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CIK: 0001559789
Total reported value
$1.9B
$1.9B
499 檔
9.9%
According to the latest 13F quarterly dataset, Regal Investment Advisors LLC managed an equity portfolio of $1.9B at the end of Q3 2024, spanning 499 distinct U.S. exchange-listed positions.
Regal Investment Advisors LLC executed strategic sector rebalancing during Q3 2024, establishing 10 new positions while fully exiting 26 holdings and trimming 83 positions.
Showing top 200 holdings (of 499 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.47% | +1.47% | -2.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.03% | -6.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | +0.35% | -42.76% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.10% | -13.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.11% | -9.07% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.55% | -0.09% | +1.90% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | +0.01% | +2.49% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.54% | +0.37% | +58.07% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 1.47% | -0.07% | +2.39% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.41% | -0.12% | +0.97% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.05% | +3.15% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | -0.36% | +16.05% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.08% | +2.81% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.04% | +0.02% | -5.04% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.12% | +4.67% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | +0.01% | +2.96% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.08% | -35.75% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.04% | +1.66% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.95% | +0.08% | -3.45% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.12% | +16.07% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.18% | +8.16% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.06% | +3.36% | |
| 23 | AFL | Aflac Inc | Stock-Financials | 0.76% | -0.04% | -3.25% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | -0.12% | +4.95% | |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.71% | +0.09% | +33.38% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | -33.34% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.07% | -30.72% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | -0.48% | +200.98% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.03% | -1.80% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | +0.05% | +18.03% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.09% | +0.94% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.65% | -0.16% | +13.04% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | -0.05% | -3.53% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.02% | +2.51% | |
| 35 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.61% | +0.07% | +1.04% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | -0.02% | -31.81% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.24% | +3.17% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.09% | -0.75% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.04% | +5.32% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.58% | -0.01% | +9.30% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.22% | -2.69% | |
| 42 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.13% | +10.16% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.01% | -12.50% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.55% | -0.01% | -69.29% | |
| 45 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.53% | +0.01% | -70.33% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.53% | +0.02% | -2.02% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.52% | -0.02% | +7.50% | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.51% | — | -53.59% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | +0.01% | -1.82% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | +0.01% | +45.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.7% | +58.07% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +200.98% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | -2.94% | Trim |
| 4 | ABBV | Abbvie Inc | +0.3% | +2.49% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +16.05% | Add |
| 6 | TLH | Ishares 10-20 Year Treasury | +0.3% | +255.86% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +33.38% | Add |
| 8 | FTCS | First Trust Capital Strength | +0.2% | +2.39% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -6.01% | Trim |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +16.07% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +4.67% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +0.97% | Add |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +1.90% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +204.62% | Add |
| 15 | ULTA | Ulta Beauty Inc | +0.2% | +100.03% | Add |
| 16 | MBB | Ishares Mbs ETF | +0.2% | +45.90% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +41.91% | Add |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +67.53% | Add |
| 19 | AFL | Aflac Inc | +0.2% | -3.25% | Trim |
| 20 | SLB | Slb LTD | +0.2% | +1138.59% | Add |
| 21 | VZ | Verizon Communications Inc | +0.2% | +8.16% | Add |
| 22 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +18.03% | Add |
| 23 | MDT | Medtronic plc | +0.2% | +4.95% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.2% | +2.81% | Add |
| 25 | VUG | Vanguard Growth ETF | +0.2% | +3.15% | Add |
| 26 | BLDR | Builders Firstsource Inc | +0.2% | +0.31% | Add |
| 27 | MCD | Mcdonald's CORP | +0.2% | +0.94% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.96% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +1.66% | Add |
| 30 | IBM | Intl Business Machines CORP | +0.1% | +17.27% | Add |
| 31 | CPRI | Capri Holdings Limited | +0.1% | +11.42% | Add |
| 32 | PFE | Pfizer Inc | +0.1% | +13.04% | Add |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +59.66% | Add |
| 34 | IVE | Ishares S&p 500 Value ETF | +0.1% | +16.02% | Add |
| 35 | IJR | Ishares Core S&p Small-cap E | +0.1% | -3.45% | Trim |
| 36 | WMT | Walmart Inc | +0.1% | +1.64% | Add |
| 37 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +9.30% | Add |
| 38 | PFF | Ishares Preferred & Income S | +0.1% | +3.36% | Add |
| 39 | EXPE | Expedia Group Inc | +0.1% | +10.08% | Add |
| 40 | CLX | Clorox Company | +0.1% | +11.71% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +12.27% | Add |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +21.56% | Add |
| 43 | PWB | Invesco Large Cap Growth ETF | +0.1% | +10.16% | Add |
| 44 | TOL | Toll Brothers Inc | +0.1% | -10.16% | Trim |
| 45 | PWV | Invesco Large Cap Value ETF | +0.1% | +11.01% | Add |
| 46 | KO | Coca-cola Co/the | +0.1% | +4.18% | Add |
| 47 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.51% | Add |
| 48 | TGT | Target CORP | +0.1% | +7.50% | Add |
| 49 | MPC | Marathon Petroleum CORP | +0.1% | +336.55% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.67% | Add |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 499 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 9.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
XONE
市值: $942.6K
Top Position Liquidated / Trimmed
DGRW
前期市值: $8.6M
During Q3 2024, Regal Investment Advisors LLC's top holdings by market value included IVV (5.5%)、AAPL (2.2%)、QQQ (2.2%). The largest single position, IVV, represented 5.5% of total portfolio value.
In Q3 2024, Regal Investment Advisors LLC made 199 total portfolio adjustments, initiating 10 new buys, adding to 80 positions, trimming 83 holdings, and fully liquidating 26 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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