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
$15.2B
$2.22 Million 0.17% of portfolio
18,470
Q2 2025 Reduced 3.49%
$10B
$1.91 Million 0.15% of portfolio
3,955
Q2 2025 Reduced 7.01%
$1.27T
$1.89 Million 0.15% of portfolio
8,357
Q2 2025 New
$608B
$1.95 Million 0.15% of portfolio
2,501
Q2 2025 Added 4.82%
$381B
$1.92 Million 0.15% of portfolio
40,603
Q2 2025 Reduced 25.52%
$21.7B
$1.95 Million 0.15% of portfolio
37,297
Q2 2025 Reduced 7.17%
$102B
$1.83 Million 0.14% of portfolio
19,973
Q2 2025 Reduced 5.24%
$405B
$1.78 Million 0.14% of portfolio
4,842
Q2 2025 Added 20.57%
$111B
$1.75 Million 0.14% of portfolio
5,420
Q2 2025 Reduced 2.47%
$93.6B
$1.71 Million 0.13% of portfolio
3,361
Q2 2025 Added 3.32%
$207B
$1.63 Million 0.13% of portfolio
13,130
Q2 2025 Reduced 5.67%
$548B
$1.67 Million 0.13% of portfolio
2,965
Q2 2025 Added 101.84%
$39.1B
$1.41 Million 0.11% of portfolio
13,117
Q2 2025 Reduced 2.92%
$250B
$1.36 Million 0.11% of portfolio
9,679
Q2 2025 Reduced 28.99%
$150B
$1.46 Million 0.11% of portfolio
4,883
Q2 2025 Reduced 0.08%
$152B
$1.45 Million 0.11% of portfolio
6,531
Q2 2025 Added 6.82%
$73.8B
$1.3 Million 0.1% of portfolio
5,281
Q2 2025 Reduced 6.75%
$26.4B
$1.33 Million 0.1% of portfolio
5,712
Q2 2025 Reduced 21.43%
$551B
$1.35 Million 0.1% of portfolio
3,808
Q2 2025 Added 8.99%
$152B
$1.28 Million 0.1% of portfolio
4,600
Q2 2025 Added 11.22%
$229B
$1.2 Million 0.09% of portfolio
8,848
Q2 2025 Added 46.34%
$177B
$1.14 Million 0.09% of portfolio
5,854
Q2 2025 Added 63.52%
$44.4B
$1.11 Million 0.09% of portfolio
101,900
Q2 2025 Reduced 10.93%
$545B
$1.17 Million 0.09% of portfolio
877
Q2 2025 Reduced 9.4%
$17B
$1.05 Million 0.08% of portfolio
2,592
Q2 2025 Added 2.98%
$172B
$1.06 Million 0.08% of portfolio
1,033
Q2 2025 Added 22.68%
$40.9B
$989,000 0.08% of portfolio
13,065
Q2 2025 Reduced 8.25%
$1.08T
$1.02 Million 0.08% of portfolio
3,205
Q2 2025 Reduced 8.4%
$75.3B
$996,000 0.08% of portfolio
2,793
Q2 2025 Reduced 0.11%
$13.1B
$981,000 0.08% of portfolio
29,493
Q2 2025 Reduced 0.08%
$684B
$1.01 Million 0.08% of portfolio
4,626
Q2 2025 Reduced 6.75%
$66.5B
$1.03 Million 0.08% of portfolio
10,464
Q2 2025 Added 9.47%
$282B
$1.07 Million 0.08% of portfolio
7,575
Q2 2025 Added 10.96%
$45.7B
$1.02 Million 0.08% of portfolio
2,909
Q2 2025 Added 2.97%
$17.1B
$972,000 0.08% of portfolio
2,964
Q2 2025 New
$30.9B
$875,000 0.07% of portfolio
5,192
Q2 2025 Reduced 74.03%
$245B
$964,000 0.07% of portfolio
3,092
Q2 2025 Added 102.75%
$61.1B
$875,000 0.07% of portfolio
10,892
Q2 2025 Reduced 7.69%
$95.7B
$908,000 0.07% of portfolio
1,773
Q2 2025 Added 11.65%
$3.08B
$964,000 0.07% of portfolio
10,909
Q2 2025 Added 0.51%
$18.5B
$948,000 0.07% of portfolio
11,415
Q2 2025 Added 6.28%
$16.7B
$917,000 0.07% of portfolio
5,654
Q2 2025 Added 10.09%
$57.7B
$893,000 0.07% of portfolio
7,493
Q2 2025 Added 14.4%
$157B
$856,000 0.07% of portfolio
2,215
Q2 2025 Added 21.3%
$99.5B
$966,000 0.07% of portfolio
2,171
Q2 2025 Added 20.28%
$3.17B
$841,000 0.07% of portfolio
54,336
Q2 2025 Added 0.07%
$52.9B
$947,000 0.07% of portfolio
2,906
Q1 2025 Reduced 7.98%
$261B
$968,000 0.07% of portfolio
5,316
Q2 2025 Added 30.94%
$150B
$817,000 0.06% of portfolio
4,138
Q2 2025 Added 11.93%

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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