213 Sells All Sells 188 Reductions 188 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