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
BND
Vanguard Bd Index Fd Inc Total

ETFs
-52
- 0.58%
$71.17 - $73.66 $3.7K - $3.83K
8.92K $655K
UL
Unilever PLC

Consumer Defensive
-44
- 0.99%
$54.72 - $60.29 $2.41K - $2.65K
4.42K $263K
INTC
Intel Corp

Technology
-982
- 8.05%
$19.1 - $27.39 $18.8K - $26.9K
11.2K $254K
ABEV
Ambev S.A.

Consumer Defensive
-774
- 2.74%
$1.77 - $2.37 $1.37K - $1.83K
27.4K $63K
IYR
Ishares Tr

ETFs
-56
- 0.93%
$89.49 - $98.98 $5.01K - $5.54K
5.96K $570K
DE
Deere & CO

Industrials
-28
- 4.67%
$408.57 - $509.27 $11.4K - $14.3K
572 $268K
PFG
Principal Financial Group Inc

Financial Services
-72
- 1.99%
$76.34 - $89.04 $5.5K - $6.41K
3.55K $299K
O
Realty Income Corp

Real Estate
-192
- 2.43%
$51.67 - $58.49 $9.92K - $11.2K
7.72K $447K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-190
- 0.25%
$49.52 - $50.2 $9.41K - $9.54K
76.9K $3.85M
BMY
Bristol Myers Squibb CO

Healthcare
-27
- 0.43%
$53.9 - $63.11 $1.46K - $1.7K
6.19K $377K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-784
- 5.81%
$35.35 - $42.74 $27.7K - $33.5K
12.7K $525K
RING
Ishares Inc Msci Global Gold M

ETFs
-1.92K
- 17.68%
$28.64 - $38.36 $55K - $73.6K
8.94K $342K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-252
- 7.98%
$233.07 - $290.7 $58.7K - $73.3K
2.91K $784K
VEEV
Veeva Systems Inc

Healthcare
-46
- 1.74%
$210.58 - $246.8 $9.69K - $11.4K
2.6K $603K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-791
- 3.09%
$87.68 - $94.52 $69.4K - $74.8K
24.8K $2.33M
GE
General Electric CO

Industrials
-258
- 8.19%
$168.59 - $212.13 $43.5K - $54.7K
2.89K $579K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-226
- 0.28%
$76.94 - $78.28 $17.4K - $17.7K
79.2K $6.2M
KO
Coca Cola CO

Consumer Defensive
-9.85K
- 11.85%
$60.81 - $72.32 $599K - $713K
73.3K $5.25M
HDV
Ishares Core High Dividend ETF

ETFs
-423
- 2.68%
$110.86 - $121.12 $46.9K - $51.2K
15.4K $1.86M
IDV
Ishares Tr

ETFs
-201
- 0.66%
$27.0 - $31.7 $5.43K - $6.37K
30.4K $942K
AON
Aon PLC

Financial Services
-14
- 0.5%
$348.44 - $409.32 $4.88K - $5.73K
2.8K $1.12M
PM
Philip Morris International Inc.

Consumer Defensive
-337
- 7.66%
$117.15 - $158.79 $39.5K - $53.5K
4.06K $644K
CVS
Cvs Health Corp

Healthcare
-319
- 4.67%
$44.22 - $68.64 $14.1K - $21.9K
6.51K $440K
IBM
International Business Machines Corp

Technology
-1.9K
- 8.38%
$217.4 - $264.74 $413K - $504K
20.8K $5.17M
AMGN
Amgen Inc

Healthcare
-18
- 0.43%
$258.59 - $327.36 $4.65K - $5.89K
4.14K $1.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.6K
- 8.09%
$34.58 - $45.97 $89.7K - $119K
29.5K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
-11.3K
- 3.8%
$47.4 - $52.99 $536K - $600K
286K $14.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-104
- 0.05%
$105.1 - $109.61 $10.9K - $11.4K
206K $22.4M
GLD
Spdr Gold Trust

ETFs
-577
- 3.29%
$243.19 - $288.14 $140K - $166K
16.9K $4.88M
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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