Regal Investment Advisors LLC ETFs

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HYG Ishares Tr	$0	$338,000 0.03% of portfolio	4,307	Q4 2024 Reduced 30.77%
FNDA Schwab Fundamental U S Small C	$0	$334,000 0.03% of portfolio	11,257	Q4 2024 Added 100.05%
ACWI Ishares Msci Acwi ETF	$0	$332,000 0.03% of portfolio	2,827	Q4 2024 Reduced 2.69%
SCHA Schwab Strategic Tr Us Small C	$0	$330,000 0.03% of portfolio	12,795	Q4 2024 Reduced 37.81%
FXU First Tr Exchange Traded Fd Ut	$0	$330,000 0.03% of portfolio	8,737	Q3 2024 Reduced 13.65%
SPTL Spdr Portfolio Long Term Treas	$0	$328,000 0.03% of portfolio	12,548	Q4 2024 Added 1.22%
IGRO Ishares Tr International Divid	$0	$326,000 0.03% of portfolio	4,798	Q4 2024 Reduced 45.86%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$319,000 0.02% of portfolio	3,827	Q4 2024 Added 0.39%
SUSL Ishares Tr Esg Msci Usa Leader	$0	$315,000 0.02% of portfolio	3,064	Q4 2024 Reduced 5.14%
FLHY Franklin Templeton ETF Tr Libe	$0	$313,000 0.02% of portfolio	13,118	Q4 2024 Added 11.44%
FDVV Fidelity High Dividend ETF	$0	$312,000 0.02% of portfolio	6,263	Q3 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$311,000 0.02% of portfolio	2,928	Q4 2024 Reduced 5.58%
VOOG Vanguard S&P 500 Growth ETF	$0	$305,000 0.02% of portfolio	834	Q4 2024 Reduced 0.36%
RING Ishares Inc Msci Global Gold M	$0	$305,000 0.02% of portfolio	10,856	Q4 2024 New
FIW First Trust Water ETF	$0	$300,000 0.02% of portfolio	2,941	Q4 2024 Added 0.07%
IYF Ishares Tr	$0	$291,000 0.02% of portfolio	2,640	Q1 2024 Reduced 4.35%
FTXN First Tr ETF Vi Nasdaq Oil & G	$0	$291,000 0.02% of portfolio	10,150	Q4 2024 Reduced 16.07%
GBIL Goldman Sachs Access Treasury	$0	$289,000 0.02% of portfolio	2,897	Q4 2024 Reduced 29.96%
PKW Invesco Exchange Traded Fd Tr	$0	$288,000 0.02% of portfolio	2,506	Q4 2024 Reduced 20.92%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$287,000 0.02% of portfolio	4,170	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$286,000 0.02% of portfolio	2,212	Q3 2024 Reduced 19.0%
IEV Ishares Tr Europe ETF	$0	$285,000 0.02% of portfolio	5,487	Q4 2024 Added 10.94%
IXUS Ishares Tr	$0	$283,000 0.02% of portfolio	4,292	Q4 2024 Reduced 4.28%
IWR Ishares Russell Mid Cap ETF	$0	$276,000 0.02% of portfolio	3,123	Q4 2024 Reduced 84.33%
FMB First Tr Exchange Traded Fd Ii	$0	$276,000 0.02% of portfolio	5,416	Q4 2024 Reduced 6.27%
FHLC Fidelity Covington Tr Msci Hea	$0	$271,000 0.02% of portfolio	4,150	Q4 2024 Reduced 10.04%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$269,000 0.02% of portfolio	10,549	Q4 2024 Reduced 7.05%
IDOG Alps ETF Tr Intl Sector Divid	$0	$266,000 0.02% of portfolio	9,216	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$259,000 0.02% of portfolio	3,239	Q3 2024 Reduced 22.31%
MOAT Vaneck Morningstar Wide Moat E	$0	$255,000 0.02% of portfolio	2,977	Q4 2024 Added 8.61%
RYF Invesco S&P 500 Equal Weight F	$0	$0 0.0% of portfolio	5,025	Q2 2021 New

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