Regal Investment Advisors LLC Purchases in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACHR
Archer Aviation Inc.

Industrials
11.2K
New
$8.25 - $13.4 $92.7K - $151K
11.2K $107K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.04K
+ 7.25%
$39.06 - $43.42 $40.6K - $45.2K
15.4K $668K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.12%
$98.99 - $112.2 $1.09K - $1.23K
9.34K $1.03M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14
+ 0.13%
$79.52 - $89.63 $1.11K - $1.25K
11.2K $999K
XLP
Consumer Staples Sector Spdr

ETFs
1.35K
+ 4.45%
N/A
31.7K $2.41M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.77K
+ 4.25%
$47.76 - $48.46 $84.7K - $86K
43.5K $2.1M
MRK
Merck & Co., Inc.

Healthcare
570
+ 5.42%
$77.6 - $87.37 $44.2K - $49.8K
11.1K $930K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
615
+ 26.23%
$136.48 - $142.97 $83.9K - $87.9K
2.96K $414K
V
Visa Inc.

Financial Services
433
+ 11.37%
$332.09 - $358.86 $144K - $155K
4.24K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
62
+ 12.73%
$696.56 - $806.32 $43.2K - $50K
549 $437K
SOUN
Soundhound Ai, Inc.

Technology
118
+ 0.69%
$10.11 - $18.05 $1.19K - $2.13K
17.3K $277K
TFC
Truist Financial Corp

Financial Services
1.61K
+ 24.3%
$42.83 - $47.07 $68.9K - $75.7K
8.22K $376K
MA
Mastercard Inc

Financial Services
121
+ 4.08%
$550.18 - $598.96 $66.6K - $72.5K
3.09K $1.76M
ICVT
Ishares Tr Convertible Bond Et

ETFs
558
+ 18.12%
$89.29 - $100.17 $49.8K - $55.9K
3.64K $363K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
539
+ 2.14%
$92.18 - $95.14 $49.7K - $51.3K
25.7K $2.44M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.31K
+ 17.84%
$22.89 - $23.7 $75.8K - $78.5K
21.9K $515K
QCOM
Qualcomm Inc

Technology
339
+ 9.31%
$145.84 - $173.55 $49.4K - $58.8K
3.98K $662K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
871
+ 16.11%
$75.26 - $80.19 $65.6K - $69.8K
6.28K $500K
C
Citigroup Inc

Financial Services
141
+ 3.63%
$85.57 - $103.49 $12.1K - $14.6K
4.03K $408K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
22
+ 0.05%
$42.43 - $45.05 $933 - $991
48.4K $2.13M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
3.95K
+ 18.4%
$16.02 - $16.74 $63.3K - $66.1K
25.4K $422K
AIQ
Global X Funds Global X Artifi

ETFs
475
+ 5.29%
$43.2 - $49.66 $20.5K - $23.6K
9.45K $466K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
93
+ 11.11%
$393.18 - $439.39 $36.6K - $40.9K
930 $404K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
444
+ 12.99%
$98.53 - $107.1 $43.7K - $47.6K
3.86K $405K
WFC
Wells Fargo & Company

Financial Services
674
+ 19.31%
$77.05 - $85.16 $51.9K - $57.4K
4.17K $349K
VOOV
Vanguard S&P 500 Value ETF

ETFs
46
+ 0.84%
$187.97 - $199.47 $8.65K - $9.18K
5.54K $1.11M
ED
Consolidated Edison Inc

Utilities
618
+ 1.97%
$95.57 - $105.36 $59.1K - $65.1K
32K $3.22M
O
Realty Income Corp

Real Estate
730
+ 10.05%
$56.13 - $60.79 $41K - $44.4K
7.99K $485K
COIN
Coinbase Global, Inc.

Technology
304
+ 10.45%
$297.99 - $419.78 $90.6K - $128K
3.21K $1.08M
AMGN
Amgen Inc

Healthcare
179
+ 3.89%
$271.18 - $309.22 $48.5K - $55.4K
4.78K $1.35M
VV
Vanguard Large Cap ETF

ETFs
53
+ 2.8%
$285.05 - $309.14 $15.1K - $16.4K
1.95K $600K
HYGV
Flexshares Tr High Yield Value

ETFs
1.35K
+ 7.6%
$40.55 - $41.28 $54.7K - $55.6K
19.1K $786K
NOW
Service Now, Inc.

Technology
183
+ 17.72%
$850.86 - $1044.69 $156K - $191K
1.22K $1.12M
HEI
Heico Corp

Industrials
222
+ 7.49%
$304.5 - $337.56 $67.6K - $74.9K
3.19K $1.03M
TXN
Texas Instruments Inc

Technology
282
+ 4.82%
N/A
6.14K $1.19M
FITB
Fifth Third Bancorp

Financial Services
486
+ 4.93%
$40.91 - $46.28 $19.9K - $22.5K
10.3K $460K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.11K
+ 8.61%
$23.54 - $23.97 $49.7K - $50.6K
26.6K $637K
IYF
Ishares Tr

ETFs
300
+ 11.36%
$119.89 - $127.16 $36K - $38.1K
2.94K $372K
IQDF
Flexshares International Quali

ETFs
1.01K
+ 6.22%
$27.02 - $28.94 $27.3K - $29.3K
17.3K $492K
CB
Chubb LTD

Financial Services
212
+ 17.91%
$265.99 - $289.59 $56.4K - $61.4K
1.4K $394K
SOXX
Ishares Semiconductor ETF

ETFs
29
+ 2.28%
$236.93 - $271.12 $6.87K - $7.86K
1.3K $352K
VNQI
Vanguard Global Ex U.S. Real

ETFs
186
+ 0.76%
$45.22 - $48.34 $8.41K - $8.99K
24.6K $1.18M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
532
+ 1.43%
$11.64 - $15.79 $6.19K - $8.4K
37.7K $553K
CVS
Cvs Health Corp

Healthcare
15
+ 0.25%
$58.75 - $76.5 $881 - $1.15K
6.08K $458K
CRWD
Crowd Strike Holdings, Inc.

Technology
208
+ 6.19%
$412.46 - $514.1 $85.8K - $107K
3.57K $1.75M
FMB
First Tr Exchange Traded Fd Ii

ETFs
658
+ 11.28%
$49.32 - $50.93 $32.5K - $33.5K
6.49K $328K
VT
Vanguard Total World Stk Index

ETFs
132
+ 6.63%
$128.41 - $138.03 $17K - $18.2K
2.12K $292K
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.02%
$110.0 - $117.08 $110 - $117
5.11K $597K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
382
+ 7.55%
$85.71 - $86.94 $32.7K - $33.2K
5.44K $472K
Activity Summary
Buys All Purchases 332 New Holdings 48 Increased Positions 284 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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