Regal Investment Advisors LLC Incresed Positions in Q3 2025

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
42.1K
+ 14.71%
$26.94 - $29.62 $1.13M - $1.25M
329K $9.28M
ETR
Entergy Corp

Utilities
8.95K
+ 78.43%
$80.93 - $93.55 $725K - $838K
20.4K $1.9M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.26K
+ 1.95%
$40.68 - $46.33 $133K - $151K
171K $7.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.2K
+ 9.06%
$28.92 - $32.19 $440K - $489K
183K $5.84M
CINF
Cincinnati Financial Corp

Financial Services
4.11K
+ 13.04%
$145.8 - $158.1 $599K - $650K
35.6K $5.63M
XLY
Select Sector Spdr Consumer Di

ETFs
3.48K
+ 109.13%
$216.09 - $242.18 $752K - $842K
6.67K $1.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
+ 24.47%
$420.11 - $472.68 $587K - $661K
7.11K $3.33M
CVX
Chevron Corp

Energy
1.61K
+ 2.98%
$145.57 - $161.83 $235K - $261K
55.6K $8.64M
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 33.95%
$293.94 - $444.72 $320K - $484K
4.29K $1.91M
KO
Coca Cola CO

Consumer Defensive
18.4K
+ 23.91%
$65.67 - $71.67 $1.21M - $1.32M
95.3K $6.32M
ORCL
Oracle Corp

Technology
2.08K
+ 44.94%
$218.96 - $328.33 $455K - $683K
6.71K $1.89M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
+ 17.82%
$224.68 - $282.71 $335K - $421K
9.85K $2.75M
MUB
Ishares National Muni Bond ETF

ETFs
5.9K
+ 7.38%
$103.24 - $106.68 $610K - $630K
85.9K $9.15M
XLE
Energy Sector Spdr

ETFs
7.17K
+ 22.55%
$84.25 - $91.99 $604K - $660K
39K $3.48M
FXU
First Tr Exchange Traded Fd Ut

ETFs
16.5K
+ 188.55%
$41.97 - $45.5 $691K - $750K
25.2K $1.15M
VZ
Verizon Communications Inc

Communication Services
14.9K
+ 8.65%
$40.84 - $45.06 $609K - $672K
187K $8.23M
EEM
Ishares Msci Emerging Markets

ETFs
1.54K
+ 1.27%
$48.07 - $53.4 $73.9K - $82.1K
122K $6.54M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.46K
+ 14.06%
$133.48 - $144.38 $462K - $500K
28.1K $4.01M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.22K
+ 87.66%
$192.76 - $203.86 $620K - $656K
6.89K $1.4M
VTV
Vanguard Value ETF

ETFs
3.24K
+ 38.29%
$175.51 - $186.57 $568K - $604K
11.7K $2.18M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14K
+ 195.1%
$42.26 - $47.16 $592K - $661K
21.2K $981K
XLI
Industrial Sector Spdr

ETFs
3.54K
+ 31.81%
$147.94 - $154.99 $523K - $548K
14.7K $2.26M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.48K
+ 79.29%
$68.94 - $86.3 $378K - $473K
12.4K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
680
+ 4.73%
$282.78 - $316.06 $192K - $215K
15.1K $4.75M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.86K
+ 19.34%
$134.94 - $145.86 $386K - $417K
17.7K $2.57M
SHW
Sherwin Williams CO

Basic Materials
1.62K
+ 92.41%
$330.88 - $375.23 $536K - $608K
3.37K $1.17M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.43K
+ 31.09%
$68.24 - $73.73 $439K - $474K
27.1K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
1.28K
+ 41.43%
$237.77 - $353.61 $305K - $453K
4.37K $1.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.52K
+ 8.23%
$78.11 - $79.07 $509K - $515K
85.7K $6.77M
RPRX
Royalty Pharma PLC

Healthcare
16.8K
+ 18.07%
$34.9 - $37.91 $586K - $637K
110K $3.87M
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 1.26%
$61.22 - $65.41 $102K - $109K
133K $8.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.17K
+ 5.82%
$211.65 - $238.24 $458K - $516K
39.4K $8.64M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.05K
+ 159.5%
$70.77 - $73.59 $428K - $445K
9.85K $721K
FV
First Trust Dorsey Wright Focu

ETFs
61
+ 0.04%
$59.23 - $62.14 $3.61K - $3.79K
167K $10.3M
FANG
Diamondback Energy, Inc.

Energy
2.19K
+ 10.58%
$134.53 - $152.5 $295K - $334K
22.9K $3.28M
PIO
Invesco Exchange Traded Fd Tr

ETFs
9.36K
+ 120.7%
$43.84 - $45.74 $410K - $428K
17.1K $768K
VIG
Vanguard Dividend Appreciation

ETFs
2.31K
+ 4.26%
N/A
56.5K $10.3M
EMR
Emerson Electric CO

Industrials
4.18K
+ 6.56%
$128.6 - $149.63 $537K - $625K
67.9K $8.9M
JPIE
J P Morgan Exchange Traded Fd
8.5K
+ 25.93%
$46.01 - $46.55 $391K - $396K
41.3K $1.92M
WEC
Wec Energy Group, Inc.

Utilities
3.09K
+ 87.92%
$103.66 - $114.59 $321K - $354K
6.61K $757K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.08K
+ 35.5%
$276.51 - $305.12 $297K - $328K
4.1K $1.22M
ABT
Abbott Laboratories

Healthcare
3K
+ 33.88%
$120.51 - $136.62 $361K - $410K
11.8K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
436
+ 4.56%
$459.11 - $506.91 $200K - $221K
10K $5.02M
META
Meta Platforms, Inc.

Communication Services
538
+ 13.43%
$695.21 - $791.73 $374K - $426K
4.55K $3.34M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.21K
+ 11.5%
$50.85 - $51.35 $367K - $370K
69.9K $3.58M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.33K
+ 12.14%
$27.61 - $29.15 $230K - $243K
76.9K $2.24M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.93K
+ 109.12%
N/A
7.52K $645K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.31K
+ 13.98%
$181.56 - $190.33 $238K - $250K
10.7K $2.03M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.39K
+ 11.53%
$96.83 - $101.71 $231K - $243K
23.1K $2.35M
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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