Regal Investment Advisors LLC Portfolio Holdings

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.