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 Market Cap. of $200 Billions or more
