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
BNDX
Vanguard Total International B

ETFs
-1.15K
- 11.08%
$48.33 - $49.5 $55.5K - $56.8K
9.21K $449K
ENB
Enbridge Inc

Energy
-1.87K
- 12.4%
$41.54 - $45.45 $77.7K - $85K
13.2K $585K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-151
- 2.91%
$120.29 - $134.6 $18.2K - $20.3K
5.03K $614K
VOE
Vanguard Mid Cap Value Index F

ETFs
-13
- 0.03%
$156.61 - $168.02 $2.04K - $2.18K
40.5K $6.51M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-655
- 13.24%
$89.33 - $95.17 $58.5K - $62.3K
4.29K $396K
HYG
Ishares Tr

ETFs
-632
- 14.67%
$78.51 - $80.11 $49.6K - $50.6K
3.68K $289K
HYGV
Flexshares Tr High Yield Value

ETFs
-981
- 8.54%
$40.21 - $41.29 $39.4K - $40.5K
10.5K $424K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.08K
- 16.58%
$25.54 - $27.64 $53.1K - $57.5K
10.5K $285K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-446
- 3.49%
$23.16 - $27.04 $10.3K - $12.1K
12.3K $289K
FITB
Fifth Third Bancorp

Financial Services
-282
- 2.91%
$37.48 - $44.96 $10.6K - $12.7K
9.4K $368K
EWJ
Ishares Msci Japan ETF

ETFs
-649
- 11.37%
$65.24 - $71.7 $42.3K - $46.5K
5.06K $346K
IWP
Ishares Russell Mid Cap Growth

ETFs
-50
- 1.64%
$114.9 - $139.6 $5.75K - $6.98K
2.99K $351K
NFLX
Netflix Inc

Communication Services
-81
- 7.72%
$828.4 - $1058.6 $67.1K - $85.7K
968 $902K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.77K
- 4.44%
$19.42 - $19.54 $34.5K - $34.7K
38.2K $744K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.55K
- 4.9%
$22.77 - $22.94 $35.3K - $35.6K
30.1K $690K
IWS
Ishares Russell Midcap Value E

ETFs
-187
- 8.45%
$122.59 - $135.24 $22.9K - $25.3K
2.03K $255K
FEX
First Tr Large Cap Core Alphde

ETFs
-189
- 3.57%
$99.27 - $109.89 $18.8K - $20.8K
5.11K $523K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-1.2K
- 9.12%
$23.71 - $24.2 $28.4K - $29K
11.9K $284K
MMM
3 M CO

Industrials
-624
- 17.64%
$129.7 - $155.12 $80.9K - $96.8K
2.91K $427K
IEV
Ishares Tr Europe ETF

ETFs
-1.08K
- 19.76%
$51.89 - $60.68 $56.2K - $65.8K
4.4K $256K
QCOM
Qualcomm Inc

Technology
-184
- 4.96%
$151.94 - $175.86 $28K - $32.4K
3.52K $541K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-545
- 6.56%
$49.78 - $53.19 $27.1K - $29K
7.76K $396K
OKE
Oneok Inc

Energy
-203
- 4.83%
$89.57 - $109.85 $18.2K - $22.3K
4K $396K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-606
- 3.6%
$50.44 - $50.7 $30.6K - $30.7K
16.2K $822K
MET
Metlife Inc

Financial Services
-64
- 0.54%
$77.7 - $87.0 $4.97K - $5.57K
11.8K $947K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-225
- 5.88%
$79.96 - $87.71 $18K - $19.7K
3.6K $295K
GIS
General Mills Inc

Consumer Defensive
-16
- 0.29%
$57.56 - $65.3 $921 - $1.04K
5.56K $332K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.82K
- 10.1%
$18.36 - $20.51 $51.7K - $57.7K
25K $495K
ACWI
Ishares Msci Acwi ETF

ETFs
-98
- 3.47%
$115.16 - $124.13 $11.3K - $12.2K
2.73K $317K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-153
- 3.09%
$100.32 - $100.76 $15.3K - $15.4K
4.8K $483K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-49
- 0.2%
$90.0 - $96.32 $4.41K - $4.72K
23.9K $2.21M
DVY
Ishares Tr

ETFs
-330
- 2.79%
$128.58 - $138.1 $42.4K - $45.6K
11.5K $1.54M
PSEC
Prospect Capital Corp

Financial Services
-679
- 2.92%
$4.1 - $4.45 $2.78K - $3.02K
22.6K $92K
IYH
Ishares Tr

ETFs
-732
- 5.22%
$58.32 - $62.76 $42.7K - $45.9K
13.3K $808K
UNP
Union Pacific Corp

Industrials
-97
- 4.06%
$225.21 - $254.42 $21.8K - $24.7K
2.29K $541K
WFC
Wells Fargo & Company

Financial Services
-149
- 3.65%
$66.78 - $81.42 $9.95K - $12.1K
3.93K $282K
SBUX
Starbucks Corp

Consumer Cyclical
-565
- 7.41%
$91.75 - $115.81 $51.8K - $65.4K
7.06K $692K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-9.52K
- 16.07%
$26.05 - $30.88 $248K - $294K
49.7K $1.54M
Fidelity Covington Trust
-700
- 6.74%
N/A
9.69K $0
Blackrock Inc
-8
- 1.52%
N/A
519 $0
Blackrock ETF Trust Ii
-19.7K
- 24.18%
N/A
61.7K $0
Corpay Inc
-6.17K
- 37.32%
N/A
10.4K $0
Lam Research Corp
-14K
- 49.24%
N/A
14.5K $0
GIGB
Goldman Sachs ETF Access Invt
-55.1K
- 59.88%
N/A
36.9K $0
Jpmorgan Chase Finl CO LLC
-5.06K
- 11.82%
N/A
37.7K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-75
- 2.32%
$78.97 - $85.82 $5.92K - $6.44K
3.16K $262K
AB
Alliancebernstein Holding L.P.

Financial Services
-150
- 1.82%
$35.0 - $40.73 $5.25K - $6.11K
8.11K $310K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.13K
- 13.4%
$190.84 - $226.29 $215K - $255K
7.27K $1.65M
IGRO
Ishares Tr International Divid

ETFs
-190
- 3.96%
$66.91 - $73.87 $12.7K - $14K
4.61K $333K
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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