- New Purchases: IJS, CI, WAB, ZBH,
- Added Positions: IVW, IVE, USMV, MTUM, RSP, IJR, IVV, BA, HYG, AGG, LQD, ITOT, GLD, MSFT, SHYG, IJH, AAPL, ORCL, HDV, ARLO, CTL, DXC, CXW, F, HST, TRP, VOD, ET, HII, VAC, T,
- Reduced Positions: BABA, APD, IBM, OXY, LIN, EFA, IWO, IWN,
- Sold Out: BIDU, CGN, GIS, AFIN, ASIX, REZI,
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 S&P 500 Growth (IVW) - 102,855 shares, 12.83% of the total portfolio. Shares added by 32.23%
- iShares S&P 500 Value (IVE) - 151,323 shares, 12.35% of the total portfolio. Shares added by 31.27%
- Boeing Co (BA) - 26,951 shares, 7.44% of the total portfolio. Shares added by 2.22%
- iShares Core S&P 500 (IVV) - 35,797 shares, 7.37% of the total portfolio. Shares added by 8.61%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 74,173 shares, 6.39% of the total portfolio. Shares added by 1.67%
Regal Wealth Group, Inc. initiated holding in iShares S&P SmallCap 600 Value. The purchase prices were between $131.1 and $157.17, with an estimated average price of $147.58. The stock is now traded at around $150.20. The impact to a portfolio due to this purchase was 0.06%. The holding were 554 shares as of .
New Purchase: Cigna Corp (CI)Regal Wealth Group, Inc. initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $169.13. The impact to a portfolio due to this purchase was 0.02%. The holding were 182 shares as of .
New Purchase: Zimmer Biomet Holdings Inc (ZBH)Regal Wealth Group, Inc. initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $100.43 and $129.56, with an estimated average price of $116.76. The stock is now traded at around $128.66. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10 shares as of .
New Purchase: Westinghouse Air Brake Technologies Corp (WAB)Regal Wealth Group, Inc. initiated holding in Westinghouse Air Brake Technologies Corp. The purchase prices were between $67.3 and $78.06, with an estimated average price of $72.15. The stock is now traded at around $73.95. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 32 shares as of .
Added: iShares S&P 500 Growth (IVW)Regal Wealth Group, Inc. added to a holding in iShares S&P 500 Growth by 32.23%. The purchase prices were between $146.51 and $173.32, with an estimated average price of $163.66. The stock is now traded at around $174.68. The impact to a portfolio due to this purchase was 3.13%. The holding were 102,855 shares as of .
Added: iShares S&P 500 Value (IVE)Regal Wealth Group, Inc. added to a holding in iShares S&P 500 Value by 31.27%. The purchase prices were between $99.16 and $114.4, with an estimated average price of $109.69. The stock is now traded at around $115.01. The impact to a portfolio due to this purchase was 2.94%. The holding were 151,323 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Regal Wealth Group, Inc. added to a holding in iShares Edge MSCI Min Vol USA by 32.41%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.05. The impact to a portfolio due to this purchase was 1.47%. The holding were 140,728 shares as of .
Added: iShares Edge MSCI USA Momentum Factor (MTUM)Regal Wealth Group, Inc. added to a holding in iShares Edge MSCI USA Momentum Factor by 34.06%. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $112.42. The impact to a portfolio due to this purchase was 1.19%. The holding were 57,672 shares as of .
Added: Invesco S&P 500 Equal Weight (RSP)Regal Wealth Group, Inc. added to a holding in Invesco S&P 500 Equal Weight by 25.17%. The purchase prices were between $89.68 and $104.84, with an estimated average price of $100.73. The stock is now traded at around $106.25. The impact to a portfolio due to this purchase was 1.02%. The holding were 66,819 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Regal Wealth Group, Inc. added to a holding in iShares Core S&P Small-Cap by 44.92%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $78.30. The impact to a portfolio due to this purchase was 0.82%. The holding were 47,433 shares as of .
Sold Out: Baidu Inc (BIDU)Regal Wealth Group, Inc. sold out a holding in Baidu Inc. The sale prices were between $154.71 and $176.23, with an estimated average price of $167.33.
Sold Out: Cigna Corp (CGN)Regal Wealth Group, Inc. sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.88.
Sold Out: General Mills Inc (GIS)Regal Wealth Group, Inc. sold out a holding in General Mills Inc. The sale prices were between $38.43 and $51.8, with an estimated average price of $45.16.
Sold Out: American Finance Trust Inc (AFIN)Regal Wealth Group, Inc. sold out a holding in American Finance Trust Inc. The sale prices were between $10.56 and $13.78, with an estimated average price of $11.91.
Sold Out: Resideo Technologies Inc (REZI)Regal Wealth Group, Inc. sold out a holding in Resideo Technologies Inc. The sale prices were between $18.96 and $26.21, with an estimated average price of $22.18.
Sold Out: AdvanSix Inc (ASIX)Regal Wealth Group, Inc. sold out a holding in AdvanSix Inc. The sale prices were between $24.34 and $34.35, with an estimated average price of $30.36.
Here is the complete portfolio of Regal Wealth Group, Inc.. Also check out:
1. Regal Wealth Group, Inc.'s Undervalued Stocks
2. Regal Wealth Group, Inc.'s Top Growth Companies, and
3. Regal Wealth Group, Inc.'s High Yield stocks
4. Stocks that Regal Wealth Group, Inc. keeps buying