Regal Investment Advisors LLC Sells in Q2 2025

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-18.2K
- 13.94%
$498.8 - $620.9 $9.09M - $11.3M
113K $69.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-63.7K
- 92.17%
$50.08 - $63.14 $3.19M - $4.02M
5.41K $341K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-14.8K
- 74.03%
$136.63 - $176.62 $2.02M - $2.61M
5.19K $875K
VZ
Verizon Communications Inc

Communication Services
-31.9K
- 15.6%
$41.67 - $45.62 $1.33M - $1.45M
172K $7.46M
HEFA
Ishares Currency Hedged Msci E

ETFs
-41K
- 29.04%
$32.11 - $38.21 $1.32M - $1.57M
100K $3.81M
IAU
Ishares Gold Trust

ETFs
-21.9K
- 37.81%
$56.1 - $64.74 $1.23M - $1.42M
36K $2.25M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.4K
- 61.42%
$91.43 - $91.74 $1.13M - $1.13M
7.76K $711K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-59.1K
- 77.81%
$14.97 - $16.79 $884K - $991K
16.8K $281K
CME
Cme Group Inc.

Financial Services
-3.73K
- 28.0%
$252.37 - $290.71 $942K - $1.08M
9.6K $2.65M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.46K
- 6.74%
$285.55 - $321.23 $415K - $467K
20.1K $5.88M
ETN
Eaton Corp PLC

Industrials
-2.84K
- 75.03%
$246.52 - $356.99 $700K - $1.01M
945 $337K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.5K
- 21.27%
$51.14 - $57.0 $586K - $654K
42.4K $2.41M
AFL
Aflac Inc

Financial Services
-2.52K
- 3.79%
$99.77 - $112.45 $251K - $283K
63.9K $6.74M
FANG
Diamondback Energy, Inc.

Energy
-1.08K
- 4.94%
$119.25 - $161.49 $129K - $174K
20.7K $2.85M
CLX
Clorox CO

Consumer Defensive
-667
- 3.49%
$118.01 - $148.69 $78.7K - $99.2K
18.5K $2.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-12.5K
- 2.85%
$45.12 - $46.23 $563K - $577K
426K $19.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 0.57%
$483.48 - $539.8 $26.6K - $29.7K
9.56K $4.64M
XLV
Select Sector Spdr Fund Health

ETFs
-2.18K
- 13.65%
$128.77 - $144.3 $281K - $314K
13.8K $1.86M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-9.14K
- 34.41%
$44.64 - $47.48 $408K - $434K
17.4K $827K
PLTR
Palantir Technologies Inc.

Technology
-6.13K
- 75.16%
$74.01 - $144.25 $454K - $885K
2.03K $276K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.35K
- 42.39%
$176.34 - $218.59 $414K - $513K
3.19K $692K
ED
Consolidated Edison Inc

Utilities
-698
- 2.17%
$98.05 - $113.3 $68.4K - $79.1K
31.4K $3.15M
PEP
Pepsico Inc

Consumer Defensive
-64
- 0.3%
$128.02 - $151.37 $8.19K - $9.69K
21.2K $2.8M
KMB
Kimberly Clark Corp

Consumer Defensive
-574
- 2.51%
$126.84 - $145.22 $72.8K - $83.4K
22.3K $2.88M
EOG
Eog Resources Inc

Energy
-947
- 3.21%
$104.61 - $129.97 $99.1K - $123K
28.6K $3.42M
BAC
Bank Of America Corp

Financial Services
-13.9K
- 25.52%
$34.39 - $47.46 $479K - $660K
40.6K $1.92M
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.56K
- 21.43%
$205.81 - $234.23 $321K - $365K
5.71K $1.33M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-8.06K
- 32.89%
$30.46 - $33.4 $245K - $269K
16.4K $524K
TGT
Target Corp

Consumer Defensive
-149
- 0.35%
$88.76 - $105.77 $13.2K - $15.8K
42.5K $4.19M
EFG
Msci Eafe Growth ETF

ETFs
-8.49K
- 14.49%
$89.8 - $112.0 $762K - $951K
50.1K $5.61M
MUB
Ishares National Muni Bond ETF

ETFs
-1.5K
- 1.83%
$102.31 - $105.8 $153K - $158K
80K $8.36M
MS
Morgan Stanley

Financial Services
-3.95K
- 28.99%
$99.83 - $140.86 $394K - $557K
9.68K $1.36M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-714
- 1.24%
$45.07 - $52.57 $32.2K - $37.5K
57K $2.79M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 8.81%
$73.47 - $87.12 $74.6K - $88.5K
10.5K $832K
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.82K
- 24.66%
$41.54 - $53.93 $283K - $368K
20.8K $1.12M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-298
- 7.01%
$419.99 - $501.97 $125K - $150K
3.96K $1.91M
VNQ
Vanguard Specialized Funds Van

ETFs
-595
- 0.9%
$79.79 - $91.42 $47.5K - $54.4K
65.5K $5.84M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-439
- 19.28%
$376.48 - $440.65 $165K - $193K
1.84K $809K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.72K
- 15.51%
$108.06 - $135.3 $294K - $368K
14.8K $2M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.82K
- 37.17%
$78.98 - $90.1 $144K - $164K
3.08K $277K
AON
Aon PLC

Financial Services
-3
- 0.11%
$335.85 - $398.81 $1.01K - $1.2K
2.79K $996K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.27K
- 12.26%
$50.36 - $50.68 $114K - $115K
16.2K $822K
SPG
Simon Property Group Inc

Real Estate
-521
- 9.51%
$140.37 - $171.44 $73.1K - $89.3K
4.96K $797K
SBUX
Starbucks Corp

Consumer Cyclical
-727
- 10.29%
$79.69 - $99.41 $57.9K - $72.3K
6.34K $580K
HDV
Ishares Core High Dividend ETF

ETFs
-431
- 2.8%
$108.41 - $120.51 $46.7K - $51.9K
14.9K $1.75M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.35K
- 23.62%
$20.84 - $24.54 $111K - $131K
17.3K $424K
SO
Southern CO

Utilities
-1.11K
- 5.24%
$84.91 - $92.56 $93.8K - $102K
20K $1.83M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.71K
- 0.66%
$29.0 - $30.68 $78.7K - $83.2K
411K $12.6M
BMY
Bristol Myers Squibb CO

Healthcare
-229
- 3.7%
$44.12 - $59.6 $10.1K - $13.6K
5.96K $275K
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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