Regal Investment Advisors LLC Incresed Positions in Q4 2024

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
22.5K
+ 105.88%
$132.86 - $160.16 $2.99M - $3.61M
43.8K $6.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.4K
+ 462.01%
$201.32 - $217.44 $3.1M - $3.35M
18.7K $3.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.38K
+ 2.17%
$481.22 - $538.17 $663K - $742K
64.7K $33.1M
MS
Morgan Stanley

Financial Services
13.1K
+ 165.49%
$104.42 - $134.99 $1.37M - $1.77M
21K $2.64M
BAC
Bank Of America Corp

Financial Services
34.7K
+ 78.74%
$39.22 - $47.77 $1.36M - $1.66M
78.8K $3.46M
CVX
Chevron Corp

Energy
12.6K
+ 21.83%
$141.15 - $162.53 $1.78M - $2.05M
70.3K $10.2M
ACN
Accenture PLC

Technology
4.42K
+ 419.07%
$343.9 - $376.86 $1.52M - $1.66M
5.47K $1.92M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
46.9K
+ 26.54%
$29.73 - $30.81 $1.39M - $1.44M
223K $6.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
546K
+ 229.33%
$26.93 - $84.95 $14.7M - $46.4M
784K $21.4M
SLB
Schlumberger Limited

Energy
39.4K
+ 65.69%
$36.83 - $45.59 $1.45M - $1.79M
99.3K $3.81M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
51.1K
+ 127.03%
$23.25 - $23.37 $1.19M - $1.19M
91.4K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
953
+ 2.33%
$567.81 - $607.81 $541K - $579K
41.9K $24.5M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 2.82%
$163.08 - $198.16 $169K - $205K
37.8K $7.19M
FDN
First Tr Fd Dow Jones

ETFs
432
+ 1.79%
$210.5 - $257.24 $90.9K - $111K
24.6K $5.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.4K
+ 14.02%
$57.53 - $60.83 $1.12M - $1.18M
158K $9.07M
IAU
Ishares Gold Trust

ETFs
16.4K
+ 83.58%
$48.37 - $52.65 $791K - $861K
35.9K $1.78M
XLK
Technology Sector Spdr

ETFs
2.87K
+ 16.27%
$220.26 - $241.44 $632K - $693K
20.5K $4.77M
MBB
Ishares Tr

ETFs
11.9K
+ 16.26%
$91.26 - $95.82 $1.08M - $1.14M
84.8K $7.77M
MUB
Ishares National Muni Bond ETF

ETFs
7.92K
+ 10.46%
$105.78 - $108.7 $838K - $861K
83.7K $8.92M
PWB
Invesco Exchange Traded Fd Tr

ETFs
4.08K
+ 5.01%
$98.04 - $108.11 $400K - $441K
85.5K $8.7M
CSCO
Cisco Systems, Inc.

Technology
39
+ 0.04%
$52.45 - $60.02 $2.05K - $2.34K
103K $6.1M
XLY
Select Sector Spdr Consumer Di

ETFs
2.28K
+ 51.54%
$194.8 - $239.43 $444K - $546K
6.7K $1.5M
FV
First Trust Dorsey Wright Focu

ETFs
8.26K
+ 5.48%
$57.47 - $62.82 $475K - $519K
159K $9.39M
KMI
Kinder Morgan, Inc.

Energy
5.59K
+ 6.56%
$22.59 - $28.54 $126K - $159K
90.8K $2.49M
FTCS
First Trust Capital Strength E

ETFs
14.6K
+ 6.32%
$87.62 - $94.03 $1.28M - $1.37M
246K $21.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6K
+ 5.18%
$113.92 - $127.38 $683K - $764K
122K $14M
ADP
Automatic Data Processing Inc

Industrials
807
+ 5.22%
$280.08 - $307.97 $226K - $249K
16.3K $4.76M
XLC
Select Sector Spdr Tr Communic

ETFs
3.5K
+ 16.24%
$89.66 - $102.16 $314K - $358K
25.1K $2.43M
MO
Altria Group, Inc.

Consumer Defensive
4.92K
+ 2.86%
$49.06 - $57.74 $241K - $284K
177K $9.24M
PWV
Invesco Exchange Traded Fd Tr

ETFs
10.9K
+ 9.76%
$56.33 - $61.73 $614K - $673K
123K $6.97M
VTI
Vanguard Total Stock Market Et

ETFs
831
+ 2.77%
$280.04 - $302.45 $233K - $251K
30.8K $8.92M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.13K
+ 6.5%
$40.82 - $45.39 $373K - $414K
150K $6.23M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.29K
+ 25.4%
$89.01 - $96.24 $382K - $413K
21.2K $1.9M
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.94K
+ 84.01%
$46.68 - $47.95 $371K - $381K
17.4K $817K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.89K
+ 32.0%
$46.48 - $51.32 $320K - $354K
28.4K $1.37M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.53K
+ 66.56%
$35.45 - $40.33 $338K - $384K
23.9K $855K
HUBS
Hubspot Inc

Technology
149
+ 11.6%
$514.07 - $757.4 $76.6K - $113K
1.43K $999K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.78K
+ 12.18%
$85.33 - $104.24 $152K - $185K
16.4K $1.6M
CEG
Constellation Energy Corp

Utilities
2.11K
+ 43.73%
$224.28 - $285.52 $473K - $602K
6.93K $1.56M
VOT
Vanguard Mid Cap Growth Index

ETFs
73
+ 0.28%
$241.48 - $274.89 $17.6K - $20.1K
26.2K $6.64M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
45.3K
+ 149.8%
$22.63 - $47.53 $1.03M - $2.15M
75.6K $1.72M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.64K
+ 6.76%
$50.73 - $51.08 $286K - $288K
89K $4.53M
ETR
Entergy Corp

Utilities
11.5K
+ 106.85%
$73.19 - $156.4 $845K - $1.8M
22.3K $1.69M
VXF
Vanguard Extended Market ETF

ETFs
674
+ 3.83%
$179.17 - $207.15 $121K - $140K
18.3K $3.47M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
13.3K
+ 18.72%
$17.93 - $18.8 $239K - $251K
84.6K $1.54M
CLX
Clorox CO

Consumer Defensive
1.6K
+ 5.79%
$156.51 - $169.74 $251K - $272K
29.3K $4.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 2.38%
$370.24 - $418.94 $59.2K - $67K
6.9K $2.77M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.79K
+ 7.57%
N/A
53.8K $3.36M
IWC
Russell Micro Cap ETF

ETFs
524
+ 2.29%
$120.3 - $138.84 $63K - $72.8K
23.4K $3.06M
Activity Summary
Buys All Purchases 234 New Holdings 28 Increased Positions 206 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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