Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025

Regal Investment Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 481 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.9M, Invesco Qqq Trust, Series 1 with a value of $34.2M, Spdr S&P 500 ETF Trust with a value of $28.4M, Schwab Strategic Tr Us Dividen with a value of $26.4M, and Microsoft Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $78M in the current position value, from $1.21B to 1.29B.

Regal Investment Advisors LLC is based out at Kentwood, MI

Below you can find more details about Regal Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Billion
ETFs: $868 Million
Technology: $116 Million
Healthcare: $57.1 Million
Consumer Defensive: $53.8 Million
Financial Services: $46.1 Million
Consumer Cyclical: $35.1 Million
Industrials: $34.2 Million
Communication Services: $30.4 Million
Other: $47 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$25.7 Million 1.98% of portfolio
51,573
Q2 2025 Added 9.29%
$3.69T
$25.5 Million 1.97% of portfolio
124,099
Q2 2025 Added 0.16%
$456B
$18.2 Million 1.41% of portfolio
115,428
Q2 2025 Reduced 15.04%
$351B
$14.6 Million 1.13% of portfolio
78,719
Q2 2025 Added 1.08%
$368B
$11.8 Million 0.92% of portfolio
74,246
Q2 2025 Added 2.09%
$452B
$10.9 Million 0.84% of portfolio
71,048
Q2 2025 Added 1.65%
$118B
$8.95 Million 0.69% of portfolio
152,687
Q2 2025 Added 5.65%
$78.6B
$8.49 Million 0.66% of portfolio
63,706
Q2 2025 Added 1.84%
$203B
$8.29 Million 0.64% of portfolio
286,447
Q2 2025 Added 3.82%
$2.26T
$8.16 Million 0.63% of portfolio
37,193
Q2 2025 Added 3.85%
$122B
$7.92 Million 0.61% of portfolio
90,912
Q2 2025 Added 0.3%
$302B
$7.73 Million 0.6% of portfolio
54,006
Q2 2025 Added 8.07%
$138B
$7.6 Million 0.59% of portfolio
313,582
Q2 2025 Added 8.67%
$182B
$7.46 Million 0.58% of portfolio
172,388
Q2 2025 Reduced 15.6%
$210B
$6.82 Million 0.53% of portfolio
23,128
Q2 2025 Added 11.24%
$65.4B
$6.74 Million 0.52% of portfolio
63,892
Q2 2025 Reduced 3.79%
$222B
$5.88 Million 0.45% of portfolio
20,125
Q2 2025 Reduced 6.74%
$306B
$5.44 Million 0.42% of portfolio
76,899
Q2 2025 Added 4.88%
$439B
$5.24 Million 0.41% of portfolio
5,296
Q2 2025 Reduced 4.16%
$1.24T
$4.95 Million 0.38% of portfolio
27,898
Q2 2025 Reduced 2.7%
$293B
$4.7 Million 0.36% of portfolio
67,803
Q2 2025 Reduced 1.91%
$24.1B
$4.69 Million 0.36% of portfolio
31,519
Q2 2025 Added 6.06%
$621B
$4.64 Million 0.36% of portfolio
9,559
Q2 2025 Reduced 0.57%
$95.6B
$4.35 Million 0.34% of portfolio
19,011
Q2 2025 Added 0.94%
$43.6B
$4.29 Million 0.33% of portfolio
52,708
Q2 2025 Reduced 6.23%
$859B
$4.17 Million 0.32% of portfolio
14,376
Q2 2025 Added 8.69%
$48.9B
$4.19 Million 0.32% of portfolio
42,455
Q2 2025 Reduced 0.35%
$1.64B
$4.08 Million 0.32% of portfolio
109,856
Q2 2021 New
$127B
$3.77 Million 0.29% of portfolio
13,689
Q2 2025 Added 15.28%
$14.5B
$3.54 Million 0.27% of portfolio
30,996
Q2 2025 Reduced 5.17%
$139B
$3.5 Million 0.27% of portfolio
28,414
Q2 2025 Reduced 0.93%
$69.2B
$3.42 Million 0.26% of portfolio
28,587
Q2 2025 Reduced 3.21%
$95.8B
$3.38 Million 0.26% of portfolio
28,659
Q2 2025 Added 15.82%
$1.21T
$3.31 Million 0.26% of portfolio
18,769
Q2 2025 Reduced 9.27%
$15.7B
$3.35 Million 0.26% of portfolio
92,932
Q2 2025 Reduced 6.79%
$26.4B
$3.31 Million 0.26% of portfolio
7,080
Q2 2025 Reduced 22.73%
$442B
$3.33 Million 0.26% of portfolio
30,897
Q2 2025 Added 45.62%
$21.5B
$3.26 Million 0.25% of portfolio
27,925
Q2 2025 Added 14.21%
$57.5B
$3.16 Million 0.24% of portfolio
30,412
Q2 2025 Added 0.55%
$36.8B
$3.15 Million 0.24% of portfolio
31,417
Q2 2025 Reduced 2.17%
$12.7B
$3.1 Million 0.24% of portfolio
21,627
Q2 2025 Added 4.6%
$46.7B
$3.01 Million 0.23% of portfolio
89,013
Q2 2025 Added 22.94%
$1.78T
$2.96 Million 0.23% of portfolio
4,007
Q2 2025 Added 51.95%
$202B
$2.8 Million 0.22% of portfolio
21,215
Q2 2025 Reduced 0.3%
$45.1B
$2.88 Million 0.22% of portfolio
22,326
Q2 2025 Reduced 2.51%
$24.6B
$2.85 Million 0.22% of portfolio
20,727
Q2 2025 Reduced 4.94%
$124B
$2.71 Million 0.21% of portfolio
8,772
Q2 2025 Reduced 4.33%
$99.2B
$2.65 Million 0.2% of portfolio
9,598
Q2 2025 Reduced 28.0%
$59.7B
$2.24 Million 0.17% of portfolio
76,136
Q2 2025 Reduced 4.59%

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $1.29 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 213 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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