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.

Portfolio value $143 Million
ETFs: $126 Million
Industrials: $11.1 Million
Technology: $3.2 Million
Healthcare: $1.1 Million
Consumer Cyclical: $766,000
Utilities: $360,000
Consumer Defensive: $309,000
Financial Services: $242,000
Other: $239,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $143 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 23, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Regal Wealth Group, Inc. Portfolio

Follow Regal Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Regal Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email