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CIK: 0001559789
Total reported value
$1.9B
$1.9B
569 檔
11.2%
During the Q2 2024 filing period, Regal Investment Advisors LLC (CIK: 0001559789) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 569 reported positions.
During Q2 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 569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.98% | +1.47% | -2.54% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.46% | +0.35% | +77.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.10% | +2.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.03% | +1.46% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.63% | +0.01% | +0.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.11% | +5.13% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.57% | -0.01% | +0.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.08% | +914.12% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.34% | -0.09% | +0.91% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 1.24% | -0.07% | +2.01% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.01% | +2.84% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.20% | -0.12% | +2.02% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.05% | -2.77% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.03% | — | -1.48% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.08% | +4.72% | |
| 16 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.98% | — | +11.62% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.97% | +0.02% | -2.55% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.07% | +5.69% | |
| 19 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.93% | — | +5.53% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.03% | +2.32% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.36% | +9.54% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | +0.37% | +1.91% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | +0.01% | +0.96% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.08% | +2.13% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.12% | +2.64% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.04% | -1.31% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | +0.01% | +3.63% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.75% | -0.02% | +4.17% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.12% | +52.55% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.69% | +0.01% | +4.21% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.67% | -0.06% | +2.03% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | -0.03% | -7.12% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.18% | +4.88% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.62% | — | +4.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.05% | +5.47% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.58% | -0.04% | +1.41% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.24% | +3.68% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.05% | +0.48% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | — | +0.26% | |
| 40 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.56% | +0.07% | +0.52% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.12% | +6.77% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.09% | +3.22% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +2.88% | |
| 44 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.52% | -0.02% | -14.67% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.02% | -1.37% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.16% | +7.25% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.02% | -8.30% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | — | +2.81% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.09% | +3.04% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.04% | +0.69% |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 569 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, MSFT) accounted for 11.2% of total reported equity market value during Q2 2024.
During Q2 2024, Regal Investment Advisors LLC's top holdings by market value included IVV (5.0%)、QQQ (3.5%)、MSFT (2.0%). The largest single position, IVV, represented 5.0% of total portfolio value.
In Q2 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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