- New Purchases: SHV, SQ, CL, IBM, UPS, LNT, XLE, PANW, VCIT, TOT, MT, CAJ, LMT, K, BMY, CPRT, EWI, IAU, IWS, BNS, TLRY, NVO, APRN, ROYT, FGP, OLED, UNIT, AGNC,
- Added Positions: SPYG, XLV, HYG, HYMB, GLD, IVV, EMR, JNJ, MDT, PG, SPY, AEP, CVX, TLT, ED, PFE, ABBV, PFF, FITB, IVW, T, STOR, LQD, VIG, AMLP, TGT, OEF, CLX, KMB, VZ, EYPT, IEMG, GIS, GSK, IVE, VNQ, VYM, ADP, BLK, COHR, PEP, FXL, IWF, VSS, MMM, AMG, AFL, AMZN, AAPL, BLKB, BA, CAH, CAT, KO, COST, MCK, DIS, WM, HF, LEA, GWRE, EEM, FTA, FXH, IWC, SCHD, VTV, VWOB, AMAT, BK, SCHW, EXC, GOOGL, GGG, IDCC, JPM, LEG, NVDA, NOC, ORCL, RY, SNY, SO, TD, UNH, VTR, WMT, MA, TWTR, PYPL, AMJ, BSV, HDV, IWM, JNK, MUB, QQQ, VWO, BAX, BIIB, TV, PSEC, SIRI, NZF, NMM, SDR, PDI, PCI, CGC, ACWI, DEM, EMB, FM, QTEC, TIP, VOO,
- Reduced Positions: HYLS, VTI, EFA, VEA, MO, MCD, AGG, BRK.B, LZB, TNDM, FSK, SPSM, FLOT, SHY, VB, VO, F, GE, HD, VUG, AZO, DTE, DWDP, MRK, MSFT, FB, BNDX, FXR, LLY, INVA, TSI, MELI, PM, GOOG, DVY, EWS, GXC, IEFA, IJR, IJT, IYR, SCHV, SJNK, VOT, ABB, ABT, AMGN, NLY, BP, BAC, CINF, CSCO, COP, DEO, LOW, MCHP, NFLX, PNC, SBUX, X, UTX, NS, CMG, BABA, ACB, EWX, FDL, FEX, IAGG, IHI, IJS, ONEQ, PSK, RSX, SCZ, SHM, USMV, VBR, VOE, VTIP, XLK, AKS, HCP, WELL, HON, NUE, RTN, UAA, MAIN, GM, KMI, GSBD, EMLP, FDT, FXG, FXO, IYF, KNOW, PGF, PGX, VCSH, VMBS,
- Sold Out: AOA, AOR, IEF, AOM, SPAB, SPDW, EPS, MMD, PXH, TUR, SPEM, EWZ, NVG, SHPG, VKQ, EWP, EWO, IJK, DLS, NORW, EIS, CCJ, ARRJ, LYB, CRON, BND, SPIB, CVS, MMP, KIDS, KT, VBK, WBK, NEA, ETW, EC, VGSH, ACN, BRFS, AEG,
For the details of Regal Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/regal+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Regal Investment Advisors, LLC- iShares Core S&P 500 (IVV) - 62,925 shares, 3.88% of the total portfolio. Shares added by 3.90%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 99,471 shares, 2.57% of the total portfolio. Shares added by 3.36%
- SPDR S&P 500 (SPY) - 34,568 shares, 2.12% of the total portfolio. Shares added by 6.61%
- Procter & Gamble Co (PG) - 85,958 shares, 1.94% of the total portfolio. Shares added by 7.05%
- Vanguard FTSE Developed Markets (VEA) - 214,899 shares, 1.91% of the total portfolio. Shares reduced by 5.33%
Regal Investment Advisors, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.42. The impact to a portfolio due to this purchase was 0.23%. The holding were 9,454 shares as of .
New Purchase: Square Inc (SQ)Regal Investment Advisors, LLC initiated holding in Square Inc. The purchase prices were between $52.42 and $81.24, with an estimated average price of $72.26. The stock is now traded at around $66.20. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,585 shares as of .
New Purchase: Colgate-Palmolive Co (CL)Regal Investment Advisors, LLC initiated holding in Colgate-Palmolive Co. The purchase prices were between $58.97 and $68.54, with an estimated average price of $64.51. The stock is now traded at around $71.03. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,573 shares as of .
New Purchase: International Business Machines Corp (IBM)Regal Investment Advisors, LLC initiated holding in International Business Machines Corp. The purchase prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $135.04. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,313 shares as of .
New Purchase: United Parcel Service Inc (UPS)Regal Investment Advisors, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $94.45 and $112.13, with an estimated average price of $105.93. The stock is now traded at around $100.57. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,343 shares as of .
New Purchase: Kellogg Co (K)Regal Investment Advisors, LLC initiated holding in Kellogg Co. The purchase prices were between $53.61 and $59.43, with an estimated average price of $56.9. The stock is now traded at around $57.83. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,822 shares as of .
Added: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)Regal Investment Advisors, LLC added to a holding in SPDR Series Trust Portfolio S&P 500 Growth by 361.71%. The purchase prices were between $31.61 and $37.41, with an estimated average price of $35.31. The stock is now traded at around $37.69. The impact to a portfolio due to this purchase was 0.6%. The holding were 95,486 shares as of .
Added: SPDR Select Sector Fund - Health Care (XLV)Regal Investment Advisors, LLC added to a holding in SPDR Select Sector Fund - Health Care by 319.45%. The purchase prices were between $83.47 and $92.95, with an estimated average price of $90.15. The stock is now traded at around $88.76. The impact to a portfolio due to this purchase was 0.29%. The holding were 19,001 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)Regal Investment Advisors, LLC added to a holding in iShares iBoxx $ High Yield Corporate Bond by 503.48%. The purchase prices were between $79.57 and $85.73, with an estimated average price of $83.81. The stock is now traded at around $85.98. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,119 shares as of .
Added: SPDR Nuveen S&P High Yield Municipal Bond (HYMB)Regal Investment Advisors, LLC added to a holding in SPDR Nuveen S&P High Yield Municipal Bond by 185.34%. The purchase prices were between $54.61 and $57.1, with an estimated average price of $55.6. The stock is now traded at around $57.80. The impact to a portfolio due to this purchase was 0.23%. The holding were 28,811 shares as of .
Added: SPDR Gold Trust (GLD)Regal Investment Advisors, LLC added to a holding in SPDR Gold Trust by 54.24%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $121.20. The impact to a portfolio due to this purchase was 0.17%. The holding were 17,815 shares as of .
Added: Medtronic PLC (MDT)Regal Investment Advisors, LLC added to a holding in Medtronic PLC by 20.61%. The purchase prices were between $82.45 and $93.79, with an estimated average price of $89.53. The stock is now traded at around $87.50. The impact to a portfolio due to this purchase was 0.13%. The holding were 39,518 shares as of .
Sold Out: iShares Core Aggressive Allocation (AOA)Regal Investment Advisors, LLC sold out a holding in iShares Core Aggressive Allocation. The sale prices were between $47.8 and $53.71, with an estimated average price of $51.68.
Sold Out: iShares Core Growth Allocation (AOR)Regal Investment Advisors, LLC sold out a holding in iShares Core Growth Allocation. The sale prices were between $40.68 and $44.7, with an estimated average price of $43.26.
Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)Regal Investment Advisors, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $102.6 and $106.41, with an estimated average price of $103.95.
Sold Out: iShares Core Moderate Allocation (AOM)Regal Investment Advisors, LLC sold out a holding in iShares Core Moderate Allocation. The sale prices were between $35.33 and $37.85, with an estimated average price of $36.89.
Sold Out: SPDR Portfolio Aggregate Bond (SPAB)Regal Investment Advisors, LLC sold out a holding in SPDR Portfolio Aggregate Bond. The sale prices were between $27.82 and $28.57, with an estimated average price of $28.06.
Sold Out: WisdomTree U.S. LargeCap Fund (EPS)Regal Investment Advisors, LLC sold out a holding in WisdomTree U.S. LargeCap Fund. The sale prices were between $27.51 and $32.06, with an estimated average price of $30.64.
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