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
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-616
- 4.97%
$23.56 - $24.48 $14.5K - $15.1K
11.8K $287K
HBAN
Huntington Bancshares Inc

Financial Services
-2.61K
- 12.32%
$12.84 - $15.15 $33.5K - $39.5K
18.6K $273K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-142
- 3.34%
$81.98 - $86.24 $11.6K - $12.2K
4.11K $354K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-857
- 2.89%
$38.49 - $41.61 $33K - $35.7K
28.8K $1.2M
PANW
Palo Alto Networks Inc

Technology
-31
- 1.2%
$294.18 - $368.01 $9.12K - $11.4K
2.56K $874K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-34
- 3.9%
$305.34 - $350.41 $10.4K - $11.9K
837 $289K
Jpmorgan Chase Finl CO LLC
-2.19K
- 4.53%
N/A
46.1K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-5.04K
- 38.87%
N/A
7.92K $0
Arm Holdings PLC
-5.53K
- 58.78%
N/A
3.88K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-141K
- 66.94%
N/A
69.4K $0
NFTY
First Tr Alphadex Fd Ii India
-72.7K
- 63.56%
N/A
41.7K $0
GIGB
Goldman Sachs ETF Access Invt
-22K
- 19.51%
N/A
90.9K $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-318
- 3.25%
$46.14 - $48.06 $14.7K - $15.3K
9.45K $454K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-1.38K
- 13.65%
$32.72 - $38.48 $45.2K - $53.1K
8.74K $336K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.69K
- 5.34%
$12.25 - $13.1 $20.7K - $22.2K
30K $392K
AKYA
Akoya Biosciences, Inc.

Healthcare
-1.03K
- 5.5%
$1.96 - $2.94 $2.02K - $3.03K
17.7K $48K
SLV
I Shares Silver Trust

ETFs
-1.65K
- 5.76%
$24.33 - $29.38 $40.2K - $48.6K
27K $768K
QURE
Uni Qure N.V.

Healthcare
-51
- 0.32%
$3.78 - $10.12 $193 - $516
15.9K $78K
ACN
Accenture PLC

Technology
-151
- 12.53%
$295.44 - $355.81 $44.6K - $53.7K
1.05K $372K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-785
- 8.83%
$95.81 - $109.03 $75.2K - $85.6K
8.1K $872K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-496
- 1.44%
$49.93 - $51.15 $24.8K - $25.4K
34K $1.74M
ABEV
Ambev S.A.

Consumer Defensive
-353
- 1.37%
$2.04 - $2.44 $720 - $861
25.3K $61K
XLB
Select Sector Spdr Fd Material

ETFs
-106
- 3.89%
$86.95 - $97.09 $9.22K - $10.3K
2.62K $252K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-81
- 0.92%
$44.65 - $47.21 $3.62K - $3.82K
8.73K $407K
IBB
Ishares Biotechnology ETF

ETFs
-24
- 1.12%
$135.09 - $149.47 $3.24K - $3.59K
2.12K $308K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.1K
- 4.31%
$56.29 - $62.74 $61.7K - $68.8K
24.4K $1.53M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-180
- 1.45%
$14.84 - $21.08 $2.67K - $3.79K
12.3K $251K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-150
- 2.44%
$82.04 - $89.49 $12.3K - $13.4K
5.99K $532K
ACWI
Ishares Msci Acwi ETF

ETFs
-1
- 0.03%
$107.24 - $119.84 $107 - $120
2.91K $347K
OKE
Oneok Inc

Energy
-227
- 5.1%
$78.62 - $95.27 $17.8K - $21.6K
4.22K $384K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.5K
- 5.77%
$57.32 - $62.65 $373K - $407K
106K $6.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 6.21%
$117.9 - $128.2 $124K - $135K
15.9K $2.04M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-67
- 0.91%
$67.99 - $80.84 $4.56K - $5.42K
7.33K $536K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-35
- 1.09%
$102.34 - $114.52 $3.58K - $4.01K
3.17K $362K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-18
- 0.93%
$138.85 - $182.81 $2.5K - $3.29K
1.92K $341K
XLY
Select Sector Spdr Consumer Di

ETFs
-259
- 5.53%
$170.05 - $200.86 $44K - $52K
4.42K $886K
DTE
Dte Energy CO

Utilities
-16
- 0.75%
$108.67 - $128.41 $1.74K - $2.05K
2.11K $271K
ABT
Abbott Laboratories

Healthcare
-605
- 5.78%
$100.07 - $118.13 $60.5K - $71.5K
9.86K $1.12M
CAT
Caterpillar Inc

Industrials
-435
- 12.16%
$316.8 - $391.12 $138K - $170K
3.14K $1.23M
IWM
Ishares Russell 2000 ETF

ETFs
-932
- 6.91%
$200.87 - $224.6 $187K - $209K
12.6K $2.77M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.99K
- 5.04%
$101.72 - $112.94 $711K - $790K
132K $14.9M
PM
Philip Morris International Inc.

Consumer Defensive
-451
- 9.33%
$101.25 - $127.45 $45.7K - $57.5K
4.38K $532K
IYR
Ishares Tr

ETFs
-513
- 7.64%
$86.93 - $103.61 $44.6K - $53.2K
6.21K $632K
UL
Unilever PLC

Consumer Defensive
-31
- 0.68%
$54.7 - $65.59 $1.7K - $2.03K
4.51K $293K
CYBR
Cyber Ark Software Ltd.

Technology
-31
- 1.04%
$241.52 - $291.61 $7.49K - $9.04K
2.94K $856K
IBCP
Independent Bank Corp

Financial Services
-487
- 5.04%
$25.51 - $35.28 $12.4K - $17.2K
9.18K $305K
NOW
Service Now, Inc.

Technology
-50
- 5.78%
$730.87 - $937.36 $36.5K - $46.9K
815 $728K
IGRO
Ishares Tr International Divid

ETFs
-228
- 2.51%
$66.7 - $75.25 $15.2K - $17.2K
8.86K $661K
GIS
General Mills Inc

Consumer Defensive
-36
- 0.7%
$62.5 - $75.15 $2.25K - $2.71K
5.09K $376K
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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