Regal Wealth Group, Inc. Incresed Positions in Q4 2023

Regal Wealth Group, Inc.

  • $143 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.9K
+ 653.57%
$133.66 - $158.41 $2.27M - $2.68M
19.5K $3.08M
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.05%
$412.55 - $479.0 $6.6K - $7.66K
31.1K $14.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.88K
+ 3.54%
$48.83 - $60.51 $238K - $295K
143K $8.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.03K
+ 3.6%
$98.28 - $111.36 $298K - $337K
87.2K $9.65M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 4.26%
$195.66 - $233.95 $219K - $262K
27.4K $6.37M
VTI
Vanguard Total Stock Market Et

ETFs
235
+ 0.78%
$203.12 - $238.25 $47.7K - $56K
30.5K $7.23M
DFAI
Dimensional ETF Tr

ETFs
11.8K
+ 6.37%
$24.88 - $28.69 $293K - $338K
197K $5.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.49K
+ 3.01%
$74.49 - $77.37 $260K - $270K
119K $9.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.96K
+ 3.53%
$91.67 - $99.66 $180K - $195K
57.4K $5.7M
ROK
Rockwell Automation, Inc

Industrials
12
+ 0.08%
$257.02 - $311.22 $3.08K - $3.73K
15.1K $4.69M
MSFT
Microsoft Corp

Technology
586
+ 45.39%
$313.39 - $382.7 $184K - $224K
1.88K $705K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.03%
$225.16 - $263.17 $675 - $790
10.1K $2.64M
IVE
Ishares S&P 500 Value ETF

ETFs
34
+ 0.28%
$147.64 - $174.21 $5.02K - $5.92K
12K $2.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
50
+ 0.16%
$65.78 - $75.4 $3.29K - $3.77K
30.8K $2.31M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.23%
$185.27 - $225.51 $741 - $902
1.73K $389K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.12%
$410.68 - $476.69 $411 - $477
821 $390K
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.48%
$71.05 - $89.54 $924 - $1.16K
2.73K $241K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.02%
$100.18 - $109.02 $100 - $109
5.32K $580K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.14%
$87.61 - $110.11 $263 - $330
2.17K $235K
GLD
Spdr Gold Trust

ETFs
29
+ 2.43%
$168.83 - $192.59 $4.9K - $5.59K
1.22K $233K
CARR
Carrier Global Corp

Industrials
5
+ 0.1%
$46.4 - $58.81 $232 - $294
5.05K $289K
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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