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
MUB
Ishares National Muni Bond ETF

ETFs
-2.18K
- 2.6%
$104.71 - $107.69 $228K - $234K
81.5K $8.59M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.21K
- 41.65%
$50.82 - $52.7 $316K - $327K
8.7K $457K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-245
- 3.73%
$307.43 - $357.48 $75.3K - $87.6K
6.32K $1.95M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-8.74K
- 10.33%
$16.57 - $18.85 $145K - $165K
75.9K $1.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.73K
- 9.35%
$81.83 - $82.73 $305K - $308K
36.1K $2.99M
DOW
Dow Inc.

Basic Materials
-5.67K
- 42.78%
$34.36 - $41.92 $195K - $238K
7.58K $264K
DIS
Walt Disney CO

Communication Services
-803
- 5.45%
$96.87 - $114.0 $77.8K - $91.5K
13.9K $1.37M
XLV
Select Sector Spdr Fund Health

ETFs
-2.86K
- 15.21%
$137.61 - $149.68 $394K - $428K
16K $2.33M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.54K
- 13.72%
$39.02 - $42.89 $177K - $195K
28.6K $1.13M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.53K
- 20.53%
$39.65 - $43.35 $298K - $326K
29.1K $1.23M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-5.78K
- 6.88%
$44.26 - $45.22 $256K - $261K
78.2K $3.48M
ZETA
Zeta Global Holdings Corp.

Technology
-525
- 0.96%
$13.56 - $24.69 $7.12K - $13K
54.3K $736K
PANW
Palo Alto Networks Inc

Technology
-1.14K
- 27.43%
$167.82 - $208.28 $192K - $238K
3.02K $515K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-686
- 13.89%
$416.48 - $494.72 $286K - $339K
4.25K $2.07M
GTLS
Chart Industries Inc

Industrials
-45
- 0.95%
$141.99 - $218.35 $6.39K - $9.83K
4.71K $680K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-3.66K
- 30.45%
$63.91 - $70.19 $234K - $257K
8.36K $562K
KMI
Kinder Morgan, Inc.

Energy
-11K
- 12.1%
$26.1 - $31.22 $287K - $343K
79.8K $2.28M
EXC
Exelon Corp

Utilities
-6.67K
- 52.41%
$37.3 - $46.08 $249K - $307K
6.06K $279K
PLTR
Palantir Technologies Inc.

Technology
-3.49K
- 29.94%
$64.98 - $124.62 $227K - $435K
8.16K $688K
ABT
Abbott Laboratories

Healthcare
-2.67K
- 30.67%
$111.1 - $140.22 $297K - $375K
6.05K $802K
GOLD
Barrick Gold Corp

Basic Materials
-55.8K
- 24.21%
$15.45 - $19.56 $861K - $1.09M
175K $3.39M
SHV
Ishares Tr

ETFs
-1.63K
- 15.26%
$110.11 - $110.51 $179K - $180K
9.05K $1M
CYBR
Cyber Ark Software Ltd.

Technology
-505
- 16.71%
$312.8 - $414.31 $158K - $209K
2.52K $850K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-753
- 3.0%
$75.92 - $84.67 $57.2K - $63.8K
24.3K $1.87M
VBK
Vanguard Small Cap Growth ETF

ETFs
-333
- 13.9%
$247.97 - $296.33 $82.6K - $98.7K
2.06K $519K
TDIV
First Trust Nasdaq Technology

ETFs
-167
- 0.59%
$73.39 - $83.95 $12.3K - $14K
28.1K $2.07M
MA
Mastercard Inc

Financial Services
-332
- 18.43%
$504.67 - $576.31 $168K - $191K
1.47K $805K
STLD
Steel Dynamics Inc

Basic Materials
-1.44K
- 28.62%
N/A
3.6K $352K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-3.66K
- 26.22%
$39.88 - $41.33 $146K - $151K
10.3K $424K
SPG
Simon Property Group Inc

Real Estate
-552
- 9.15%
$159.48 - $187.78 $88K - $104K
5.48K $910K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.71K
- 24.19%
$77.7 - $78.94 $133K - $135K
5.37K $424K
MRK
Merck & Co., Inc.

Healthcare
-33
- 0.29%
$83.01 - $101.02 $2.74K - $3.33K
11.5K $1.04M
CPRT
Copart Inc

Consumer Cyclical
-1.8K
- 15.12%
$52.3 - $59.83 $94.1K - $108K
10.1K $571K
DAL
Delta Air Lines, Inc.

Industrials
-4
- 0.06%
$43.6 - $69.06 $174 - $276
6.37K $277K
F
Ford Motor CO

Consumer Cyclical
-12.4K
- 9.76%
$9.12 - $10.43 $113K - $129K
114K $1.15M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-183
- 1.6%
$68.07 - $78.99 $12.5K - $14.5K
11.3K $766K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-538
- 2.54%
$86.24 - $97.98 $46.4K - $52.7K
20.7K $1.8M
BA
Boeing CO

Industrials
-409
- 10.0%
$148.15 - $186.25 $60.6K - $76.2K
3.68K $627K
PRU
Prudential Financial Inc

Financial Services
-14
- 0.1%
$105.04 - $122.33 $1.47K - $1.71K
13.5K $1.51M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1K
- 4.21%
$32.49 - $37.99 $32.6K - $38.1K
22.8K $765K
JXN
Jackson Financial Inc.

Financial Services
-585
- 5.92%
$79.36 - $97.88 $46.4K - $57.3K
9.3K $779K
FDX
Fedex Corp

Industrials
-85
- 5.3%
$230.33 - $281.53 $19.6K - $23.9K
1.52K $370K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.43K
- 21.24%
$13.05 - $13.97 $97K - $104K
27.6K $375K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-840
- 9.94%
$114.57 - $118.14 $96.2K - $99.2K
7.61K $899K
META
Meta Platforms, Inc.

Communication Services
-59
- 2.19%
$576.36 - $736.67 $34K - $43.5K
2.64K $1.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-124
- 6.15%
$302.31 - $337.54 $37.5K - $41.9K
1.89K $580K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-742
- 15.26%
$85.06 - $87.69 $63.1K - $65.1K
4.12K $351K
CALM
Cal Maine Foods Inc

Consumer Defensive
-84
- 1.7%
$80.87 - $115.8 $6.79K - $9.73K
4.86K $441K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-635
- 4.0%
$126.11 - $135.06 $80.1K - $85.8K
15.2K $1.96M
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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