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
$1.45T
$3.31 Million 0.26% of portfolio
18,769
Q2 2025 Reduced 9.27%
$15.4B
$3.35 Million 0.26% of portfolio
92,932
Q2 2025 Reduced 6.79%
$28B
$3.31 Million 0.26% of portfolio
7,080
Q2 2025 Reduced 22.73%
$0
$3.4 Million 0.26% of portfolio
74,849
Q2 2025 Reduced 4.3%
$470B
$3.33 Million 0.26% of portfolio
30,897
Q2 2025 Added 45.62%
$0
$3.23 Million 0.25% of portfolio
13,615
Q2 2025 Added 1.02%
$0
$3.19 Million 0.25% of portfolio
101,147
Q2 2025 Reduced 2.57%
$18.9B
$3.26 Million 0.25% of portfolio
27,925
Q2 2025 Added 14.21%
$0
$3.2 Million 0.25% of portfolio
62,698
Q2 2025 New
$0
$3.19 Million 0.25% of portfolio
38,490
Q2 2025 Added 6.52%
$0
$3.25 Million 0.25% of portfolio
29,965
Q2 2025 Added 50.25%
$57.8B
$3.16 Million 0.24% of portfolio
30,412
Q2 2025 Added 0.55%
$35.6B
$3.15 Million 0.24% of portfolio
31,417
Q2 2025 Reduced 2.17%
$10.7B
$3.1 Million 0.24% of portfolio
21,627
Q2 2025 Added 4.6%
$48.7B
$3.01 Million 0.23% of portfolio
89,013
Q2 2025 Added 22.94%
$0
$2.97 Million 0.23% of portfolio
23,274
Q2 2025 Reduced 0.86%
$0
$3.01 Million 0.23% of portfolio
30,921
Q2 2025 Reduced 2.71%
$193B
$2.8 Million 0.22% of portfolio
21,215
Q2 2025 Reduced 0.3%
$42B
$2.88 Million 0.22% of portfolio
22,326
Q2 2025 Reduced 2.51%
$0
$2.83 Million 0.22% of portfolio
112,935
Q2 2025 Added 2.85%
$25.4B
$2.85 Million 0.22% of portfolio
20,727
Q2 2025 Reduced 4.94%
$0
$2.85 Million 0.22% of portfolio
34,317
Q2 2025 Reduced 1.13%
$0
$2.79 Million 0.22% of portfolio
57,024
Q2 2025 Reduced 1.24%
$0
$2.71 Million 0.21% of portfolio
12,725
Q2 2025 Added 7.98%
$0
$2.7 Million 0.21% of portfolio
31,815
Q2 2025 Added 1.08%
$122B
$2.71 Million 0.21% of portfolio
8,772
Q2 2025 Reduced 4.33%
$0
$2.61 Million 0.2% of portfolio
48,138
Q2 2025 Reduced 1.86%
$97.1B
$2.65 Million 0.2% of portfolio
9,598
Q2 2025 Reduced 28.0%
$0
$2.43 Million 0.19% of portfolio
5,713
Q2 2025 Added 8.92%
$0
$2.5 Million 0.19% of portfolio
33,688
Q2 2025 Added 4.61%
$0
$2.41 Million 0.19% of portfolio
42,447
Q2 2025 Reduced 21.27%
$0
$2.5 Million 0.19% of portfolio
27,746
Q2 2025 Reduced 1.4%
$0
$2.31 Million 0.18% of portfolio
30,356
Q2 2025 Added 16.39%
$0
$2.32 Million 0.18% of portfolio
29,523
Q2 2025 Reduced 3.98%
$0
$2.36 Million 0.18% of portfolio
25,130
Q2 2025 Added 1.13%
$0
$2.26 Million 0.18% of portfolio
23,910
Q1 2025 Reduced 0.2%
$0
$2.28 Million 0.18% of portfolio
78,336
Q2 2025 Reduced 3.2%
$63.6B
$2.24 Million 0.17% of portfolio
76,136
Q2 2025 Reduced 4.59%
$15.2B
$2.22 Million 0.17% of portfolio
18,470
Q2 2025 Reduced 3.49%
$0
$2.17 Million 0.17% of portfolio
5,918
Q2 2025 Reduced 6.39%
$61.7B
$2.25 Million 0.17% of portfolio
36,005
Q2 2025 Reduced 37.81%
$0
$2.04 Million 0.16% of portfolio
20,712
Q2 2025 Added 0.3%
$0
$2.05 Million 0.16% of portfolio
48,407
Q2 2025 Added 8.53%
$0
$2.09 Million 0.16% of portfolio
22,589
Q2 2025 Added 3.18%
$9.75B
$1.91 Million 0.15% of portfolio
3,955
Q2 2025 Reduced 7.01%
$1.45T
$1.89 Million 0.15% of portfolio
8,357
Q2 2025 New
$0
$1.9 Million 0.15% of portfolio
68,617
Q2 2025 Reduced 2.78%
$725B
$1.95 Million 0.15% of portfolio
2,501
Q2 2025 Added 4.82%
$414B
$1.92 Million 0.15% of portfolio
40,603
Q2 2025 Reduced 25.52%

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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