RI

Regal Investment Advisors LLC

13F
Regal Investment Advisors LLC
Last update 2025-05-12 457 Stocks (31 new)
Value $1.24 Bil Turnover 7 %
Countries:
Top Holdings: IVV(5.94%)QQQ(2.34%)AAPL(2.23%)SCHD(2.18%)SPY(2.10%)
Summary Stock Picks Current Portfolio
Regal Investment Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
130,756
73,471.6
-0.87%
5.940
-0.05%
0.010
+0.07%
+1.49%
585,022.7
 
QQQ 		INVESCO QQQ Trust
61,595
28,883.4
-4.86%
2.340
-0.12%
0.010
+3.11%
+2.50%
332,918.5
 
AAPL 		Apple Inc
123,901
27,522.2
-3.57%
2.230
-0.09%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
SCHD 		Schwab US Dividend Equity ETF
963,901
26,950.7
+22.97%
2.180
+0.41%
0.040
-7.19%
-3.05%
68,294.6
 
SPY 		SPDR S&P 500 ETF Trust
46,314
25,907.7
+10.60%
2.100
+0.20%
0.000
+0.05%
+1.44%
606,242.8
 
FTCS 		First Trust Capital Strength ETF
257,687
23,099.1
+4.85%
1.870
+0.09%
0.280
-0.30%
+3.70%
8,426.3
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
206,168
22,408.4
-0.05%
1.810
0%
0.080
-0.81%
+2.13%
30,663.5
 
IUSB 		iShares Core Total USD Bond Market ETF
438,552
20,208.5
+1.79%
1.640
+0.03%
0.060
-0.43%
+2.23%
32,234.0
 
MSFT 		Microsoft Corp
47,190
17,714.6
-16.55%
1.430
-0.30%
0.000
+16.58%
+10.02%
3,433,612.3
Software
VUG 		Vanguard Growth ETF
46,485
17,237.7
+3.05%
1.390
+0.04%
0.010
+2.70%
+1.52%
151,459.4
 

Regal Investment Advisors LLC's Historical Top Holdings Breakdowns

Regal Investment Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABBV 		AbbVie Inc2025-03-31Reduce
-0.49%
●
169.2 ($194.4) 216.66
$186.99
-3.81%
Reduce -32.15%
77,877
-36,902
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Reduce
-0.45%
●
56.17 ($58.26) 59.71
$55.63
-4.51%
Reduce -65.81%
53,914
-103,771
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31Add
+0.43%
●
67.08 ($71.8) 76.14
$79.83
11.18%
Add 159.22%
117,270
72,030
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.41%
●
27.01 ($27.88) 28.54
$26.25
-5.85%
Add 22.97%
963,901
180,074
PG 		Procter & Gamble Co2025-03-31Reduce
-0.31%
●
158.56 ($167.49) 176.26
$167.78
0.17%
Reduce -25.24%
72,726
-24,547
MSFT 		Microsoft Corp2025-03-31Reduce
-0.30%
●
375.39 ($407.71) 447.2
$461.97
13.31%
Reduce -16.55%
47,190
-9,357
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Reduce
-0.29%
●
96.1 ($101.94) 106.32
$111.02
8.91%
Reduce -40.3%
58,604
-39,564
IVOL 		Quadratic Interest Rate Volatility And Inflation Hedge ETF2025-03-31Add
+0.27%
●
17.65 ($18.01) 18.7
$19.42
7.83%
Add 193.29%
273,140
180,009
VCLT 		Vanguard Long-Term Corporate Bond ETF2025-03-31Add
+0.27%
●
73.11 ($75.48) 77.43
$73.31
-2.87%
Add 153.41%
72,620
43,963
IBTF 		iShares iBonds Dec 2025 Term Treasury ETF2025-03-31Add
+0.26%
●
23.29 ($23.34) 23.38
$23.29
-0.21%
Add 149.14%
227,643
136,272

Regal Investment Advisors LLC Total Holding History ($B)

To

Regal Investment Advisors LLC's Asset Allocation

To

Regal Investment Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Regal Investment Advisors LLC's Hypothetical Growth since 2025-03-31

Regal Investment Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Regal Investment Advisors LLC's Holdings Heat Map

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Regal Investment Advisors LLC's Holdings Bubble Chart

Regal Investment Advisors LLC News

  • 1

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