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
DVYE
Ishares Emerging Markets Divid

ETFs
-870
- 7.88%
$23.95 - $29.03 $20.8K - $25.3K
10.2K $291K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-337
- 10.65%
$75.29 - $91.16 $25.4K - $30.7K
2.83K $254K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-260
- 7.22%
$72.32 - $86.4 $18.8K - $22.5K
3.34K $288K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-237
- 1.13%
$49.57 - $50.27 $11.7K - $11.9K
20.7K $1.04M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-17
- 0.29%
$49.12 - $50.93 $835 - $866
5.83K $290K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-4.08K
- 9.9%
$10.8 - $16.92 $44.1K - $69.1K
37.2K $510K
WFC
Wells Fargo & Company

Financial Services
-439
- 11.17%
$60.98 - $80.12 $26.8K - $35.2K
3.49K $279K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-74
- 0.97%
$116.93 - $119.39 $8.65K - $8.83K
7.54K $897K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-220
- 0.31%
$96.84 - $99.46 $21.3K - $21.9K
71.4K $7.08M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5
- 0.1%
$100.04 - $100.54 $500 - $503
4.8K $482K
Tpi Composites Inc
-5K
- 1.35%
N/A
365K $0
GIGB
Goldman Sachs ETF Access Invt
-1.71K
- 4.64%
N/A
35.2K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-325
- 4.73%
N/A
6.55K $0
Blackrock Inc
-11
- 2.12%
N/A
508 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-3.04K
- 12.27%
N/A
21.7K $0
VUSB
Vanguard Bd Index Fds
-10
- 0.18%
N/A
5.59K $0
Corpay Inc
-675
- 6.51%
N/A
9.69K $0
LCTD
Blackrock ETF World Ex Us Carb
-393
- 6.27%
N/A
5.88K $0
GNR
Spdr S&P Global Natural Resour

ETFs
-913
- 1.86%
$45.66 - $55.03 $41.7K - $50.2K
48.1K $2.61M
Ishares Bitcoin Trust ETF
-56
- 0.87%
N/A
6.37K $0
Jpmorgan Chase Finl CO LLC
-630
- 1.67%
N/A
37.1K $0
Lam Research Corp
-1.18K
- 8.16%
N/A
13.3K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
-129
- 2.29%
$162.65 - $188.71 $21K - $24.3K
5.5K $1.04M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.42K
- 11.6%
$41.45 - $54.46 $142K - $186K
26.1K $1.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-125
- 1.61%
$45.11 - $52.34 $5.64K - $6.54K
7.63K $399K
SBLK
Star Bulk Carriers Corp.

Industrials
-893
- 6.81%
$12.66 - $17.4 $11.3K - $15.5K
12.2K $210K
IWM
Ishares Russell 2000 ETF

ETFs
-364
- 7.04%
$174.82 - $215.79 $63.6K - $78.5K
4.81K $1.04M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-450
- 4.47%
$28.28 - $34.34 $12.7K - $15.5K
9.61K $325K
VCIT
Vanguard Intermediate Term Cor

ETFs
-391
- 1.13%
$79.56 - $82.92 $31.1K - $32.4K
34.3K $2.85M
IXUS
Ishares Tr

ETFs
-308
- 6.69%
$62.37 - $77.63 $19.2K - $23.9K
4.3K $332K
HBAN
Huntington Bancshares Inc

Financial Services
-1.09K
- 6.1%
$12.49 - $16.76 $13.6K - $18.2K
16.7K $280K
VRSK
Verisk Analytics, Inc.

Industrials
-40
- 2.05%
$277.03 - $321.33 $11.1K - $12.9K
1.91K $595K
COST
Costco Wholesale Corp

Consumer Defensive
-230
- 4.16%
$908.13 - $1056.85 $209K - $243K
5.3K $5.24M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-524
- 6.27%
$59.98 - $74.92 $31.4K - $39.3K
7.83K $583K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.96K
- 2.78%
$23.55 - $27.67 $46.2K - $54.3K
68.6K $1.9M
RING
Ishares Inc Msci Global Gold M

ETFs
-552
- 6.18%
$34.72 - $45.62 $19.2K - $25.2K
8.39K $367K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-5.79K
- 3.78%
$37.18 - $42.55 $215K - $247K
148K $6.28M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-7.45K
- 6.66%
$41.76 - $49.03 $311K - $365K
104K $5.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-17
- 0.02%
$77.74 - $78.78 $1.32K - $1.34K
79.2K $6.23M
CALM
Cal Maine Foods Inc

Consumer Defensive
-100
- 2.06%
$90.17 - $103.07 $9.02K - $10.3K
4.76K $473K
JXN
Jackson Financial Inc.

Financial Services
-69
- 0.74%
$70.35 - $89.5 $4.85K - $6.18K
9.24K $819K
SOUN
Soundhound Ai, Inc.

Technology
-500
- 2.83%
$7.18 - $11.76 $3.59K - $5.88K
17.2K $184K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-1.4K
- 2.82%
$29.44 - $33.91 $41.2K - $47.5K
48.3K $1.58M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.19K
- 3.51%
$19.6 - $24.44 $23.3K - $29.1K
32.7K $799K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-102
- 2.03%
$108.12 - $135.04 $11K - $13.8K
4.93K $665K
IWP
Ishares Russell Mid Cap Growth

ETFs
-72
- 2.41%
$104.34 - $138.68 $7.51K - $9.98K
2.92K $405K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-583
- 2.0%
$37.51 - $45.52 $21.9K - $26.5K
28.6K $1.29M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-191
- 1.77%
$108.87 - $133.04 $20.8K - $25.4K
10.6K $1.41M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-726
- 6.29%
$91.62 - $116.16 $66.5K - $84.3K
10.8K $1.26M
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
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