Regal Wealth Group, Inc. Portfolio Holdings
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
Regal Wealth Group, Inc. has filed its 13F form on February 23, 2024 for Q4 2023 where it was disclosed a total value porftolio of $143 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $29.3M, Ishares Core S&P 500 ETF with a value of $14.8M, Ishares Iboxx $ Investment Gra with a value of $9.65M, Vanguard Sht Term Corp Bd ETF with a value of $9.23M, and Dimensional ETF Tr U S Small C with a value of $8.52M.
Examining the 13F form we can see an increase of $17M in the current position value, from $126M to 143M.
Below you can find more details about Regal Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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