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CIK: 0001559789
Total reported value
$1.9B
$1.9B
460 檔
9.5%
According to the latest 13F quarterly dataset, Regal Investment Advisors LLC managed an equity portfolio of $1.9B at the end of Q1 2025, spanning 460 distinct U.S. exchange-listed positions.
In Q1 2025, Regal Investment Advisors LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.94% | +1.47% | -0.87% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.34% | +0.35% | -4.86% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.03% | -3.57% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.18% | -0.12% | +22.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | +0.11% | +10.60% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 1.87% | -0.07% | +4.85% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.81% | -0.09% | -0.05% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.63% | +0.37% | +1.79% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.10% | -16.55% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | +0.05% | +3.05% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.01% | -32.15% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.31% | -0.36% | -0.68% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.08% | +15.45% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.18% | +0.01% | -3.80% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.12% | +4.36% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | +0.08% | +0.97% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.03% | -0.06% | +28.34% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.08% | -25.24% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.96% | +0.02% | -15.33% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.12% | -23.13% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | -0.04% | -21.91% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.80% | +0.09% | +4.21% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | +0.02% | +13.51% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.18% | -18.15% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.21% | +47.11% | |
| 26 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.73% | +0.07% | +4.14% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.09% | +6.23% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.70% | -0.02% | -18.22% | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.70% | -0.08% | +159.22% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.04% | -2.60% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.05% | +7.59% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | -0.48% | -19.88% | |
| 33 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.13% | +2.35% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.24% | -28.94% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.66% | -0.12% | -21.22% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.03% | +5.23% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.63% | -0.22% | -23.01% | |
| 38 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | +5.33% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.60% | -0.04% | -31.69% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.59% | +0.02% | +10.83% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.59% | -0.16% | -8.37% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.02% | +73.94% | |
| 43 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.57% | -0.02% | +1.97% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | -0.03% | -27.25% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.07% | -18.90% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.09% | -28.80% | |
| 47 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | +0.01% | -16.21% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | +0.04% | +1.65% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.53% | -0.02% | -0.03% | |
| 50 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.51% | -0.07% | +91.29% |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 460 disclosed positions in Q1 2025.
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 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $73.5M
During Q1 2025, Regal Investment Advisors LLC's top holdings by market value included IVV (5.9%)、QQQ (2.3%)、AAPL (2.2%). The largest single position, IVV, represented 5.9% of total portfolio value.
In Q1 2025, Regal Investment Advisors LLC made 200 total portfolio adjustments, initiating 200 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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