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
$113B
$1.99 Million 0.16% of portfolio
11,875
Q1 2025 Reduced 5.96%
$0
$1.92 Million 0.16% of portfolio
40,330
Q1 2025 Added 2.89%
$0
$1.97 Million 0.16% of portfolio
44,602
Q1 2025 Added 1.05%
$0
$1.98 Million 0.16% of portfolio
21,893
Q1 2025 Added 10.64%
$0
$1.86 Million 0.15% of portfolio
15,369
Q1 2025 Reduced 2.68%
$0
$1.87 Million 0.15% of portfolio
24,309
Q1 2025 Reduced 3.0%
$0
$1.8 Million 0.15% of portfolio
20,651
Q1 2025 Reduced 2.54%
$0
$1.88 Million 0.15% of portfolio
70,580
Q1 2025 Added 3.13%
$0
$1.88 Million 0.15% of portfolio
40,501
Q1 2025 Added 41.54%
$0
$1.85 Million 0.15% of portfolio
20,114
Q1 2025 Added 420.68%
$0
$1.69 Million 0.14% of portfolio
34,108
Q1 2025 Added 7.56%
$25.6B
$1.65 Million 0.14% of portfolio
7,270
Q1 2025 Reduced 13.4%
$1.58T
$1.52 Million 0.13% of portfolio
2,637
Q1 2025 Reduced 2.19%
$181B
$1.52 Million 0.13% of portfolio
4,887
Q1 2025 Reduced 10.67%
$0
$1.56 Million 0.13% of portfolio
25,788
Q1 2025 Added 5.13%
$27.1B
$1.63 Million 0.13% of portfolio
40,176
Q1 2025 Added 24.2%
$0
$1.59 Million 0.13% of portfolio
25,063
Q1 2025 Reduced 48.37%
$0
$1.54 Million 0.13% of portfolio
11,487
Q1 2025 Reduced 2.79%
$1.12B
$1.54 Million 0.13% of portfolio
49,730
Q1 2025 Reduced 16.07%
$380B
$1.47 Million 0.12% of portfolio
4,016
Q1 2025 Reduced 20.4%
$38.8B
$1.51 Million 0.12% of portfolio
13,512
Q1 2025 Reduced 0.1%
$0
$1.47 Million 0.12% of portfolio
31,805
Q1 2025 Added 122.3%
$0
$1.46 Million 0.12% of portfolio
17,240
Q1 2025 Added 5.33%
$141B
$1.43 Million 0.12% of portfolio
6,114
Q1 2025 Reduced 35.45%
$0
$1.31 Million 0.11% of portfolio
23,069
Q1 2025 Added 74.12%
$0
$1.38 Million 0.11% of portfolio
22,860
Q1 2025 Added 92.55%
$0
$1.33 Million 0.11% of portfolio
6,304
Q1 2025 Reduced 15.67%
$0
$1.29 Million 0.11% of portfolio
54,015
Q1 2025 Added 19.23%
$0
$1.29 Million 0.11% of portfolio
27,659
Q1 2025 Added 8.63%
$0
$1.37 Million 0.11% of portfolio
17,098
Q1 2025 Reduced 14.02%
$0
$1.35 Million 0.11% of portfolio
10,807
Q1 2025 Added 5.37%
$164B
$1.29 Million 0.11% of portfolio
4,136
Q1 2025 Reduced 0.43%
$0
$1.36 Million 0.11% of portfolio
29,487
Q1 2025 Reduced 8.09%
$221B
$1.37 Million 0.11% of portfolio
13,919
Q1 2025 Reduced 5.45%
$76.6B
$1.37 Million 0.11% of portfolio
5,663
Q1 2025 Reduced 46.78%
$0
$1.26 Million 0.1% of portfolio
75,896
Q1 2025 Reduced 10.33%
$169B
$1.16 Million 0.1% of portfolio
2,292
Q1 2025 Reduced 47.47%
$0
$1.23 Million 0.1% of portfolio
29,137
Q1 2025 Reduced 20.53%
$108B
$1.17 Million 0.1% of portfolio
5,364
Q1 2025 Added 8.8%
$0
$1.25 Million 0.1% of portfolio
26,571
Q1 2025 Added 52.74%
$575B
$1.22 Million 0.1% of portfolio
3,494
Q1 2025 Added 2.92%
$0
$1.18 Million 0.1% of portfolio
11,546
Q1 2025 Added 7.43%
$0
$1.27 Million 0.1% of portfolio
50,525
Q1 2025 Added 6.32%
$13B
$1.17 Million 0.1% of portfolio
27,680
Q1 2025 Added 34.21%
$73.3B
$1.12 Million 0.09% of portfolio
2,796
Q1 2025 Reduced 0.5%
$0
$1.06 Million 0.09% of portfolio
11,636
Q1 2025 Reduced 63.89%
$44.2B
$1.15 Million 0.09% of portfolio
114,410
Q1 2025 Reduced 9.76%
$0
$1.12 Million 0.09% of portfolio
39,675
Q1 2025 Reduced 29.37%
$104B
$1.12 Million 0.09% of portfolio
5,557
Q1 2025 Reduced 19.8%

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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