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
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.06K
+ 2.74%
$49.63 - $50.41 $102K - $104K
77.1K $3.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 210.96%
$22.4 - $68.28 $490K - $1.49M
32.2K $746K
AOA
Ishares Tr Core Aggressive All

ETFs
712
+ 14.9%
$76.61 - $79.88 $54.5K - $56.9K
5.49K $420K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
172
+ 0.71%
$62.07 - $66.61 $10.7K - $11.5K
24.5K $1.57M
CASY
Caseys General Stores Inc

Consumer Cyclical
48
+ 4.23%
$366.65 - $427.88 $17.6K - $20.5K
1.18K $468K
EOG
Eog Resources Inc

Energy
445
+ 1.25%
$118.22 - $136.54 $52.6K - $60.8K
36.1K $4.42M
DVY
Ishares Tr

ETFs
621
+ 5.55%
$129.55 - $143.41 $80.5K - $89.1K
11.8K $1.55M
XLP
Consumer Staples Sector Spdr

ETFs
461
+ 1.12%
N/A
41.6K $3.17M
HYGV
Flexshares Tr High Yield Value

ETFs
1.1K
+ 10.55%
$40.53 - $41.51 $44.4K - $45.5K
11.5K $467K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.33K
+ 11.2%
$58.61 - $64.79 $78.2K - $86.4K
13.2K $776K
MGEE
Mge Energy Inc

Utilities
49
+ 0.46%
$88.55 - $108.16 $4.34K - $5.3K
10.8K $1.01M
IETC
Ishares U S ETF Tr

ETFs
3
+ 0.07%
$77.24 - $89.31 $232 - $268
4.42K $377K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$116.4 - $138.52 $116 - $139
3.04K $385K
LVHI
Franklin International Low Vol

ETFs
1.28K
+ 7.44%
$29.98 - $31.57 $38.4K - $40.4K
18.5K $563K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12
+ 2.87%
$1146.59 - $1270.6 $13.8K - $15.2K
430 $509K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
958
+ 10.98%
$44.87 - $46.86 $43K - $44.9K
9.68K $434K
CMI
Cummins Inc

Industrials
10
+ 1.07%
$324.93 - $383.42 $3.25K - $3.83K
942 $328K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.35K
+ 11.44%
$23.7 - $24.34 $31.9K - $32.8K
13.1K $313K
IHDG
Wisdomtree Tr

ETFs
1.37K
+ 8.33%
$43.38 - $46.0 $59.5K - $63.1K
17.8K $775K
FDX
Fedex Corp

Industrials
38
+ 2.43%
$260.5 - $305.15 $9.9K - $11.6K
1.6K $451K
AJG
Arthur J. Gallagher & Co.

Financial Services
67
+ 4.1%
$278.49 - $315.16 $18.7K - $21.1K
1.7K $483K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
236
+ 8.61%
N/A
2.98K $255K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.3%
$311.11 - $335.64 $1.87K - $2.01K
2.02K $649K
POOL
Pool Corp

Industrials
148
+ 15.88%
$339.32 - $390.03 $50.2K - $57.7K
1.08K $368K
INDI
Indie Semiconductor, Inc.

Technology
3.99K
+ 39.15%
$3.31 - $5.48 $13.2K - $21.9K
14.2K $57K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
3.6K
+ 12.01%
$12.12 - $13.1 $43.6K - $47.1K
33.6K $408K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
15
+ 0.39%
$79.95 - $89.42 $1.2K - $1.34K
3.83K $319K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.41K
+ 13.29%
$64.62 - $71.43 $91K - $101K
12K $776K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
360
+ 0.28%
N/A
127K $4M
SYY
Sysco Corp

Consumer Defensive
605
+ 2.83%
$73.63 - $81.77 $44.5K - $49.5K
22K $1.68M
HOWL
Werewolf Therapeutics, Inc.

Healthcare
12.7K
+ 88.15%
$1.48 - $3.63 $18.9K - $46.3K
27.2K $40K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.07%
$260.27 - $280.65 $260 - $281
1.51K $407K
IFRA
Ishares Tr

ETFs
496
+ 2.11%
$45.94 - $51.71 $22.8K - $25.6K
23.9K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
486
+ 8.09%
$99.2 - $108.47 $48.2K - $52.7K
6.49K $646K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.45K
+ 3.7%
$160.89 - $176.18 $233K - $255K
40.6K $6.56M
FNDX
Schwab Fundamental U S Large C

ETFs
15.2K
+ 205.16%
$23.49 - $71.77 $357K - $1.09M
22.6K $534K
STLD
Steel Dynamics Inc

Basic Materials
18
+ 0.36%
N/A
5.04K $494K
MET
Metlife Inc

Financial Services
107
+ 0.91%
$78.15 - $88.25 $8.36K - $9.44K
11.9K $971K
DWAT
Arrow Invts Tr Dwa Tactical Et

ETFs
290
+ 0.62%
$11.44 - $12.0 $3.32K - $3.48K
46.9K $539K
FEX
First Tr Large Cap Core Alphde

ETFs
3
+ 0.06%
$103.29 - $112.88 $310 - $339
5.3K $552K
Gsk PLC
597
+ 7.55%
N/A
8.5K $0
Invesco Actively Managed Exc
3.25K
+ 19.54%
N/A
19.9K $0
Blackrock ETF Trust Ii
9.86K
+ 13.79%
N/A
81.4K $0
T Rowe Price ETF Inc
12.1K
+ 62.9%
N/A
31.3K $0
GIGB
Goldman Sachs ETF Access Invt
1.12K
+ 1.23%
N/A
92K $0
Tpi Composites Inc
78K
+ 26.71%
N/A
370K $0
LCTD
Blackrock ETF World Ex Us Carb
662
+ 12.07%
N/A
6.15K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.93K
+ 10.23%
N/A
20.8K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
849
+ 9.88%
$58.88 - $64.8 $50K - $55K
9.44K $556K
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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