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
HEFA
Ishares Currency Hedged Msci E

ETFs
3.58K
+ 3.57%
$37.2 - $39.61 $133K - $142K
104K $4.11M
FDN
First Tr Fd Dow Jones

ETFs
127
+ 0.49%
$264.06 - $287.34 $33.5K - $36.5K
26K $7.28M
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 1.07%
$291.67 - $316.99 $62.7K - $68.2K
20.3K $6.18M
FXR
First Trust Industrials/Produc

ETFs
2.02K
+ 5.99%
$75.64 - $80.06 $153K - $161K
35.7K $2.79M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.39K
+ 18.12%
$89.32 - $107.82 $124K - $150K
9.08K $978K
PLTR
Palantir Technologies Inc.

Technology
1.06K
+ 52.15%
$130.68 - $186.97 $138K - $198K
3.08K $562K
EXPE
Expedia Group, Inc.

Consumer Cyclical
234
+ 4.51%
$171.01 - $228.24 $40K - $53.4K
5.43K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
242
+ 5.0%
$357.4 - $423.42 $86.5K - $102K
5.08K $2.06M
EMB
Ishares Tr

ETFs
2.36K
+ 10.44%
$91.52 - $95.59 $216K - $225K
24.9K $2.37M
AEP
American Electric Power CO Inc

Utilities
118
+ 0.39%
$103.26 - $115.0 $12.2K - $13.6K
30.5K $3.43M
GTO
Invesco Actively Managed ETF T

ETFs
3.55K
+ 2.29%
$46.43 - $47.91 $165K - $170K
158K $7.51M
AJG
Arthur J. Gallagher & Co.

Financial Services
923
+ 41.56%
$284.17 - $319.49 $262K - $295K
3.14K $973K
FTHI
First Trust Exchange Traded Fd

ETFs
9.18K
+ 21.12%
$22.76 - $23.92 $209K - $220K
52.7K $1.25M
BAC
Bank Of America Corp

Financial Services
1.54K
+ 3.79%
$44.92 - $52.42 $69K - $80.6K
42.1K $2.17M
VGT
Vanguard Information Technolog

ETFs
128
+ 6.85%
$656.44 - $753.15 $84K - $96.4K
2K $1.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.02K
+ 13.93%
$87.29 - $93.61 $176K - $189K
16.5K $1.54M
TDIV
First Trust Nasdaq Technology

ETFs
82
+ 0.3%
$89.27 - $100.33 $7.32K - $8.23K
27.8K $2.74M
QBTS
D Wave Quantum Inc.

Technology
2.53K
+ 14.71%
$14.81 - $27.72 $37.5K - $70.1K
19.7K $487K
KLAC
Kla Corp

Technology
79
+ 9.73%
$843.9 - $1078.6 $66.7K - $85.2K
891 $961K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.02K
+ 9.6%
$131.47 - $143.64 $134K - $146K
11.6K $1.65M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.06K
+ 5.34%
$96.22 - $98.19 $198K - $202K
40.6K $3.98M
AMD
Advanced Micro Devices Inc

Technology
479
+ 6.32%
$134.8 - $184.42 $64.6K - $88.3K
8.05K $1.3M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.34K
+ 17.47%
$38.52 - $39.39 $206K - $210K
35.9K $1.41M
VO
Vanguard Mid Cap ETF

ETFs
41
+ 0.28%
$279.83 - $293.74 $11.5K - $12K
14.8K $4.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.55K
+ 6.44%
$72.04 - $77.35 $112K - $120K
25.7K $1.97M
MBB
Ishares Tr

ETFs
1.33K
+ 1.88%
$92.46 - $95.73 $123K - $127K
72K $6.85M
SMR
Nuscale Power Corp

Industrials
6.41K
+ 91.64%
$32.65 - $51.67 $209K - $331K
13.4K $482K
VNQ
Vanguard Specialized Funds Van

ETFs
566
+ 0.86%
$88.47 - $93.24 $50.1K - $52.8K
66.1K $6.04M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.27K
+ 5.75%
N/A
60.2K $3.76M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
13.2K
+ 38.73%
$12.9 - $13.59 $170K - $179K
47.3K $634K
PSX
Phillips 66

Energy
417
+ 5.57%
$118.37 - $139.46 $49.4K - $58.2K
7.91K $1.08M
LVHI
Franklin International Low Vol

ETFs
3.55K
+ 13.47%
$32.69 - $35.19 $116K - $125K
29.9K $1.04M
CPRT
Copart Inc

Consumer Cyclical
5.16K
+ 41.53%
$44.6 - $49.97 $230K - $258K
17.6K $791K
FIW
First Trust Water ETF

ETFs
1.41K
+ 29.75%
$107.54 - $115.08 $151K - $162K
6.14K $689K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.28K
+ 23.24%
$72.57 - $74.72 $165K - $170K
12.1K $897K
GE
General Electric CO

Industrials
177
+ 6.21%
$244.75 - $305.63 $43.3K - $54.1K
3.03K $910K
SO
Southern CO

Utilities
1.23K
+ 6.17%
$90.83 - $96.0 $112K - $118K
21.2K $2.01M
CEG
Constellation Energy Corp

Utilities
408
+ 7.53%
$298.82 - $354.89 $122K - $145K
5.83K $1.92M
IWM
Ishares Russell 2000 ETF

ETFs
165
+ 3.43%
$214.92 - $244.84 $35.5K - $40.4K
4.97K $1.2M
EMQQ
Emqq Emerging Markets Internet

ETFs
2.82K
+ 41.81%
$40.28 - $46.86 $114K - $132K
9.56K $443K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.43K
+ 4.16%
$81.75 - $84.54 $117K - $121K
35.7K $3.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.59K
+ 47.53%
$87.05 - $93.19 $138K - $148K
4.92K $457K
BX
Blackstone Inc.

Financial Services
322
+ 6.59%
$152.77 - $188.68 $49.2K - $60.8K
5.21K $889K
CASY
Caseys General Stores Inc

Consumer Cyclical
143
+ 9.98%
$494.52 - $565.32 $70.7K - $80.8K
1.58K $890K
BNDX
Vanguard Total International B

ETFs
3.17K
+ 30.68%
$49.0 - $49.51 $155K - $157K
13.5K $667K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.67K
+ 7.44%
$64.17 - $68.19 $107K - $114K
24.1K $1.64M
XLV
Select Sector Spdr Fund Health

ETFs
688
+ 4.99%
$129.01 - $139.72 $88.8K - $96.1K
14.5K $2.01M
D
Dominion Energy, Inc

Utilities
2.16K
+ 47.42%
$56.32 - $62.1 $122K - $134K
6.72K $410K
LLY
Eli Lilly & CO

Healthcare
249
+ 9.96%
$625.65 - $812.69 $156K - $202K
2.75K $2.1M
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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