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
RKLB
Rocket Lab Usa, Inc.

Industrials
-177
- 1.58%
$4.54 - $9.78 $804 - $1.73K
11K $106K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.36K
- 5.27%
$87.56 - $95.49 $119K - $130K
24.4K $2.33M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-171
- 5.11%
$233.81 - $287.01 $40K - $49.1K
3.18K $873K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-902
- 5.42%
$31.07 - $39.36 $28K - $35.5K
15.7K $575K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-355
- 3.42%
$127.29 - $141.5 $45.2K - $50.2K
10K $1.4M
SPYG
Spdr Portfolio

ETFs
-86
- 0.32%
$73.38 - $84.1 $6.31K - $7.23K
26.9K $2.23M
CALM
Cal Maine Foods Inc

Consumer Defensive
-57
- 1.05%
$61.82 - $74.9 $3.52K - $4.27K
5.35K $400K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.04K
- 1.61%
$434.77 - $502.96 $450K - $521K
63.4K $30.9M
DVY
Ishares Tr

ETFs
-658
- 5.55%
$119.99 - $135.74 $79K - $89.3K
11.2K $1.51M
MET
Metlife Inc

Financial Services
-780
- 6.22%
$67.96 - $82.48 $53K - $64.3K
11.8K $969K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-4.02K
- 3.82%
$37.98 - $41.19 $153K - $166K
101K $4.17M
BLK
Black Rock Inc.

Financial Services
-1
- 0.17%
$782.27 - $949.51 $782 - $950
604 $573K
IAU
Ishares Gold Trust

ETFs
-271
- 1.37%
$44.06 - $50.5 $11.9K - $13.7K
19.6K $972K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-3.78K
- 5.67%
$23.06 - $26.41 $87.1K - $99.7K
62.9K $1.64M
VBR
Vanguard Small Cap Value ETF

ETFs
-474
- 4.35%
$179.99 - $201.6 $85.3K - $95.6K
10.4K $2.09M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.01K
- 3.86%
$66.31 - $74.08 $133K - $149K
50K $3.67M
SBUX
Starbucks Corp

Consumer Cyclical
-778
- 7.87%
$72.51 - $98.6 $56.4K - $76.7K
9.11K $888K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-226
- 0.85%
$74.85 - $82.2 $16.9K - $18.6K
26.4K $2.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-365
- 0.73%
$92.63 - $105.69 $33.8K - $38.6K
49.7K $5.18M
JXN
Jackson Financial Inc.

Financial Services
-303
- 3.06%
$69.1 - $91.97 $20.9K - $27.9K
9.61K $877K
AMT
American Tower Corp

Real Estate
-48
- 1.18%
$192.27 - $242.73 $9.23K - $11.7K
4.02K $933K
VTV
Vanguard Value ETF

ETFs
-661
- 3.4%
$159.75 - $174.57 $106K - $115K
18.8K $3.27M
EXAS
Exact Sciences Corp

Healthcare
-286
- 3.43%
$42.43 - $70.83 $12.1K - $20.3K
8.06K $548K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.18K
- 2.41%
$60.13 - $68.17 $70.8K - $80.2K
47.7K $3.23M
SPGI
S&P Global Inc.

Financial Services
-140
- 3.08%
$446.32 - $527.38 $62.5K - $73.8K
4.41K $2.28M
IEFA
Ishares Tr

ETFs
-4.23K
- 3.53%
$70.09 - $78.74 $296K - $333K
115K $9.01M
SO
Southern CO

Utilities
-413
- 1.43%
$77.0 - $90.52 $31.8K - $37.4K
28.4K $2.56M
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.29%
$333.64 - $405.2 $5.67K - $6.89K
5.76K $2.33M
ED
Consolidated Edison Inc

Utilities
-4.81K
- 8.32%
$88.42 - $104.97 $425K - $505K
53K $5.52M
EEM
Ishares Msci Emerging Markets

ETFs
-3.4K
- 2.02%
$40.42 - $46.7 $137K - $159K
165K $7.57M
VTI
Vanguard Total Stock Market Et

ETFs
-227
- 0.75%
$255.18 - $283.2 $57.9K - $64.3K
29.9K $8.48M
AEP
American Electric Power CO Inc

Utilities
-1.86K
- 4.22%
$87.11 - $104.95 $162K - $195K
42.2K $4.33M
GLD
Spdr Gold Trust

ETFs
-55
- 0.3%
$215.56 - $246.98 $11.9K - $13.6K
18.3K $4.46M
ZETA
Zeta Global Holdings Corp.

Technology
-2.52K
- 4.79%
$16.61 - $30.24 $41.8K - $76.1K
50K $1.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
-581
- 1.46%
$149.02 - $167.67 $86.6K - $97.4K
39.1K $6.56M
CBOE
Cboe Global Markets, Inc.

Financial Services
-640
- 2.87%
$168.57 - $213.65 $108K - $137K
21.6K $4.42M
GOLD
Barrick Gold Corp

Basic Materials
-11.2K
- 4.2%
$16.56 - $21.01 $186K - $236K
256K $5.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.14K
- 3.45%
$105.53 - $118.34 $437K - $490K
116K $13.5M
T
At&T Inc.

Communication Services
-10.1K
- 2.69%
$18.21 - $22.28 $184K - $225K
366K $8.05M
GNRC
Generac Holdings Inc.

Industrials
-565
- 1.58%
$133.16 - $159.78 $75.2K - $90.3K
35.1K $5.59M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.35K
- 1.82%
$82.97 - $98.97 $112K - $134K
73K $7.11M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4.52K
- 10.16%
$109.16 - $155.35 $493K - $702K
40K $6.17M
AAPL
Apple Inc.

Technology
-8.57K
- 6.01%
$207.23 - $234.82 $1.78M - $2.01M
134K $31.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.09K
- 2.94%
$520.18 - $576.82 $2.13M - $2.36M
135K $78.1M
AFL
Aflac Inc

Financial Services
-3.25K
- 3.25%
$88.52 - $111.8 $287K - $363K
96.6K $10.8M
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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