Regal Investment Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 500 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 $78.1M, Apple Inc. with a value of $31.2M, Invesco Qqq Trust, Series 1 with a value of $30.9M, Microsoft Corp with a value of $26M, and Spdr S&P 500 ETF Trust with a value of $23.5M.
Examining the 13F form we can see an decrease of $98.8M in the current position value, from $1.49B to 1.4B.
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
$1.4 Billion
ETFs: $864 Million
Technology: $115 Million
Consumer Defensive: $76.2 Million
Healthcare: $74.7 Million
Consumer Cyclical: $59.8 Million
Financial Services: $51.3 Million
Industrials: $50.6 Million
Communication Services: $34.9 Million
Other: $65.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
