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CIK: 0001559789
Total reported value
$1.9B
$1.9B
465 檔
9.9%
In Q4 2024, Regal Investment Advisors LLC's U.S. equity holdings reached a combined market value of $1.9B, distributed across 465 disclosed stock positions.
In Q4 2024, Regal Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 83 positions and completely liquidating 48 holdings to manage risk exposure.
Showing top 200 holdings (of 465 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.84% | +1.47% | -2.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.49% | +0.35% | +2.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.03% | -4.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.11% | +2.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.10% | -6.39% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.66% | -0.09% | +5.21% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 1.62% | -0.07% | +6.32% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.61% | -0.12% | +229.33% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.53% | +0.01% | +2.71% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.46% | +0.37% | -7.96% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | +0.05% | -9.41% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.27% | -0.36% | +1.33% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.08% | +0.58% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.08% | -1.96% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.10% | +0.02% | -3.96% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | +0.01% | +7.72% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | +0.08% | +5.18% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.12% | -4.18% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.04% | -0.90% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.12% | -0.56% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 0.80% | -0.03% | -2.06% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.24% | +21.83% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.76% | -0.06% | -4.09% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 0.76% | -0.04% | +0.65% | |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.75% | +0.09% | -4.64% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.18% | -0.13% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.07% | -16.16% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | +0.05% | +13.05% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.71% | +0.07% | +5.48% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.70% | -0.48% | +6.26% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.69% | -0.02% | +2.86% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.69% | -0.12% | +1.31% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.68% | -0.01% | +14.02% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.09% | +2.77% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.04% | +10.46% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.09% | -0.50% | |
| 37 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.13% | +5.01% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | +0.02% | +2.94% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.63% | -0.16% | -1.35% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.61% | -0.22% | -2.10% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -22.04% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.58% | +0.01% | +16.26% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.01% | -1.76% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.05% | -9.08% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.13% | -4.63% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.02% | +2.82% | |
| 47 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.52% | +0.01% | +9.76% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | +0.02% | +0.55% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.52% | -0.02% | +8.53% | |
| 50 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.51% | -0.02% | +5.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | -2.52% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.17% | Add |
| 3 | CINF | Cincinnati Financial CORP | +0.3% | +105.88% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | NEW | New buy |
| 5 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +462.01% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -4.19% | Trim |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +229.33% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.33% | Add |
| 9 | KNSL | Kinsale Capital Group Inc | +0.2% | NEW | New buy |
| 10 | CVX | Chevron CORP | +0.2% | +21.83% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.96% | Trim |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | +0.2% | NEW | New buy |
| 13 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 14 | FTCS | First Trust Capital Strength | +0.2% | +6.32% | Add |
| 15 | MS | Morgan Stanley | +0.1% | +165.49% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | +78.74% | Add |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +26.54% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | -2.06% | Trim |
| 19 | ACN | Accenture plc | +0.1% | +419.07% | Add |
| 20 | SLB | Slb LTD | +0.1% | +65.69% | Add |
| 21 | XLF | Ss Financial Select Sector | +0.1% | +43.68% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +2.82% | Add |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +14.02% | Add |
| 24 | FV | First Trust Dw Focus 5 Fund | +0.1% | +5.48% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.18% | Add |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +127.03% | Add |
| 27 | FDN | First Trust Dj Internet Ind | +0.1% | +1.79% | Add |
| 28 | MBB | Ishares Mbs ETF | +0.1% | +16.26% | Add |
| 29 | MUB | Ishares National Muni Bond E | +0.1% | +10.46% | Add |
| 30 | PWB | Invesco Large Cap Growth ETF | +0.1% | +5.01% | Add |
| 31 | AON | Aon plc | +0.1% | NEW | New buy |
| 32 | XLK | Ss Technology Select Sector | +0.1% | +16.27% | Add |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +0.04% | Add |
| 34 | MO | Altria Group Inc | +0.1% | +2.86% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.77% | Add |
| 36 | EXPE | Expedia Group Inc | +0.1% | -10.99% | Trim |
| 37 | ULTA | Ulta Beauty Inc | +0.1% | -0.78% | Trim |
| 38 | WMT | Walmart Inc | +0.1% | -4.63% | Trim |
| 39 | RUNN | Running Oak Efficient Gr ETF | +0.1% | NEW | New buy |
| 40 | IAU | Ishares Gold Trust | +0.1% | +83.58% | Add |
| 41 | KMI | Kinder Morgan, Inc. | +0.1% | +6.56% | Add |
| 42 | ADP | Automatic Data Processing | +0.1% | +5.22% | Add |
| 43 | PWV | Invesco Large Cap Value ETF | +0.1% | +9.76% | Add |
| 44 | PG | Procter & Gamble Co/the | +0.1% | +0.58% | Add |
| 45 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | +6.50% | Add |
| 46 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | -3.96% | Trim |
| 47 | JPIE | Jpmorgan Income ETF | +0.1% | NEW | New buy |
| 48 | XLY | Ss Consumer Disc Select Sect | +0.1% | +51.54% | Add |
| 49 | VUG | Vanguard Growth ETF | +0.1% | -9.41% | Trim |
| 50 | TSLA | Tesla Inc | +0.1% | -6.84% | Trim |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 465 disclosed positions in Q4 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, QQQ, AAPL) accounted for 9.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
MU
市值: $3.3M
Top Position Liquidated / Trimmed
JAAA
前期市值: $5.3M
During Q4 2024, Regal Investment Advisors LLC's top holdings by market value included IVV (5.8%)、QQQ (2.5%)、AAPL (2.4%). The largest single position, IVV, represented 5.8% of total portfolio value.
In Q4 2024, Regal Investment Advisors LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 54 positions, trimming 83 holdings, and fully liquidating 48 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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