Regal Wealth Group, Inc. Portfolio Holdings by Sector

Regal Wealth Group, Inc.

$143 Million
Q4 2023

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWF IVV LQD VCSH DFAS VO AGG DFAI 26 stocks	$118,333 82.8% of portfolio	17	6	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$7,231 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$6,161 4.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$4,687 3.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SWKS 1 stocks	$1,279 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,219 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$705 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$580 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$521 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$389 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$377 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$360 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$309 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$289 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$242 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$239 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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