- New Purchases: IJH, OTIS,
- Added Positions: IWF, IWD, IVV, SHYG, IGSB, AGG, TIP, MSFT,
- Reduced Positions: IWS, IWP, IWN, MTUM, IWO, USMV, SWKS, LQD, AAPL, DIS, HYG, CARR, IWM, GLD, TSLA,
For the details of Regal Wealth Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/regal+wealth+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Regal Wealth Group, Inc.- iShares Russell 1000 Growth ETF (IWF) - 95,108 shares, 16.38% of the total portfolio. Shares added by 19.87%
- iShares Russell 1000 Value ETF (IWD) - 161,300 shares, 15.26% of the total portfolio. Shares added by 11.42%
- iShares Core S&P 500 ETF (IVV) - 33,290 shares, 8.95% of the total portfolio. Shares added by 3.00%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 100,719 shares, 6.47% of the total portfolio. Shares added by 2.73%
- iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 193,269 shares, 4.93% of the total portfolio. Shares added by 4.12%
Regal Wealth Group, Inc. initiated holding in iShares Core S&P Mid-Cap ETF. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $262.900000. The impact to a portfolio due to this purchase was 4.1%. The holding were 25,690 shares as of 2021-12-31.
New Purchase: Otis Worldwide Corp (OTIS)Regal Wealth Group, Inc. initiated holding in Otis Worldwide Corp. The purchase prices were between $79.72 and $87.07, with an estimated average price of $83.76. The stock is now traded at around $82.210000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,346 shares as of 2021-12-31.
Here is the complete portfolio of Regal Wealth Group, Inc.. Also check out:
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