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
FIS
Fidelity National Information Services, Inc.

Technology
-8.33K
- 11.46%
$72.8 - $85.04 $606K - $708K
64.4K $5.39M
UNH
Unitedhealth Group Inc

Healthcare
-532
- 17.88%
$488.01 - $604.18 $260K - $321K
2.44K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.46K
- 12.5%
$405.19 - $478.57 $998K - $1.18M
17.2K $7.94M
SHW
Sherwin Williams CO

Basic Materials
-799
- 29.44%
$294.65 - $384.0 $235K - $307K
1.92K $730K
HUBS
Hubspot Inc

Technology
-1
- 0.08%
$450.09 - $592.58 $450 - $593
1.29K $682K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.16K
- 5.12%
$44.66 - $49.15 $51.9K - $57.1K
21.5K $1.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
-809
- 21.01%
$103.87 - $117.59 $84K - $95.1K
3.04K $356K
NFLX
Netflix Inc

Communication Services
-151
- 12.5%
$598.55 - $722.26 $90.4K - $109K
1.06K $749K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-710
- 20.57%
$85.84 - $85.84 $60.9K - $60.9K
2.74K $235K
RTX
Raytheon Technologies Corp

Industrials
-1.87K
- 22.6%
$99.55 - $123.34 $186K - $231K
6.41K $776K
ADBE
Adobe Inc.

Technology
-2
- 0.14%
$508.13 - $586.55 $1.02K - $1.17K
1.38K $714K
VPU
Vanguard Utilities ETF

ETFs
-1.51K
- 18.48%
$146.64 - $174.54 $221K - $263K
6.65K $1.16M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-1.92K
- 7.59%
$71.01 - $78.81 $136K - $151K
23.3K $1.84M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.75K
- 15.98%
$31.87 - $35.39 $55.6K - $61.8K
9.18K $320K
ANET
Arista Networks, Inc.

Technology
-195
- 23.0%
$311.42 - $388.21 $60.7K - $75.7K
653 $250K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-397
- 2.04%
$11.03 - $18.11 $4.38K - $7.19K
19.1K $214K
BX
Blackstone Inc.

Financial Services
-948
- 27.92%
$120.77 - $159.66 $114K - $151K
2.45K $374K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-78
- 3.79%
$460.0 - $505.78 $35.9K - $39.5K
1.98K $919K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.08K
- 12.15%
$39.52 - $51.92 $42.7K - $56.1K
7.81K $389K
AXP
American Express CO

Financial Services
-399
- 24.31%
$225.92 - $271.17 $90.1K - $108K
1.24K $336K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-1.72K
- 4.15%
$23.88 - $24.01 $41.2K - $41.4K
39.9K $956K
IWD
Ishares Russell 1000 Val ETF

ETFs
-482
- 14.45%
$173.36 - $189.8 $83.6K - $91.5K
2.85K $541K
VPC
Etfis Ser Tr I Virtus Private

ETFs
-1.24K
- 3.82%
$21.71 - $23.14 $26.9K - $28.7K
31.2K $696K
CMI
Cummins Inc

Industrials
-294
- 23.98%
$266.63 - $326.4 $78.4K - $96K
932 $301K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-476
- 3.79%
$28.19 - $31.47 $13.4K - $15K
12.1K $350K
IWS
Ishares Russell Midcap Value E

ETFs
-519
- 19.0%
$119.52 - $132.25 $62K - $68.6K
2.21K $292K
IHDG
Wisdomtree Tr

ETFs
-810
- 4.69%
$42.42 - $46.78 $34.4K - $37.9K
16.5K $752K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.33K
- 14.01%
$32.65 - $36.69 $76.2K - $85.6K
14.3K $520K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-70
- 14.34%
$1015.62 - $1159.62 $71.1K - $81.2K
418 $481K
AMD
Advanced Micro Devices Inc

Technology
-303
- 3.02%
$128.67 - $183.96 $39K - $55.7K
9.72K $1.6M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-3.74K
- 4.32%
$43.7 - $45.66 $163K - $171K
82.8K $3.78M
RLY
Ssga Active ETF Tr

ETFs
-4.24K
- 4.85%
$26.98 - $28.77 $114K - $122K
83.1K $2.39M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.17K
- 3.08%
$40.48 - $45.39 $47.4K - $53.2K
36.8K $1.62M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-827
- 11.03%
$65.15 - $72.97 $53.9K - $60.3K
6.67K $486K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.59K
- 5.26%
$44.9 - $47.55 $71.2K - $75.4K
28.6K $1.35M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-1K
- 6.86%
N/A
13.6K $264K
BNDX
Vanguard Total International B

ETFs
-707
- 6.26%
$48.42 - $50.35 $34.2K - $35.6K
10.6K $531K
UBER
Uber Technologies, Inc

Technology
-359
- 7.19%
$58.48 - $77.47 $21K - $27.8K
4.64K $348K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-342
- 3.91%
$50.15 - $50.66 $17.2K - $17.3K
8.41K $425K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-209
- 2.99%
$285.48 - $330.24 $59.7K - $69K
6.79K $2.19M
WWD
Woodward, Inc.

Industrials
-18
- 0.51%
$151.73 - $187.23 $2.73K - $3.37K
3.5K $599K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.09K
- 2.85%
$16.42 - $18.12 $34.3K - $37.9K
71.3K $1.29M
SUB
Ishares Short Term National Mu

ETFs
-142
- 3.9%
$104.3 - $106.3 $14.8K - $15.1K
3.5K $371K
LVHI
Franklin International Low Vol

ETFs
-1.19K
- 6.47%
$28.72 - $31.28 $34.2K - $37.2K
17.2K $534K
DWAT
Arrow Invts Tr Dwa Tactical Et

ETFs
-3.05K
- 6.13%
$10.4 - $11.56 $31.7K - $35.2K
46.6K $537K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.4K
- 10.56%
$31.39 - $35.47 $43.9K - $49.7K
11.9K $418K
NKE
Nike, Inc.

Consumer Cyclical
-1.28K
- 15.9%
$71.09 - $89.44 $91.3K - $115K
6.79K $600K
HYGV
Flexshares Tr High Yield Value

ETFs
-499
- 4.58%
$40.11 - $41.67 $20K - $20.8K
10.4K $432K
ALB
Albemarle Corp

Basic Materials
-36
- 1.17%
$72.85 - $100.09 $2.62K - $3.6K
3.03K $286K
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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