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
$3.37 Million 0.28% of portfolio
146,578
Q1 2025 Added 2.82%
$56.6B
$3.31 Million 0.27% of portfolio
30,247
Q1 2025 Reduced 25.95%
$855B
$3.24 Million 0.27% of portfolio
13,227
Q1 2025 Reduced 13.86%
$0
$3.27 Million 0.27% of portfolio
103,819
Q1 2025 Reduced 18.22%
$43.5B
$3.26 Million 0.27% of portfolio
22,900
Q1 2025 Reduced 30.02%
$1.14T
$3.2 Million 0.26% of portfolio
20,686
Q1 2025 Reduced 13.44%
$201B
$3.19 Million 0.26% of portfolio
21,279
Q1 2025 Reduced 24.32%
$0
$3.12 Million 0.26% of portfolio
18,106
Q1 2025 Reduced 0.96%
$15.8B
$3.1 Million 0.26% of portfolio
99,704
Q1 2025 Added 462.82%
$0
$2.99 Million 0.25% of portfolio
13,478
Q1 2025 Reduced 13.05%
$0
$3 Million 0.25% of portfolio
57,738
Q1 2025 Added 103.11%
$48.7B
$3.03 Million 0.25% of portfolio
72,401
Q1 2025 Reduced 27.08%
$20.4B
$3.05 Million 0.25% of portfolio
24,451
Q1 2025 Reduced 25.09%
$0
$2.99 Million 0.25% of portfolio
36,135
Q1 2025 Reduced 9.35%
$93B
$3.02 Million 0.25% of portfolio
24,745
Q1 2025 Reduced 20.54%
$0
$3.07 Million 0.25% of portfolio
16,490
Q1 2025 Added 53.75%
$0
$2.86 Million 0.24% of portfolio
31,781
Q1 2025 Added 3.38%
$0
$2.94 Million 0.24% of portfolio
31,476
Q1 2025 Reduced 30.98%
$16B
$2.82 Million 0.23% of portfolio
19,137
Q1 2025 Reduced 34.65%
$0
$2.75 Million 0.23% of portfolio
109,808
Q1 2025 Added 2.34%
$0
$2.84 Million 0.23% of portfolio
13,757
Q1 2025 Reduced 32.89%
$0
$2.84 Million 0.23% of portfolio
34,708
Q1 2025 Added 103.66%
$126B
$2.8 Million 0.23% of portfolio
9,169
Q1 2025 Reduced 43.63%
$9.59B
$2.62 Million 0.22% of portfolio
20,675
Q1 2025 Reduced 28.85%
$0
$2.6 Million 0.21% of portfolio
23,475
Q1 2025 Added 0.17%
$452B
$2.52 Million 0.21% of portfolio
21,217
Q1 2025 Reduced 19.89%
$0
$2.61 Million 0.21% of portfolio
49,051
Q1 2025 Added 15.86%
$0
$2.56 Million 0.21% of portfolio
22,157
Q1 2025 Added 3.01%
$119B
$2.49 Million 0.21% of portfolio
28,680
Q1 2025 Reduced 26.14%
$0
$2.45 Million 0.2% of portfolio
14,137
Q1 2025 Added 6.63%
$0
$2.33 Million 0.19% of portfolio
15,958
Q1 2025 Reduced 15.21%
$0
$2.33 Million 0.19% of portfolio
24,848
Q1 2025 Reduced 3.09%
$0
$2.31 Million 0.19% of portfolio
80,929
Q1 2025 Added 0.66%
$383B
$2.27 Million 0.19% of portfolio
54,517
Q1 2025 Reduced 30.79%
$60.6B
$2.28 Million 0.19% of portfolio
79,799
Q1 2025 Reduced 12.1%
$0
$2.36 Million 0.19% of portfolio
30,748
Q1 2025 Added 0.09%
$0
$2.14 Million 0.18% of portfolio
17,519
Q1 2025 Added 9.43%
$0
$2.24 Million 0.18% of portfolio
32,202
Q1 2025 Added 4.05%
$0
$2.21 Million 0.18% of portfolio
23,910
Q1 2025 Reduced 0.2%
$11.1B
$2.07 Million 0.17% of portfolio
4,253
Q1 2025 Reduced 13.89%
$0
$2.05 Million 0.17% of portfolio
11,785
Q1 2025 Added 3.14%
$0
$2.07 Million 0.17% of portfolio
28,140
Q1 2025 Reduced 0.59%
$738B
$1.97 Million 0.16% of portfolio
2,386
Q1 2025 Reduced 26.31%
$0
$1.96 Million 0.16% of portfolio
15,228
Q1 2025 Reduced 4.0%
$0
$1.89 Million 0.16% of portfolio
5,245
Q1 2025 Reduced 23.93%
$104B
$1.94 Million 0.16% of portfolio
21,078
Q1 2025 Reduced 30.01%
$0
$1.92 Million 0.16% of portfolio
19,944
Q1 2025 Reduced 20.4%
$0
$1.95 Million 0.16% of portfolio
6,322
Q1 2025 Reduced 3.73%
$0
$1.98 Million 0.16% of portfolio
26,081
Q1 2025 Reduced 37.37%

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
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