Regal Investment Advisors LLC ETFs

Regal Investment Advisors LLC

$1.29 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AIQ Global X Funds Global X Artifi	$0	$392,000 0.03% of portfolio	8,973	Q2 2025 New
PKW Invesco Exchange Traded Fd Tr	$0	$391,000 0.03% of portfolio	3,168	Q2 2025 Added 10.23%
DFAC Dimensional ETF Tr U S Core Eq	$0	$379,000 0.03% of portfolio	10,600	Q2 2023 Reduced 7.58%
FXU First Tr Exchange Traded Fd Ut	$0	$370,000 0.03% of portfolio	8,737	Q3 2024 Reduced 13.65%
RING Ishares Inc Msci Global Gold M	$0	$367,000 0.03% of portfolio	8,385	Q2 2025 Reduced 6.18%
ACWI Ishares Msci Acwi ETF	$0	$358,000 0.03% of portfolio	2,785	Q2 2025 Added 2.05%
PIO Invesco Exchange Traded Fd Tr	$0	$346,000 0.03% of portfolio	7,755	Q2 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$341,000 0.03% of portfolio	5,411	Q2 2025 Reduced 92.17%
XMHQ Invesco Exchange Traded Fd Tr	$0	$335,000 0.03% of portfolio	3,418	Q2 2025 New
IXUS Ishares Tr	$0	$332,000 0.03% of portfolio	4,296	Q2 2025 Reduced 6.69%
VOOG Vanguard S&P 500 Growth ETF	$0	$331,000 0.03% of portfolio	837	Q1 2025 Added 0.36%
FIXD First Tr ETF Viii Tcw Opportun	$0	$328,000 0.03% of portfolio	7,489	Q2 2025 Added 3.58%
VGIT Vanguard Intermediate Term Tre	$0	$326,000 0.03% of portfolio	5,454	Q2 2025 Added 9.17%
IDOG Alps ETF Tr Intl Sector Divid	$0	$325,000 0.03% of portfolio	9,606	Q2 2025 Reduced 4.47%
IYF Ishares Tr	$0	$319,000 0.02% of portfolio	2,640	Q1 2024 Reduced 4.35%
SDY Spdr Series Tr Spdr S&P Divide	$0	$318,000 0.02% of portfolio	2,345	Q2 2025 Added 4.22%
MOAT Vaneck Morningstar Wide Moat E	$0	$308,000 0.02% of portfolio	3,597	Q2 2025 Added 6.33%
SPSM Spdr Portfolio S&P 600 Small C	$0	$305,000 0.02% of portfolio	7,182	Q2 2025 New
SOXX Ishares Semiconductor ETF	$0	$303,000 0.02% of portfolio	1,270	Q2 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$297,000 0.02% of portfolio	3,337	Q2 2025 New
DVYE Ishares Emerging Markets Divid	$0	$291,000 0.02% of portfolio	10,177	Q2 2025 Reduced 7.88%
FLBL Franklin Templeton ETF Tr Libe	$0	$291,000 0.02% of portfolio	12,032	Q2 2025 Added 6.1%
FMB First Tr Exchange Traded Fd Ii	$0	$290,000 0.02% of portfolio	5,831	Q2 2025 Reduced 0.29%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$288,000 0.02% of portfolio	3,342	Q2 2025 Reduced 7.22%
QYLD Global X Fdsnasdaq 100 Covered	$0	$281,000 0.02% of portfolio	16,843	Q2 2025 Reduced 77.81%
EMQQ Emqq Emerging Markets Internet	$0	$280,000 0.02% of portfolio	6,740	Q2 2025 New
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$280,000 0.02% of portfolio	10,549	Q4 2024 Reduced 7.05%
ICVT Ishares Tr Convertible Bond Et	$0	$277,000 0.02% of portfolio	3,080	Q2 2025 Reduced 37.17%
IWS Ishares Russell Midcap Value E	$0	$273,000 0.02% of portfolio	2,067	Q2 2025 Added 2.07%
SPHQ Invesco Exchange Traded Fd Tr	$0	$270,000 0.02% of portfolio	3,795	Q2 2025 New
FHLC Fidelity Covington Tr Msci Hea	$0	$265,000 0.02% of portfolio	4,150	Q4 2024 Reduced 10.04%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$262,000 0.02% of portfolio	5,519	Q2 2025 Added 3.08%
FTXN First Tr ETF Vi Nasdaq Oil & G	$0	$258,000 0.02% of portfolio	9,510	Q2 2025 Reduced 6.31%
VT Vanguard Total World Stk Index	$0	$255,000 0.02% of portfolio	1,991	Q2 2025 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$254,000 0.02% of portfolio	2,827	Q2 2025 Reduced 10.65%
RYF Invesco S&P 500 Equal Weight F	$0	$0 0.0% of portfolio	5,025	Q2 2021 New

Track This Portfolio

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.