Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.25 Million 0.51% of portfolio
153,363
Q1 2025 Added 91.29%
$0
$6.2 Million 0.51% of portfolio
79,241
Q1 2025 Reduced 0.28%
$0
$5.99 Million 0.49% of portfolio
66,118
Q1 2025 Added 3.58%
$0
$5.89 Million 0.49% of portfolio
101,015
Q1 2025 Added 0.48%
$0
$5.94 Million 0.49% of portfolio
57,214
Q1 2025 Added 62.05%
$0
$5.86 Million 0.48% of portfolio
58,604
Q1 2025 Reduced 40.3%
$0
$5.68 Million 0.47% of portfolio
25,573
Q1 2025 Added 4.15%
$0
$5.55 Million 0.46% of portfolio
39,529
Q1 2025 Added 3.47%
$260B
$5.45 Million 0.45% of portfolio
62,037
Q1 2025 Reduced 23.97%
$0
$5.51 Million 0.45% of portfolio
72,620
Q1 2025 Added 153.41%
$0
$5.36 Million 0.44% of portfolio
122,658
Q1 2025 Reduced 26.11%
$0
$5.32 Million 0.44% of portfolio
227,643
Q1 2025 Added 149.14%
$0
$5.35 Million 0.44% of portfolio
209,380
Q1 2025 Added 148.19%
$417B
$5.23 Million 0.43% of portfolio
5,526
Q1 2025 Reduced 2.54%
$253B
$5.17 Million 0.43% of portfolio
20,791
Q1 2025 Reduced 8.38%
$0
$5.25 Million 0.43% of portfolio
19,726
Q1 2025 Added 115.63%
$0
$5.1 Million 0.42% of portfolio
273,140
Q1 2025 Added 193.29%
$0
$5.13 Million 0.42% of portfolio
141,339
Q1 2025 Added 48.17%
$622B
$5.12 Million 0.42% of portfolio
9,614
Q1 2025 Reduced 43.25%
$0
$5.09 Million 0.42% of portfolio
111,810
Q1 2025 Reduced 10.51%
$109B
$4.88 Million 0.4% of portfolio
16,940
Q1 2025 Reduced 3.29%
$0
$4.58 Million 0.38% of portfolio
89,811
Q1 2025 Added 0.93%
$0
$4.49 Million 0.37% of portfolio
56,970
Q1 2025 Reduced 19.28%
$1.17T
$4.48 Million 0.37% of portfolio
28,672
Q1 2025 Reduced 24.08%
$49B
$4.45 Million 0.37% of portfolio
42,604
Q1 2025 Reduced 16.86%
$93.2B
$4.36 Million 0.36% of portfolio
18,834
Q1 2025 Reduced 31.68%
$24B
$4.39 Million 0.36% of portfolio
29,718
Q1 2025 Reduced 32.18%
$1.65B
$4.29 Million 0.35% of portfolio
109,856
Q2 2021 New
$49.6B
$4.2 Million 0.35% of portfolio
56,210
Q1 2025 Reduced 11.47%
$280B
$4.27 Million 0.35% of portfolio
69,125
Q1 2025 Reduced 32.93%
$0
$4.25 Million 0.35% of portfolio
79,190
Q1 2025 Added 101.61%
$0
$3.85 Million 0.32% of portfolio
76,908
Q1 2025 Reduced 0.25%
$0
$3.76 Million 0.31% of portfolio
14,543
Q1 2025 Reduced 23.2%
$69.1B
$3.79 Million 0.31% of portfolio
29,534
Q1 2025 Reduced 18.13%
$0
$3.81 Million 0.31% of portfolio
69,134
Q1 2025 Reduced 22.64%
$0
$3.78 Million 0.31% of portfolio
75,888
Q1 2025 Added 3.82%
$0
$3.62 Million 0.3% of portfolio
38,036
Q1 2025 Added 1.22%
$0
$3.48 Million 0.29% of portfolio
78,212
Q1 2025 Reduced 6.88%
$25.2B
$3.49 Million 0.29% of portfolio
21,805
Q1 2025 Reduced 20.71%
$0
$3.57 Million 0.29% of portfolio
142,673
Q1 2025 Added 0.6%
$36.7B
$3.55 Million 0.29% of portfolio
32,115
Q1 2025 Reduced 40.07%
$0
$3.58 Million 0.29% of portfolio
57,302
Q1 2025 Added 6.48%
$98.7B
$3.54 Million 0.29% of portfolio
13,330
Q1 2025 Reduced 32.11%
$28.8B
$3.36 Million 0.28% of portfolio
19,996
Q1 2025 Reduced 34.65%
$37.2B
$3.39 Million 0.28% of portfolio
174,508
Q1 2025 Reduced 24.21%
$14.3B
$3.45 Million 0.28% of portfolio
32,686
Q1 2025 Reduced 18.0%
$25.8B
$3.36 Million 0.28% of portfolio
9,163
Q1 2025 Reduced 28.97%
$0
$3.35 Million 0.28% of portfolio
16,588
Q1 2025 Reduced 11.37%
$54.9B
$3.41 Million 0.28% of portfolio
57,892
Q1 2025 Added 61.16%

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $1.21 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email