Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.29 Billion
  • Q2 2025

Regal Investment Advisors LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 481 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 $69.9M, Invesco Qqq Trust, Series 1 with a value of $34.2M, Spdr S&P 500 ETF Trust with a value of $28.4M, Schwab Strategic Tr Us Dividen with a value of $26.4M, and Microsoft Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $78M in the current position value, from $1.21B to 1.29B.

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 $1.29 Billion
ETFs: $868 Million
Technology: $116 Million
Healthcare: $57.1 Million
Consumer Defensive: $53.8 Million
Financial Services: $46.1 Million
Consumer Cyclical: $35.1 Million
Industrials: $34.2 Million
Communication Services: $30.4 Million
Other: $47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.73 Million 0.52% of portfolio
40,892
Q2 2025 Added 0.85%
$0
$6.75 Million 0.52% of portfolio
25,379
Q2 2025 Added 28.66%
$0
$6.73 Million 0.52% of portfolio
108,523
Q2 2025 Added 7.43%
$70.6B
$6.74 Million 0.52% of portfolio
63,892
Q2 2025 Reduced 3.79%
$0
$6.63 Million 0.51% of portfolio
70,629
Q2 2025 Reduced 0.6%
$0
$6.28 Million 0.49% of portfolio
147,569
Q2 2025 Reduced 3.78%
$0
$6.39 Million 0.49% of portfolio
36,875
Q2 2025 Reduced 6.71%
$280B
$6.2 Million 0.48% of portfolio
63,405
Q2 2025 Added 2.21%
$0
$6.23 Million 0.48% of portfolio
79,224
Q2 2025 Reduced 0.02%
$0
$5.83 Million 0.45% of portfolio
120,911
Q2 2025 Reduced 1.42%
$224B
$5.88 Million 0.45% of portfolio
20,125
Q2 2025 Reduced 6.74%
$0
$5.84 Million 0.45% of portfolio
65,523
Q2 2025 Reduced 0.9%
$123B
$5.65 Million 0.44% of portfolio
18,535
Q2 2025 Added 9.42%
$0
$5.54 Million 0.43% of portfolio
72,982
Q2 2025 Added 0.5%
$0
$5.61 Million 0.43% of portfolio
50,114
Q2 2025 Reduced 14.49%
$0
$5.37 Million 0.42% of portfolio
229,726
Q2 2025 Added 0.92%
$0
$5.38 Million 0.42% of portfolio
210,904
Q2 2025 Added 0.73%
$287B
$5.44 Million 0.42% of portfolio
76,899
Q2 2025 Added 4.88%
$410B
$5.24 Million 0.41% of portfolio
5,296
Q2 2025 Reduced 4.16%
$0
$5.19 Million 0.4% of portfolio
63,495
Q2 2025 Added 11.45%
$0
$5.12 Million 0.4% of portfolio
104,362
Q2 2025 Reduced 6.66%
$1.48T
$4.95 Million 0.38% of portfolio
27,898
Q2 2025 Reduced 2.7%
$0
$4.9 Million 0.38% of portfolio
167,913
Q2 2025 Added 17.69%
$0
$4.64 Million 0.36% of portfolio
90,920
Q2 2025 Added 1.23%
$281B
$4.7 Million 0.36% of portfolio
67,803
Q2 2025 Reduced 1.91%
$25.2B
$4.69 Million 0.36% of portfolio
31,519
Q2 2025 Added 6.06%
$654B
$4.64 Million 0.36% of portfolio
9,559
Q2 2025 Reduced 0.57%
$90.6B
$4.35 Million 0.34% of portfolio
19,011
Q2 2025 Added 0.94%
$40.1B
$4.29 Million 0.33% of portfolio
52,708
Q2 2025 Reduced 6.23%
$925B
$4.17 Million 0.32% of portfolio
14,376
Q2 2025 Added 8.69%
$0
$4.19 Million 0.32% of portfolio
80,053
Q2 2025 Added 5.49%
$0
$4.12 Million 0.32% of portfolio
14,712
Q2 2025 Added 1.16%
$41.3B
$4.19 Million 0.32% of portfolio
42,455
Q2 2025 Reduced 0.35%
$1.49B
$4.08 Million 0.32% of portfolio
109,856
Q2 2021 New
$0
$3.97 Million 0.31% of portfolio
78,706
Q2 2025 Added 2.34%
$0
$4.01 Million 0.31% of portfolio
15,850
Q2 2025 Added 15.21%
$0
$3.93 Million 0.3% of portfolio
16,339
Q2 2025 Reduced 1.5%
$0
$3.75 Million 0.29% of portfolio
38,573
Q2 2025 Added 1.41%
$134B
$3.77 Million 0.29% of portfolio
13,689
Q2 2025 Added 15.28%
$0
$3.81 Million 0.29% of portfolio
100,295
Q2 2025 Reduced 29.04%
$0
$3.55 Million 0.27% of portfolio
56,920
Q2 2025 Reduced 0.67%
$15.7B
$3.54 Million 0.27% of portfolio
30,996
Q2 2025 Reduced 5.17%
$0
$3.5 Million 0.27% of portfolio
18,154
Q2 2025 Added 0.27%
$0
$3.5 Million 0.27% of portfolio
17,940
Q2 2025 Added 8.79%
$182B
$3.5 Million 0.27% of portfolio
28,414
Q2 2025 Reduced 0.93%
$65.7B
$3.42 Million 0.26% of portfolio
28,587
Q2 2025 Reduced 3.21%
$0
$3.41 Million 0.26% of portfolio
148,294
Q2 2025 Added 1.17%
$95.3B
$3.38 Million 0.26% of portfolio
28,659
Q2 2025 Added 15.82%
$0
$3.31 Million 0.26% of portfolio
24,641
Q2 2025 Added 11.21%

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $1.29 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 213 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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