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
PANW
Palo Alto Networks Inc

Technology
-88
- 2.91%
$152.44 - $204.64 $13.4K - $18K
2.93K $600K
CAH
Cardinal Health Inc

Healthcare
-55
- 1.77%
$125.0 - $168.0 $6.88K - $9.24K
3.04K $511K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.69K
- 5.17%
$90.5 - $114.3 $153K - $193K
31K $3.54M
FIS
Fidelity National Information Services, Inc.

Technology
-3.5K
- 6.23%
$68.14 - $82.13 $239K - $288K
52.7K $4.29M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-1.22K
- 5.03%
$68.32 - $85.57 $83.6K - $105K
23.1K $1.98M
GOOGL
Alphabet Inc.

Communication Services
-1.92K
- 9.27%
$144.7 - $178.6 $277K - $342K
18.8K $3.31M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-387
- 1.69%
$53.75 - $67.21 $20.8K - $26K
22.5K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
-294
- 8.4%
$221.86 - $362.89 $65.2K - $107K
3.21K $1.02M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-70
- 0.62%
$60.22 - $80.1 $4.22K - $5.61K
11.2K $896K
FYX
First Tr Small Cap Core Alphad

ETFs
-860
- 2.71%
$79.22 - $97.28 $68.1K - $83.7K
30.9K $3.01M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-944
- 3.77%
$57.14 - $72.68 $53.9K - $68.6K
24.1K $1.75M
WWD
Woodward, Inc.

Industrials
-104
- 3.13%
$157.29 - $247.55 $16.4K - $25.7K
3.22K $787K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-404
- 6.39%
$273.67 - $366.17 $111K - $148K
5.92K $2.17M
SPYG
Spdr Portfolio

ETFs
-261
- 1.53%
$71.83 - $95.32 $18.7K - $24.9K
16.8K $1.6M
RPRX
Royalty Pharma PLC

Healthcare
-6.77K
- 6.79%
$30.85 - $36.14 $209K - $245K
92.9K $3.35M
DIS
Walt Disney CO

Communication Services
-789
- 5.67%
$81.72 - $124.01 $64.5K - $97.8K
13.1K $1.63M
MP
Mp Materials Corp.

Basic Materials
-25
- 0.08%
$18.77 - $37.74 $469 - $944
29.5K $981K
NFLX
Netflix Inc

Communication Services
-91
- 9.4%
$855.86 - $1339.13 $77.9K - $122K
877 $1.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-469
- 7.44%
$179.95 - $278.88 $84.4K - $131K
5.84K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.53K
- 2.05%
$90.56 - $109.49 $229K - $277K
120K $13.2M
ORCL
Oracle Corp

Technology
-335
- 6.75%
$122.82 - $218.63 $41.1K - $73.2K
4.63K $1.01M
ON
On Semiconductor Corp

Technology
-2.88K
- 7.17%
$31.95 - $54.21 $92K - $156K
37.3K $1.95M
IWC
Russell Micro Cap ETF

ETFs
-201
- 0.86%
$97.43 - $127.66 $19.6K - $25.7K
23.3K $2.97M
TDIV
First Trust Nasdaq Technology

ETFs
-394
- 1.4%
$64.41 - $90.17 $25.4K - $35.5K
27.7K $2.5M
CSCO
Cisco Systems, Inc.

Technology
-1.32K
- 1.91%
$53.19 - $69.38 $70.3K - $91.7K
67.8K $4.7M
GOOG
Alphabet Inc.

Communication Services
-774
- 2.7%
$146.58 - $180.01 $113K - $139K
27.9K $4.95M
EEM
Ishares Msci Emerging Markets

ETFs
-1.75K
- 1.42%
$38.52 - $48.28 $67.3K - $84.3K
121K $5.83M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-249
- 1.5%
$180.84 - $240.32 $45K - $59.8K
16.3K $3.93M
CEG
Constellation Energy Corp

Utilities
-137
- 2.47%
$170.96 - $322.76 $23.4K - $44.2K
5.42K $1.75M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.66K
- 3.42%
$97.68 - $121.38 $358K - $445K
104K $12.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.65K
- 6.71%
$122.57 - $173.27 $325K - $460K
36.9K $6.39M
MU
Micron Technology Inc

Technology
-266
- 0.93%
$64.72 - $127.91 $17.2K - $34K
28.4K $3.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-29
- 0.11%
$216.28 - $284.39 $6.27K - $8.25K
26.6K $7.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.1K
- 6.53%
$82.96 - $110.1 $755K - $1M
130K $14.3M
VEA
Vanguard Ftse Developed Market

ETFs
-5.06K
- 1.77%
$45.65 - $57.01 $231K - $288K
281K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-356
- 0.77%
$496.48 - $617.85 $177K - $220K
46K $28.4M
NVDA
Nvidia Corp

Technology
-20.4K
- 15.04%
$94.31 - $157.99 $1.93M - $3.23M
115K $18.2M
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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