Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025

Regal Investment Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 460 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 $73.5M, Invesco Qqq Trust, Series 1 with a value of $28.9M, Apple Inc. with a value of $27.5M, Schwab Strategic Tr Us Dividen with a value of $27M, and Spdr S&P 500 ETF Trust with a value of $25.9M.

Examining the 13F form we can see an decrease of $87.6M in the current position value, from $1.3B to 1.21B.

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 $1.21 Billion
ETFs: $807 Million
Technology: $94.9 Million
Healthcare: $58.1 Million
Consumer Defensive: $54.4 Million
Financial Services: $45 Million
Consumer Cyclical: $36.6 Million
Industrials: $31 Million
Communication Services: $29.2 Million
Other: $53.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.5 Million 6.05% of portfolio
130,756
Q1 2025 Reduced 0.87%
$0
$28.9 Million 2.38% of portfolio
61,595
Q1 2025 Reduced 4.86%
$0
$27 Million 2.22% of portfolio
963,901
Q1 2025 Added 22.97%
$0
$25.9 Million 2.13% of portfolio
46,314
Q1 2025 Added 10.6%
$0
$23.1 Million 1.9% of portfolio
257,687
Q1 2025 Added 4.85%
$0
$22.4 Million 1.85% of portfolio
206,168
Q1 2025 Reduced 0.05%
$0
$20.2 Million 1.66% of portfolio
438,552
Q1 2025 Added 1.79%
$0
$17.2 Million 1.42% of portfolio
46,485
Q1 2025 Added 3.05%
$0
$16.2 Million 1.33% of portfolio
94,610
Q1 2025 Reduced 0.68%
$0
$14.6 Million 1.2% of portfolio
286,251
Q1 2025 Reduced 3.8%
$0
$12.9 Million 1.06% of portfolio
122,998
Q1 2025 Added 0.97%
$0
$12.9 Million 1.06% of portfolio
139,313
Q1 2025 Added 4.36%
$0
$12.7 Million 1.05% of portfolio
413,352
Q1 2025 Added 28.34%
$0
$11.8 Million 0.97% of portfolio
107,259
Q1 2025 Reduced 15.33%
$0
$9.93 Million 0.82% of portfolio
203,651
Q1 2025 Added 4.21%
$0
$9.82 Million 0.81% of portfolio
216,917
Q1 2025 Added 13.51%
$0
$9.2 Million 0.76% of portfolio
48,275
Q1 2025 Added 47.11%
$0
$9.08 Million 0.75% of portfolio
165,535
Q1 2025 Added 4.14%
$0
$8.99 Million 0.74% of portfolio
32,699
Q1 2025 Added 6.23%
$0
$8.64 Million 0.71% of portfolio
117,270
Q1 2025 Added 159.22%
$0
$8.59 Million 0.71% of portfolio
81,515
Q1 2025 Reduced 2.6%
$0
$8.54 Million 0.7% of portfolio
112,940
Q1 2025 Added 7.59%
$0
$8.41 Million 0.69% of portfolio
142,646
Q1 2025 Reduced 19.88%
$0
$8.41 Million 0.69% of portfolio
87,519
Q1 2025 Added 2.35%
$0
$7.9 Million 0.65% of portfolio
15,369
Q1 2025 Added 5.23%
$0
$7.69 Million 0.63% of portfolio
129,153
Q1 2025 Added 5.33%
$0
$7.35 Million 0.61% of portfolio
247,706
Q1 2025 Added 10.83%
$0
$7.06 Million 0.58% of portfolio
150,431
Q1 2025 Added 1.97%
$0
$7.08 Million 0.58% of portfolio
71,576
Q1 2025 Added 73.94%
$0
$6.66 Million 0.55% of portfolio
71,054
Q1 2025 Reduced 16.21%
$0
$6.51 Million 0.54% of portfolio
26,613
Q1 2025 Added 1.65%
$0
$6.51 Million 0.54% of portfolio
40,548
Q1 2025 Reduced 0.03%
$0
$6.18 Million 0.51% of portfolio
163,302
Q1 2025 Added 9.15%
$0
$6.25 Million 0.51% of portfolio
153,363
Q1 2025 Added 91.29%
$0
$6.2 Million 0.51% of portfolio
79,241
Q1 2025 Reduced 0.28%
$0
$5.99 Million 0.49% of portfolio
66,118
Q1 2025 Added 3.58%
$0
$5.89 Million 0.49% of portfolio
101,015
Q1 2025 Added 0.48%
$0
$5.94 Million 0.49% of portfolio
57,214
Q1 2025 Added 62.05%
$0
$5.86 Million 0.48% of portfolio
58,604
Q1 2025 Reduced 40.3%
$0
$5.68 Million 0.47% of portfolio
25,573
Q1 2025 Added 4.15%
$0
$5.55 Million 0.46% of portfolio
39,529
Q1 2025 Added 3.47%
$0
$5.51 Million 0.45% of portfolio
72,620
Q1 2025 Added 153.41%
$0
$5.36 Million 0.44% of portfolio
122,658
Q1 2025 Reduced 26.11%
$0
$5.32 Million 0.44% of portfolio
227,643
Q1 2025 Added 149.14%
$0
$5.35 Million 0.44% of portfolio
209,380
Q1 2025 Added 148.19%
$0
$5.25 Million 0.43% of portfolio
19,726
Q1 2025 Added 115.63%
$0
$5.1 Million 0.42% of portfolio
273,140
Q1 2025 Added 193.29%
$0
$5.13 Million 0.42% of portfolio
141,339
Q1 2025 Added 48.17%
$0
$5.09 Million 0.42% of portfolio
111,810
Q1 2025 Reduced 10.51%

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $1.21 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email