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CIK: 0001559789
Total reported value
$1.9B
$1.9B
581 檔
9.3%
As reported in its official Q1 2024 Form 13F filing, Regal Investment Advisors LLC's tracked investment portfolio stood at $1.9B with 581 total positions.
During Q1 2024, Regal Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.14% | +1.47% | -15.90% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.10% | +2.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | +0.35% | -3.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.03% | -2.97% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.60% | -0.01% | +2.88% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.57% | +0.01% | +1.47% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.11% | +1.82% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.42% | -0.09% | +1.70% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.01% | -5.10% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 1.30% | -0.07% | +1.09% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.12% | -0.05% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.05% | -2.24% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.08% | -7.52% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.07% | — | +32.19% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.01% | +0.02% | +9.99% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.08% | -6.67% | |
| 17 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.96% | — | +18.37% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.12% | -0.45% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.01% | -0.49% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.91% | +0.37% | +10.07% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | +2.88% | |
| 22 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.90% | — | +16.78% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | +0.08% | +8.18% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.07% | +0.98% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.04% | -6.59% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | -0.36% | +17.01% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.77% | +0.01% | +0.70% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 0.75% | -0.03% | -3.61% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.72% | -0.02% | +1.73% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.70% | -0.06% | -2.72% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.69% | +0.01% | +10.95% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.18% | +4.50% | |
| 33 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.63% | — | +3.05% | |
| 34 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.62% | -0.02% | -17.59% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.05% | +50.45% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.60% | -0.12% | -1.35% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.24% | -0.78% | |
| 38 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.58% | +0.07% | -0.42% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.58% | -0.04% | -3.04% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.57% | — | +2.77% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.09% | -4.60% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | +0.82% | |
| 43 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.55% | — | +7.89% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.53% | -0.02% | +0.37% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.04% | +1.56% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.02% | -1.34% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.09% | +3.36% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.16% | +28.34% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | — | +2.08% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.05% | +5.48% |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 581 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, QQQ) accounted for 9.3% of total reported equity market value during Q1 2024.
During Q1 2024, Regal Investment Advisors LLC's top holdings by market value included IVV (5.1%)、MSFT (2.0%)、QQQ (1.9%). The largest single position, IVV, represented 5.1% of total portfolio value.
In Q1 2024, Regal Investment Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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