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
$254B
$344,000 0.03% of portfolio
487
Q2 2025 New
$227B
$346,000 0.03% of portfolio
1,086
Q2 2025 New
$34.5B
$366,000 0.03% of portfolio
3,518
Q2 2025 New
$145B
$337,000 0.03% of portfolio
945
Q2 2025 Reduced 75.03%
$112B
$343,000 0.03% of portfolio
1,184
Q2 2025 Added 39.46%
$86B
$418,000 0.03% of portfolio
6,062
Q2 2025 Reduced 6.81%
$0
$398,000 0.03% of portfolio
33,423
Q2 2025 Reduced 0.52%
$29B
$405,000 0.03% of portfolio
9,858
Q2 2025 Added 4.85%
$1.72B
$402,000 0.03% of portfolio
15,207
Q2 2025 Added 0.29%
$60B
$343,000 0.03% of portfolio
1,511
Q2 2025 Reduced 0.53%
$36.3B
$360,000 0.03% of portfolio
2,781
Q2 2025 Reduced 27.14%
$35.6B
$418,000 0.03% of portfolio
7,261
Q2 2025 Reduced 5.91%
$232B
$341,000 0.03% of portfolio
1,254
Q2 2025 New
$302B
$279,000 0.02% of portfolio
3,491
Q2 2025 Reduced 11.17%
$23.8B
$280,000 0.02% of portfolio
16,727
Q2 2025 Reduced 6.1%
$70.9B
$304,000 0.02% of portfolio
3,345
Q2 2025 Reduced 0.42%
$155B
$271,000 0.02% of portfolio
4,445
Q2 2025 Added 0.57%
$2B
$251,000 0.02% of portfolio
17,199
Q2 2025 New
$99B
$275,000 0.02% of portfolio
5,956
Q2 2025 Reduced 3.7%
$54.9B
$252,000 0.02% of portfolio
305
Q2 2025 New
$1.93B
$210,000 0.02% of portfolio
12,218
Q2 2025 Reduced 6.81%
$1.58B
$276,000 0.02% of portfolio
6,995
Q2 2025 New
$60.2B
$258,000 0.02% of portfolio
5,962
Q2 2025 New
$58.4B
$284,000 0.02% of portfolio
6,616
Q2 2025 New
$17.2B
$314,000 0.02% of portfolio
3,204
Q2 2025 Reduced 10.9%
$367B
$276,000 0.02% of portfolio
2,027
Q2 2025 Reduced 75.16%
$0
$251,000 0.02% of portfolio
12,889
Q2 2025 Reduced 5.01%
$29.2B
$300,000 0.02% of portfolio
5,806
Q2 2025 Added 4.35%
$51B
$257,000 0.02% of portfolio
4,557
Q2 2025 New
$142B
$318,000 0.02% of portfolio
806
Q2 2025 New
$27.1B
$320,000 0.02% of portfolio
2,417
Q2 2025 Added 0.08%
$33.1B
$298,000 0.02% of portfolio
3,657
Q2 2025 Reduced 8.6%
$3.9B
$297,000 0.02% of portfolio
7,290
Q2 2025 Reduced 10.1%
$2.73B
$251,000 0.02% of portfolio
14,000
Q3 2021 Reduced 9.91%
$153B
$295,000 0.02% of portfolio
581
Q2 2025 Added 1.57%
$949M
$179,000 0.01% of portfolio
26,225
Q2 2025 Added 133.63%
$0
$149,000 0.01% of portfolio
17,250
Q3 2023 Reduced 17.43%
$0
$168,000 0.01% of portfolio
15,406
Q3 2024 Added 40.64%
$181M
$66,000 0.01% of portfolio
13,422
Q2 2025 New
$0
$81,000 0.01% of portfolio
13,606
Q2 2023 New
$0
$183,000 0.01% of portfolio
16,168
Q4 2024 Added 5.52%
$0
$65,000 0.01% of portfolio
13,350
Q1 2023 Reduced 32.07%
$686M
$100,000 0.01% of portfolio
17,346
Q2 2025 Added 1.17%
$2.56B
$184,000 0.01% of portfolio
17,161
Q2 2025 Reduced 2.83%
$86.1M
$138,000 0.01% of portfolio
28,460
Q3 2022 Reduced 1.85%
$0
$57,000 0.0% of portfolio
18,136
Q2 2025 Reduced 19.76%
$35.3B
$26,000 0.0% of portfolio
11,043
Q2 2025 Reduced 59.73%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.27%
$35.4M
$29,000 0.0% of portfolio
27,204
Q4 2024 Added 88.15%

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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