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
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.45K
+ 22.93%
$23.92 - $24.89 $202K - $210K
45.3K $1.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
478
+ 27.36%
$417.69 - $450.94 $200K - $216K
2.23K $946K
BA
Boeing CO

Industrials
692
+ 20.37%
$138.14 - $180.72 $95.6K - $125K
4.09K $723K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.09K
+ 22.14%
$80.13 - $83.77 $248K - $259K
17K $1.37M
XYLD
Global X Fds S&P 500 Covered C

ETFs
4.3K
+ 14.94%
$40.86 - $43.42 $176K - $187K
33.1K $1.39M
XLE
Energy Sector Spdr

ETFs
3.23K
+ 7.61%
$83.32 - $97.27 $269K - $314K
45.6K $3.91M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
1.72K
+ 7.38%
$77.98 - $84.06 $134K - $145K
25.1K $2.03M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.56K
+ 31.41%
$28.6 - $29.27 $188K - $192K
27.4K $786K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.2K
+ 14.37%
$48.45 - $52.57 $155K - $168K
25.5K $1.27M
EFG
Msci Eafe Growth ETF

ETFs
11.3K
+ 13.05%
$96.83 - $106.88 $1.1M - $1.21M
98.2K $9.51M
TFLO
Ishares Treasury Floating Rate

ETFs
3.16K
+ 20.85%
$50.37 - $50.63 $159K - $160K
18.3K $924K
SNPS
Synopsys Inc

Technology
359
+ 40.98%
$485.36 - $588.0 $174K - $211K
1.24K $599K
CYBR
Cyber Ark Software Ltd.

Technology
86
+ 2.93%
$274.1 - $333.15 $23.6K - $28.7K
3.02K $1.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.92K
+ 17.05%
$25.3 - $26.31 $175K - $182K
47.5K $1.22M
FM
Ishares Msci Frontier And Sele

ETFs
6.36K
+ 9.83%
$27.11 - $27.7 $172K - $176K
71K $1.93M
VGT
Vanguard Information Technolog

ETFs
168
+ 14.74%
$571.78 - $647.97 $96.1K - $109K
1.31K $813K
VOOV
Vanguard S&P 500 Value ETF

ETFs
921
+ 20.21%
$184.21 - $199.29 $170K - $184K
5.48K $1.01M
HPE
Hewlett Packard Enterprise CO

Technology
5.2K
+ 27.38%
$19.31 - $23.95 $100K - $124K
24.2K $516K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.05K
+ 29.6%
$71.75 - $75.11 $147K - $154K
8.97K $645K
IWD
Ishares Russell 1000 Val ETF

ETFs
740
+ 25.94%
$183.23 - $199.79 $136K - $148K
3.59K $665K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
+ 1.33%
$176.42 - $186.91 $221K - $234K
95.3K $17M
FXR
First Trust Industrials/Produc

ETFs
1.81K
+ 6.2%
$74.81 - $83.27 $135K - $151K
31K $2.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
263
+ 14.4%
$172.07 - $207.36 $45.3K - $54.5K
2.09K $412K
VRIG
Invesco Actively Managed ETF F

ETFs
3.54K
+ 3.41%
$25.06 - $25.2 $88.8K - $89.3K
107K $2.7M
GTO
Invesco Actively Managed ETF T

ETFs
7.61K
+ 5.44%
$46.33 - $48.41 $352K - $368K
148K $6.85M
FYX
First Tr Small Cap Core Alphad

ETFs
410
+ 1.35%
$96.51 - $110.53 $39.6K - $45.3K
30.7K $3.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
208
+ 9.51%
$264.18 - $304.19 $54.9K - $63.3K
2.4K $670K
IJS
Ishares S&P Smallcap 600 Value

ETFs
694
+ 8.57%
$104.59 - $118.05 $72.6K - $81.9K
8.8K $955K
X
United States Steel Corp

Basic Materials
3.1K
+ 17.69%
$30.14 - $42.31 $93.4K - $131K
20.6K $701K
IBM
International Business Machines Corp

Technology
485
+ 2.18%
$204.9 - $238.04 $99.4K - $115K
22.7K $4.99M
VPC
Etfis Ser Tr I Virtus Private

ETFs
4.32K
+ 13.87%
$21.52 - $22.98 $93.1K - $99.4K
35.5K $772K
PSX
Phillips 66

Energy
1.33K
+ 29.72%
$110.35 - $138.93 $147K - $185K
5.81K $661K
CPRT
Copart Inc

Consumer Cyclical
236
+ 2.02%
$51.36 - $63.8 $12.1K - $15.1K
11.9K $682K
UNP
Union Pacific Corp

Industrials
461
+ 23.89%
$223.15 - $249.32 $103K - $115K
2.39K $545K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.47K
+ 10.6%
$50.37 - $50.6 $74.2K - $74.6K
15.4K $774K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
758
+ 18.47%
$85.41 - $87.1 $64.7K - $66K
4.86K $419K
EMB
Ishares Tr

ETFs
1.66K
+ 9.15%
$88.94 - $93.46 $148K - $155K
19.8K $1.76M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
619
+ 9.28%
$72.18 - $81.41 $44.7K - $50.4K
7.29K $550K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.14K
+ 11.0%
$22.72 - $23.0 $71.3K - $72.2K
31.7K $722K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.57K
+ 9.81%
$19.38 - $19.58 $69.2K - $69.9K
40K $776K
SNA
Snap On Inc

Industrials
1
+ 0.08%
$285.44 - $371.35 $285 - $371
1.25K $423K
SPG
Simon Property Group Inc

Real Estate
213
+ 3.66%
$167.23 - $183.84 $35.6K - $39.2K
6.03K $1.04M
QTEC
First Trust Nasdaq 100 Technol

ETFs
467
+ 4.26%
$185.87 - $204.12 $86.8K - $95.3K
11.4K $2.15M
BX
Blackstone Inc.

Financial Services
33
+ 1.35%
$148.45 - $199.05 $4.9K - $6.57K
2.48K $427K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.48K
+ 8.57%
$43.02 - $47.32 $150K - $165K
44.1K $1.91M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.07K
+ 12.76%
$50.23 - $50.47 $53.9K - $54.2K
9.48K $476K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.5K
+ 145.64%
$18.41 - $40.87 $304K - $675K
27.9K $515K
APH
Amphenol Corp

Technology
220
+ 2.8%
$62.07 - $75.35 $13.7K - $16.6K
8.06K $560K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38
+ 0.24%
$124.61 - $133.96 $4.74K - $5.09K
16K $2.06M
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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